Warren Averett Asset Management, LLC Purchases in Q3 2024

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
3.85K
+ 30.57%
N/A
16.4K $0
Linde PLC
137
+ 1.78%
N/A
7.82K $0
Invesco Exch Trd Slf Idx Fd
11.5K
New
N/A
11.5K $0
Labcorp Holdings Inc
3.24K
New
N/A
3.24K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
1.6K
+ 16.09%
N/A
11.6K $0
Jacobs Solutions Inc
314
+ 21.43%
N/A
1.78K $0
Blackrock ETF Trust Ii
62K
+ 557.91%
N/A
73.1K $0
Grayscale Bitcoin Mini Tr Bt
42K
New
N/A
42K $0
FLRN
Spdr Bloomberg Investment Grad

ETFs
2
+ 0.01%
$30.55 - $30.85 $61.1 - $61.7
15.2K $468K
Proshares Tr
7.5K
New
N/A
7.5K $0
Dimensional ETF Trust
7.34K
+ 3.93%
N/A
194K $0
Grayscale Ethereum Tr Eth
11.2K
New
N/A
11.2K $0
Peakstone Realty Trust
10.8K
New
N/A
10.8K $0
FDEM
Fidelity Emerging Markets Mult
12K
New
N/A
12K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
12.7K
New
N/A
12.7K $0
Series Portfolios Tr
12.4K
New
N/A
12.4K $0
Ferguson Enterprises Inc
1.63K
New
N/A
1.63K $0
Morgan Stanley ETF Trust
247K
New
N/A
247K $0
Smurfit Westrock PLC
7.03K
New
N/A
7.03K $0
Serina Therapeutics Inc
44K
+ 187.38%
N/A
67.5K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
16.6K
+ 58.21%
N/A
45K $0
Ea Series Trust
6.01K
New
N/A
6.01K $0
ROP
Roper Technologies Inc

Industrials
24
+ 1.01%
$515.25 - $576.55 $12.4K - $13.8K
2.4K $1.34M
PR
Permian Resources Corporation

Energy
2.97K
+ 16.13%
$12.9 - $16.79 $38.3K - $49.8K
21.4K $290K
ABNB
Airbnb, Inc.

Consumer Cyclical
247
+ 14.79%
$113.01 - $154.34 $27.9K - $38.1K
1.92K $243K
GM
General Motors CO

Consumer Cyclical
148
+ 1.22%
$39.95 - $49.9 $5.91K - $7.39K
12.3K $552K
EMR
Emerson Electric CO

Industrials
20
+ 0.11%
$98.19 - $118.87 $1.96K - $2.38K
18.8K $2.05M
PAA
Plains All American Pipeline LP

Energy
405
+ 0.81%
$17.0 - $19.03 $6.89K - $7.71K
50.3K $874K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
601
+ 1.24%
$15.5 - $16.99 $9.32K - $10.2K
49K $811K
HAE
Haemonetics Corp

Healthcare
75
+ 0.69%
$72.45 - $91.58 $5.43K - $6.87K
10.9K $876K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
1.59K
+ 4.4%
$13.62 - $15.59 $21.6K - $24.7K
37.6K $517K
CRSP
Crispr Therapeutics Ag

Healthcare
1.91K
+ 10.91%
$44.62 - $62.75 $85.1K - $120K
19.4K $911K
F
Ford Motor CO

Consumer Cyclical
3.06K
+ 9.14%
$9.71 - $14.55 $29.7K - $44.5K
36.5K $385K
EW
Edwards Lifesciences Corp

Healthcare
113
+ 2.16%
$59.7 - $93.78 $6.75K - $10.6K
5.35K $353K
ADBE
Adobe Inc.

Technology
36
+ 0.77%
$508.13 - $586.55 $18.3K - $21.1K
4.71K $2.44M
BA
Boeing CO

Industrials
813
+ 7.22%
$152.04 - $190.6 $124K - $155K
12.1K $1.83M
LLY
Eli Lilly & CO

Healthcare
36
+ 0.21%
$772.14 - $960.02 $27.8K - $34.6K
17.3K $15.4M
MU
Micron Technology Inc

Technology
2.08K
+ 11.11%
$86.27 - $136.82 $179K - $284K
20.8K $2.16M
GOOG
Alphabet Inc.

Communication Services
3.66K
+ 4.98%
$149.54 - $192.66 $547K - $705K
77.1K $12.9M
GOOGL
Alphabet Inc.

Communication Services
10.1K
+ 6.84%
$148.65 - $191.18 $1.5M - $1.92M
157K $26M
Activity Summary
Buys All Purchases 341 New Holdings 37 Increased Positions 304 Sells All Sells 409 Reductions 409 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email