Annex Advisory Services, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.76 Billion distributed in 286 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $386M, American Centy ETF Tr Avantis with a value of $323M, Wisdomtree Floating Rate Treas with a value of $177M, American Centy ETF Tr Avantis with a value of $164M, and J P Morgan ETF Tr U S Quality with a value of $146M.
Examining the 13F form we can see an increase of $32.5M in the current position value, from $2.73B to 2.76B.
Below you can find more details about Annex Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.76 Billion
ETFs: $1.57 Billion
Technology: $350 Million
Healthcare: $157 Million
Consumer Cyclical: $145 Million
Financial Services: $133 Million
Industrials: $118 Million
Energy: $83 Million
Consumer Defensive: $75.2 Million
Other: $128 Million
Stock Holdings Table Market Cap. of $200 Billions or more
