Warren Averett Asset Management as of June 30, 2013
Portfolio Holdings for Warren Averett Asset Management
Warren Averett Asset Management holds 97 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Mid-Cap Value ETF (VOE) | 26.7 | $46M | 674k | 68.67 | |
Vanguard Mid-Cap Growth ETF (VOT) | 17.8 | $31M | 395k | 78.13 | |
Vanguard Growth ETF (VUG) | 12.1 | $21M | 268k | 78.15 | |
Vanguard S&p 500 | 6.6 | $11M | 156k | 73.34 | |
iShares MSCI EAFE Index Fund (EFA) | 4.9 | $8.5M | 148k | 57.30 | |
Spdr S&p 500 Etf (SPY) | 2.9 | $5.0M | 31k | 160.42 | |
iShares MSCI Emerging Markets Indx (EEM) | 2.8 | $4.8M | 125k | 38.50 | |
Vanguard Mid-Cap ETF (VO) | 1.3 | $2.3M | 24k | 95.16 | |
iShares Russell 2000 Index (IWM) | 1.1 | $2.0M | 20k | 97.02 | |
iShares S&P MidCap 400 Value Index (IJJ) | 1.1 | $1.9M | 19k | 101.27 | |
Healthsouth | 0.8 | $1.4M | 49k | 28.79 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.7 | $1.3M | 24k | 52.66 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.2M | 14k | 90.36 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.7 | $1.2M | 24k | 50.55 | |
PowerShrs CEF Income Cmpst Prtfl | 0.6 | $998k | 41k | 24.64 | |
Southern Company (SO) | 0.6 | $990k | 22k | 44.15 | |
Coca-Cola Company (KO) | 0.5 | $925k | 23k | 40.10 | |
Vanguard Europe Pacific ETF (VEA) | 0.5 | $772k | 22k | 35.62 | |
ProAssurance Corporation (PRA) | 0.4 | $766k | 15k | 52.17 | |
0.4 | $731k | 830.00 | 880.72 | ||
Wal-Mart Stores (WMT) | 0.4 | $716k | 9.6k | 74.46 | |
At&t (T) | 0.4 | $705k | 20k | 35.39 | |
SPDR Barclays Capital High Yield B | 0.4 | $718k | 18k | 39.52 | |
Vanguard Small-Cap ETF (VB) | 0.4 | $692k | 7.4k | 93.69 | |
General Electric Company | 0.4 | $679k | 29k | 23.19 | |
iShares Lehman Aggregate Bond (AGG) | 0.4 | $676k | 6.3k | 107.15 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $667k | 13k | 52.77 | |
Microsoft Corporation (MSFT) | 0.4 | $639k | 19k | 34.53 | |
International Business Machines (IBM) | 0.4 | $638k | 3.3k | 191.25 | |
Apple (AAPL) | 0.4 | $630k | 1.6k | 396.23 | |
Vanguard Emerging Markets ETF (VWO) | 0.3 | $588k | 15k | 38.79 | |
Regions Financial Corporation (RF) | 0.3 | $571k | 60k | 9.53 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $559k | 5.8k | 97.22 | |
Lowe's Companies (LOW) | 0.3 | $557k | 14k | 40.87 | |
Enstar Group (ESGR) | 0.3 | $545k | 4.1k | 132.93 | |
Oracle Corporation (ORCL) | 0.3 | $530k | 17k | 30.69 | |
Nuveen Equity Premium Income Fund (BXMX) | 0.3 | $529k | 42k | 12.58 | |
Comcast Corporation (CMCSA) | 0.3 | $504k | 12k | 41.78 | |
Merck & Co (MRK) | 0.3 | $502k | 11k | 46.43 | |
Union Pacific Corporation (UNP) | 0.3 | $463k | 3.0k | 154.33 | |
Qualcomm (QCOM) | 0.3 | $468k | 7.7k | 61.13 | |
Time Warner | 0.3 | $445k | 7.7k | 57.81 | |
United Technologies Corporation | 0.3 | $453k | 4.9k | 92.94 | |
American Water Works (AWK) | 0.3 | $445k | 11k | 41.20 | |
Chevron Corporation (CVX) | 0.2 | $421k | 3.6k | 118.29 | |
Royal Dutch Shell | 0.2 | $413k | 6.5k | 63.80 | |
Pepsi (PEP) | 0.2 | $396k | 4.8k | 81.78 | |
Procter & Gamble Company (PG) | 0.2 | $397k | 5.2k | 77.00 | |
Cisco Systems (CSCO) | 0.2 | $387k | 16k | 24.35 | |
Emerson Electric (EMR) | 0.2 | $386k | 7.1k | 54.59 | |
Target Corporation (TGT) | 0.2 | $385k | 5.6k | 68.85 | |
Dana Holding Corporation (DAN) | 0.2 | $385k | 20k | 19.25 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.2 | $376k | 4.2k | 89.33 | |
Annaly Capital Management | 0.2 | $358k | 29k | 12.56 | |
Berkshire Hathaway (BRK.B) | 0.2 | $368k | 3.3k | 111.82 | |
Johnson & Johnson (JNJ) | 0.2 | $368k | 4.3k | 85.96 | |
Cerner Corporation | 0.2 | $365k | 3.8k | 96.05 | |
Intel Corporation (INTC) | 0.2 | $364k | 15k | 24.23 | |
Vulcan Materials Company (VMC) | 0.2 | $370k | 7.7k | 48.36 | |
Schlumberger (SLB) | 0.2 | $359k | 5.0k | 71.59 | |
Illinois Tool Works (ITW) | 0.2 | $351k | 5.1k | 69.20 | |
Time Warner Cable | 0.2 | $330k | 2.9k | 112.59 | |
Berkshire Hathaway (BRK.A) | 0.2 | $337k | 2.00 | 168500.00 | |
Danaher Corporation (DHR) | 0.2 | $329k | 5.2k | 63.27 | |
Visa (V) | 0.2 | $329k | 1.8k | 182.47 | |
Hancock Holding Company (HWC) | 0.2 | $306k | 10k | 30.07 | |
Monsanto Company | 0.2 | $296k | 3.0k | 98.67 | |
CVS Caremark Corporation (CVS) | 0.2 | $301k | 5.3k | 57.27 | |
Allergan | 0.2 | $303k | 3.6k | 84.17 | |
Geo | 0.2 | $293k | 8.6k | 33.91 | |
Rbc Cad (RY) | 0.2 | $303k | 5.2k | 58.36 | |
Walt Disney Company (DIS) | 0.2 | $283k | 4.5k | 63.20 | |
Vanguard REIT ETF (VNQ) | 0.2 | $271k | 3.9k | 68.75 | |
Schwab Strategic Tr 0 (SCHP) | 0.2 | $286k | 5.3k | 53.88 | |
Bristol Myers Squibb (BMY) | 0.1 | $268k | 6.0k | 44.65 | |
3M Company (MMM) | 0.1 | $257k | 2.4k | 109.22 | |
General Mills (GIS) | 0.1 | $266k | 5.5k | 48.57 | |
Charles Schwab Corporation (SCHW) | 0.1 | $240k | 11k | 21.24 | |
Air Products & Chemicals (APD) | 0.1 | $241k | 2.6k | 91.63 | |
Unilever | 0.1 | $236k | 6.0k | 39.35 | |
General Dynamics Corporation (GD) | 0.1 | $239k | 3.1k | 78.21 | |
Plains All American Pipeline (PAA) | 0.1 | $245k | 4.4k | 55.72 | |
American Tower Reit (AMT) | 0.1 | $235k | 3.2k | 73.21 | |
eBay (EBAY) | 0.1 | $230k | 4.4k | 51.74 | |
Celgene Corporation | 0.1 | $218k | 1.9k | 116.83 | |
Protective Life | 0.1 | $226k | 5.9k | 38.40 | |
iShares S&P 100 Index (OEF) | 0.1 | $224k | 3.1k | 72.10 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $223k | 1.5k | 148.37 | |
Bank of America Corporation (BAC) | 0.1 | $202k | 16k | 12.85 | |
Ecolab (ECL) | 0.1 | $204k | 2.4k | 85.00 | |
Verizon Communications (VZ) | 0.1 | $204k | 4.1k | 50.36 | |
Maxim Integrated Products | 0.1 | $200k | 7.2k | 27.78 | |
Shire | 0.1 | $209k | 2.2k | 95.00 | |
Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.1 | $206k | 2.6k | 78.00 | |
iShares MSCI Japan Index | 0.1 | $139k | 12k | 11.18 | |
Synovus Financial | 0.0 | $51k | 17k | 2.94 | |
BioCryst Pharmaceuticals (BCRX) | 0.0 | $43k | 28k | 1.56 |