Warren Averett Asset Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $9.72 Billion distributed in 1365 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $764M, Vanguard Growth ETF with a value of $352M, Apple Inc. with a value of $247M, Microsoft Corp with a value of $176M, and Nvidia Corp with a value of $176M.
Examining the 13F form we can see an increase of $842M in the current position value, from $8.88B to 9.72B.
Warren Averett Asset Management, LLC is based out at Birmingham, AL
Below you can find more details about Warren Averett Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$9.72 Billion
ETFs: $6.12 Billion
Technology: $1.1 Billion
Financial Services: $515 Million
Healthcare: $296 Million
Consumer Cyclical: $289 Million
Industrials: $282 Million
Consumer Defensive: $251 Million
Communication Services: $234 Million
Other: $426 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
