Instuitional Investor - Warren Averett Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Warren Averett Asset Management, Llc |
| Portfolio Value | $2,670,252,606 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 610,158 | $291,429,851 | 10.91% | |
| 2. | Vanguard Index Fds | 580,403 | $180,435,666 | 6.75% | |
| 3. | Invesco Exchange Traded Fd T | 4,545,279 | $159,993,807 | 5.99% | |
| 4. | Vanguard Index Fds | 761,901 | $110,483,284 | 4.13% | |
| 5. | Vanguard Specialized Funds | 558,992 | $95,252,209 | 3.56% |
