Warren Averett Asset Management, LLC - Q12026 Holdings

Warren Averett Asset Management, LLC holds 1613 stocks with a total portfolio value of $ 13.4B as of Q12026. In Q12026, Warren Averett Asset Management, LLC added 201 new positions, increased stakes in 869 stocks, reduced 452 holdings, and fully exited 61 positions. The largest holding is Ishares Tr (IVV), representing 6.09% of the total portfolio.