Annex Advisory Services, LLC Sells in Q2 2025

Annex Advisory Services, LLC

  • $3.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ZM
Zoom Video Communications, Inc.

Technology
-12
- 0.19%
$66.7 - $84.62 $800 - $1.02K
6.25K $487K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-262
- 2.58%
$32.66 - $40.75 $8.56K - $10.7K
9.88K $400K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1
- 0.01%
$45.88 - $54.4 $45.9 - $54.4
15.2K $825K
BX
Blackstone Inc.

Financial Services
-14
- 0.32%
$120.07 - $151.11 $1.68K - $2.12K
4.38K $655K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-395
- 17.1%
$179.95 - $278.88 $71.1K - $110K
1.92K $534K
APP
App Lovin Corp

Technology
-54
- 6.87%
$219.37 - $417.89 $11.8K - $22.6K
732 $256K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-197
- 19.35%
$177.93 - $313.14 $35.1K - $61.7K
821 $257K
JCI
Johnson Controls International PLC

Industrials
-258
- 8.37%
$71.14 - $105.62 $18.4K - $27.2K
2.83K $298K
FIS
Fidelity National Information Services, Inc.

Technology
-1.51K
- 5.63%
$68.14 - $82.13 $103K - $124K
25.3K $2.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
-225
- 4.76%
$82.96 - $110.1 $18.7K - $24.8K
4.5K $495K
ROK
Rockwell Automation, Inc

Industrials
-32
- 2.12%
$218.97 - $332.17 $7.01K - $10.6K
1.48K $491K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-2.64K
- 5.6%
$90.5 - $114.3 $239K - $302K
44.5K $5.08M
DIS
Walt Disney CO

Communication Services
-159
- 3.31%
$81.72 - $124.01 $13K - $19.7K
4.65K $576K
KLAC
Kla Corp

Technology
-50
- 7.3%
$576.53 - $902.94 $28.8K - $45.1K
635 $568K
AMAT
Applied Materials Inc

Technology
-3.29K
- 16.95%
$126.95 - $183.52 $418K - $604K
16.1K $2.95M
GOOG
Alphabet Inc.

Communication Services
-200
- 2.12%
$146.58 - $180.01 $29.3K - $36K
9.25K $1.64M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.17K
- 3.34%
$58.41 - $72.69 $68.3K - $85K
33.9K $2.46M
AEM
Agnico Eagle Mines LTD

Basic Materials
-64
- 0.29%
$99.48 - $124.46 $6.37K - $7.97K
21.7K $2.58M
NFLX
Netflix Inc

Communication Services
-60
- 7.68%
$855.86 - $1339.13 $51.4K - $80.3K
721 $965K
BAC
Bank Of America Corp

Financial Services
-1.35K
- 1.89%
$34.39 - $47.46 $46.5K - $64.2K
70.3K $3.32M
CEG
Constellation Energy Corp

Utilities
-658
- 13.71%
$170.96 - $322.76 $112K - $212K
4.14K $1.34M
DCO
Ducommun Inc

Industrials
-5.99K
- 16.78%
$53.5 - $86.27 $321K - $517K
29.7K $2.46M
BMI
Badger Meter Inc

Technology
-50
- 0.39%
$170.72 - $254.17 $8.54K - $12.7K
12.8K $3.14M
FNV
Franco Nevada Corp

Basic Materials
-2.7K
- 1.48%
$143.04 - $178.17 $387K - $482K
180K $29.6M
GS
Goldman Sachs Group Inc

Financial Services
-1.89K
- 12.77%
$462.22 - $707.75 $871K - $1.33M
12.9K $9.11M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-10K
- 3.79%
$60.34 - $74.89 $605K - $751K
255K $19.1M
VGT
Vanguard Information Technolog

ETFs
-1.54K
- 5.22%
$470.37 - $663.28 $723K - $1.02M
27.9K $18.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.55K
- 4.39%
$141.37 - $228.57 $360K - $582K
55.5K $12.6M
VTI
Vanguard Total Stock Market Et

ETFs
-1.83K
- 1.44%
$243.75 - $303.93 $446K - $556K
125K $38M
AVEM
American Centy ETF Tr Avantis

ETFs
-40.2K
- 2.22%
$53.08 - $68.54 $2.13M - $2.75M
1.77M $121M
HOOD
Robinhood Markets, Inc.

Technology
-79.6K
- 10.83%
$34.17 - $93.63 $2.72M - $7.45M
655K $61.3M
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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