WAVERLY ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PAGP | 248K | $4.52M |
 | MPLX | 246K | $12.29M |
 | SO | 240K | $22.78M |
 | ORCL | 239K | $67.15M |
 | AZN | 237K | $18.17M |
 | GOOG | 236K | $57.51M |
 | CSCO | 233K | $15.91M |
 | JPM | 228K | $71.87M |
 | AROC | 220K | $5.78M |
 | INTC | 218K | $7.30M |
 | SONY | 213K | $6.12M |
 | AVGO | 211K | $69.68M |
 | HASI | 211K | $6.47M |
 | ARCC | 204K | $4.16M |
 | BRK-B | 185K | $92.93M |
 | TSM | 176K | $49.25M |
 | JNJ | 172K | $31.94M |
 | UPS | 169K | $14.10M |
 | AM | 166K | $3.22M |
 | ADVM | 161K | $729.29K |
Plains GP Holdings, L.P.
PAGP
Shares Held
248K
Value
$4.52M
MPLX Lp
MPLX
Shares Held
246K
Value
$12.29M
The Southern Company
SO
Shares Held
240K
Value
$22.78M
Oracle Corporation
ORCL
Shares Held
239K
Value
$67.15M
AstraZeneca PLC
AZN
Shares Held
237K
Value
$18.17M
Alphabet Inc.
GOOG
Shares Held
236K
Value
$57.51M
Cisco Systems, Inc.
CSCO
Shares Held
233K
Value
$15.91M
JPMorgan Chase & Co.
JPM
Shares Held
228K
Value
$71.87M
Archrock, Inc.
AROC
Shares Held
220K
Value
$5.78M
Intel Corporation
INTC
Shares Held
218K
Value
$7.30M
Sony Group Corporation
SONY
Shares Held
213K
Value
$6.12M
Broadcom Inc.
AVGO
Shares Held
211K
Value
$69.68M
HA Sustainable Infrastructure Capital, Inc.
HASI
Shares Held
211K
Value
$6.47M
Ares Capital Corporation
ARCC
Shares Held
204K
Value
$4.16M
Berkshire Hathaway Inc.
BRK-B
Shares Held
185K
Value
$92.93M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
176K
Value
$49.25M
Johnson & Johnson
JNJ
Shares Held
172K
Value
$31.94M
United Parcel Service, Inc.
UPS
Shares Held
169K
Value
$14.10M
Antero Midstream Corporation
AM
Shares Held
166K
Value
$3.22M
Adverum Biotechnologies, Inc.
ADVM
Shares Held
161K
Value
$729.29K