Annex Advisory Services, LLC Purchases in Q1 2025

Annex Advisory Services, LLC

  • $2.88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MNST
Monster Beverage Corp

Consumer Defensive
6.9K
+ 7.04%
$46.16 - $58.58 $318K - $404K
105K $6.14M
JNJ
Johnson & Johnson

Healthcare
1.74K
+ 5.47%
$142.06 - $167.7 $246K - $291K
33.4K $5.55M
NATH
Nathans Famous, Inc.

Consumer Cyclical
3.33K
+ 18.55%
$76.79 - $104.77 $256K - $349K
21.3K $2.02M
FCFS
First Cash Holdings, Inc.

Financial Services
1.5K
+ 6.08%
$102.59 - $120.32 $154K - $180K
26.1K $3.12M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
6.79K
+ 42.59%
$77.74 - $94.47 $528K - $642K
22.7K $1.78M
COP
Conocophillips

Energy
1.69K
+ 3.66%
$88.6 - $105.85 $149K - $178K
47.8K $5.02M
LLY
Eli Lilly & CO

Healthcare
240
+ 6.18%
$725.72 - $929.72 $174K - $223K
4.12K $3.41M
KFRC
Kforce Inc

Industrials
11.2K
+ 57.55%
$48.42 - $56.93 $542K - $637K
30.6K $1.5M
OLED
Universal Display Corp Pa

Technology
2.25K
New
$139.48 - $161.59 $313K - $363K
2.25K $326K
HSTM
Healthstream Inc

Healthcare
8.7K
+ 24.07%
$30.95 - $33.99 $269K - $296K
44.8K $1.44M
WM
Waste Management Inc

Industrials
907
+ 61.66%
$200.54 - $233.78 $182K - $212K
2.38K $550K
IESC
Ies Holdings, Inc.

Industrials
3.52K
+ 35.57%
$162.26 - $316.26 $571K - $1.11M
13.4K $2.24M
AMT
American Tower Corp

Real Estate
1.06K
New
$173.46 - $217.6 $184K - $230K
1.06K $230K
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.74K
+ 49.39%
$39.02 - $42.89 $263K - $289K
20.4K $800K
PH
Parker Hannifin Corp

Industrials
373
New
$591.65 - $707.05 $221K - $264K
373 $226K
DUK
Duke Energy Corp

Utilities
1.82K
New
$105.87 - $121.97 $193K - $222K
1.82K $221K
BCPC
Balchem Corp

Basic Materials
1.31K
+ 17.48%
$154.22 - $176.16 $202K - $231K
8.81K $1.44M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
7.44K
New
$26.47 - $29.92 $197K - $223K
7.44K $219K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.76K
New
$34.58 - $45.97 $165K - $219K
4.76K $216K
XEL
Xcel Energy Inc

Utilities
2.92K
New
$63.37 - $72.1 $185K - $211K
2.92K $206K
AON
Aon PLC

Financial Services
517
New
$348.44 - $409.32 $180K - $212K
517 $206K
VPG
Vishay Precision Group, Inc.

Technology
7.23K
+ 14.57%
$21.32 - $26.64 $154K - $193K
56.9K $1.37M
FNDC
Schwab Fundamental Intl Small

ETFs
5.62K
New
$33.34 - $37.44 $187K - $210K
5.62K $205K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.95K
New
$48.65 - $53.06 $192K - $210K
3.95K $205K
ED
Consolidated Edison Inc

Utilities
1.82K
New
$88.0 - $110.59 $160K - $201K
1.82K $201K
MCD
Mcdonalds Corp

Consumer Cyclical
312
+ 9.3%
$279.74 - $321.29 $87.3K - $100K
3.67K $1.15M
MA
Mastercard Inc

Financial Services
256
+ 18.84%
$504.67 - $576.31 $129K - $148K
1.62K $885K
PLTR
Palantir Technologies Inc.

Technology
489
+ 4.18%
$64.98 - $124.62 $31.8K - $60.9K
12.2K $1.03M
T
At&T Inc.

Communication Services
1.51K
+ 8.9%
$21.56 - $28.28 $32.5K - $42.6K
18.4K $520K
NFLX
Netflix Inc

Communication Services
104
+ 15.36%
$828.4 - $1058.6 $86.2K - $110K
781 $728K
MDLZ
Mondelez International, Inc.

Consumer Defensive
80
+ 0.68%
$56.12 - $68.15 $4.49K - $5.45K
11.9K $809K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.5K
+ 22.45%
$16.57 - $18.85 $173K - $197K
57.1K $948K
LNT
Alliant Energy Corp

Utilities
404
+ 3.37%
$56.66 - $66.04 $22.9K - $26.7K
12.4K $796K
RTX
Raytheon Technologies Corp

Industrials
351
+ 14.12%
$114.1 - $135.66 $40K - $47.6K
2.84K $375K
QCOM
Qualcomm Inc

Technology
569
+ 2.31%
$151.94 - $175.86 $86.5K - $100K
25.2K $3.87M
WFC
Wells Fargo & Company

Financial Services
1.01K
+ 20.14%
$66.78 - $81.42 $67.2K - $82K
6.01K $431K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.62K
+ 16.6%
$49.25 - $50.66 $79.5K - $81.8K
11.3K $561K
HWKN
Hawkins Inc

Basic Materials
3.86K
+ 18.9%
$101.28 - $122.97 $391K - $475K
24.3K $2.58M
CAT
Caterpillar Inc

Industrials
316
+ 31.82%
$326.75 - $407.63 $103K - $129K
1.31K $431K
ADP
Automatic Data Processing Inc

Industrials
90
+ 3.03%
$286.85 - $318.64 $25.8K - $28.7K
3.06K $936K
NIO
Nio Inc.

Consumer Cyclical
12.3K
New
$3.75 - $5.22 $45.9K - $64K
12.3K $46K
JCI
Johnson Controls International PLC

Industrials
466
+ 17.8%
$76.12 - $90.6 $35.5K - $42.2K
3.08K $247K
AXP
American Express CO

Financial Services
310
+ 20.0%
$255.39 - $325.87 $79.2K - $101K
1.86K $500K
PEP
Pepsico Inc

Consumer Defensive
241
+ 4.53%
$142.64 - $156.42 $34.4K - $37.7K
5.57K $834K
ECL
Ecolab Inc.

Basic Materials
10
+ 1.12%
$229.72 - $269.82 $2.3K - $2.7K
903 $228K
ITW
Illinois Tool Works Inc

Industrials
101
+ 6.18%
$244.9 - $274.48 $24.7K - $27.7K
1.74K $430K
WMT
Walmart Inc.

Consumer Defensive
650
+ 3.99%
$84.5 - $105.05 $54.9K - $68.3K
16.9K $1.49M
IVE
Ishares S&P 500 Value ETF

ETFs
88
+ 6.15%
$185.78 - $198.58 $16.3K - $17.5K
1.52K $286K
USFR
Wisdomtree Floating Rate Treas

ETFs
110
+ 0.55%
$50.29 - $50.5 $5.53K - $5.56K
20.2K $1.02M
Activity Summary
Buys All Purchases 150 New Holdings 26 Increased Positions 124 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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