Warren Averett Asset Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.36 Billion distributed in 1045 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 $541M, Vanguard Growth ETF with a value of $261M, Apple Inc. with a value of $170M, Invesco Exchange Traded Fd Tr with a value of $160M, and Vanguard Dividend Appreciation with a value of $153M.
Examining the 13F form we can see an increase of $1.02B in the current position value, from $5.34B to 6.36B.
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.
