Annex Advisory Services, LLC New Holdings in Q2 2025

Annex Advisory Services, LLC

  • $3.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BWX
Spdr Bloomberg International T

ETFs
3.13M
New
$21.87 - $23.49 $68.5M - $73.5M
3.13M $73.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.28M
New
$24.94 - $31.15 $56.8M - $70.9M
2.28M $70.8M
ISRG
Intuitive Surgical Inc

Healthcare
56.6K
New
$451.58 - $565.94 $25.6M - $32M
56.6K $30.8M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
841K
New
$17.99 - $18.99 $15.1M - $16M
841K $16M
GLBE
Global E Online Ltd.

Consumer Cyclical
363K
New
$29.18 - $42.39 $10.6M - $15.4M
363K $12.2M
CPRT
Copart Inc

Consumer Cyclical
72.2K
New
$47.72 - $63.84 $3.45M - $4.61M
72.2K $3.54M
OSCR
Oscar Health, Inc.

Healthcare
37.4K
New
$11.6 - $21.44 $434K - $802K
37.4K $801K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.32K
New
$55.54 - $69.09 $295K - $368K
5.32K $367K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.1K
New
$17.76 - $22.1 $232K - $289K
13.1K $289K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.86K
New
$72.02 - $73.82 $278K - $285K
3.86K $283K
C
Citigroup Inc

Financial Services
3.17K
New
$58.13 - $85.12 $184K - $270K
3.17K $269K
NVT
N Vent Electric PLC

Industrials
3.55K
New
$45.2 - $73.35 $161K - $261K
3.55K $260K
CAH
Cardinal Health Inc

Healthcare
1.51K
New
$125.0 - $168.0 $188K - $253K
1.51K $252K
APH
Amphenol Corp

Technology
2.5K
New
$59.09 - $98.75 $148K - $247K
2.5K $246K
EMR
Emerson Electric CO

Industrials
1.67K
New
$94.15 - $133.33 $157K - $223K
1.67K $222K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.01K
New
$144.94 - $210.94 $146K - $213K
1.01K $212K
CRWD
Crowd Strike Holdings, Inc.

Technology
418
New
$321.63 - $509.31 $134K - $213K
418 $212K
MTG
Mgic Investment Corp

Financial Services
7.57K
New
$22.43 - $28.1 $170K - $213K
7.57K $210K
BA
Boeing CO

Industrials
990
New
$136.59 - $217.51 $135K - $215K
990 $207K
DE
Deere & CO

Industrials
407
New
$412.99 - $531.48 $168K - $216K
407 $206K
SCHW
Schwab Charles Corp

Financial Services
2.22K
New
$69.06 - $91.24 $154K - $203K
2.22K $202K
IEFA
Ishares Tr

ETFs
2.41K
New
$67.83 - $84.09 $164K - $203K
2.41K $201K
MGK
Vanguard Mega Cap Growth ETF

ETFs
548
New
$273.67 - $366.17 $150K - $201K
548 $200K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.22K
New
$19.6 - $24.44 $161K - $201K
8.22K $200K
NUE
Nucor Corp

Basic Materials
1.55K
New
$103.22 - $131.43 $160K - $204K
1.55K $200K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
2.5K
New
$60.22 - $80.1 $151K - $200K
2.5K $200K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
8.83K
New
$19.41 - $22.77 $171K - $201K
8.83K $200K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.4K
New
$71.28 - $83.74 $171K - $201K
2.4K $200K
NRZ
New Residential Investment Corp.

Real Estate
25.5K
New
N/A
25.5K $184K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
11.6K
New
$8.43 - $8.77 $97.7K - $102K
11.6K $100K
T Rowe Price ETF Inc
8.12K
New
N/A
8.12K $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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