Annex Advisory Services, LLC Incresed Positions in Q3 2025

Annex Advisory Services, LLC

  • $3.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
419K
+ 23.7%
$68.33 - $75.41 $28.6M - $31.6M
2.19M $164M
AVUS
American Centy ETF Tr Avantis

ETFs
34.3K
+ 1.33%
$101.2 - $109.16 $3.47M - $3.75M
2.62M $285M
NVDA
Nvidia Corp

Technology
33.4K
+ 5.56%
$153.3 - $186.58 $5.12M - $6.24M
635K $118M
MEDP
Medpace Holdings, Inc.

Healthcare
6.26K
+ 6.56%
$308.88 - $514.16 $1.93M - $3.22M
102K $52.3M
WST
West Pharmaceutical Services Inc

Healthcare
44K
+ 63.69%
$210.08 - $279.1 $9.25M - $12.3M
113K $29.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
29.9K
+ 5.28%
$89.32 - $107.82 $2.67M - $3.22M
595K $64.1M
ASML
Asml Holding Nv

Technology
3.23K
+ 5.49%
$689.63 - $968.09 $2.23M - $3.13M
62.1K $60.1M
FNV
Franco Nevada Corp

Basic Materials
10.2K
+ 5.67%
$154.4 - $222.91 $1.58M - $2.28M
191K $42.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
220K
+ 9.65%
$30.76 - $33.01 $6.76M - $7.25M
2.5M $81.9M
MS
Morgan Stanley

Financial Services
15K
+ 4.86%
$139.09 - $161.16 $2.08M - $2.41M
323K $51.3M
AVDV
American Centy ETF Tr Avantis

ETFs
28K
+ 6.64%
$79.24 - $89.03 $2.22M - $2.5M
450K $40.1M
USFR
Wisdomtree Floating Rate Treas

ETFs
120K
+ 615.69%
$50.23 - $50.48 $6.04M - $6.07M
140K $7.03M
UBER
Uber Technologies, Inc

Technology
35.3K
+ 6.38%
$86.91 - $99.57 $3.06M - $3.51M
588K $57.6M
AMZN
Amazon Com Inc

Consumer Cyclical
22.5K
+ 5.51%
$211.65 - $238.24 $4.77M - $5.37M
431K $94.6M
MSFT
Microsoft Corp

Technology
4.77K
+ 4.09%
$491.09 - $535.64 $2.34M - $2.55M
121K $62.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
8.52K
+ 93.71%
$404.94 - $499.99 $3.45M - $4.26M
17.6K $8.55M
AJG
Arthur J. Gallagher & Co.

Financial Services
18.2K
+ 23.58%
$284.17 - $319.49 $5.16M - $5.8M
95.2K $29.5M
META
Meta Platforms, Inc.

Communication Services
5.88K
+ 4.5%
$695.21 - $791.73 $4.09M - $4.66M
137K $100M
CVX
Chevron Corp

Energy
8.59K
+ 4.36%
$145.57 - $161.83 $1.25M - $1.39M
206K $31.9M
GOOGL
Alphabet Inc.

Communication Services
1.91K
+ 3.97%
$174.36 - $254.72 $332K - $485K
49.9K $12.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
22.9K
+ 31.2%
$196.15 - $217.83 $4.49M - $4.99M
96.4K $19.4M
ABBV
Abb Vie Inc.

Healthcare
2.73K
+ 4.83%
$184.85 - $231.54 $505K - $632K
59.2K $13.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
868
+ 1.57%
$224.68 - $282.71 $195K - $245K
56.3K $15.7M
WMB
Williams Companies, Inc.

Energy
37.6K
+ 19.41%
$56.52 - $64.01 $2.13M - $2.41M
232K $14.7M
VLO
Valero Energy Corp

Energy
5.97K
+ 15.0%
$131.77 - $175.63 $787K - $1.05M
45.8K $7.79M
VCTR
Victory Capital Holdings, Inc.

Financial Services
24.1K
+ 4.62%
$63.69 - $72.67 $1.53M - $1.75M
544K $35.2M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
137K
+ 7.4%
$11.84 - $13.45 $1.63M - $1.85M
1.99M $25.2M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
34.3K
+ 6.28%
N/A
581K $32.4M
LMAT
Lemaitre Vascular Inc

Healthcare
10.4K
+ 4.71%
$79.77 - $100.33 $826K - $1.04M
230K $20.1M
NTNX
Nutanix, Inc.

Technology
40.7K
+ 6.63%
$66.06 - $81.12 $2.69M - $3.3M
654K $48.6M
GLBE
Global E Online Ltd.

Consumer Cyclical
25.9K
+ 7.13%
$30.6 - $37.65 $794K - $976K
389K $13.9M
ETN
Eaton Corp PLC

Industrials
2.98K
+ 10.51%
$342.99 - $392.76 $1.02M - $1.17M
31.4K $11.7M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
62.6K
+ 7.44%
$18.93 - $19.47 $1.18M - $1.22M
904K $17.5M
PM
Philip Morris International Inc.

Consumer Defensive
12.8K
+ 36.26%
$157.77 - $183.27 $2.01M - $2.34M
47.9K $7.78M
MNST
Monster Beverage Corp

Consumer Defensive
6.25K
+ 5.47%
$58.65 - $67.31 $366K - $421K
120K $8.11M
CSCO
Cisco Systems, Inc.

Technology
13.4K
+ 26.12%
$66.2 - $71.79 $886K - $961K
64.6K $4.42M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.11K
+ 23.92%
$72.65 - $78.68 $589K - $638K
42K $3.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
721
+ 8.74%
$420.11 - $472.68 $303K - $341K
8.97K $4.2M
V
Visa Inc.

Financial Services
10.2K
+ 4.99%
$332.09 - $358.86 $3.38M - $3.65M
214K $73.1M
GOOG
Alphabet Inc.

Communication Services
53
+ 0.57%
$175.16 - $255.24 $9.28K - $13.5K
9.31K $2.27M
PLTR
Palantir Technologies Inc.

Technology
185
+ 1.52%
$130.68 - $186.97 $24.2K - $34.6K
12.4K $2.26M
OSCR
Oscar Health, Inc.

Healthcare
31.7K
+ 84.68%
$13.42 - $20.45 $425K - $648K
69.1K $1.31M
COST
Costco Wholesale Corp

Consumer Defensive
2.84K
+ 7.99%
$915.95 - $994.57 $2.6M - $2.83M
38.4K $35.5M
XLK
Technology Sector Spdr

ETFs
555
+ 13.28%
$250.97 - $282.66 $139K - $157K
4.74K $1.33M
MO
Altria Group, Inc.

Consumer Defensive
1.89K
+ 10.31%
$57.75 - $67.68 $109K - $128K
20.2K $1.34M
GE
General Electric CO

Industrials
1
+ 0.02%
$244.75 - $305.63 $245 - $306
4.08K $1.23M
IWB
Ishares Tr Russell 1000 ETF

ETFs
342
+ 19.19%
$339.37 - $366.46 $116K - $125K
2.12K $776K
GLD
Spdr Gold Trust

ETFs
198
+ 9.92%
$300.96 - $355.47 $59.6K - $70.4K
2.19K $779K
AIZ
Assurant, Inc.

Financial Services
1
+ 0.01%
$184.56 - $218.69 $185 - $219
7.63K $1.65M
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
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