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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
351 WEATHERFORDI 945 16 0.01%
352 CARNIVAL CORP 424 16 0.01%
353 ISHARES TR 250 17 0.01%
354 DIREXION DAILY GOLD MINERS BUL 500 17 0.01%
355 VANGUARD INDEX FDS 170 17 0.01%
356 COMPUTER SCIENCES CORP. 280 17 0.01%
357 NOVO-NORDISK A S 383 17 0.01%
358 SANOFI 331 17 0.01%
359 HOME DEPOT INC 219 17 0.01%
360 DISCOVERY COMMUNICATNS NEW 216 18 0.01%
361 ROYAL DUTCH SHELL PLC 229 18 0.01%
362 ULTRA PETROLEUM CORP 674 18 0.01%
363 Liberty Interactive Corp A 135 18 0.01%
364 NUVEEN PREM INCOME MUN FD 4 COM 1,468 18 0.01%
365 CHEMED CORP 16,000 18 0.01% PRN
366 BARRICK GOLD CORP 1,011 18 0.01%
367 TRANSOCEAN LTD 446 18 0.01%
368 MEDALLION FINL CORP 1,453 19 0.01%
369 APACHE CORP 229 19 0.01%
370 GREAT NORTHERN IRON ORE PPTY 986 19 0.01%
371 TEVA PHARMACEUTICAL INDS LTD 361 19 0.01%
372 TE CONNECTIVITY LTD 314 19 0.01%
373 MACQUARIE INFRASTRUCTURE COR 333 19 0.01%
374 POWERSHARES ETF TRUST 1,048 19 0.01%
375 Breitburn Energy Partners LP 999 20 0.01%
376 ABB LTD 763 20 0.01%
377 PROSPECT CAPITAL CORPORATION 1,813 20 0.01%
378 CVS HEALTH CORP 273 20 0.01%
379 CREE INC 356 20 0.01%
380 NUVEEN FLOATING RATE INCOME 1,706 20 0.01%
381 COLONY CAPITAL CL A ORD 895 20 0.01%
382 TYCO INTL LTD. 478 20 0.01%
383 LOCKHEED MARTIN CORP 123 20 0.01%
384 MEDLEY CAP CORPORATION 1,453 20 0.01%
385 NORTHERN TIER ENERGY LP COM UN REPR PART 824 21 0.01%
386 NUSTAR ENERGY LP 391 21 0.01%
387 MONSANTO CO NEW 186 21 0.01%
388 ANNALY CAP MGMT INC 1,879 21 0.01%
389 VANGUARD WHITEHALL FDS 338 21 0.01%
390 INVESCO TR INVT GRADE MUNS 1,650 21 0.01%
391 NIPPON TEL &TEL CORP SPON ADR EACH REP 1 784 21 0.01%
392 NATURAL RESOURCE PARTNERS 1,334 21 0.01%
393 COGNIZANT TECHNOLOGY SOLUTIO 416 21 0.01%
394 SIEMENS A.G. ADR 158 21 0.01%
395 SELECT SECTOR SPDR TR 528 22 0.01%
396 LEIDOS HLDGS INC 628 22 0.01%
397 CORNING INC 1,075 22 0.01%
398 OMEGA HEALTHCARE INVS INC 660 22 0.01%
399 ARIAD PHARMACEUTICALS ORD (NMS) 2,770 22 0.01%
400 WindStream Corp (win) 2,631 22 0.01%
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