Annex Advisory Services, LLC Purchases in Q2 2025

Annex Advisory Services, LLC

  • $3.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MNST
Monster Beverage Corp

Consumer Defensive
9.29K
+ 8.86%
$55.01 - $64.24 $511K - $597K
114K $7.15M
GHM
Graham Corp

Industrials
3.86K
+ 10.45%
$26.62 - $50.6 $103K - $195K
40.8K $2.02M
KSS
Kohls Corp

Consumer Cyclical
107K
+ 51.15%
$6.13 - $9.4 $656K - $1.01M
316K $2.68M
PM
Philip Morris International Inc.

Consumer Defensive
468
+ 1.35%
$149.23 - $184.95 $69.8K - $86.6K
35.2K $6.41M
RDVT
Red Violet, Inc.

Technology
2.51K
+ 3.95%
$34.9 - $50.36 $87.7K - $127K
66.1K $3.25M
AAPL
Apple Inc.

Technology
36.7K
+ 9.36%
$172.42 - $223.89 $6.32M - $8.21M
428K $87.9M
OSCR
Oscar Health, Inc.

Healthcare
37.4K
New
$11.6 - $21.44 $434K - $802K
37.4K $801K
QQQ
Invesco Qqq Trust, Series 1

ETFs
367
+ 6.39%
$416.06 - $551.64 $153K - $202K
6.11K $3.37M
ABT
Abbott Laboratories

Healthcare
3.06K
+ 4.19%
$123.95 - $138.08 $379K - $422K
76K $10.3M
MU
Micron Technology Inc

Technology
2K
+ 18.49%
$64.72 - $127.91 $129K - $256K
12.8K $1.58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
296
+ 3.72%
$320.42 - $421.7 $94.8K - $125K
8.25K $3.48M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
10.1K
+ 16.02%
$212.1 - $244.27 $2.15M - $2.48M
73.4K $16.1M
SYK
Stryker Corp

Healthcare
329
+ 1.91%
$337.37 - $395.63 $111K - $130K
17.5K $6.94M
LPLA
Lpl Financial Holdings Inc.

Financial Services
184
+ 2.14%
$283.31 - $388.96 $52.1K - $71.6K
8.79K $3.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
429
+ 10.75%
$456.74 - $568.03 $196K - $244K
4.42K $2.51M
NATH
Nathans Famous, Inc.

Consumer Cyclical
995
+ 4.67%
$90.55 - $115.66 $90.1K - $115K
22.3K $2.46M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.92K
+ 10.05%
$35.35 - $42.68 $245K - $295K
75.8K $3.23M
MUB
Ishares National Muni Bond ETF

ETFs
3.95K
+ 60.26%
$102.31 - $105.8 $404K - $418K
10.5K $1.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.26K
+ 57.26%
$104.34 - $138.68 $236K - $314K
6.22K $861K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.32K
New
$55.54 - $69.09 $295K - $368K
5.32K $367K
TRNS
Transcat Inc

Industrials
751
+ 3.2%
$72.77 - $94.36 $54.7K - $70.9K
24.2K $2.08M
VEA
Vanguard Ftse Developed Market

ETFs
5.02K
+ 46.98%
$45.65 - $57.01 $229K - $286K
15.7K $895K
VPG
Vishay Precision Group, Inc.

Technology
2.83K
+ 4.98%
$19.2 - $28.25 $54.4K - $80.1K
59.7K $1.68M
HD
Home Depot, Inc.

Consumer Cyclical
796
+ 3.84%
$335.24 - $380.78 $267K - $303K
21.5K $7.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.1K
New
$17.76 - $22.1 $232K - $289K
13.1K $289K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.86K
New
$72.02 - $73.82 $278K - $285K
3.86K $283K
VICI
Vici Properties Inc.

Real Estate
8.59K
New
$29.41 - $32.97 $253K - $283K
8.59K $280K
GE
General Electric CO

Industrials
202
+ 5.22%
$166.81 - $257.39 $33.7K - $52K
4.08K $1.05M
WINA
Winmark Corp

Consumer Cyclical
163
+ 4.86%
$318.43 - $450.34 $51.9K - $73.4K
3.52K $1.33M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
1.03K
+ 4.51%
$72.42 - $87.18 $74.2K - $89.4K
23.8K $2.05M
C
Citigroup Inc

Financial Services
3.17K
New
$58.13 - $85.12 $184K - $270K
3.17K $269K
NVT
N Vent Electric PLC

Industrials
3.55K
New
$45.2 - $73.35 $161K - $261K
3.55K $260K
CAH
Cardinal Health Inc

Healthcare
1.51K
New
$125.0 - $168.0 $188K - $253K
1.51K $252K
XLK
Technology Sector Spdr

ETFs
273
+ 6.99%
$179.73 - $253.23 $49.1K - $69.1K
4.18K $1.06M
APH
Amphenol Corp

Technology
2.5K
New
$59.09 - $98.75 $148K - $247K
2.5K $246K
EMR
Emerson Electric CO

Industrials
1.67K
New
$94.15 - $133.33 $157K - $223K
1.67K $222K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.01K
New
$144.94 - $210.94 $146K - $213K
1.01K $212K
CRWD
Crowd Strike Holdings, Inc.

Technology
418
New
$321.63 - $509.31 $134K - $213K
418 $212K
MTG
Mgic Investment Corp

Financial Services
7.57K
New
$22.43 - $28.1 $170K - $213K
7.57K $210K
BA
Boeing CO

Industrials
990
New
$136.59 - $217.51 $135K - $215K
990 $207K
DE
Deere & CO

Industrials
407
New
$412.99 - $531.48 $168K - $216K
407 $206K
SCHW
Schwab Charles Corp

Financial Services
2.22K
New
$69.06 - $91.24 $154K - $203K
2.22K $202K
IEFA
Ishares Tr

ETFs
2.41K
New
$67.83 - $84.09 $164K - $203K
2.41K $201K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.22K
New
$19.6 - $24.44 $161K - $201K
8.22K $200K
MGK
Vanguard Mega Cap Growth ETF

ETFs
548
New
$273.67 - $366.17 $150K - $201K
548 $200K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.4K
New
$71.28 - $83.74 $171K - $201K
2.4K $200K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2.5K
New
$60.22 - $80.1 $151K - $200K
2.5K $200K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
8.83K
New
$19.41 - $22.77 $171K - $201K
8.83K $200K
NUE
Nucor Corp

Basic Materials
1.55K
New
$103.22 - $131.43 $160K - $204K
1.55K $200K
Activity Summary
Buys All Purchases 153 New Holdings 32 Increased Positions 121 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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