Annex Advisory Services, LLC Purchases in Q4 2024

Annex Advisory Services, LLC

  • $2.96 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
2.6M
New
$55.1 - $61.74 $143M - $160M
2.6M $144M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
2.42M
New
$46.69 - $49.2 $113M - $119M
2.42M $113M
AVUS
American Centy ETF Tr Avantis

ETFs
170K
+ 5.0%
$94.36 - $102.06 $16M - $17.3M
3.56M $345M
NVDA
Nvidia Corp

Technology
118K
+ 30.02%
$117.0 - $148.88 $13.9M - $17.6M
513K $68.9M
ASML
Asml Holding Nv

Technology
25.2K
New
$658.43 - $872.27 $16.6M - $22M
25.2K $17.4M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
712K
New
$23.42 - $24.25 $16.7M - $17.3M
712K $16.8M
MSFT
Microsoft Corp

Technology
41.1K
+ 60.63%
$406.35 - $454.46 $16.7M - $18.7M
109K $45.9M
AAPL
Apple Inc.

Technology
44.4K
+ 14.87%
$221.69 - $259.02 $9.85M - $11.5M
343K $85.9M
UBER
Uber Technologies, Inc

Technology
248K
New
$59.93 - $86.34 $14.9M - $21.4M
248K $15M
AMZN
Amazon Com Inc

Consumer Cyclical
35.7K
+ 16.72%
$180.88 - $232.93 $6.45M - $8.31M
249K $54.7M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
144K
+ 15.91%
$98.47 - $109.35 $14.2M - $15.8M
1.05M $104M
VCTR
Victory Capital Holdings, Inc.

Financial Services
149K
+ 599.68%
$54.76 - $72.24 $8.15M - $10.7M
174K $11.4M
DESP
Despegar.Com, Corp.

Consumer Cyclical
493K
New
$12.33 - $19.46 $6.08M - $9.6M
493K $9.5M
META
Meta Platforms, Inc.

Communication Services
13.5K
+ 19.32%
$554.08 - $632.68 $7.5M - $8.57M
83.6K $49.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6.42K
+ 23.25%
$1146.59 - $1270.6 $7.36M - $8.15M
34K $40.3M
CRM
Salesforce, Inc.

Technology
8.72K
+ 11.52%
$270.87 - $367.87 $2.36M - $3.21M
84.4K $28.2M
NOW
Service Now, Inc.

Technology
3.47K
+ 18.79%
$867.18 - $1148.42 $3.01M - $3.99M
21.9K $23.3M
CL
Colgate Palmolive CO

Consumer Defensive
73K
+ 1844.5%
$90.22 - $102.31 $6.58M - $7.46M
76.9K $6.99M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
542K
+ 56.08%
$12.61 - $15.33 $6.84M - $8.31M
1.51M $19.4M
WST
West Pharmaceutical Services Inc

Healthcare
12.6K
+ 34.83%
$285.69 - $344.0 $3.59M - $4.32M
48.6K $15.9M
MEDP
Medpace Holdings, Inc.

Healthcare
13.7K
+ 18.67%
$308.93 - $363.58 $4.24M - $4.98M
87.1K $29M
COST
Costco Wholesale Corp

Consumer Defensive
3.9K
+ 14.89%
$873.59 - $994.69 $3.4M - $3.88M
30.1K $27.5M
IPAR
Inter Parfums Inc

Consumer Defensive
31.7K
+ 36.49%
$118.08 - $139.92 $3.74M - $4.43M
118K $15.6M
AVDV
American Centy ETF Tr Avantis

ETFs
105K
+ 23.45%
$63.85 - $70.4 $6.69M - $7.38M
552K $35.9M
DPZ
Dominos Pizza Inc

Consumer Cyclical
10.7K
+ 43.57%
$408.59 - $476.19 $4.35M - $5.07M
35.1K $14.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
11.9K
+ 29.0%
$278.49 - $315.16 $3.32M - $3.76M
53K $15.1M
CVX
Chevron Corp

Energy
25.9K
+ 18.97%
$141.15 - $162.53 $3.65M - $4.21M
162K $23.5M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
57K
+ 26.55%
N/A
272K $15.2M
UNH
Unitedhealth Group Inc

Healthcare
12.6K
+ 30.02%
$485.52 - $625.25 $6.12M - $7.88M
54.6K $27.6M
FNV
Franco Nevada Corp

Basic Materials
31.5K
+ 24.67%
$113.26 - $137.22 $3.57M - $4.33M
159K $18.7M
GNRC
Generac Holdings Inc.

Industrials
19.6K
+ 26.05%
$154.28 - $195.11 $3.02M - $3.82M
94.7K $14.7M
BMI
Badger Meter Inc

Technology
12K
+ 1284.9%
$199.06 - $237.67 $2.39M - $2.85M
12.9K $2.74M
JPM
Jpmorgan Chase & CO

Financial Services
3.93K
+ 7.67%
$205.18 - $250.29 $806K - $983K
55.1K $13.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.18K
+ 10.81%
$172.07 - $207.36 $892K - $1.07M
53.2K $10.5M
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
507K
+ 70.99%
N/A
1.22M $4.68M
SYK
Stryker Corp

Healthcare
5.24K
+ 62.97%
$345.14 - $392.15 $1.81M - $2.05M
13.5K $4.88M
AOS
Smith A O Corp

Industrials
75.3K
+ 48.02%
$68.02 - $88.94 $5.12M - $6.7M
232K $15.8M
WMB
Williams Companies, Inc.

Energy
4.12K
+ 2.49%
$46.37 - $59.74 $191K - $246K
170K $9.18M
HON
Honeywell International Inc

Industrials
3.29K
+ 7.2%
$202.84 - $236.0 $667K - $775K
49K $11.1M
ORCL
Oracle Corp

Technology
13.7K
+ 7.57%
$165.41 - $192.43 $2.26M - $2.63M
194K $32.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17K
+ 8.3%
$113.92 - $127.38 $1.94M - $2.17M
222K $25.6M
PSX
Phillips 66

Energy
33.3K
+ 25.68%
$110.35 - $138.93 $3.67M - $4.62M
163K $18.6M
AEHR
Aehr Test Systems

Technology
78.4K
New
$10.78 - $16.98 $845K - $1.33M
78.4K $1.3M
VUG
Vanguard Growth ETF

ETFs
2.89K
+ 137.92%
$378.79 - $428.11 $1.09M - $1.24M
4.98K $2.04M
PM
Philip Morris International Inc.

Consumer Defensive
10.3K
+ 76.99%
$118.38 - $133.06 $1.22M - $1.37M
23.7K $2.85M
CELH
Celsius Holdings, Inc.

Consumer Defensive
44.2K
New
$25.66 - $34.91 $1.14M - $1.54M
44.2K $1.17M
GOOGL
Alphabet Inc.

Communication Services
1.27K
+ 3.26%
$161.86 - $196.66 $206K - $250K
40.3K $7.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.08K
+ 54.85%
$481.22 - $538.17 $1M - $1.12M
5.87K $3M
HSTM
Healthstream Inc

Healthcare
36.1K
New
$28.11 - $33.16 $1.02M - $1.2M
36.1K $1.15M
Activity Summary
Buys All Purchases 181 New Holdings 40 Increased Positions 141 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 1 Puts 1
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