Warren Averett Asset Management, LLC Portfolio Holdings
Warren Averett Asset Management, LLC
- $7.99 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,171
- Current Value $7.99 Billion
- Prior Value $6.36 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 153 stocks
- Additional Purchases 646 stocks
- Sold out of 0 stocks
- Reduced holdings in 275 stocks