Warren Averett Asset Management, LLC Asset Management

Warren Averett Asset Management, LLC

  • $8.88 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$115B
$6.3 Million 0.07% of portfolio
42,097
Q2 2025 Added 44.47%
$0
$4.39 Million 0.05% of portfolio
199,940
Q2 2025 Added 0.91%
$107B
$3.31 Million 0.04% of portfolio
24,866
Q2 2025 Added 0.7%
$0
$2.05 Million 0.02% of portfolio
187,608
Q2 2025 Reduced 4.52%
$0
$1.96 Million 0.02% of portfolio
94,586
Q2 2025 Reduced 4.25%
$85.7B
$1.83 Million 0.02% of portfolio
20,131
Q2 2025 Reduced 9.3%
$2.67B
$1.47 Million 0.02% of portfolio
67,600
Q2 2025 Added 0.59%
$0
$1.21 Million 0.01% of portfolio
47,640
Q2 2025 Added 0.92%
$0
$1.17 Million 0.01% of portfolio
95,829
Q2 2025 Added 0.52%
$52.3B
$1.01 Million 0.01% of portfolio
1,897
Q2 2025 Added 9.46%
$0
$985,000 0.01% of portfolio
110,799
Q2 2025 Reduced 2.03%
$0
$942,000 0.01% of portfolio
46,042
Q2 2025 Reduced 0.22%
$0
$863,000 0.01% of portfolio
33,186
Q2 2025 Reduced 3.37%
$0
$796,000 0.01% of portfolio
43,643
Q2 2025 Reduced 0.37%
$0
$728,000 0.01% of portfolio
48,383
Q2 2025 Reduced 5.85%
$0
$699,000 0.01% of portfolio
25,939
Q2 2025 Reduced 2.3%
$0
$692,000 0.01% of portfolio
57,182
Q2 2025 Reduced 2.85%
$0
$598,000 0.01% of portfolio
79,641
Q2 2025 Reduced 8.32%
$7.3B
$477,000 0.01% of portfolio
24,836
Q2 2025 Added 32.69%
$0
$466,000 0.01% of portfolio
49,359
Q2 2025 Reduced 1.86%
$74.9B
$437,000 0.0% of portfolio
3,085
Q2 2025 Added 3.7%
$0
$434,000 0.0% of portfolio
42,423
Q2 2025 Added 0.33%
$0
$420,000 0.0% of portfolio
31,972
Q2 2025 Reduced 2.15%
$0
$409,000 0.0% of portfolio
12,922
Q2 2025 Added 1.68%
$42.8B
$368,000 0.0% of portfolio
3,461
Q2 2025 Added 2.64%
$0
$328,000 0.0% of portfolio
34,749
Q2 2025 Reduced 22.46%
$0
$308,000 0.0% of portfolio
31,642
Q2 2025 Reduced 2.94%
$0
$295,000 0.0% of portfolio
19,855
Q4 2024 New
$0
$277,000 0.0% of portfolio
28,198
Q1 2025 New
$21.9B
$276,000 0.0% of portfolio
5,373
Q2 2025 Added 3.91%
$0
$276,000 0.0% of portfolio
28,209
Q2 2025 Added 0.21%
$0
$267,000 0.0% of portfolio
15,119
Q2 2025 Added 0.27%
$0
$252,000 0.0% of portfolio
15,007
Q2 2025 Added 0.84%
$0
$249,000 0.0% of portfolio
22,845
Q2 2025 Reduced 2.77%
$27.3B
$245,000 0.0% of portfolio
1,933
Q2 2025 New
$0
$239,000 0.0% of portfolio
24,629
Q2 2025 Reduced 2.42%
$0
$235,000 0.0% of portfolio
36,973
Q2 2025 Reduced 1.94%
$0
$228,000 0.0% of portfolio
20,092
Q2 2025 Reduced 1.96%
$9.26B
$207,000 0.0% of portfolio
1,055
Q2 2025 New
$0
$201,000 0.0% of portfolio
10,930
Q4 2024 Reduced 12.56%
$0
$201,000 0.0% of portfolio
28,283
Q2 2025 Reduced 2.4%
$0
$201,000 0.0% of portfolio
12,182
Q2 2025 Reduced 4.57%
$0
$198,000 0.0% of portfolio
13,867
Q2 2025 Reduced 2.33%
$0
$187,000 0.0% of portfolio
19,366
Q2 2025 Added 8.99%
$0
$180,000 0.0% of portfolio
12,660
Q2 2025 Added 0.84%
$0
$173,000 0.0% of portfolio
18,523
Q4 2024 Reduced 13.94%
$0
$161,000 0.0% of portfolio
12,190
Q2 2025 Reduced 9.64%
$0
$153,000 0.0% of portfolio
16,734
Q2 2025 Reduced 2.33%
$765M
$144,000 0.0% of portfolio
10,263
Q2 2025 Added 2.6%
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