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
Victory Portfolios Ii
942K
+ 32.14%
N/A
3.87M $0
Super Micro Computer Inc
30K
+ 13.63%
N/A
250K $0
Victory Portfolios Ii
5.17M
New
N/A
5.17M $0
Tko Group Holdings Inc
42.2K
+ 14.96%
N/A
325K $0
Vestis Corporation
78.5K
+ 26.72%
N/A
372K $0
2023 ETF Series Trust Ii
12.4K
+ 0.95%
N/A
1.31M $0
Linde PLC
7.66K
+ 11.21%
N/A
75.9K $0
Amer Sports Inc
318K
New
N/A
318K $0
Landbridge Company LLC
164K
+ 907.17%
N/A
182K $0
Alps ETF Tr
530K
+ 17.86%
N/A
3.5M $0
OSEA
Harbor ETF Tr Harbor Intl Comp
2.02M
+ 2969.01%
N/A
2.08M $0
Mfs Active Exchange Traded F
2.18M
New
N/A
2.18M $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.64K
+ 5.73%
$21.23 - $23.75 $34.8K - $39K
30.2K $648K
XLI
Industrial Sector Spdr

ETFs
10
+ 0.64%
$128.78 - $141.67 $1.29K - $1.42K
1.57K $204K
BMO
Bank Of Montreal

Financial Services
25
+ 1.12%
$94.92 - $104.14 $2.37K - $2.6K
2.26K $215K
EW
Edwards Lifesciences Corp

Healthcare
90
+ 1.66%
$67.95 - $76.19 $6.12K - $6.86K
5.51K $399K
WBD
Warner Bros. Discovery, Inc.

Communication Services
69
+ 0.6%
$9.47 - $11.46 $653 - $791
11.5K $119K
MGEE
Mge Energy Inc

Utilities
7
+ 0.21%
$85.7 - $94.18 $600 - $659
3.41K $316K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
77
+ 8.18%
$203.38 - $274.79 $15.7K - $21.2K
1.02K $209K
CSL
Carlisle Companies Inc

Industrials
22
+ 3.85%
$326.43 - $408.24 $7.18K - $8.98K
593 $201K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
31
+ 0.87%
$57.21 - $65.8 $1.77K - $2.04K
3.58K $208K
ASB
Associated Banc Corp

Financial Services
12
+ 0.1%
$21.06 - $25.63 $253 - $308
11.5K $257K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.18%
$522.96 - $601.18 $523 - $601
547 $291K
IVW
Ishares S&P 500 Growth ETF

ETFs
224
+ 4.98%
$92.45 - $106.69 $20.7K - $23.9K
4.72K $437K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.06%
$251.87 - $277.95 $504 - $556
3.24K $832K
ABR
Arbor Realty Trust Inc

Real Estate
91
+ 0.58%
$11.68 - $13.98 $1.06K - $1.27K
15.9K $186K
FPI
Farmland Partners Inc.

Real Estate
1.55K
+ 1.54%
$10.72 - $12.51 $16.6K - $19.4K
102K $1.14M
WINA
Winmark Corp

Consumer Cyclical
555
+ 19.84%
$304.11 - $396.66 $169K - $220K
3.35K $1.06M
LMAT
Lemaitre Vascular Inc

Healthcare
2.91K
+ 9.17%
$78.82 - $104.0 $229K - $302K
34.6K $2.87M
DIS
Walt Disney CO

Communication Services
62
+ 1.31%
$96.87 - $114.0 $6.01K - $7.07K
4.8K $474K
UPS
United Parcel Service Inc

Industrials
66
+ 1.44%
$109.66 - $136.26 $7.24K - $8.99K
4.65K $511K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
23
+ 0.15%
$51.45 - $58.51 $1.18K - $1.35K
15.2K $786K
GOOG
Alphabet Inc.

Communication Services
1.34K
+ 16.5%
$156.06 - $207.71 $209K - $278K
9.45K $1.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
31
+ 0.78%
$507.05 - $563.67 $15.7K - $17.5K
3.99K $2.04M
RPM
Rpm International Inc

Basic Materials
19
+ 0.13%
$114.03 - $128.31 $2.17K - $2.44K
14.6K $1.68M
GPRK
Geo Park LTD

Energy
12.7K
+ 7.86%
$7.56 - $11.4 $96.1K - $145K
174K $1.39M
FCX
Freeport Mcmoran Inc

Basic Materials
128
+ 0.02%
$34.5 - $43.01 $4.42K - $5.51K
721K $27.3M
USB
Us Bancorp \De\

Financial Services
34
+ 0.11%
$40.92 - $50.9 $1.39K - $1.73K
31.6K $1.33M
HON
Honeywell International Inc

Industrials
2.33K
+ 4.76%
$202.75 - $226.52 $473K - $528K
51.3K $10.9M
LYTS
Lsi Industries Inc

Technology
2.38K
+ 1.74%
$17.0 - $24.72 $40.5K - $58.8K
139K $2.44M
GS
Goldman Sachs Group Inc

Financial Services
179
+ 1.23%
$524.81 - $672.19 $93.9K - $120K
14.8K $8.06M
GOOGL
Alphabet Inc.

Communication Services
5.48K
+ 13.6%
$154.33 - $206.19 $846K - $1.13M
45.8K $7.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.86K
+ 9.14%
$165.25 - $224.62 $803K - $1.09M
58K $9.63M
TOL
Toll Brothers, Inc.

Consumer Cyclical
573
+ 1.23%
$103.02 - $140.69 $59K - $80.6K
47.1K $4.98M
ORCL
Oracle Corp

Technology
26.7K
+ 13.76%
$139.81 - $186.47 $3.73M - $4.98M
221K $30.9M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
56.6K
+ 5.37%
$89.18 - $104.04 $5.04M - $5.88M
1.11M $102M
WST
West Pharmaceutical Services Inc

Healthcare
11.2K
+ 23.06%
$199.11 - $347.87 $2.23M - $3.9M
59.9K $13.4M
MRK
Merck & Co., Inc.

Healthcare
67
+ 0.02%
$83.01 - $101.02 $5.56K - $6.77K
278K $24.9M
NVDA
Nvidia Corp

Technology
31K
+ 6.05%
$106.98 - $149.43 $3.32M - $4.64M
544K $59M
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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