Annex Advisory Services, LLC Incresed Positions in Q1 2025

Annex Advisory Services, LLC

  • $2.88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.42M
+ 25026.82%
$50.48 - $51.04 $173M - $175M
3.44M $174M
AVGO
Broadcom Inc.

Technology
125K
+ 322.21%
$167.43 - $244.7 $20.9M - $30.5M
163K $27.3M
META
Meta Platforms, Inc.

Communication Services
33.4K
+ 40.01%
$576.36 - $736.67 $19.3M - $24.6M
117K $67.5M
ASML
Asml Holding Nv

Technology
27K
+ 107.19%
$662.63 - $776.99 $17.9M - $21M
52.2K $34.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.44K
+ 13.06%
$1187.71 - $1432.58 $5.28M - $6.37M
38.5K $55.1M
UBER
Uber Technologies, Inc

Technology
159K
+ 64.12%
$63.17 - $81.49 $10.1M - $13M
408K $29.7M
VGLT
Vanguard Long Term Treasury Et

ETFs
117K
+ 4.5%
$53.99 - $58.43 $6.31M - $6.83M
2.71M $155M
VCTR
Victory Capital Holdings, Inc.

Financial Services
222K
+ 127.73%
$55.84 - $70.58 $12.4M - $15.6M
395K $22.7M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
198K
+ 72.82%
N/A
470K $26.2M
FNV
Franco Nevada Corp

Basic Materials
23.7K
+ 14.87%
$120.72 - $157.56 $2.86M - $3.73M
183K $28.9M
HOOD
Robinhood Markets, Inc.

Technology
152K
+ 26.01%
$35.63 - $65.28 $5.4M - $9.9M
734K $30.6M
V
Visa Inc.

Financial Services
4.99K
+ 2.8%
$306.92 - $362.71 $1.53M - $1.81M
183K $64.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
13.3K
+ 25.03%
$275.89 - $345.24 $3.66M - $4.58M
66.3K $22.9M
MELI
Mercadolibre Inc

Consumer Cyclical
2.3K
+ 17.58%
$1739.0 - $2260.0 $4M - $5.2M
15.4K $30M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
310K
+ 20.53%
$12.61 - $14.92 $3.91M - $4.62M
1.82M $26.1M
CVX
Chevron Corp

Energy
17.1K
+ 10.56%
$146.71 - $167.97 $2.51M - $2.88M
179K $30M
UFPT
Ufp Technologies Inc

Healthcare
43.5K
+ 70.35%
$198.85 - $285.04 $8.65M - $12.4M
105K $21M
DPZ
Dominos Pizza Inc

Consumer Cyclical
9.65K
+ 27.5%
$402.33 - $489.71 $3.88M - $4.73M
44.7K $20.6M
SO
Southern CO

Utilities
57.1K
+ 1629.0%
$80.96 - $92.96 $4.62M - $5.31M
60.6K $5.57M
GNRC
Generac Holdings Inc.

Industrials
59K
+ 62.37%
$126.65 - $164.06 $7.48M - $9.69M
154K $19.5M
CRM
Salesforce, Inc.

Technology
35.9K
+ 42.59%
$268.36 - $359.95 $9.65M - $12.9M
120K $32.3M
UNH
Unitedhealth Group Inc

Healthcare
5.02K
+ 9.2%
$461.52 - $548.18 $2.32M - $2.75M
59.6K $31.2M
CL
Colgate Palmolive CO

Consumer Defensive
32.1K
+ 41.72%
$85.68 - $97.5 $2.75M - $3.13M
109K $10.2M
COST
Costco Wholesale Corp

Consumer Defensive
2.41K
+ 8.02%
$890.62 - $1076.86 $2.15M - $2.6M
32.5K $30.7M
IBM
International Business Machines Corp

Technology
11.1K
+ 853.7%
$217.4 - $264.74 $2.41M - $2.93M
12.4K $3.08M
PM
Philip Morris International Inc.

Consumer Defensive
11K
+ 46.59%
$117.15 - $158.79 $1.29M - $1.75M
34.7K $5.51M
BAC
Bank Of America Corp

Financial Services
63.4K
+ 766.31%
$39.61 - $47.74 $2.51M - $3.02M
71.6K $2.99M
MS
Morgan Stanley

Financial Services
39.2K
+ 15.51%
$111.68 - $141.08 $4.38M - $5.53M
292K $34.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.29K
+ 2.08%
$208.48 - $244.03 $269K - $314K
63.3K $15.4M
IPAR
Inter Parfums Inc

Consumer Defensive
32.2K
+ 27.18%
$113.87 - $144.54 $3.66M - $4.65M
151K $17.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.26K
+ 34.57%
$442.66 - $534.52 $1M - $1.21M
8.81K $4.63M
UTL
Unitil Corp

Utilities
25.6K
+ 119.24%
$52.01 - $57.87 $1.33M - $1.48M
47.1K $2.73M
SYK
Stryker Corp

Healthcare
3.66K
+ 27.03%
$355.18 - $399.9 $1.3M - $1.46M
17.2K $6.41M
WMB
Williams Companies, Inc.

Energy
7.94K
+ 4.68%
$54.02 - $61.09 $429K - $485K
177K $10.6M
RDVT
Red Violet, Inc.

Technology
33.8K
+ 113.14%
$33.88 - $43.16 $1.14M - $1.46M
63.6K $2.37M
MEDP
Medpace Holdings, Inc.

Healthcare
12K
+ 13.82%
$304.69 - $360.97 $3.67M - $4.35M
99.2K $30.2M
CSCO
Cisco Systems, Inc.

Technology
20K
+ 340.36%
$58.74 - $64.87 $1.18M - $1.3M
25.9K $1.6M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
73.3K
+ 10.3%
$22.83 - $23.75 $1.67M - $1.74M
785K $18M
AAPL
Apple Inc.

Technology
48.8K
+ 14.22%
$209.68 - $247.1 $10.2M - $12.1M
392K $87M
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
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
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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