Warren Averett Asset Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.36 Billion distributed in 1045 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 $541M, Vanguard Growth ETF with a value of $261M, Apple Inc. with a value of $170M, Invesco Exchange Traded Fd Tr with a value of $160M, and Vanguard Dividend Appreciation with a value of $153M.
Examining the 13F form we can see an increase of $1.02B in the current position value, from $5.34B to 6.36B.
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
$6.36 Billion
ETFs: $4.34 Billion
Technology: $576 Million
Financial Services: $315 Million
Consumer Defensive: $209 Million
Industrials: $170 Million
Healthcare: $167 Million
Consumer Cyclical: $149 Million
Communication Services: $104 Million
Other: $219 Million
Stock Holdings Table Market Cap. of $200 Billions or more
