Annex Advisory Services, LLC Incresed Positions in Q3 2024

Annex Advisory Services, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
3.48M
+ 8647.55%
$50.2 - $50.48 $175M - $176M
3.52M $177M
AVDE
American Centy ETF Tr Avantis

ETFs
1.3M
+ 29.01%
$60.09 - $67.67 $77.8M - $87.7M
5.76M $386M
AVUS
American Centy ETF Tr Avantis

ETFs
680K
+ 25.04%
$86.27 - $95.15 $58.6M - $64.7M
3.39M $323M
AVEM
American Centy ETF Tr Avantis

ETFs
307K
+ 13.75%
$57.2 - $65.59 $17.6M - $20.1M
2.54M $164M
AAPL
Apple Inc.

Technology
97.6K
+ 48.53%
$207.23 - $234.82 $20.2M - $22.9M
299K $69.5M
APP
App Lovin Corp

Technology
42.1K
+ 21.02%
$67.14 - $130.65 $2.82M - $5.5M
242K $31.6M
META
Meta Platforms, Inc.

Communication Services
7.92K
+ 12.74%
$453.41 - $572.44 $3.59M - $4.53M
70.1K $40.1M
V
Visa Inc.

Financial Services
20.1K
+ 15.33%
$253.74 - $291.56 $5.1M - $5.86M
151K $41.6M
ORCL
Oracle Corp

Technology
11K
+ 6.49%
$125.9 - $170.35 $1.38M - $1.87M
180K $30.7M
AVDV
American Centy ETF Tr Avantis

ETFs
62K
+ 16.12%
$62.52 - $71.12 $3.88M - $4.41M
447K $31.6M
MELI
Mercadolibre Inc

Consumer Cyclical
1.12K
+ 11.53%
$1591.44 - $2140.1 $1.78M - $2.39M
10.8K $22.1M
NVDA
Nvidia Corp

Technology
56.8K
+ 16.83%
$98.91 - $134.91 $5.62M - $7.67M
395K $47.9M
CTAS
Cintas Corp

Industrials
96.7K
+ 335.71%
$201.38 - $819.83 $19.5M - $79.2M
125K $25.8M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
463
+ 0.05%
$94.31 - $103.26 $43.7K - $47.8K
908K $93.2M
TOL
Toll Brothers, Inc.

Consumer Cyclical
22.3K
+ 91.37%
$109.16 - $155.35 $2.44M - $3.47M
46.8K $7.22M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.6K
+ 6.14%
$1015.62 - $1159.62 $1.62M - $1.85M
27.6K $31.8M
UNH
Unitedhealth Group Inc

Healthcare
1.11K
+ 2.72%
$488.01 - $604.18 $542K - $671K
42K $24.5M
IPAR
Inter Parfums Inc

Consumer Defensive
21.2K
+ 32.37%
$113.85 - $140.68 $2.41M - $2.98M
86.7K $11.2M
NOW
Service Now, Inc.

Technology
2.07K
+ 12.64%
$730.87 - $937.36 $1.52M - $1.94M
18.5K $16.5M
AMZN
Amazon Com Inc

Consumer Cyclical
24.8K
+ 13.15%
$161.02 - $200.0 $3.99M - $4.96M
213K $39.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.8K
+ 5.56%
$105.53 - $118.34 $1.14M - $1.28M
205K $24M
UFPT
Ufp Technologies Inc

Healthcare
2.14K
+ 4.9%
$283.66 - $358.42 $608K - $768K
45.9K $14.5M
UNP
Union Pacific Corp

Industrials
7.26K
+ 13.11%
$221.78 - $256.09 $1.61M - $1.86M
62.6K $15.4M
CRM
Salesforce, Inc.

Technology
6.26K
+ 9.02%
$238.42 - $276.53 $1.49M - $1.73M
75.7K $20.7M
GNRC
Generac Holdings Inc.

Industrials
5.89K
+ 8.51%
$133.16 - $159.78 $785K - $941K
75.1K $11.9M
WST
West Pharmaceutical Services Inc

Healthcare
10.9K
+ 43.29%
$277.16 - $333.3 $3.02M - $3.63M
36.1K $10.8M
COST
Costco Wholesale Corp

Consumer Defensive
1.75K
+ 7.17%
$801.83 - $917.05 $1.4M - $1.61M
26.2K $23.2M
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
624K
+ 693.51%
N/A
714K $2.74M
WEC
Wec Energy Group, Inc.

Utilities
6.74K
+ 6.94%
$77.68 - $96.19 $523K - $648K
104K $9.99M
MS
Morgan Stanley

Financial Services
2.45K
+ 0.95%
$92.07 - $106.96 $226K - $262K
261K $27.2M
FNV
Franco Nevada Corp

Basic Materials
10.5K
+ 8.99%
$116.95 - $131.12 $1.23M - $1.38M
128K $15.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.93K
+ 10.56%
$259.22 - $299.75 $1.02M - $1.18M
41.1K $11.6M
AMAT
Applied Materials Inc

Technology
27.4K
+ 25.65%
$174.88 - $254.97 $4.8M - $6.99M
134K $27.1M
FCX
Freeport Mcmoran Inc

Basic Materials
20.5K
+ 3.4%
$39.52 - $51.92 $809K - $1.06M
623K $31.1M
MRK
Merck & Co., Inc.

Healthcare
39.6K
+ 14.74%
$111.15 - $128.97 $4.4M - $5.11M
308K $35M
USB
Us Bancorp \De\

Financial Services
29.1K
+ 163.83%
$39.04 - $47.23 $1.14M - $1.38M
46.9K $2.14M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
28.2K
+ 15.09%
$55.75 - $55.75 $1.57M - $1.57M
215K $12M
MNST
Monster Beverage Corp

Consumer Defensive
21.5K
+ 30.04%
$45.01 - $52.47 $970K - $1.13M
93.3K $4.87M
IESC
Ies Holdings, Inc.

Industrials
4.87K
+ 94.54%
$134.29 - $199.7 $654K - $972K
10K $2M
WMB
Williams Companies, Inc.

Energy
16.6K
+ 11.12%
$41.24 - $46.22 $683K - $765K
165K $7.55M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.81K
+ 3.15%
$210.25 - $231.86 $381K - $421K
59.4K $13.2M
ABT
Abbott Laboratories

Healthcare
3.27K
+ 4.91%
$100.07 - $118.13 $327K - $386K
69.9K $7.96M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
76.3K
+ 8.57%
$13.31 - $15.65 $1.02M - $1.19M
967K $13.9M
VV
Vanguard Large Cap ETF

ETFs
3.41K
+ 204.5%
$236.92 - $263.4 $808K - $898K
5.08K $1.34M
TMO
Thermo Fisher Scientific Inc.

Healthcare
515
+ 6.39%
$531.86 - $624.21 $274K - $321K
8.57K $5.3M
FCFS
First Cash Holdings, Inc.

Financial Services
5.98K
+ 43.71%
$102.0 - $120.09 $610K - $718K
19.7K $2.26M
TRNS
Transcat Inc

Industrials
6.3K
+ 61.42%
$107.6 - $144.07 $678K - $908K
16.6K $2M
ETN
Eaton Corp PLC

Industrials
633
+ 2.39%
$272.52 - $333.02 $173K - $211K
27.1K $8.97M
HON
Honeywell International Inc

Industrials
4.33K
+ 10.46%
$196.73 - $220.21 $851K - $952K
45.7K $9.44M
Activity Summary
Buys All Purchases 153 New Holdings 25 Increased Positions 128 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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