Warren Averett Asset Management, LLC Purchases in Q4 2024

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Grayscale Bitcoin Mini Tr Et
8.19K
New
N/A
8.19K $0
BFOR
Alps ETF Tr Barrons 400 ETF
9.28K
New
N/A
9.28K $0
Gsk PLC
7.03K
+ 113.16%
N/A
13.2K $0
Brookfield Corp
8.54K
+ 93.44%
N/A
17.7K $0
Arista Networks Inc
12.6K
New
N/A
12.6K $0
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.01%
$54.54 - $61.04 $54.5 - $61
14.5K $808K
Grayscale Ethereum Trust ETF
5
+ 0.04%
N/A
11.2K $0
Rbb Fd Inc
35.5K
New
N/A
35.5K $0
Ferguson Enterprises Inc
1.17K
+ 71.71%
N/A
2.8K $0
Canadian Pacific Kansas City
4.94K
+ 88.24%
N/A
10.5K $0
Calamos ETF Tr
7.96K
New
N/A
7.96K $0
Calamos ETF Tr
8.28K
New
N/A
8.28K $0
Fidelity Wise Origin Bitcoin
5.19K
New
N/A
5.19K $0
Proshares Tr
8.5K
New
N/A
8.5K $0
Peakstone Realty Trust
1.29K
+ 11.9%
N/A
12.1K $0
J P Morgan Exchange Traded F
148K
New
N/A
148K $0
CBSE
Listed Fds Tr Changebridge Cap
7.7K
+ 5.38%
N/A
151K $0
Linde PLC
3.7K
+ 47.3%
N/A
11.5K $0
Liberty Global LTD
10.8K
New
N/A
10.8K $0
Lam Research Corp
7.25K
New
N/A
7.25K $0
Natwest Group PLC
12.8K
New
N/A
12.8K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
6.21K
+ 13.81%
N/A
51.2K $0
Kenvue Inc
8.21K
+ 79.49%
N/A
18.5K $0
Jacobs Solutions Inc
248
+ 13.94%
N/A
2.03K $0
Blackrock Inc
5.22K
New
N/A
5.22K $0
Blackrock ETF Trust Ii
33.7K
+ 46.13%
N/A
107K $0
Bitwise Bitcoin ETF Tr
5.3K
New
N/A
5.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
387
+ 1.82%
N/A
21.6K $0
Fidelity Covington Trust
6.22K
New
N/A
6.22K $0
Ge Vernova Inc
2.4K
+ 97.52%
N/A
4.86K $0
Te Connectivity PLC
1.5K
New
N/A
1.5K $0
Ishares Bitcoin Trust ETF
7.41K
+ 45.08%
N/A
23.9K $0
Ge Healthcare Technologies I
2.56K
+ 87.28%
N/A
5.49K $0
Series Portfolios Tr
3.25K
+ 26.23%
N/A
15.6K $0
Bgc Group Inc
12.8K
New
N/A
12.8K $0
PLUG
Plug Power Inc

Industrials
400
+ 3.72%
$1.87 - $2.67 $748 - $1.07K
11.2K $23K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
13
+ 0.37%
$75.44 - $80.53 $981 - $1.05K
3.49K $265K
IDXX
Idexx Laboratories Inc

Healthcare
112
+ 20.44%
$406.92 - $495.42 $45.6K - $55.5K
660 $272K
INFY
Infosys LTD

Technology
3.9K
+ 1.53%
$20.71 - $23.42 $80.7K - $91.2K
259K $5.68M
EHC
Encompass Health Corp

Healthcare
25
+ 1.07%
$92.35 - $103.77 $2.31K - $2.59K
2.37K $218K
FDL
First Tr Morningstar Dividend

ETFs
364
+ 2.65%
$39.59 - $43.95 $14.4K - $16K
14.1K $567K
ARMK
Aramark

Industrials
16
+ 0.23%
$37.25 - $42.22 $596 - $676
6.87K $256K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
3.77K
+ 4.55%
$7.67 - $8.25 $28.9K - $31.1K
86.5K $669K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
61
+ 0.38%
$40.38 - $44.35 $2.46K - $2.71K
16K $654K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
6
+ 0.03%
$20.56 - $21.33 $123 - $128
19.4K $398K
AOK
Ishares Tr Core Conservative A

ETFs
596
+ 2.35%
$37.3 - $38.64 $22.2K - $23K
25.9K $966K
BIBL
Northern Lts Fd Tr Iv

ETFs
1
+ 0.01%
$38.73 - $42.41 $38.7 - $42.4
6.93K $269K
AFL
Aflac Inc

Financial Services
513
+ 6.41%
$100.37 - $115.27 $51.5K - $59.1K
8.51K $880K
DFAX
Dimensional ETF Tr
81
+ 0.94%
$24.76 - $27.04 $2.01K - $2.19K
8.67K $215K
Activity Summary
Buys All Purchases 756 New Holdings 222 Increased Positions 534 Sells All Sells 195 Reductions 195 Sold out 0 Options Calls 0 Puts 2
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