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. | IEF | 918,204 | $540,528,038 | 8.35% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 636,852 | $261,389,397 | 4.04% | |
| 3. | AAPL | 679,778 | $170,229,999 | 2.63% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 840,124 | $164,521,507 | 2.54% | |
| 5. | Invesco Exchange Traded Fd T | 3,966,188 | $159,996,040 | 2.47% |
