Warren Averett Asset Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.99 Billion distributed in 1171 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 $576M, Vanguard Growth ETF with a value of $251M, Apple Inc. with a value of $199M, Vanguard Dividend Appreciation with a value of $162M, and Invesco Exchange Traded Fd Tr with a value of $157M.
Examining the 13F form we can see an increase of $1.63B in the current position value, from $6.36B to 7.99B.
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
$7.99 Billion
ETFs: $5.02 Billion
Technology: $768 Million
Financial Services: $462 Million
Healthcare: $289 Million
Consumer Defensive: $253 Million
Industrials: $246 Million
Consumer Cyclical: $231 Million
Energy: $216 Million
Other: $366 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
