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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
251 NXSTAGE MED INC COM 820 15 0.01%
252 BARCLAYS ETN SELECT MLP ETN 445 14 0.01%
253 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 157 14 0.01%
254 KRAFT HEINZ CO COM 230 14 0.01%
255 JPMORGAN CHASE & CO 300 14 0.01%
256 GLOBAL X FDS 1,193 14 0.01%
257 NORTHWESTERN ENERGY GROUP INC COM NEW 255 14 0.01%
258 CACI INTL INC CL A 160 14 0.01%
259 BLACKROCK INCOME TR INC 2,200 14 0.01%
260 CANADIAN NAT RES LTD 461 14 0.01%
261 TAIWAN SEMICONDUCTOR MFG LTD 610 14 0.01%
262 CARNIVAL CORP 300 14 0.01%
263 AMERICAN INTL GROUP INC 250 14 0.01%
264 MONSANTO CO NEW 105 13 0.01%
265 Omnicare Inc (Acquired 8/18/2015) 174 13 0.01%
266 VERTEX PHARMACEUTICALS INC 110 13 0.01%
267 ENPRO INDS INC COM 215 13 0.01%
268 AFFYMETRIX INCOC-CAP STK CASH MGREFF 4/1/16 1 OLDUSD 14.00 PER SHARE 1,335 13 0.01%
269 WADDELL & REED FINL INC 260 13 0.01%
270 FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND 402 13 0.01%
271 CVS HEALTH CORP 132 13 0.01%
272 UNISYS CORP 420 12 0.01%
273 SYKES ENTERPRISES INC 520 12 0.01%
274 ISHARES INC 375 12 0.01%
275 Ishares - Japan 1,089 12 0.01%
276 LIBERTY ALL STAR EQUITY FD 1,935 12 0.01%
277 GENERAL MLS INC 216 12 0.01%
278 CANADIAN PAC RY LTD 64 12 0.01%
279 VISHAY INTERTECHNOLOGY INC 815 12 0.01%
280 OCCIDENTAL PETE CORP DEL 150 12 0.01%
281 CANADIAN NATL RY CO 168 12 0.01%
282 BRISTOL MYERS SQUIBB CO 209 12 0.01%
283 STAR GAS PARTNERS L P 2,000 12 0.01%
284 HORNBECK OFFSHORE SVCS INC NEW SR CONV NT1.5 19 15,000 12 0.01% PRN
285 ISHARES TR 333 12 0.01%
286 TOLL BROS FIN CORP 12,000 12 0.01% PRN
287 COLGATE PALMOLIVE CO 171 12 0.01%
288 CHILDRENS PL INC 205 12 0.01%
289 WATERS CORP 110 12 0.01%
290 COVIDIEN PLC 120 12 0.01%
291 APACHE CORP 175 11 0.01%
292 EXPRESS SCRIPTS HLDG CO 135 11 0.01%
293 DSP GROUP INC 1,030 11 0.01%
294 Greenhaven Continuous Commodit 500 11 0.01%
295 HEXCEL CORP NEW COM 270 11 0.01%
296 ISHARES INC 253 11 0.01%
297 COMMERCIAL METALS CO COM 650 11 0.01%
298 JDS UNIPHASE CORP COM PAR $0.001 812 11 0.01%
299 LEGACY RESVS LP 1,000 11 0.01%
300 PAYCHEX INC 233 11 0.01%
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