Warren Averett Asset Management, LLC Banks—Regional

Warren Averett Asset Management, LLC

  • $8.88 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.43B
$12.3 Million 0.14% of portfolio
158,295
Q2 2025 Added 8.4%
$317M
$3.73 Million 0.04% of portfolio
102,686
Q2 2025 Reduced 16.3%
$58.4B
$3.72 Million 0.04% of portfolio
86,537
Q2 2025 Added 10.08%
$77.3B
$3.58 Million 0.04% of portfolio
19,184
Q2 2025 Added 10.56%
$3.11B
$3.47 Million 0.04% of portfolio
118,369
Q2 2025 Added 0.15%
$28.2B
$2.8 Million 0.03% of portfolio
1,429
Q2 2025 Added 0.07%
$68B
$2.55 Million 0.03% of portfolio
56,297
Q2 2025 Added 7.96%
$7.11B
$2.35 Million 0.03% of portfolio
45,497
Q2 2025 Reduced 0.64%
$7.19B
$1.72 Million 0.02% of portfolio
18,668
Q2 2025 Added 0.2%
$2.08B
$1.54 Million 0.02% of portfolio
42,760
Q2 2025 Added 2.44%
$2.35B
$1.28 Million 0.01% of portfolio
35,242
Q2 2025 Added 0.6%
$2.51B
$1.23 Million 0.01% of portfolio
64,621
Q2 2025 Added 0.3%
$23.7B
$1.11 Million 0.01% of portfolio
47,214
Q2 2025 Reduced 9.84%
$2.32B
$1.06 Million 0.01% of portfolio
43,768
Q2 2025 Reduced 6.44%
$29B
$800,000 0.01% of portfolio
19,452
Q2 2025 Added 0.49%
$4.86B
$705,000 0.01% of portfolio
10,900
Q2 2025 Added 2.04%
$23.8B
$441,000 0.0% of portfolio
26,342
Q2 2025 Added 3.24%
$32.2B
$418,000 0.0% of portfolio
5,069
Q1 2025 New
$33B
$327,000 0.0% of portfolio
1,688
Q2 2025 Reduced 0.3%
$20B
$275,000 0.0% of portfolio
1,231
Q1 2025 Reduced 1.2%
$5.84B
$267,000 0.0% of portfolio
5,689
Q2 2025 Reduced 6.69%
$5.44B
$255,000 0.0% of portfolio
17,554
Q2 2025 Reduced 8.38%
$959M
$245,000 0.0% of portfolio
3,910
Q2 2025 Reduced 0.15%
$2.3B
$220,000 0.0% of portfolio
5,756
Q2 2025 Reduced 11.64%
$351M
$208,000 0.0% of portfolio
8,252
Q2 2025 New
$182M
$143,000 0.0% of portfolio
12,194
Q2 2025 Added 0.04%
$4.94B
$143,000 0.0% of portfolio
16,065
Q2 2025 Added 17.47%
$69.6B
$91,000 0.0% of portfolio
13,435
Q2 2025 Reduced 9.56%
$81.5B
$72,000 0.0% of portfolio
13,081
Q2 2025 Reduced 16.75%
$32.2B
$49,000 0.0% of portfolio
16,001
Q2 2025 Added 41.16%
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