Warren Averett Asset Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $8.88 Billion distributed in 1256 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 $686M, Vanguard Growth ETF with a value of $314M, Apple Inc. with a value of $185M, Vanguard Dividend Appreciation with a value of $167M, and Microsoft Corp with a value of $162M.
Examining the 13F form we can see an increase of $881M in the current position value, from $7.99B to 8.88B.
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
$8.88 Billion
ETFs: $5.65 Billion
Technology: $939 Million
Financial Services: $488 Million
Healthcare: $271 Million
Industrials: $263 Million
Consumer Defensive: $247 Million
Consumer Cyclical: $246 Million
Energy: $199 Million
Other: $398 Million
Stock Holdings Table Market Cap. of $200 Billions or more
