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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
301 PHILLIPS 66 151 11 0.01%
302 BRISTOW GROUP INC COM 170 11 0.01%
303 BP PRUDHOE BAY RTY TR 166 11 0.01%
304 ASML HOLDING N V N Y REGISTRY SHS 98 11 0.01%
305 TORONTO DOMINION BK ONT 233 11 0.01%
306 ANIXTER INTL INC 125 11 0.01%
307 VANGUARD WORLD FD 100 11 0.01%
308 ACE LTD 95 11 0.01%
309 DRIL-QUIP INC 135 10 0.01%
310 ISHARES MSCI SPAN CP ETF 301 10 0.01%
311 UNIVERSAL DISPLAY CORP 350 10 0.01%
312 OSI SYSTEMS INC COM 140 10 0.01%
313 VANGUARD INDEX FDS 106 10 0.01%
314 MFS HIGH INCOME MUN TR 2,000 10 0.01%
315 ROYAL DUTCH SHELL PLC 150 10 0.01%
316 WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND 215 10 0.01%
317 LAZARD LTD 197 10 0.01%
318 LUMEN TECHNOLOGIES INC 242 10 0.01%
319 NUVEEN MUN HIGH INCOME OPPOR 758 10 0.01%
320 APOLLO ED GROUP INC 280 10 0.01%
321 Liberty Ventures 270 10 0.01%
322 POWERSHARES ETF TRUST 285 9 0.00%
323 ISHARES SILVER TR 600 9 0.00%
324 DISCOVER FINL SVCS 130 9 0.00%
325 FMC 160 9 0.00%
326 PERRIGO CO PLC 55 9 0.00%
327 EARTHLINK HOLDINGS ORD 2,015 9 0.00%
328 ROCKWOOD HOLDINGS INC 120 9 0.00%
329 DUKE ENERGY CORP NEW 111 9 0.00%
330 GLAXOSMITHKLINE PLC 218 9 0.00%
331 ALASKA COMMUNICATIONS SYS GR 5,000 9 0.00%
332 NCR CORP NEW 314 9 0.00%
333 EOG RES INC 100 9 0.00%
334 SENSATA TECHNOLOGIES HLDG NV 174 9 0.00%
335 STARWOOD HOTELS & RESORTS WORLDWIDE INC COM 106 9 0.00%
336 SYNAGEVA BIOPHARMA CORP 100 9 0.00%
337 INTREPID POTASH INC 650 9 0.00%
338 TIME WARNER INC 102 9 0.00%
339 Welltower Inc. 109 8 0.00%
340 BLACKROCK DEBT STRAT FD INC COM 2,130 8 0.00%
341 PPL CORP 215 8 0.00%
342 ULTRA PETROLEUM CORP 570 8 0.00%
343 ISHARES TR MSCI UTD KNGDM 449 8 0.00%
344 COCA COLA ENTERPRISES INC NE COM 186 8 0.00%
345 TRANSOCEAN LTD 446 8 0.00%
346 COSTCO WHSL CORP NEW 55 8 0.00%
347 NAVIGANT CONSULTING INC 535 8 0.00%
348 TERADATA CORP DEL 184 8 0.00%
349 VANGUARD STAR FDS 174 8 0.00%
350 PRAXAIR INC 53 7 0.00%
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