WAVERLY ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 1.73M | $33.31M |
 | NVDA | 1.33M | $231.68M |
 | AAPL | 1.27M | $321.74M |
 | PAA | 623K | $13.91M |
 | KO | 615K | $46.78M |
 | AMZN | 615K | $128.08M |
 | BAC | 583K | $28.42M |
 | MSFT | 560K | $207.48M |
 | VZ | 547K | $27.44M |
 | EPD | 522K | $19.77M |
 | GOOGL | 469K | $134.98M |
 | AM | 457K | $10.43M |
 | PG | 455K | $65.70M |
 | PFE | 449K | $12.62M |
 | T | 431K | $12.49M |
 | CSCO | 427K | $33.12M |
 | WMT | 400K | $49.77M |
 | XOM | 355K | $60.26M |
 | JPM | 348K | $102.37M |
 | ABEV | 345K | $1.01M |
Energy Transfer LP
ET
Shares Held
1.73M
Value
$33.31M
NVIDIA Corporation
NVDA
Shares Held
1.33M
Value
$231.68M
Apple Inc.
AAPL
Shares Held
1.27M
Value
$321.74M
Plains All American Pipeline, L.P.
PAA
Shares Held
623K
Value
$13.91M
The Coca-Cola Company
KO
Shares Held
615K
Value
$46.78M
Amazon.com, Inc.
AMZN
Shares Held
615K
Value
$128.08M
Bank of America Corporation
BAC
Shares Held
583K
Value
$28.42M
Microsoft Corporation
MSFT
Shares Held
560K
Value
$207.48M
Verizon Communications Inc.
VZ
Shares Held
547K
Value
$27.44M
Enterprise Products Partners L.P.
EPD
Shares Held
522K
Value
$19.77M
Alphabet Inc.
GOOGL
Shares Held
469K
Value
$134.98M
Antero Midstream Corporation
AM
Shares Held
457K
Value
$10.43M
The Procter & Gamble Company
PG
Shares Held
455K
Value
$65.70M
Pfizer Inc.
PFE
Shares Held
449K
Value
$12.62M
AT&T Inc.
T
Shares Held
431K
Value
$12.49M
Cisco Systems, Inc.
CSCO
Shares Held
427K
Value
$33.12M
Walmart Inc.
WMT
Shares Held
400K
Value
$49.77M
Exxon Mobil Corporation
XOM
Shares Held
355K
Value
$60.26M
JPMorgan Chase & Co.
JPM
Shares Held
348K
Value
$102.37M
Ambev S.A.
ABEV
Shares Held
345K
Value
$1.01M