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
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
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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