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
BAC
Bank Of America Corp

Financial Services
372
+ 4.71%
$39.22 - $47.77 $14.6K - $17.8K
8.27K $363K
CDNS
Cadence Design Systems Inc

Technology
30
+ 2.22%
$249.1 - $324.54 $7.47K - $9.74K
1.38K $414K
VIG
Vanguard Dividend Appreciation

ETFs
203
+ 0.18%
N/A
114K $20.8M
T
At&T Inc.

Communication Services
859
+ 5.35%
$21.22 - $23.88 $18.2K - $20.5K
16.9K $385K
XLK
Technology Sector Spdr

ETFs
16
+ 0.41%
$220.26 - $241.44 $3.52K - $3.86K
3.91K $908K
PNR
Pentair PLC

Industrials
151
+ 2.89%
$95.0 - $109.21 $14.3K - $16.5K
5.37K $540K
MO
Altria Group, Inc.

Consumer Defensive
117
+ 0.62%
$49.06 - $57.74 $5.74K - $6.76K
18.9K $988K
TXN
Texas Instruments Inc

Technology
123
+ 1.74%
N/A
7.19K $1.4M
FAST
Fastenal CO

Industrials
272
+ 5.17%
$69.99 - $84.35 $19K - $22.9K
5.54K $398K
PRU
Prudential Financial Inc

Financial Services
244
+ 9.92%
$114.59 - $129.52 $28K - $31.6K
2.7K $320K
STLD
Steel Dynamics Inc

Basic Materials
150
+ 7.5%
N/A
2.15K $210K
GLD
Spdr Gold Trust

ETFs
48
+ 2.62%
$236.59 - $257.5 $11.4K - $12.4K
1.88K $454K
KMB
Kimberly Clark Corp

Consumer Defensive
302
+ 9.55%
$130.37 - $146.09 $39.4K - $44.1K
3.46K $453K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18.9K
+ 193.56%
$22.01 - $66.82 $415K - $1.26M
28.6K $649K
NVT
N Vent Electric PLC

Industrials
119
+ 3.43%
$67.69 - $79.19 $8.06K - $9.42K
3.59K $244K
Alps ETF Tr
1.34M
+ 81.86%
N/A
2.97M $0
Linde PLC
9.53K
+ 16.21%
N/A
68.3K $0
Tko Group Holdings Inc
48K
+ 20.48%
N/A
282K $0
Victory Portfolios Ii
1.66M
+ 131.35%
N/A
2.93M $0
Vestis Corporation
35K
+ 13.5%
N/A
294K $0
LMT
Lockheed Martin Corp

Industrials
80
+ 19.85%
$479.66 - $614.62 $38.4K - $49.2K
483 $234K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
15
+ 0.65%
$238.25 - $261.28 $3.57K - $3.92K
2.31K $559K
IVE
Ishares S&P 500 Value ETF

ETFs
18
+ 1.27%
$189.5 - $206.17 $3.41K - $3.71K
1.43K $273K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
60
+ 0.62%
$49.79 - $51.14 $2.99K - $3.07K
9.73K $487K
WM
Waste Management Inc

Industrials
1
+ 0.07%
$201.79 - $228.46 $202 - $228
1.47K $296K
CAT
Caterpillar Inc

Industrials
19
+ 1.95%
$360.37 - $416.88 $6.85K - $7.92K
993 $360K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.46K
+ 184.17%
$26.93 - $84.95 $201K - $633K
11.5K $314K
UPS
United Parcel Service Inc

Industrials
15
+ 0.33%
$122.65 - $138.35 $1.84K - $2.08K
4.59K $578K
CEG
Constellation Energy Corp

Utilities
467
+ 10.46%
$224.28 - $285.52 $105K - $133K
4.93K $1.11M
KO
Coca Cola CO

Consumer Defensive
339
+ 4.49%
$61.74 - $71.71 $20.9K - $24.3K
7.9K $491K
AMD
Advanced Micro Devices Inc

Technology
15
+ 0.88%
$118.88 - $172.8 $1.78K - $2.59K
1.72K $207K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.63K
+ 4.42%
$209.89 - $233.24 $551K - $612K
62K $13.2M
NVO
Novo Nordisk A S

Healthcare
219
+ 4.53%
$85.0 - $120.04 $18.6K - $26.3K
5.05K $434K
DVN
Devon Energy Corp

Energy
327
+ 1.22%
$30.52 - $42.96 $9.98K - $14K
27K $884K
JNJ
Johnson & Johnson

Healthcare
811
+ 2.63%
$143.34 - $165.86 $116K - $135K
31.7K $4.58M
TMO
Thermo Fisher Scientific Inc.

Healthcare
660
+ 7.7%
$501.29 - $612.85 $331K - $404K
9.23K $4.8M
NSSC
Napco Security Technologies, Inc

Industrials
12.4K
+ 4.07%
$34.51 - $42.2 $427K - $522K
316K $11.2M
KSS
Kohls Corp

Consumer Cyclical
8.44K
+ 4.2%
$13.86 - $20.95 $117K - $177K
209K $2.94M
CTAS
Cintas Corp

Industrials
1.99K
+ 1.58%
$182.7 - $226.47 $363K - $450K
127K $23.3M
FCX
Freeport Mcmoran Inc

Basic Materials
97.7K
+ 15.68%
$38.08 - $50.82 $3.72M - $4.97M
721K $27.4M
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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