Annex Advisory Services, LLC Purchases in Q3 2025

Annex Advisory Services, LLC

  • $3.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.21%
$408.73 - $490.3 $409 - $490
487 $222K
ADI
Analog Devices Inc

Technology
15
+ 0.89%
$220.68 - $255.63 $3.31K - $3.83K
1.7K $416K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.07%
$194.44 - $206.51 $194 - $207
1.43K $295K
NUE
Nucor Corp

Basic Materials
2
+ 0.13%
$133.3 - $150.33 $267 - $301
1.55K $210K
BA
Boeing CO

Industrials
16
+ 1.62%
$209.79 - $237.38 $3.36K - $3.8K
1.01K $217K
VICI
Vici Properties Inc.

Real Estate
207
+ 2.41%
$31.43 - $33.93 $6.51K - $7.02K
8.8K $287K
PRPH
Pro Phase Labs, Inc.

Healthcare
15K
New
$0.28 - $0.55 $4.2K - $8.25K
15K $6K
ABC
Amerisourcebergen Corp

Healthcare
19
+ 2.17%
N/A
894 $165K
TXN
Texas Instruments Inc

Technology
5
+ 0.08%
N/A
6.64K $1.29M
Annaly Capital Management In
11.4K
New
N/A
11.4K $0
Howard Hughes Holdings Inc
14.9K
New
N/A
14.9K $0
Bitmine Immersion Tecnologie
4.67K
New
N/A
4.67K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
274K
+ 11.34%
N/A
2.69M $0
Arista Networks Inc
35
+ 1.03%
N/A
3.45K $0
Tko Group Holdings Inc
26.4K
+ 7.07%
N/A
399K $0
Mfs Active Exchange Traded F
267K
+ 10.57%
N/A
2.79M $0
Landbridge Company LLC
62.2K
+ 29.84%
N/A
271K $0
Alps ETF Tr
311K
+ 6.05%
N/A
5.45M $0
J P Morgan Exchange Traded F
9.89K
New
N/A
9.89K $0
Linde PLC
3.22K
+ 3.88%
N/A
86.2K $0
Amer Sports Inc
39.7K
+ 10.41%
N/A
421K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
15
+ 3.59%
$412.46 - $514.1 $6.19K - $7.71K
433 $212K
Ge Vernova Inc
7
+ 0.76%
N/A
926 $0
Victory Portfolios Ii
2.28M
New
N/A
2.28M $0
2023 ETF Series Trust Ii
35.5K
+ 5.15%
N/A
724K $0
EW
Edwards Lifesciences Corp

Healthcare
4
+ 0.07%
$73.75 - $81.83 $295 - $327
5.43K $421K
PRU
Prudential Financial Inc

Financial Services
23
+ 1.1%
$100.68 - $109.89 $2.32K - $2.53K
2.11K $219K
KMB
Kimberly Clark Corp

Consumer Defensive
15
+ 0.49%
$121.72 - $136.77 $1.83K - $2.05K
3.08K $382K
MGEE
Mge Energy Inc

Utilities
9
+ 0.28%
$83.0 - $90.05 $747 - $810
3.25K $273K
ARCC
Ares Capital Corp

Financial Services
14
+ 0.14%
$20.41 - $23.25 $286 - $326
10.1K $205K
NFLX
Netflix Inc

Communication Services
66
+ 9.15%
$1147.87 - $1297.18 $75.8K - $85.6K
787 $943K
CPRT
Copart Inc

Consumer Cyclical
5.89K
+ 8.15%
$44.6 - $49.97 $263K - $294K
78.1K $3.51M
LLY
Eli Lilly & CO

Healthcare
20
+ 0.51%
$625.65 - $812.69 $12.5K - $16.3K
3.95K $3.01M
WM
Waste Management Inc

Industrials
131
+ 0.51%
$213.88 - $237.1 $28K - $31.1K
25.9K $5.73M
FIS
Fidelity National Information Services, Inc.

Technology
491
+ 1.94%
$63.37 - $82.35 $31.1K - $40.4K
25.8K $1.7M
HON
Honeywell International Inc

Industrials
2.29K
+ 4.12%
$207.7 - $240.4 $475K - $549K
57.7K $12.2M
SPOT
Spotify Technology S.A.

Communication Services
4.2K
+ 7.78%
$620.01 - $738.53 $2.61M - $3.1M
58.2K $40.6M
BMI
Badger Meter Inc

Technology
1
+ 0.01%
$172.32 - $245.81 $172 - $246
12.8K $2.29M
CL
Colgate Palmolive CO

Consumer Defensive
2.44K
+ 2.35%
$79.36 - $93.33 $193K - $227K
106K $8.48M
CTAS
Cintas Corp

Industrials
2.36K
+ 2.3%
$199.29 - $226.27 $470K - $533K
105K $21.5M
FCX
Freeport Mcmoran Inc

Basic Materials
44.3K
+ 4.83%
$35.34 - $47.21 $1.57M - $2.09M
961K $37.7M
MELI
Mercadolibre Inc

Consumer Cyclical
1.33K
+ 6.76%
$2292.04 - $2514.05 $3.05M - $3.35M
21K $49.1M
CRM
Salesforce, Inc.

Technology
7.92K
+ 5.81%
$231.66 - $273.65 $1.83M - $2.17M
144K $34.2M
ISRG
Intuitive Surgical Inc

Healthcare
4.42K
+ 7.81%
$433.66 - $544.47 $1.92M - $2.41M
61.1K $27.3M
GSHD
Goosehead Insurance, Inc.

Financial Services
6.33K
+ 4.63%
$73.5 - $104.57 $465K - $662K
143K $10.6M
UFPT
Ufp Technologies Inc

Healthcare
4.02K
+ 3.39%
$190.04 - $252.55 $764K - $1.02M
123K $24.5M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
8.75K
+ 4.41%
$108.8 - $169.61 $952K - $1.48M
207K $22.6M
Activity Summary
Buys All Purchases 148 New Holdings 28 Increased Positions 120 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email