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Home > Institutional Investor > Warren Averett Asset Management, Llc > Profile

Instuitional Investor - Warren Averett Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Warren Averett Asset Management, Llc
Portfolio Value $6,467,324,067
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 918,204 $540,528,038 8.35%
2.
Vanguard Index Fds
 636,852 $261,389,397 4.04%
3.
Apple Inc.
 AAPL 679,778 $170,229,999 2.63%
4.
Vanguard Specialized Funds
 840,124 $164,521,507 2.54%
5.
Invesco Exchange Traded Fd T
 3,966,188 $159,996,040 2.47%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)