Warren Averett Asset Management
Latest statistics and disclosures from Warren Averett Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PRF, VUG, VOE, VEA, VOT, and represent 50.26% of Warren Averett Asset Management's stock portfolio.
- Added to shares of these 10 stocks: VOE, PRF, VUG, VTI, VOT, VEA, PXH, PRFZ, RKLB, VTV.
- Started 9 new stock positions in BNDX, BHP, SPLK, AEP, AVGO, RKLB, IVT, EW, SPIR.
- Reduced shares in these 10 stocks: SPY, , IWV, EEM, IJS, MINT, IVW, OEF, ISCF, C.
- Sold out of its positions in BLK, C, IJS, IXUS, MTB.
- Warren Averett Asset Management was a net buyer of stock by $20M.
- Warren Averett Asset Management has $1.2B in assets under management (AUM), dropping by 2.07%.
- Central Index Key (CIK): 0001568787
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Portfolio Holdings for Warren Averett Asset Management
Companies in the Warren Averett Asset Management portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 14.1 | $166M | 973k | 170.86 | ||
Vanguard Index Fds Growth Etf (VUG) | 11.2 | $132M | 459k | 287.60 | ||
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 10.3 | $122M | 816k | 149.67 | ||
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 7.6 | $90M | +2% | 1.9M | 48.03 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 7.1 | $84M | +2% | 375k | 222.81 | |
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 5.1 | $61M | 293k | 207.20 | ||
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 4.6 | $54M | +2% | 297k | 182.67 | |
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 4.2 | $49M | +3% | 2.4M | 20.82 | |
Vanguard Index Fds Value Etf (VTV) | 3.0 | $36M | +3% | 240k | 147.78 | |
Spdr Ser Tr Portfolio Agrgte (SPAB) | 2.4 | $28M | +4% | 1.0M | 27.79 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.4 | $17M | -2% | 168k | 100.16 | |
Apple (AAPL) | 1.4 | $16M | 92k | 174.22 | ||
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.1 | $14M | +5% | 157k | 86.04 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 1.1 | $13M | 77k | 165.98 | ||
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.0 | $12M | 148k | 82.85 | ||
Ishares Core Msci Emkt (IEMG) | 1.0 | $12M | 214k | 55.55 | ||
Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $11M | +25% | 48k | 227.68 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $11M | +3% | 25k | 415.17 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $10M | 23k | 453.71 | ||
Servisfirst Bancshares (SFBS) | 0.9 | $10M | 118k | 86.96 | ||
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.9 | $10M | 154k | 66.34 | ||
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $9.7M | +4% | 55k | 175.95 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $9.1M | +10% | 33k | 277.61 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $8.4M | +3% | 182k | 46.13 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $8.2M | +2% | 76k | 107.09 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.7 | $7.7M | 65k | 119.65 | ||
Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $6.8M | +3% | 42k | 161.40 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $6.4M | +4% | 26k | 248.12 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $6.4M | 31k | 205.27 | ||
Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $5.4M | 23k | 237.85 | ||
Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $5.1M | -13% | 19k | 262.35 | |
Microsoft Corporation (MSFT) | 0.4 | $4.8M | 16k | 310.04 | ||
Ishares Tr Aggres Alloc Etf (AOA) | 0.4 | $4.4M | +4% | 64k | 68.95 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.1M | -37% | 9.1k | 451.67 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $3.9M | -2% | 78k | 50.57 | |
Ishares Tr Grwt Allocat Etf (AOR) | 0.3 | $3.9M | 73k | 53.96 | ||
Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $3.6M | +46% | 48k | 73.60 | |
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.3 | $3.4M | 74k | 46.14 | ||
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.3 | $3.1M | 58k | 53.11 | ||
Vulcan Materials Company (VMC) | 0.2 | $2.7M | 15k | 173.91 | ||
Globe Life (GL) | 0.2 | $2.6M | 26k | 103.45 | ||
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $2.6M | +6% | 26k | 101.29 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.5M | 7.1k | 355.56 | ||
Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.5M | 12k | 212.56 | ||
Ishares Tr Modert Alloc Etf (AOM) | 0.2 | $2.5M | +4% | 58k | 42.97 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $2.5M | 35k | 69.50 | ||
Southern Company (SO) | 0.2 | $2.3M | +2% | 32k | 72.63 | |
Home Depot (HD) | 0.2 | $2.2M | 7.3k | 297.03 | ||
Amazon (AMZN) | 0.2 | $2.2M | +2% | 661.00 | 3264.71 | |
UnitedHealth (UNH) | 0.2 | $2.1M | 4.1k | 507.46 | ||
Global Payments (GPN) | 0.2 | $1.9M | 14k | 137.03 | ||
Ishares Tr National Mun Etf (MUB) | 0.2 | $1.9M | +40% | 17k | 109.66 | |
NVIDIA Corporation (NVDA) | 0.2 | $1.9M | 6.8k | 273.63 | ||
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.2 | $1.8M | 63k | 28.95 | ||
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $1.8M | +29% | 15k | 123.87 | |
United Cmnty Bks Ga Cap Stk (UCBI) | 0.1 | $1.7M | 38k | 45.45 | ||
Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $1.7M | 9.2k | 181.85 | ||
Johnson & Johnson (JNJ) | 0.1 | $1.5M | 8.6k | 176.23 | ||
Boeing Company (BA) | 0.1 | $1.5M | 7.8k | 191.53 | ||
JPMorgan Chase & Co. (JPM) | 0.1 | $1.5M | -3% | 11k | 133.33 | |
Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.1 | $1.4M | -3% | 27k | 53.25 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $1.4M | 65k | 21.51 | ||
Rocket Lab Usa (RKLB) | 0.1 | $1.4M | NEW | 172k | 8.05 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.4M | +9% | 497.00 | 2777.78 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $1.3M | 12k | 109.62 | ||
Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.3M | +11% | 467.00 | 2791.67 | |
Coca-Cola Company (KO) | 0.1 | $1.3M | -4% | 20k | 62.95 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.3M | -36% | 28k | 45.17 | |
Regions Financial Corporation (RF) | 0.1 | $1.3M | 57k | 22.26 | ||
Ishares Tr Eafe Value Etf (EFV) | 0.1 | $1.2M | 24k | 50.25 | ||
First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $1.2M | 13k | 94.03 | ||
At&t (T) | 0.1 | $1.2M | 51k | 23.39 | ||
First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $1.2M | 7.8k | 149.16 | ||
South State Corporation (SSB) | 0.1 | $1.1M | +2% | 13k | 81.59 | |
Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | -2% | 13k | 81.55 | |
Enstar Group SHS (ESGR) | 0.1 | $1.0M | 4.0k | 261.25 | ||
ProAssurance Corporation (PRA) | 0.1 | $1.0M | 27k | 38.46 | ||
Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $1.0M | 23k | 45.92 | ||
Adtran (ADTN) | 0.1 | $1.0M | 56k | 18.45 | ||
Chevron Corporation (CVX) | 0.1 | $984k | 6.0k | 165.00 | ||
Thermo Fisher Scientific (TMO) | 0.1 | $944k | 1.6k | 600.00 | ||
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $918k | +6% | 9.1k | 100.97 | |
Wal-Mart Stores (WMT) | 0.1 | $910k | -6% | 5.9k | 153.85 | |
Pfizer (PFE) | 0.1 | $895k | -3% | 17k | 51.52 | |
Walt Disney Company (DIS) | 0.1 | $869k | -4% | 6.3k | 138.89 | |
Procter & Gamble Company (PG) | 0.1 | $835k | 5.5k | 151.16 | ||
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $833k | 11k | 78.01 | ||
Bank of America Corporation (BAC) | 0.1 | $828k | -2% | 20k | 42.25 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $825k | 5.2k | 157.62 | ||
Ishares Tr Conser Alloc Etf (AOK) | 0.1 | $823k | 22k | 37.69 | ||
Mid-America Apartment (MAA) | 0.1 | $792k | 3.8k | 209.36 | ||
Intel Corporation (INTC) | 0.1 | $760k | 15k | 50.33 | ||
Caterpillar (CAT) | 0.1 | $752k | +2% | 3.3k | 226.67 | |
Welltower Inc Com reit (WELL) | 0.1 | $749k | 9.0k | 83.33 | ||
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $739k | 3.0k | 250.08 | ||
Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $723k | 28k | 26.26 | ||
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $719k | 7.2k | 100.45 | ||
McDonald's Corporation (MCD) | 0.1 | $712k | 2.9k | 247.06 | ||
Wells Fargo & Company (WFC) | 0.1 | $706k | 15k | 47.98 | ||
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $693k | +63% | 8.4k | 82.34 | |
Visa Com Cl A (V) | 0.1 | $681k | 3.1k | 222.97 | ||
Rbc Cad (RY) | 0.1 | $675k | 6.1k | 110.33 | ||
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $656k | 9.8k | 67.08 | ||
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $639k | -37% | 8.4k | 76.43 | |
Altria (MO) | 0.1 | $635k | 13k | 48.78 | ||
Abbvie (ABBV) | 0.1 | $616k | -2% | 3.9k | 158.33 | |
Ishares Tr S&p 100 Etf (OEF) | 0.1 | $596k | -36% | 2.9k | 208.61 | |
Merck & Co (MRK) | 0.0 | $577k | -7% | 6.9k | 83.33 | |
International Business Machines (IBM) | 0.0 | $567k | +2% | 4.5k | 126.21 | |
Applied Materials (AMAT) | 0.0 | $559k | 4.2k | 132.33 | ||
Raytheon Technologies Corp (RTX) | 0.0 | $555k | 5.9k | 94.59 | ||
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $547k | NEW | 10k | 52.43 | |
Texas Instruments Incorporated (TXN) | 0.0 | $546k | 3.0k | 181.82 | ||
Global X Fds Lithium Btry Etf (LIT) | 0.0 | $513k | 6.7k | 76.93 | ||
Pepsi (PEP) | 0.0 | $513k | 3.1k | 166.67 | ||
Duke Energy Corp Com New (DUK) | 0.0 | $511k | 4.6k | 111.62 | ||
Proshares Tr Pshs Ultra Tech (ROM) | 0.0 | $500k | 10k | 50.00 | ||
Renasant (RNST) | 0.0 | $494k | 15k | 33.45 | ||
Mondelez Intl Cl A (MDLZ) | 0.0 | $487k | 8.0k | 61.22 | ||
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $487k | 3.0k | 162.06 | ||
BioCryst Pharmaceuticals (BCRX) | 0.0 | $486k | 30k | 16.27 | ||
Philip Morris International (PM) | 0.0 | $484k | 5.3k | 91.50 | ||
Invesco Exchange Traded Fd T Dwa Momentum (PDP) | 0.0 | $477k | 5.9k | 81.05 | ||
Meta Platforms Cl A (FB) | 0.0 | $472k | 2.1k | 221.34 | ||
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $469k | 6.0k | 77.87 | ||
Automatic Data Processing (ADP) | 0.0 | $468k | 2.0k | 236.84 | ||
Nike CL B (NKE) | 0.0 | $455k | +3% | 3.4k | 133.86 | |
Emerson Electric (EMR) | 0.0 | $448k | 4.1k | 108.70 | ||
Verizon Communications (VZ) | 0.0 | $437k | 8.4k | 51.92 | ||
Starbucks Corporation (SBUX) | 0.0 | $435k | 4.8k | 90.89 | ||
Smartfinancial Com New (SMBK) | 0.0 | $423k | 17k | 25.59 | ||
General Dynamics Corporation (GD) | 0.0 | $421k | -4% | 1.7k | 243.59 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $421k | -6% | 9.7k | 43.48 | |
Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $417k | 4.2k | 99.71 | ||
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $408k | 1.2k | 346.64 | ||
Nextera Energy (NEE) | 0.0 | $394k | 4.6k | 85.37 | ||
Abbott Laboratories (ABT) | 0.0 | $390k | -4% | 3.4k | 115.79 | |
General Electric Com New (GE) | 0.0 | $384k | 4.0k | 95.24 | ||
Norfolk Southern (NSC) | 0.0 | $382k | -2% | 1.3k | 285.07 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $382k | 4.2k | 91.32 | ||
Select Sector Spdr Tr Financial (XLF) | 0.0 | $376k | -4% | 9.8k | 38.32 | |
Lockheed Martin Corporation (LMT) | 0.0 | $370k | 855.00 | 432.43 | ||
S&p Global (SPGI) | 0.0 | $362k | +5% | 885.00 | 409.09 | |
Tesla Motors (TSLA) | 0.0 | $361k | -2% | 338.00 | 1066.67 | |
Union Pacific Corporation (UNP) | 0.0 | $359k | -13% | 1.4k | 258.06 | |
CVS Caremark Corporation (CVS) | 0.0 | $356k | 3.6k | 98.90 | ||
Southwest Airlines (LUV) | 0.0 | $352k | -4% | 7.8k | 45.45 | |
Ishares Tr Ishares Biotech (IBB) | 0.0 | $341k | 2.6k | 130.25 | ||
Honeywell International (HON) | 0.0 | $338k | 1.5k | 222.22 | ||
Cisco Systems (CSCO) | 0.0 | $335k | -2% | 6.1k | 55.23 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $335k | +2% | 838.00 | 400.00 | |
Bristol Myers Squibb (BMY) | 0.0 | $334k | -14% | 4.6k | 72.77 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $315k | 2.3k | 137.02 | ||
Anthem (ANTM) | 0.0 | $305k | -2% | 648.00 | 470.59 | |
Encompass Health Corp (EHC) | 0.0 | $304k | 4.6k | 66.67 | ||
Enbridge (ENB) | 0.0 | $301k | 6.5k | 46.09 | ||
Illinois Tool Works (ITW) | 0.0 | $292k | 2.0k | 142.86 | ||
Target Corporation (TGT) | 0.0 | $287k | 1.3k | 217.39 | ||
Synovus Finl Corp Com New (SNV) | 0.0 | $286k | 4.9k | 58.82 | ||
Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $286k | 5.0k | 57.20 | ||
United Parcel Service CL B (UPS) | 0.0 | $284k | 1.3k | 211.01 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $282k | 777.00 | 362.93 | ||
Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $280k | 673.00 | 416.05 | ||
Amgen (AMGN) | 0.0 | $276k | +3% | 1.1k | 250.00 | |
Ishares Tr Core Total Usd (IUSB) | 0.0 | $276k | 5.6k | 49.58 | ||
Intuit (INTU) | 0.0 | $273k | 558.00 | 488.89 | ||
Marriott Intl Cl A (MAR) | 0.0 | $267k | 1.2k | 222.22 | ||
FedEx Corporation (FDX) | 0.0 | $264k | -22% | 1.1k | 238.10 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $260k | 3.3k | 79.68 | ||
Whirlpool Corporation (WHR) | 0.0 | $259k | 1.5k | 172.67 | ||
Pacer Fds Tr Lunt Lrgcp Multi (PALC) | 0.0 | $259k | +5% | 6.6k | 39.46 | |
Danaher Corporation (DHR) | 0.0 | $259k | 880.00 | 294.12 | ||
3M Company (MMM) | 0.0 | $256k | 1.7k | 148.58 | ||
Oracle Corporation (ORCL) | 0.0 | $255k | 3.6k | 71.43 | ||
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.0 | $251k | 2.5k | 99.84 | ||
salesforce (CRM) | 0.0 | $248k | -14% | 1.2k | 213.56 | |
Travelers Companies (TRV) | 0.0 | $248k | 1.2k | 200.00 | ||
American Express Company (AXP) | 0.0 | $245k | 1.2k | 200.00 | ||
Qualcomm (QCOM) | 0.0 | $242k | -5% | 1.8k | 137.93 | |
Truist Financial Corp equities (TFC) | 0.0 | $241k | 4.4k | 54.55 | ||
Coinbase Global Com Cl A (COIN) | 0.0 | $234k | 1.2k | 190.24 | ||
Medtronic SHS (MDT) | 0.0 | $232k | -6% | 1.9k | 125.00 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $231k | +4% | 796.00 | 290.32 | |
Us Bancorp Del Com New (USB) | 0.0 | $229k | 4.3k | 53.10 | ||
Robert Half International (RHI) | 0.0 | $228k | 1.9k | 117.65 | ||
Bhp Group Sponsored Ads (BHP) | 0.0 | $225k | NEW | 2.9k | 77.92 | |
Charles Schwab Corporation (SCHW) | 0.0 | $221k | -10% | 2.6k | 86.54 | |
Broadcom (AVGO) | 0.0 | $219k | NEW | 349.00 | 627.91 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $218k | 4.2k | 52.23 | ||
Ford Motor Company (F) | 0.0 | $217k | -2% | 13k | 16.92 | |
Inventrust Pptys Corp Com New (IVT) | 0.0 | $214k | NEW | 6.9k | 30.80 | |
American Electric Power Company (AEP) | 0.0 | $209k | NEW | 2.1k | 100.00 | |
stock (SPLK) | 0.0 | $207k | NEW | 1.4k | 148.75 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $207k | 1.3k | 159.11 | ||
ConocoPhillips (COP) | 0.0 | $207k | -12% | 2.1k | 99.53 | |
Edwards Lifesciences (EW) | 0.0 | $206k | NEW | 1.8k | 115.04 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $205k | 2.6k | 78.85 | ||
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $204k | -17% | 1.1k | 180.85 | |
Ishares Tr Msci Intl Sml Cp (ISCF) | 0.0 | $204k | -59% | 5.9k | 34.30 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $196k | 20k | 9.89 | ||
Huntington Bancshares Incorporated (HBAN) | 0.0 | $170k | 12k | 14.58 | ||
Spire Global Com Cl A (SPIR) | 0.0 | $108k | NEW | 51k | 2.10 | |
Anthem Note 2.750%10/1 (Principal) | 0.0 | $105k | 15k | 7.00 | ||
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $93k | 17k | 5.66 | ||
Mfs Charter Income Tr Sh Ben Int (MCR) | 0.0 | $81k | 11k | 7.35 |
Past Filings by Warren Averett Asset Management
SEC 13F filings are viewable for Warren Averett Asset Management going back to 2012
- Warren Averett Asset Management 2022 Q1 filed May 17, 2022
- Warren Averett Asset Management 2021 Q4 filed Feb. 15, 2022
- Warren Averett Asset Management 2021 Q3 filed Nov. 15, 2021
- Warren Averett Asset Management 2021 Q2 filed Aug. 17, 2021
- Warren Averett Asset Management 2021 Q1 filed May 24, 2021
- Warren Averett Asset Management 2020 Q4 filed Feb. 16, 2021
- Warren Averett Asset Management 2020 Q3 filed Nov. 2, 2020
- Warren Averett Asset Management 2020 Q2 filed Aug. 17, 2020
- Warren Averett Asset Management 2020 Q1 filed May 14, 2020
- Warren Averett Asset Management 2019 Q4 filed Feb. 7, 2020
- Warren Averett Asset Management 2019 Q3 filed Nov. 12, 2019
- Warren Averett Asset Management 2019 Q2 filed Aug. 12, 2019
- Warren Averett Asset Management 2019 Q1 filed May 6, 2019
- Warren Averett Asset Management 2018 Q4 filed Feb. 13, 2019
- Warren Averett Asset Management 2018 Q3 filed Nov. 5, 2018
- Warren Averett Asset Management 2018 Q2 filed Aug. 2, 2018