Dark
Light
System
Institutional Investment Manager
Waverly Advisors, LLC
Waverly Advisors, LLC (CIK: 0001568787) incorporated in Alabama, located at 600 University Park Place, Birmingham, AL. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Original 13F HR (0001568787-14-000002) filed in 2014.04.28
#
Name
Shares
Value ($)
%
Options
Notes
501 MICROCHIP TECHNOLOGY INC. 1,250 60 0.03%
502 COMPASS DIV HOLDINGS SHS OF BENEFICIAL INTEREST 3,225 61 0.03%
503 HERSHEY CO 586 61 0.03%
504 SIGNATURE BANK 500 63 0.03%
505 TOTAL S A 981 64 0.03%
506 AMERICAN AIRLS GROUP INC 1,763 65 0.03%
507 FIFTH THIRD BANCORP 2,847 65 0.03%
508 SUNTRUST BKS INC 1,634 65 0.03%
509 NUVEEN QUALITY INCOME MUNI FUND 4,945 66 0.03%
510 CATAMARAN CORP COM 1,500 67 0.03%
511 UNILEVER N V 1,648 68 0.03%
512 ROYAL BK CDA MONTREAL QUE 1,031 68 0.03%
513 RENAISSANCERE HOLDINGS LTD 700 68 0.03%
514 JABIL INC 3,780 68 0.03%
515 VISA INC 313 68 0.03%
516 BALL CORP 1,250 69 0.03%
517 BANK NEW YORK MELLON CORP 1,957 69 0.03%
518 CHICAGO BRIDGE & IRON CO N V 800 70 0.03%
519 EVEREST RE GROUP LTD 458 70 0.03%
520 MASTERCARD INCORPORATED 968 72 0.03%
521 FORD MTR CO DEL 4,797 75 0.03%
522 ROCKWELL AUTOMATION INC 600 75 0.03%
523 ENSCO PLC 1,432 76 0.03%
524 ISHARES TR CONSER ALLOC ETF 2,356 76 0.03%
525 ISHARES TR 568 77 0.03%
526 ROSS STORES INC 1,085 78 0.04%
527 ISHARES TR 752 79 0.04%
528 FRANKLIN RESOURCES INC 1,449 79 0.04%
529 POWERSHARES ETF TRUST 1,814 79 0.04%
530 GILEAD SCIENCES INC 1,117 79 0.04%
531 CHICOS FAS INC 5,005 80 0.04%
532 URBAN OUTFITTERS INC COM 2,200 80 0.04%
533 REALTY INCOME CORP 1,989 81 0.04%
534 EASTMAN CHEM CO 942 81 0.04%
535 POWERSHARES ETF TRUST 972 82 0.04%
536 STARWOOD HOTELS & RESORTS WORLDWIDE INC COM 1,025 82 0.04%
537 ISHARES 1,807 82 0.04%
538 UGI CORP NEW 1,800 82 0.04%
539 NETAPP INC 2,315 85 0.04%
540 SYSCO CORP 2,413 87 0.04%
541 MCKESSON CORP 492 87 0.04%
542 LINDSAY CORP 992 87 0.04%
543 WEC ENERGY CORP. 1,905 89 0.04%
544 NOVARTIS A G 1,060 90 0.04%
545 TIME WARNER CABLE INC 654 90 0.04%
546 ALEXION PHARMACEUTICALS INC 601 91 0.04%
547 HOLLYFRONTIER CORP 1,928 92 0.04%
548 GENUINE PARTS CO 1,062 92 0.04%
549 INTUIT 1,200 93 0.04%
550 VANGUARD INDEX FDS 964 94 0.04%
Page 11 of 15