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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 (2014Q4)
Original 13F HR (0001568787-15-000001) filed in 2015.01.15
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 346,450 35,203 17.68%
2 VANGUARD INDEX FDS 390,173 34,893 17.52%
3 VANGUARD INDEX FDS 278,997 29,125 14.63%
4 ISHARES TR 213,694 25,517 12.82%
5 VANGUARD INDEX FDS 71,752 13,518 6.79%
6 VANGUARD TAX-MANAGED FDS 229,869 8,707 4.37%
7 VANGUARD INDEX FDS 24,114 2,980 1.50%
8 SCHWAB INTERMEDIATE-TERM US TREASURY ETF 44,208 2,370 1.19%
9 ISHARES TR 37,576 2,286 1.15%
10 ISHARES TR 16,386 2,095 1.05%
11 ORACLE CORP 45,498 2,046 1.03%
12 VULCAN MATLS CO 30,412 1,999 1.00%
13 ADTRAN INC COM 89,247 1,946 0.98%
14 ServisFirst Bancshares Inc 53,870 1,775 0.89%
15 ISHARES TR 15,991 1,761 0.88%
16 SCHWAB US AGGREGATE BOND ETF 32,752 1,715 0.86%
17 VANGUARD INTL EQUITY INDEX F 37,296 1,493 0.75%
18 CHEVRON CORP NEW 12,244 1,374 0.69%
19 SPDR S&P 500 ETF TR 6,445 1,325 0.67%
20 ISHARES TR 8,219 983 0.49%
21 ISHARES TR 12,211 940 0.47%
22 VANGUARD INTL EQUITY INDEX F 9,835 937 0.47%
23 ISHARES TR 21,860 877 0.44%
24 EXXON MOBIL CORP 8,612 796 0.40%
25 VANGUARD INDEX FDS 6,616 772 0.39%
26 SOUTHERN CO 15,162 745 0.37%
27 COCA COLA CO 16,768 708 0.36%
28 ENSTAR GROUP LIMITED COM 4,100 627 0.31%
29 ISHARES TR 16,636 585 0.29%
30 GENERAL ELECTRIC CO 22,425 567 0.28%
31 ISHARES TR 4,484 502 0.25%
32 KIMBERLY CLARK CORP 4,279 494 0.25%
33 RENASANT CORP 14,767 427 0.21%
34 BOEING CO 3,056 397 0.20%
35 NUVEEN S&P 500 BUY-WRITE INC 32,130 389 0.20%
36 ISHARES RUSSELL 1000 ETF 3,133 359 0.18%
37 WAL-MART STORES INC 4,117 354 0.18%
38 BERKSHIRE HATHAWAY INC DEL 2,349 353 0.18%
39 AT&T INC 10,317 347 0.17%
40 PROASSURANCE CORP COM 7,666 346 0.17%
41 VANGUARD INDEX FDS 4,142 336 0.17%
42 ISHARES TR 1,985 332 0.17%
43 AGL Resources Inc 6,074 331 0.17%
44 POWERSHARES ETF TRUST 7,500 308 0.15%
45 ISHARES TRUST S&P 100 ETF 3,107 283 0.14%
46 PROCTER AND GAMBLE CO 2,969 270 0.14%
47 APPLE INC 2,404 265 0.13%
48 ISHARES TR 2,568 246 0.12%
49 SCHWAB US TIPS ETF 4,313 234 0.12%
50 PLAINS ALL AMERN PIPELINE L 4,386 225 0.11%
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