Warren Averett Asset Management, LLC Asset Management

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.1B
$5.26 Million 0.05% of portfolio
30,800
Q3 2025 Reduced 26.84%
$0
$4.16 Million 0.04% of portfolio
204,054
Q3 2025 Added 2.06%
$103B
$3.1 Million 0.03% of portfolio
23,877
Q3 2025 Reduced 3.98%
$89.3B
$2.27 Million 0.02% of portfolio
20,823
Q3 2025 Added 3.44%
$0
$2.18 Million 0.02% of portfolio
191,517
Q3 2025 Added 2.08%
$0
$1.56 Million 0.02% of portfolio
52,565
Q3 2025 Added 10.34%
$0
$1.53 Million 0.02% of portfolio
97,680
Q3 2025 Added 1.93%
$2.73B
$1.51 Million 0.02% of portfolio
67,631
Q3 2025 Added 0.05%
$0
$1.3 Million 0.01% of portfolio
87,064
Q3 2025 Reduced 7.95%
$47B
$1.04 Million 0.01% of portfolio
2,119
Q3 2025 Added 11.7%
$0
$995,000 0.01% of portfolio
109,280
Q3 2025 Reduced 1.37%
$0
$982,000 0.01% of portfolio
45,650
Q3 2025 Reduced 0.85%
$0
$818,000 0.01% of portfolio
42,452
Q3 2025 Reduced 2.73%
$0
$775,000 0.01% of portfolio
48,056
Q3 2025 Reduced 0.68%
$21.1B
$750,000 0.01% of portfolio
9,056
Q3 2025 Added 3.06%
$0
$734,000 0.01% of portfolio
27,086
Q3 2025 Reduced 18.38%
$0
$692,000 0.01% of portfolio
54,151
Q3 2025 Reduced 5.3%
$0
$648,000 0.01% of portfolio
26,149
Q3 2025 Added 0.81%
$0
$568,000 0.01% of portfolio
71,996
Q3 2025 Reduced 9.6%
$0
$468,000 0.0% of portfolio
46,053
Q3 2025 Reduced 6.7%
$6.09B
$462,000 0.0% of portfolio
27,320
Q3 2025 Added 10.0%
$0
$462,000 0.0% of portfolio
39,807
Q3 2025 Reduced 6.17%
$42.9B
$442,000 0.0% of portfolio
3,815
Q3 2025 Added 10.23%
$0
$422,000 0.0% of portfolio
12,414
Q3 2025 Reduced 3.93%
$0
$389,000 0.0% of portfolio
30,002
Q3 2025 Reduced 6.16%
$0
$326,000 0.0% of portfolio
17,975
Q3 2025 Added 18.89%
$7.17B
$310,000 0.0% of portfolio
6,985
Q3 2025 New
$0
$302,000 0.0% of portfolio
33,465
Q3 2025 Reduced 3.7%
$78.4B
$301,000 0.0% of portfolio
2,263
Q3 2025 Reduced 26.65%
$0
$297,000 0.0% of portfolio
19,855
Q4 2024 New
$0
$292,000 0.0% of portfolio
29,209
Q3 2025 Added 3.54%
$0
$289,000 0.0% of portfolio
28,198
Q1 2025 New
$26.6B
$271,000 0.0% of portfolio
2,018
Q3 2025 Added 4.4%
$0
$263,000 0.0% of portfolio
27,727
Q3 2025 Reduced 12.37%
$0
$261,000 0.0% of portfolio
15,122
Q3 2025 Added 0.77%
$10.7B
$256,000 0.0% of portfolio
11,165
Q3 2025 New
$9.87B
$242,000 0.0% of portfolio
1,016
Q3 2025 Reduced 3.7%
$0
$235,000 0.0% of portfolio
21,322
Q3 2025 Reduced 6.67%
$0
$232,000 0.0% of portfolio
36,141
Q3 2025 Reduced 2.25%
$0
$228,000 0.0% of portfolio
19,712
Q3 2025 Reduced 1.89%
$0
$224,000 0.0% of portfolio
22,555
Q3 2025 Reduced 8.42%
$0
$213,000 0.0% of portfolio
28,377
Q3 2025 Added 0.33%
$0
$200,000 0.0% of portfolio
13,478
Q3 2025 Reduced 2.81%
$0
$188,000 0.0% of portfolio
10,930
Q4 2024 Reduced 12.56%
$0
$187,000 0.0% of portfolio
12,794
Q3 2025 Added 5.02%
$0
$182,000 0.0% of portfolio
18,523
Q4 2024 Reduced 13.94%
$0
$178,000 0.0% of portfolio
12,766
Q3 2025 Added 0.84%
$0
$176,000 0.0% of portfolio
17,754
Q3 2025 Reduced 8.32%
$799M
$151,000 0.0% of portfolio
10,365
Q3 2025 Added 0.99%
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