Annex Advisory Services, LLC Incresed Positions in Q2 2025

Annex Advisory Services, LLC

  • $3.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IOO
Ishares Tr Global 100 ETF

ETFs
336K
+ 30.96%
$84.95 - $107.54 $28.6M - $36.2M
1.42M $153M
AVUS
American Centy ETF Tr Avantis

ETFs
266K
+ 11.48%
$81.38 - $100.82 $21.7M - $26.8M
2.59M $261M
NVDA
Nvidia Corp

Technology
57.4K
+ 10.55%
$94.31 - $157.99 $5.41M - $9.07M
601K $95M
AVGO
Broadcom Inc.

Technology
47.7K
+ 29.24%
$146.29 - $275.65 $6.98M - $13.2M
211K $58.2M
META
Meta Platforms, Inc.

Communication Services
13.7K
+ 11.73%
$484.66 - $738.09 $6.65M - $10.1M
131K $96.5M
AMZN
Amazon Com Inc

Consumer Cyclical
70K
+ 20.69%
$167.32 - $223.3 $11.7M - $15.6M
408K $89.6M
ORCL
Oracle Corp

Technology
30.9K
+ 14.01%
$122.82 - $218.63 $3.8M - $6.76M
252K $55M
SPOT
Spotify Technology S.A.

Communication Services
19.6K
+ 56.9%
$503.3 - $775.9 $9.85M - $15.2M
54K $41.4M
UBER
Uber Technologies, Inc

Technology
145K
+ 35.59%
$64.62 - $93.3 $9.37M - $13.5M
553K $51.6M
MELI
Mercadolibre Inc

Consumer Cyclical
4.31K
+ 27.99%
$1794.73 - $2613.63 $7.73M - $11.3M
19.7K $51.5M
LMAT
Lemaitre Vascular Inc

Healthcare
185K
+ 535.21%
$77.89 - $92.6 $14.4M - $17.1M
220K $18.2M
GSHD
Goosehead Insurance, Inc.

Financial Services
126K
+ 1248.78%
$93.19 - $121.83 $11.8M - $15.4M
137K $14.4M
ASML
Asml Holding Nv

Technology
6.67K
+ 12.79%
$595.37 - $815.24 $3.97M - $5.44M
58.8K $47.1M
FCX
Freeport Mcmoran Inc

Basic Materials
196K
+ 27.19%
$29.15 - $44.46 $5.71M - $8.72M
917K $39.7M
VCTR
Victory Capital Holdings, Inc.

Financial Services
125K
+ 31.57%
$51.28 - $64.94 $6.4M - $8.1M
520K $33.1M
MS
Morgan Stanley

Financial Services
16K
+ 5.47%
$99.83 - $140.86 $1.59M - $2.25M
308K $43.4M
NTNX
Nutanix, Inc.

Technology
79K
+ 14.8%
$58.17 - $83.07 $4.6M - $6.57M
613K $46.9M
V
Visa Inc.

Financial Services
21K
+ 11.45%
$308.27 - $373.31 $6.46M - $7.82M
204K $72.4M
UFPT
Ufp Technologies Inc

Healthcare
13.3K
+ 12.64%
$186.83 - $253.3 $2.49M - $3.37M
119K $29M
AVDV
American Centy ETF Tr Avantis

ETFs
47.1K
+ 12.56%
$61.76 - $79.32 $2.91M - $3.73M
422K $33.5M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
22.6K
+ 12.85%
$144.63 - $179.53 $3.27M - $4.06M
199K $32.7M
GNRC
Generac Holdings Inc.

Industrials
24.4K
+ 15.89%
$101.92 - $143.21 $2.49M - $3.5M
178K $25.5M
WM
Waste Management Inc

Industrials
23.4K
+ 985.37%
$216.47 - $242.1 $5.07M - $5.67M
25.8K $5.91M
CRM
Salesforce, Inc.

Technology
15.8K
+ 13.16%
$236.26 - $291.15 $3.74M - $4.61M
136K $37.1M
COST
Costco Wholesale Corp

Consumer Defensive
3.08K
+ 9.49%
$908.13 - $1056.85 $2.8M - $3.26M
35.6K $35.2M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
76.5K
+ 16.27%
N/A
546K $30.5M
GDDY
Go Daddy Inc.

Technology
20.4K
+ 19.07%
$162.11 - $192.36 $3.31M - $3.92M
127K $22.9M
CTAS
Cintas Corp

Industrials
7.65K
+ 8.08%
$190.11 - $227.66 $1.45M - $1.74M
102K $22.8M
DPZ
Dominos Pizza Inc

Consumer Cyclical
7.38K
+ 16.5%
$430.72 - $497.52 $3.18M - $3.67M
52.1K $23.5M
JPM
Jpmorgan Chase & CO

Financial Services
946
+ 1.81%
$210.28 - $289.91 $199K - $274K
53.3K $15.5M
ETN
Eaton Corp PLC

Industrials
568
+ 2.04%
$246.52 - $356.99 $140K - $203K
28.4K $10.1M
NEE
Nextera Energy Inc

Utilities
32.9K
+ 245.99%
$64.11 - $75.0 $2.11M - $2.47M
46.3K $3.21M
HON
Honeywell International Inc

Industrials
4.17K
+ 8.13%
$182.86 - $232.88 $763K - $971K
55.5K $12.9M
CSCO
Cisco Systems, Inc.

Technology
25.3K
+ 97.75%
$53.19 - $69.38 $1.35M - $1.76M
51.2K $3.55M
IESC
Ies Holdings, Inc.

Industrials
553
+ 4.12%
$160.58 - $296.23 $88.8K - $164K
14K $4.14M
AJG
Arthur J. Gallagher & Co.

Financial Services
10.7K
+ 16.14%
$310.86 - $348.77 $3.33M - $3.73M
77K $24.6M
WST
West Pharmaceutical Services Inc

Healthcare
9.26K
+ 15.47%
$190.39 - $227.7 $1.76M - $2.11M
69.1K $15.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.73K
+ 15.74%
$496.48 - $617.85 $859K - $1.07M
12.7K $7.87M
WMB
Williams Companies, Inc.

Energy
16.4K
+ 9.24%
$54.33 - $62.87 $891K - $1.03M
194K $12.2M
IBM
International Business Machines Corp

Technology
3.35K
+ 27.05%
$221.03 - $294.78 $740K - $987K
15.7K $4.64M
GOOGL
Alphabet Inc.

Communication Services
2.19K
+ 4.78%
$144.7 - $178.6 $317K - $391K
48K $8.45M
UTI
Universal Technical Institute Inc

Consumer Defensive
21.7K
+ 48.64%
$25.25 - $35.9 $549K - $781K
66.4K $2.25M
HWKN
Hawkins Inc

Basic Materials
1.03K
+ 4.23%
$103.32 - $143.95 $106K - $148K
25.3K $3.6M
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
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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