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
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
PLTR
Palantir Technologies Inc.

Technology
31
+ 0.25%
$74.01 - $144.25 $2.29K - $4.47K
12.2K $1.66M
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
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
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
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
XLK
Technology Sector Spdr

ETFs
273
+ 6.99%
$179.73 - $253.23 $49.1K - $69.1K
4.18K $1.06M
TSLA
Tesla, Inc.

Consumer Cyclical
14
+ 0.45%
$221.86 - $362.89 $3.11K - $5.08K
3.15K $999K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.7K
+ 16.97%
$54.19 - $67.22 $91.9K - $114K
11.7K $785K
QCOM
Qualcomm Inc

Technology
135
+ 0.54%
$124.66 - $159.48 $16.8K - $21.5K
25.3K $4.03M
IWS
Ishares Russell Midcap Value E

ETFs
1.03K
+ 26.64%
$110.58 - $132.14 $114K - $136K
4.9K $647K
JOE
St Joe CO

Real Estate
1.79K
+ 4.87%
$40.82 - $49.27 $73.1K - $88.2K
38.5K $1.84M
GLD
Spdr Gold Trust

ETFs
275
+ 15.98%
$273.71 - $316.29 $75.3K - $87K
2K $608K
BMO
Bank Of Montreal

Financial Services
562
+ 24.9%
$87.54 - $110.63 $49.2K - $62.2K
2.82K $311K
FISV
Fiserv Inc

Technology
764
+ 6.2%
N/A
13.1K $1.64M
FPI
Farmland Partners Inc.

Real Estate
4.84K
+ 4.72%
$9.8 - $11.79 $47.4K - $57.1K
107K $1.24M
FNDC
Schwab Fundamental Intl Small

ETFs
1.34K
+ 23.81%
$32.97 - $42.05 $44.1K - $56.3K
6.96K $292K
IWD
Ishares Russell 1000 Val ETF

ETFs
130
+ 2.68%
$166.82 - $194.23 $21.7K - $25.2K
4.98K $967K
TCBX
Third Coast Bancshares, Inc.

Financial Services
2.62K
+ 5.0%
$27.48 - $33.21 $72.1K - $87.1K
55.1K $1.8M
SHOP
Shopify Inc.

Technology
12
+ 0.48%
$76.89 - $115.35 $923 - $1.38K
2.49K $286K
LYTS
Lsi Industries Inc

Technology
6.53K
+ 4.69%
$14.31 - $17.43 $93.4K - $114K
146K $2.48M
XLY
Select Sector Spdr Consumer Di

ETFs
89
+ 8.56%
$176.34 - $218.59 $15.7K - $19.5K
1.13K $245K
IWM
Ishares Russell 2000 ETF

ETFs
64
+ 4.72%
$174.82 - $215.79 $11.2K - $13.8K
1.42K $306K
FAST
Fastenal CO

Industrials
5.24K
+ 98.2%
$40.65 - $83.16 $213K - $436K
10.6K $444K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.34K
+ 2.35%
$14.97 - $16.79 $20K - $22.5K
58.4K $976K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
129
+ 3.6%
$51.16 - $62.02 $6.6K - $8K
3.71K $230K
NI
Nisource Inc.

Utilities
400
+ 2.52%
$37.11 - $40.64 $14.8K - $16.3K
16.3K $657K
ARCC
Ares Capital Corp

Financial Services
788
+ 8.5%
$18.91 - $22.43 $14.9K - $17.7K
10.1K $220K
WBD
Warner Bros. Discovery, Inc.

Communication Services
144
+ 1.25%
$7.69 - $11.46 $1.11K - $1.65K
11.6K $133K
BCPC
Balchem Corp

Basic Materials
339
+ 3.85%
$150.5 - $170.45 $51K - $57.8K
9.15K $1.46M
KO
Coca Cola CO

Consumer Defensive
137
+ 1.97%
$68.37 - $73.9 $9.37K - $10.1K
7.1K $502K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
720
+ 8.17%
$483.48 - $539.8 $348K - $389K
9.53K $4.63M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1
+ 0.01%
$51.14 - $57.0 $51.1 - $57
13.7K $778K
Ge Vernova Inc
85
+ 10.19%
N/A
919 $0
Victory Portfolios Ii
12.9M
+ 332.12%
N/A
16.7M $0
Victory Portfolios Ii
834K
+ 35.68%
N/A
3.17M $0
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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