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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 (2016Q4)
Portfolio Summary: 120 holdings with a total value of $269,178,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 VISA INC 6,733 525,000 0.20%
52 HOME DEPOT INC 3,826 513,000 0.19%
53 KIMBERLY CLARK CORP 4,419 504,000 0.19%
54 ISHARES 20 YEAR TREASURY BOND ETF 4,000 477,000 0.18%
55 COMCAST CORP NEW 6,744 466,000 0.17%
56 ISHARES TR 4,011 449,000 0.17%
57 BERKSHIRE HATHAWAY INC DEL 2,751 448,000 0.17%
58 WAL-MART STORES INC 6,442 445,000 0.17%
59 PEPSICO INC 4,185 438,000 0.16%
60 ISHARES TR 4,000 437,000 0.16%
61 MEDTRONIC PLC 6,036 430,000 0.16%
62 SCHLUMBERGER LTD 5,051 424,000 0.16%
63 PHILIP MORRIS INTL INC 4,516 413,000 0.15%
64 VERIZON COMMUNICATIONS INC 7,638 408,000 0.15%
65 BOEING CO 2,529 394,000 0.15%
66 ISHARES TR 2,181 390,000 0.14%
67 AMAZON COM INC 506 379,000 0.14%
68 CHUBB LIMITED 2,820 373,000 0.14%
69 ISHARES RUSSELL 1000 ETF 2,882 359,000 0.13%
70 NUVEEN S&P 500 BUY-WRITE INC 28,022 356,000 0.13%
71 PFIZER INC 10,949 356,000 0.13%
72 BANK AMER CORP 15,725 348,000 0.13%
73 ISHARES TR 3,222 338,000 0.13%
74 GILEAD SCIENCES INC 4,635 332,000 0.12%
75 CITIGROUPINC 5,419 322,000 0.12%
76 ALLERGAN PLC 1,516 318,000 0.12%
77 ALTRIA GROUP INC 4,646 314,000 0.12%
78 NEWELL BRANDS 6,930 309,000 0.11%
79 ISHARES TRUST S&P 100 ETF 3,107 309,000 0.11%
80 UNITEDHEALTH GROUP INC 1,892 303,000 0.11%
81 MARSH & MCLENNAN COS INC 4,445 300,000 0.11%
82 PLAINS ALL AMERN PIPELINE L 8,806 284,000 0.11%
83 REGIONS FINANCIAL CORP NEW 19,328 278,000 0.10%
84 ABBVIE INC 4,412 276,000 0.10%
85 WASTE CONNECTIONS INC 3,485 274,000 0.10%
86 BROADCOM LTD 1,545 273,000 0.10%
87 CONOCOPHILLIPS 5,454 273,000 0.10%
88 DANAHER CORP DEL 3,427 267,000 0.10%
89 ENBRIDGE INC 6,308 266,000 0.10%
90 UNION PAC CORP 2,560 265,000 0.10%
91 VODAFONE GROUP PLC NEW 10,817 264,000 0.10%
92 HENRY JACK & ASSOC INC 2,945 261,000 0.10%
93 TEXAS INSTRS INC 3,565 260,000 0.10%
94 NIKE INC 5,112 260,000 0.10%
95 ISHARES TR 1,104 248,000 0.09%
96 BRISTOL MYERS SQUIBB CO 3,977 232,000 0.09%
97 INTERNATIONAL BUSINESS MACHS 1,399 232,000 0.09%
98 AUTOMATIC DATA PROCESSING IN 2,258 232,000 0.09%
99 CME GROUP INC 2,005 231,000 0.09%
100 DISNEY WALT CO 2,204 230,000 0.09%
Page 2 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568787-17-000001, filed 2017.01.24).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.