WAVERLY ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABBV | 159K | $36.80M |
 | KMI | 158K | $4.46M |
 | SFBS | 157K | $12.64M |
 | WFC | 155K | $13.00M |
 | PFE | 155K | $3.95M |
 | NLY | 149K | $3.02M |
 | ONEW | 146K | $2.31M |
 | ARIS | 144K | $3.55M |
 | NI | 137K | $5.93M |
 | SBUX | 132K | $11.20M |
 | MRK | 132K | $11.08M |
 | MDLZ | 132K | $8.23M |
 | MKC | 129K | $8.65M |
 | UL | 128K | $7.61M |
 | PEP | 122K | $17.13M |
 | BIP | 119K | $3.90M |
 | UCB | 117K | $3.68M |
 | ECL | 115K | $31.48M |
 | V | 113K | $38.66M |
 | CTRA | 113K | $2.67M |
AbbVie Inc.
ABBV
Shares Held
159K
Value
$36.80M
Kinder Morgan, Inc.
KMI
Shares Held
158K
Value
$4.46M
ServisFirst Bancshares, Inc.
SFBS
Shares Held
157K
Value
$12.64M
Wells Fargo & Company
WFC
Shares Held
155K
Value
$13.00M
Pfizer Inc.
PFE
Shares Held
155K
Value
$3.95M
Annaly Capital Management, Inc.
NLY
Shares Held
149K
Value
$3.02M
OneWater Marine Inc.
ONEW
Shares Held
146K
Value
$2.31M
Aris Water Solutions, Inc.
ARIS
Shares Held
144K
Value
$3.55M
NiSource Inc.
NI
Shares Held
137K
Value
$5.93M
Starbucks Corporation
SBUX
Shares Held
132K
Value
$11.20M
Merck & Co., Inc.
MRK
Shares Held
132K
Value
$11.08M
Mondelez International, Inc.
MDLZ
Shares Held
132K
Value
$8.23M
McCormick & Company, Incorporated
MKC
Shares Held
129K
Value
$8.65M
Unilever PLC
UL
Shares Held
128K
Value
$7.61M
PepsiCo, Inc.
PEP
Shares Held
122K
Value
$17.13M
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
119K
Value
$3.90M
United Community Banks, Inc.
UCB
Shares Held
117K
Value
$3.68M
Ecolab Inc.
ECL
Shares Held
115K
Value
$31.48M
Visa Inc.
V
Shares Held
113K
Value
$38.66M
Coterra Energy Inc.
CTRA
Shares Held
113K
Value
$2.67M