Long-term investor
Waverly Advisors, LLC @waverlyadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001568787).
Record
- Tracked since 2025-06-30 (434 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months +8.5% · 1 year +15.4% · all +15.4%
- Max drawdown -1.9% · Sharpe 0.98 · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 5.6% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30
- VUG · 2.4% · long · since 2025-06-30
- VIG · 1.9% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30
- MSFT · 1.5% · long · since 2025-06-30
- AVUV · 1.3% · long · since 2025-06-30
- VTI · 1.3% · long · since 2025-06-30
- PRF · 1.1% · long · since 2025-06-30
- SPIB · 1.1% · long · since 2025-06-30
- AMZN · 1.1% · long · since 2025-06-30
- FBND · 1.0% · long · since 2025-06-30