Annex Advisory Services, LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.75 Billion distributed in 285 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 $232M, J P Morgan ETF Tr U S Quality with a value of $222M, Ishares Barclays 10 20 Yr Trea with a value of $185M, Vanguard Dividend Appreciation with a value of $164M, and Pacer Fds Tr Us Cash Cows 100 with a value of $143M.
Examining the 13F form we can see an increase of $379M in the current position value, from $2.37B to 2.75B.
Below you can find more details about Annex Advisory Services, LLC portfolio as well as his latest detailed transactions.