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Waverly Advisors, LLC

All holdings · as of Dec 31, 2025

1,474 positions

CompanyClassValueShares% of portfolio
DBX ETF TR$663180.0%
ISHARES INC$1.4K300.0%
FIDELITY COVINGTON TRUST$4.0K1500.0%
ISHARES TR$7.7K1860.0%
WESTWATER RESOURCES, INC.WWRCommon Stock$7.8K10,3430.0%
FIDELITY COVINGTON TRUST$8.2K990.0%
GLOBAL X FDS$8.8K1850.0%
KINDLY MD INC$9.7K27,4950.0%
FIDELITY COVINGTON TRUST$10.4K1400.0%
AGILON HEALTH INC$10.8K15,6990.0%
ISHARES TR$13.8K3730.0%
CANGO INC$15.0K10,0000.0%
Sabre Corp$15.1K11,1270.0%
SCHWAB STRATEGIC TR$15.5K3400.0%
FIDELITY COVINGTON TRUST$16.3K2100.0%
HUMACYTE INC$18.3K19,0510.0%
INVESCO EXCHANGE TRADED FD T$18.6K2340.0%
ISHARES TR$19.2K3220.0%
SPDR INDEX SHS FDS$21.3K3310.0%
Upexi Inc$23.1K13,7250.0%
INVESCO EXCHANGE TRADED FD T$23.2K2820.0%
BITFARMS LTD$23.5K10,0020.0%
TRX GOLD CORPORATION$24.1K26,1500.0%
UNISYS CORP$28.4K10,2730.0%
INVESCO EXCHANGE TRADED FD T$29.9K2,1170.0%
ISHARES TR$33.4K4560.0%
Cytosorbents CorpCTSOCommon Stock$35.5K55,5560.0%
DIMENSIONAL ETF TRUST$36.1K4880.0%
OPKO HEALTH, INC.OPKCommon Stock$43.8K34,7270.0%
Plug Power Inc$45.4K23,0510.0%
BORR DRILLING LTD$46.4K11,5080.0%
J P MORGAN EXCHANGE TRADED F$49.2K6710.0%
BANK BRADESCOBBDADR$51.7K15,5390.0%
LLOYDS BANKING GROUP PLC$54.5K10,2850.0%
INNOVATOR ETFS TRUST$65.0K2,3830.0%
INNOVATOR ETFS TRUST$65.3K3,4120.0%
ABERDEEN MULTI-MARKET INCOME FUNDMMTClosed-End Fund$68.1K14,6370.0%
J P MORGAN EXCHANGE TRADED F$73.7K1,4430.0%
MAXCYTE, INC.$77.9K50,2670.0%
Navitas Semiconductor Corp$79.0K11,0580.0%
Medical Properties Trust Inc$81.0K16,1950.0%
J P MORGAN EXCHANGE TRADED F$81.3K1,4440.0%
AMERICAS GOLD AND SILVER COR$85.3K16,6920.0%
Solid Power, Inc.$86.1K20,2550.0%
INVESCO SR INCOME TR$86.8K26,5580.0%
ImmunityBio, Inc.IBRXCommon Stock$88.9K44,8890.0%
Coda Octopus Group, Inc.$93.0K10,0000.0%
LIBERTY ALL STAR GROWTH FUND INC.$93.4K17,6290.0%
PUTNAM ETF TRUST$94.6K10,4940.0%
ISHARES TR$94.8K2,5360.0%
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