Warren Averett Asset Management, LLC Asset Management

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121B
$3.45 Million 0.06% of portfolio
22,504
Q3 2024 Added 5.34%
$0
$3.2 Million 0.06% of portfolio
152,933
Q3 2024 Added 100.08%
$155B
$3.18 Million 0.06% of portfolio
3,352
Q3 2024 Added 6.96%
$127B
$2.78 Million 0.05% of portfolio
21,298
Q3 2024 Reduced 2.2%
$0
$2.46 Million 0.05% of portfolio
124,732
Q3 2024 Reduced 1.63%
$0
$1.85 Million 0.03% of portfolio
154,552
Q3 2024 Reduced 4.83%
$62.7B
$1.21 Million 0.02% of portfolio
16,788
Q3 2024 Added 3.04%
$0
$678,000 0.01% of portfolio
82,759
Q3 2024 Reduced 0.34%
$0
$627,000 0.01% of portfolio
30,779
Q2 2024 New
$0
$619,000 0.01% of portfolio
59,259
Q3 2024 Reduced 29.67%
$56.8B
$535,000 0.01% of portfolio
1,139
Q3 2024 Reduced 1.81%
$0
$517,000 0.01% of portfolio
37,621
Q3 2024 Added 4.4%
$0
$382,000 0.01% of portfolio
29,760
Q1 2023 New
$0
$321,000 0.01% of portfolio
25,070
Q2 2023 Added 18.98%
$19.3B
$318,000 0.01% of portfolio
3,708
Q3 2024 Reduced 4.48%
$0
$295,000 0.01% of portfolio
16,520
Q1 2024 Added 3.12%
$36B
$248,000 0.0% of portfolio
2,812
Q3 2024 Reduced 2.09%
$0
$224,000 0.0% of portfolio
21,523
Q3 2024 Reduced 20.01%
$0
$219,000 0.0% of portfolio
13,185
Q1 2023 New
$0
$206,000 0.0% of portfolio
21,500
Q3 2024 Reduced 4.44%
$0
$200,000 0.0% of portfolio
11,131
Q1 2023 New
$0
$199,000 0.0% of portfolio
17,152
Q1 2023 New
$0
$171,000 0.0% of portfolio
16,320
Q1 2023 Reduced 39.17%
$0
$163,000 0.0% of portfolio
25,678
Q1 2023 New
$0
$154,000 0.0% of portfolio
14,343
Q3 2024 Added 0.04%
$0
$151,000 0.0% of portfolio
31,163
Q1 2023 New
$0
$147,000 0.0% of portfolio
12,600
Q3 2024 Reduced 1.56%
$0
$132,000 0.0% of portfolio
15,298
Q2 2024 Reduced 2.33%
$0
$125,000 0.0% of portfolio
18,755
Q1 2023 New
$0
$97,000 0.0% of portfolio
12,866
Q3 2024 Reduced 22.8%
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