Comparing Waverly Advisors' Q3 and Q4 2022 Holdings: What Changed?

Investors are always eager to learn what top funds and advisors are holding and how their positions change over time. Waverly Advisors, LLC, one of the top investment advisory firms in the United States, recently filed its Q3 and Q4 2022 13F holdings with the SEC. In this blog post, we'll take a closer look at the holdings and changes between these quarters.

First, let's start with an overview of the key holdings of Waverly Advisors:

- INVESCO EXCHANGE TRADED FD T (PRF)

- VANGUARD INDEX FDS (VOE)

- VANGUARD INDEX FDS (VUG)

- ISHARES TR (IVV)

- VANGUARD TAX-MANAGED FDS (VEA)

- PIMCO ETF TR (MINT)

- ISHARES TR (IWB)

- VANGUARD INDEX FDS (VOT)

- VANGUARD SCOTTSDALE FDS (VONE)

- VANGUARD SPECIALIZED FUNDS (VIG)

Now, let's take a closer look at the changes between Q3 and Q4 2022:

Biggest Increases

One of the biggest increases was in ISHARES TR (IJS), which saw a whopping 2216.7% increase in shares. PIMCO ETF TR (MINT) also had a significant increase, with a surge in shares of 428.7%, followed closely by FLOWERS FOODS INC (FLO) with an increase of 585.1% in shares held.

VANGUARD TAX-MANAGED FDS (VEA) also saw a notable increase of 11.4%, while INVESCO EXCHANGE TRADED FD T (PRF) and JOHNSON & JOHNSON (JNJ) increased by 11% and 15.1% respectively.

Biggest Decreases

While several holdings had increases, there were also a few big decreases between Q3 and Q4 2022. SPDR SER TR (SPAB) saw the biggest decrease of 2.2% in shares held, followed by VANGUARD INDEX FDS (VOT) with a decrease of 1.9% and VANGUARD SCOTTSDALE FDS (VTWO) with a decrease of 5.3%.

Noteworthy Holdings

One of the most noteworthy holdings for Waverly Advisors is ISHARES TR (IVV), which saw an increase of 21.1% in shares held. Another significant holding is VANGUARD INDEX FDS (VTV), which saw an impressive increase of 36.9% in shares from Q3 to Q4 2022. Additionally, ISHARES TR (IWD) had an increase of 49.1% in shares and ISHARES TR (IWF) saw an increase of 17.6%.

Conclusion

While Waverly Advisors made notable changes to its holdings between Q3 and Q4 2022, it's important to remember that these are just a glimpse of the overall picture. Investors are always encouraged to conduct their own research and analysis when looking to invest in any holdings. Nevertheless, these changes can provide valuable insights into the current trends and movements within the industry.