Waverly Advisors, LLC

Q1 2023 13F Detailed Holdings

Location
Birmingham, AL
Holdings as of
3/31/2023
Value ($000)
$1,915,642
Num holdings
435
Date filed
5/15/2023
Form type
13F-HR
Prev filing
2/14/2023
Next filing
8/14/2023
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
3 EARNEST PARTNERS LLC 028-05269
4 HARDING LOEVNER LP 028-04434
5 LAZARD ASSET MANAGEMENT LLC 028-10469
6 J.P. Morgan Investment Management Inc. 028-11937
7 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558
9 Sterling Capital Management LLC 028-11465
11 SpiderRock Advisors, LLC 028-18017