Glekko logo

Warren Averett Asset Management, LLC - Q42025 Holdings

Warren Averett Asset Management, LLC holds 1474 stocks with a total portfolio value of $ 12.35B as of Q42025. In Q42025, Warren Averett Asset Management, LLC added 250 new positions, increased stakes in 879 stocks, reduced 306 holdings, and fully exited 52 positions. The largest holding is Ishares Tr (IVV), representing 6.61% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options