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
AMD
Advanced Micro Devices Inc

Technology
21.3K
+ 238.29%
$118.88 - $172.8 $2.54M - $3.68M
30.3K $3.66M
ALL
Allstate Corp

Financial Services
11.2K
+ 396.95%
$181.25 - $208.2 $2.03M - $2.33M
14K $2.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
25.1K
+ 620.84%
N/A
29.2K $2.5M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
111K
+ 713.12%
$19.42 - $19.76 $2.15M - $2.19M
126K $2.46M
IEFA
Ishares Tr

ETFs
43.8K
+ 35.85%
$70.06 - $77.43 $3.07M - $3.39M
166K $11.7M
CAT
Caterpillar Inc

Industrials
6.98K
+ 47.96%
$360.37 - $416.88 $2.51M - $2.91M
21.5K $7.81M
KMB
Kimberly Clark Corp

Consumer Defensive
21K
+ 37.25%
$130.37 - $146.09 $2.73M - $3.06M
77.3K $10.1M
MPC
Marathon Petroleum Corp

Energy
15.7K
+ 364.63%
$131.65 - $174.84 $2.07M - $2.75M
20K $2.79M
INTU
Intuit Inc

Technology
3.25K
+ 56.61%
$602.01 - $706.25 $1.96M - $2.29M
8.99K $5.65M
CVX
Chevron Corp

Energy
15.3K
+ 24.66%
$141.15 - $162.53 $2.16M - $2.48M
77.2K $11.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
810K
+ 216.6%
$22.01 - $66.82 $17.8M - $54.1M
1.18M $26.9M
TJX
Tjx Companies Inc

Consumer Cyclical
15.9K
+ 187.69%
$112.15 - $127.2 $1.79M - $2.03M
24.4K $2.95M
ACWI
Ishares Msci Acwi ETF

ETFs
18K
+ 20.81%
$117.05 - $123.03 $2.11M - $2.22M
105K $12.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
52.1K
+ 11.81%
$51.09 - $55.27 $2.66M - $2.88M
493K $25.2M
AXP
American Express CO

Financial Services
2.92K
+ 7.4%
$267.35 - $305.57 $780K - $891K
42.3K $12.6M
EA
Electronic Arts Inc.

Communication Services
12K
+ 30.8%
$140.69 - $167.97 $1.69M - $2.01M
50.9K $7.45M
VO
Vanguard Mid Cap ETF

ETFs
7.02K
+ 19.84%
$261.5 - $284.63 $1.83M - $2M
42.4K $11.2M
XLF
Financial Sector Spdr

ETFs
36.9K
+ 187.51%
$44.89 - $51.34 $1.66M - $1.89M
56.6K $2.73M
MA
Mastercard Inc

Financial Services
3.3K
+ 138.39%
$491.3 - $536.15 $1.62M - $1.77M
5.68K $2.99M
PPLT
Abrdn Platinum ETF Trust

ETFs
19.8K
New
N/A
19.8K $1.78M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
25K
New
$70.63 - $78.23 $1.77M - $1.96M
25K $1.78M
WFC
Wells Fargo & Company

Financial Services
14.1K
+ 26.02%
$54.98 - $77.35 $775K - $1.09M
68.3K $4.8M
ADP
Automatic Data Processing Inc

Industrials
5.5K
+ 84.49%
$280.08 - $307.97 $1.54M - $1.69M
12K $3.51M
REET
Ishares Global Reit ETF

ETFs
70.8K
New
$23.43 - $26.54 $1.66M - $1.88M
70.8K $1.7M
SNPS
Synopsys Inc

Technology
3.52K
+ 447.65%
$485.36 - $588.0 $1.71M - $2.07M
4.31K $2.09M
XLV
Select Sector Spdr Fund Health

ETFs
16.3K
+ 47.41%
$136.28 - $154.74 $2.23M - $2.53M
50.8K $6.98M
JNJ
Johnson & Johnson

Healthcare
25K
+ 22.4%
$143.34 - $165.86 $3.58M - $4.14M
136K $19.7M
GE
General Electric CO

Industrials
11.2K
+ 111.69%
$159.95 - $194.23 $1.79M - $2.17M
21.2K $3.53M
SCHG
Schwab Strategic Tr Us Large C

ETFs
529K
+ 308.02%
$25.93 - $105.3 $13.7M - $55.7M
701K $19.5M
USTB
Victory Portfolios Ii Victorys

ETFs
34.8K
+ 12.41%
$50.06 - $50.85 $1.74M - $1.77M
316K $15.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
28.1K
+ 219.52%
$56.06 - $61.35 $1.57M - $1.72M
40.9K $2.31M
CMCSA
Comcast Corp

Communication Services
46.2K
+ 105.42%
$37.39 - $45.14 $1.73M - $2.09M
90K $3.38M
ABT
Abbott Laboratories

Healthcare
14K
+ 19.06%
$111.93 - $119.39 $1.56M - $1.67M
87.2K $9.86M
TT
Trane Technologies PLC

Industrials
4.06K
+ 196.46%
$369.35 - $419.14 $1.5M - $1.7M
6.12K $2.26M
KMI
Kinder Morgan, Inc.

Energy
36.5K
+ 43.63%
$22.59 - $28.54 $826K - $1.04M
120K $3.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.62K
+ 3.5%
$442.29 - $483.08 $2.49M - $2.71M
166K $75.3M
RTX
Raytheon Technologies Corp

Industrials
13.3K
+ 50.59%
$114.45 - $127.21 $1.52M - $1.69M
39.6K $4.59M
ISRG
Intuitive Surgical Inc

Healthcare
2.06K
+ 21.2%
$471.27 - $550.62 $973K - $1.14M
11.8K $6.16M
IOO
Ishares Tr Global 100 ETF

ETFs
13.5K
+ 611.39%
$97.46 - $103.45 $1.32M - $1.4M
15.7K $1.59M
DIS
Walt Disney CO

Communication Services
8.14K
+ 28.23%
$92.39 - $117.6 $752K - $957K
37K $4.11M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.41K
+ 632.47%
$396.64 - $516.74 $1.35M - $1.76M
3.95K $1.59M
BX
Blackstone Inc.

Financial Services
5.2K
+ 23.12%
$148.45 - $199.05 $773K - $1.04M
27.7K $4.78M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
65.8K
New
$20.04 - $22.53 $1.32M - $1.48M
65.8K $1.33M
CSX
Csx Corp

Industrials
44.3K
+ 94.56%
$31.58 - $36.88 $1.4M - $1.63M
91.1K $2.94M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
21.7K
New
$55.73 - $66.16 $1.21M - $1.44M
21.7K $1.31M
ETN
Eaton Corp PLC

Industrials
3.9K
+ 50.87%
$326.96 - $377.52 $1.27M - $1.47M
11.6K $3.84M
VEU
Vanguard Ftse All World Ex Us

ETFs
36.6K
+ 24.94%
$57.29 - $63.1 $2.1M - $2.31M
184K $10.5M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
13.4K
New
$94.79 - $95.69 $1.27M - $1.29M
13.4K $1.28M
QCOM
Qualcomm Inc

Technology
11.1K
+ 42.22%
$150.4 - $178.04 $1.67M - $1.98M
37.5K $5.76M
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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