Warren Averett Asset Management, LLC Incresed Positions in Q2 2025

Warren Averett Asset Management, LLC

  • $8.88 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
648
+ 3.26%
$210.83 - $235.28 $137K - $152K
20.5K $4.55M
BP
Bp PLC

Energy
160
+ 0.67%
$26.11 - $33.81 $4.18K - $5.41K
23.9K $716K
SFNC
Simmons First National Corp

Financial Services
191
+ 0.3%
$17.39 - $20.55 $3.32K - $3.93K
64.6K $1.23M
DTE
Dte Energy CO

Utilities
327
+ 1.06%
$127.39 - $139.49 $41.7K - $45.6K
31.3K $4.14M
BDX
Becton Dickinson & CO

Healthcare
875
+ 16.08%
$165.15 - $226.42 $145K - $198K
6.32K $1.09M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.41K
+ 10.44%
$99.37 - $134.05 $239K - $322K
25.4K $2.89M
SUN
Sunoco LP

Energy
3.12K
+ 4.19%
$50.38 - $59.13 $157K - $185K
77.7K $4.16M
RXST
Rx Sight, Inc.

Healthcare
41
+ 0.25%
$13.0 - $26.12 $533 - $1.07K
16.7K $216K
UPS
United Parcel Service Inc

Industrials
11.8K
+ 7.35%
$91.92 - $110.2 $1.08M - $1.3M
172K $17.4M
ROP
Roper Technologies Inc

Industrials
155
+ 0.99%
$519.19 - $590.78 $80.5K - $91.6K
15.8K $8.98M
VZ
Verizon Communications Inc

Communication Services
6.15K
+ 2.33%
$41.67 - $45.62 $256K - $281K
270K $11.7M
CTRA
Coterra Energy Inc.

Energy
1.1K
+ 0.99%
$22.6 - $29.07 $24.9K - $32K
112K $2.83M
AZN
Astrazeneca PLC

Healthcare
6.14K
+ 2.74%
$64.87 - $75.0 $399K - $461K
230K $16.1M
PGR
Progressive Corp

Financial Services
270
+ 0.9%
$255.27 - $288.74 $68.9K - $78K
30.4K $8.11M
ET
Energy Transfer LP

Energy
10K
+ 0.77%
$15.65 - $18.93 $157K - $189K
1.31M $23.8M
ACN
Accenture PLC

Technology
2.75K
+ 2.9%
$279.23 - $323.21 $767K - $888K
97.4K $29.1M
XLV
Select Sector Spdr Fund Health

ETFs
730
+ 1.29%
$128.77 - $144.3 $94K - $105K
57.1K $7.7M
WES
Western Midstream Partners, LP

Energy
3.87K
+ 1.24%
$34.99 - $41.61 $135K - $161K
316K $12.2M
AWK
American Water Works Company, Inc.

Utilities
738
+ 0.93%
$133.82 - $151.96 $98.8K - $112K
80.4K $11.2M
BMY
Bristol Myers Squibb CO

Healthcare
126
+ 0.32%
$44.12 - $59.6 $5.56K - $7.51K
39.5K $1.83M
CVX
Chevron Corp

Energy
10.6K
+ 12.06%
$133.73 - $168.51 $1.42M - $1.78M
98.4K $14.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
309
+ 1.56%
$421.16 - $509.5 $130K - $157K
20.1K $8.97M
SBUX
Starbucks Corp

Consumer Cyclical
997
+ 0.75%
$79.69 - $99.41 $79.5K - $99.1K
134K $12.3M
KMB
Kimberly Clark Corp

Consumer Defensive
1.65K
+ 2.1%
$126.84 - $145.22 $209K - $239K
80.1K $10.3M
MRK
Merck & Co., Inc.

Healthcare
6.71K
+ 5.11%
$73.47 - $87.12 $493K - $585K
138K $10.9M
AMGN
Amgen Inc

Healthcare
119
+ 0.37%
$262.28 - $309.85 $31.2K - $36.9K
32.5K $9.06M
EPD
Enterprise Products Partners L.P.

Energy
12.6K
+ 2.4%
$28.95 - $34.22 $365K - $431K
538K $16.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.61K
+ 6.85%
$390.26 - $489.06 $628K - $787K
25.1K $10.2M
ABBV
Abb Vie Inc.

Healthcare
10.4K
+ 6.97%
$170.16 - $206.27 $1.77M - $2.15M
160K $29.7M
JNJ
Johnson & Johnson

Healthcare
1.31K
+ 0.83%
$146.36 - $159.82 $191K - $209K
159K $24.3M
AAPL
Apple Inc.

Technology
5.65K
+ 0.63%
$172.42 - $223.89 $974K - $1.27M
901K $185M
Activity Summary
Buys All Purchases 692 New Holdings 110 Increased Positions 582 Sells All Sells 435 Reductions 435 Sold out 0 Options Calls 0 Puts 1
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