Annex Advisory Services, LLC Incresed Positions in Q4 2024

Annex Advisory Services, LLC

  • $2.96 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
26K
+ 856.64%
$25.93 - $105.3 $675K - $2.74M
29.1K $810K
GPRK
Geo Park LTD

Energy
32.9K
+ 25.53%
$7.77 - $11.24 $255K - $369K
162K $1.5M
ADP
Automatic Data Processing Inc

Industrials
1.46K
+ 96.43%
$280.08 - $307.97 $409K - $450K
2.97K $870K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
24.5K
+ 111.17%
$17.93 - $18.8 $440K - $461K
46.6K $849K
FPI
Farmland Partners Inc.

Real Estate
29.4K
+ 41.15%
$10.17 - $12.76 $299K - $375K
101K $1.19M
WEYS
Weyco Group Inc

Consumer Cyclical
9.25K
+ 36.71%
$32.33 - $41.04 $299K - $379K
34.4K $1.29M
WEC
Wec Energy Group, Inc.

Utilities
6.79K
+ 6.53%
$92.94 - $101.82 $631K - $691K
111K $10.4M
NEE
Nextera Energy Inc

Utilities
6.9K
+ 101.32%
$69.77 - $85.43 $481K - $589K
13.7K $982K
ETN
Eaton Corp PLC

Industrials
1.17K
+ 4.32%
$326.96 - $377.52 $382K - $441K
28.2K $9.37M
KFRC
Kforce Inc

Industrials
7.23K
+ 59.17%
$53.57 - $62.47 $387K - $451K
19.4K $1.1M
VTV
Vanguard Value ETF

ETFs
1.96K
+ 128.92%
$168.32 - $181.87 $329K - $356K
3.48K $588K
ABT
Abbott Laboratories

Healthcare
3.18K
+ 4.55%
$111.93 - $119.39 $356K - $379K
73K $8.26M
FCFS
First Cash Holdings, Inc.

Financial Services
4.98K
+ 25.34%
$100.54 - $114.86 $501K - $572K
24.6K $2.55M
FDN
First Tr Fd Dow Jones

ETFs
1.01K
+ 73.52%
$210.5 - $257.24 $212K - $259K
2.38K $578K
MNST
Monster Beverage Corp

Consumer Defensive
4.72K
+ 5.06%
$49.24 - $56.38 $232K - $266K
98K $5.15M
GOOG
Alphabet Inc.

Communication Services
536
+ 7.07%
$163.08 - $198.16 $87.4K - $106K
8.11K $1.55M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
3.54K
+ 28.53%
$73.63 - $87.56 $261K - $310K
16K $1.26M
JOE
St Joe CO

Real Estate
14.2K
+ 49.66%
$43.8 - $59.68 $620K - $845K
42.7K $1.92M
BCPC
Balchem Corp

Basic Materials
1.96K
+ 35.38%
$163.0 - $183.41 $319K - $359K
7.5K $1.22M
VO
Vanguard Mid Cap ETF

ETFs
917
+ 39.54%
$261.5 - $284.63 $240K - $261K
3.24K $854K
XOM
Exxon Mobil Corp

Energy
3.29K
+ 24.85%
$105.51 - $125.37 $347K - $412K
16.5K $1.78M
NATH
Nathans Famous, Inc.

Consumer Cyclical
3.22K
+ 21.86%
$78.61 - $93.6 $253K - $301K
18K $1.41M
UTL
Unitil Corp

Utilities
5.77K
+ 36.71%
$53.77 - $60.69 $310K - $350K
21.5K $1.16M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.41K
+ 29.04%
$53.94 - $58.15 $184K - $198K
15.2K $854K
VPG
Vishay Precision Group, Inc.

Technology
12.8K
+ 34.55%
$21.09 - $25.3 $269K - $323K
49.7K $1.17M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.95K
+ 4.91%
$66.77 - $71.52 $130K - $139K
41.6K $2.87M
WMT
Walmart Inc.

Consumer Defensive
328
+ 2.06%
$79.1 - $95.7 $25.9K - $31.4K
16.3K $1.47M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.2K
+ 26.12%
$96.64 - $101.23 $212K - $222K
10.6K $1.03M
TTE
Total Energies Se

Energy
2.34K
+ 3.19%
N/A
75.7K $5.2M
XYLD
Global X Fds S&P 500 Covered C

ETFs
3.62K
+ 36.07%
$40.86 - $43.42 $148K - $157K
13.6K $571K
LMAT
Lemaitre Vascular Inc

Healthcare
1.77K
+ 5.91%
$85.64 - $107.97 $151K - $191K
31.7K $2.92M
LOW
Lowes Companies Inc

Consumer Cyclical
695
+ 48.67%
$244.52 - $284.07 $170K - $197K
2.12K $523K
XLE
Energy Sector Spdr

ETFs
1.59K
+ 29.99%
$83.32 - $97.27 $132K - $154K
6.88K $589K
NFLX
Netflix Inc

Communication Services
1
+ 0.15%
$687.65 - $936.56 $688 - $937
677 $603K
EW
Edwards Lifesciences Corp

Healthcare
1.22K
+ 29.07%
$64.54 - $75.92 $78.8K - $92.7K
5.42K $401K
MELI
Mercadolibre Inc

Consumer Cyclical
2.29K
+ 21.23%
$1666.0 - $2117.3 $3.82M - $4.85M
13.1K $22.3M
IWS
Ishares Russell Midcap Value E

ETFs
957
+ 31.75%
$128.08 - $140.32 $123K - $134K
3.97K $513K
SPNS
Sapiens International Corp N V

Technology
23.2K
+ 47.21%
$26.74 - $39.48 $622K - $918K
72.5K $1.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
346
+ 5.58%
$442.29 - $483.08 $153K - $167K
6.55K $2.97M
PG
Procter & Gamble CO

Consumer Defensive
1.71K
+ 5.27%
$161.05 - $179.7 $276K - $308K
34.2K $5.74M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.2K
+ 16.09%
$57.53 - $60.83 $127K - $134K
15.9K $912K
USA
Liberty All Star Equity Fund

Financial Services
14.4K
+ 87.01%
$6.82 - $7.46 $98.1K - $107K
30.9K $214K
WFC
Wells Fargo & Company

Financial Services
455
+ 10.01%
$54.98 - $77.35 $25K - $35.2K
5K $351K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.19K
+ 26.31%
$57.29 - $63.1 $125K - $138K
10.5K $603K
ALL
Allstate Corp

Financial Services
329
+ 7.54%
$181.25 - $208.2 $59.6K - $68.5K
4.69K $904K
LNT
Alliant Energy Corp

Utilities
1.52K
+ 14.51%
$56.24 - $63.63 $85.4K - $96.6K
12K $708K
IWD
Ishares Russell 1000 Val ETF

ETFs
463
+ 9.56%
$183.23 - $199.79 $84.8K - $92.5K
5.31K $982K
SO
Southern CO

Utilities
977
+ 38.66%
$81.5 - $94.15 $79.6K - $92K
3.5K $288K
BMY
Bristol Myers Squibb CO

Healthcare
384
+ 5.99%
$51.92 - $59.94 $19.9K - $23K
6.8K $384K
Activity Summary
Buys All Purchases 181 New Holdings 40 Increased Positions 141 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 1 Puts 1
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