Annex Advisory Services, LLC Reduced Holdings in Q1 2025

Annex Advisory Services, LLC

  • $2.88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-407
- 9.4%
$59.28 - $66.1 $24.1K - $26.9K
3.93K $252K
FISV
Fiserv Inc

Technology
-86
- 0.69%
N/A
12.3K $1.54M
LUV
Southwest Airlines CO

Industrials
-301
- 3.77%
$28.18 - $34.84 $8.48K - $10.5K
7.69K $258K
VTV
Vanguard Value ETF

ETFs
-76
- 2.19%
$167.73 - $179.21 $12.7K - $13.6K
3.4K $580K
HYG
Ishares Tr

ETFs
-64
- 1.13%
$78.51 - $80.11 $5.02K - $5.13K
5.61K $441K
ARCC
Ares Capital Corp

Financial Services
-188
- 1.99%
$21.28 - $23.81 $4K - $4.48K
9.27K $205K
Ge Vernova Inc
-61
- 6.82%
N/A
834 $0
Janus Detroit Str Tr
-6.67K
- 44.57%
N/A
8.3K $0
Arista Networks Inc
-144
- 4.05%
N/A
3.41K $0
Victory Portfolios Ii
-298K
- 11.3%
N/A
2.34M $0
VEU
Vanguard Ftse All World Ex Us

ETFs
-509
- 4.85%
$56.51 - $62.98 $28.8K - $32.1K
10K $609K
KO
Coca Cola CO

Consumer Defensive
-937
- 11.87%
$60.81 - $72.32 $57K - $67.8K
6.96K $498K
FAST
Fastenal CO

Industrials
-202
- 3.65%
$71.11 - $79.98 $14.4K - $16.2K
5.34K $413K
KMB
Kimberly Clark Corp

Consumer Defensive
-84
- 2.42%
$124.46 - $147.4 $10.5K - $12.4K
3.38K $480K
GLD
Spdr Gold Trust

ETFs
-156
- 8.31%
$243.19 - $288.14 $37.9K - $44.9K
1.72K $495K
ROL
Rollins Inc

Consumer Cyclical
-25
- 0.38%
$45.65 - $54.03 $1.14K - $1.35K
6.63K $358K
GE
General Electric CO

Industrials
-239
- 5.81%
$168.59 - $212.13 $40.3K - $50.7K
3.87K $775K
AFL
Aflac Inc

Financial Services
-218
- 1.42%
$100.99 - $111.19 $22K - $24.2K
15.1K $1.68M
DVN
Devon Energy Corp

Energy
-145
- 0.54%
$33.15 - $38.55 $4.81K - $5.59K
26.9K $1.01M
MO
Altria Group, Inc.

Consumer Defensive
-247
- 1.31%
$50.81 - $60.02 $12.6K - $14.8K
18.7K $1.12M
XOM
Exxon Mobil Corp

Energy
-6
- 0.04%
$105.44 - $118.93 $633 - $714
16.5K $1.96M
ABBV
Abb Vie Inc.

Healthcare
-4.37K
- 7.04%
$169.2 - $216.66 $739K - $947K
57.7K $12.1M
ABT
Abbott Laboratories

Healthcare
-81
- 0.11%
$111.1 - $140.22 $9K - $11.4K
72.9K $9.68M
WEC
Wec Energy Group, Inc.

Utilities
-267
- 0.24%
$92.12 - $108.98 $24.6K - $29.1K
110K $12M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-5.34K
- 2.95%
$132.75 - $177.12 $709K - $946K
176K $26M
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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