Annex Advisory Services, LLC Incresed Positions in Q1 2025

Annex Advisory Services, LLC

  • $2.88 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IESC
Ies Holdings, Inc.

Industrials
3.52K
+ 35.57%
$162.26 - $316.26 $571K - $1.11M
13.4K $2.24M
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.74K
+ 49.39%
$39.02 - $42.89 $263K - $289K
20.4K $800K
BCPC
Balchem Corp

Basic Materials
1.31K
+ 17.48%
$154.22 - $176.16 $202K - $231K
8.81K $1.44M
VPG
Vishay Precision Group, Inc.

Technology
7.23K
+ 14.57%
$21.32 - $26.64 $154K - $193K
56.9K $1.37M
MCD
Mcdonalds Corp

Consumer Cyclical
312
+ 9.3%
$279.74 - $321.29 $87.3K - $100K
3.67K $1.15M
MA
Mastercard Inc

Financial Services
256
+ 18.84%
$504.67 - $576.31 $129K - $148K
1.62K $885K
PLTR
Palantir Technologies Inc.

Technology
489
+ 4.18%
$64.98 - $124.62 $31.8K - $60.9K
12.2K $1.03M
T
At&T Inc.

Communication Services
1.51K
+ 8.9%
$21.56 - $28.28 $32.5K - $42.6K
18.4K $520K
NFLX
Netflix Inc

Communication Services
104
+ 15.36%
$828.4 - $1058.6 $86.2K - $110K
781 $728K
MDLZ
Mondelez International, Inc.

Consumer Defensive
80
+ 0.68%
$56.12 - $68.15 $4.49K - $5.45K
11.9K $809K
RTX
Raytheon Technologies Corp

Industrials
351
+ 14.12%
$114.1 - $135.66 $40K - $47.6K
2.84K $375K
LNT
Alliant Energy Corp

Utilities
404
+ 3.37%
$56.66 - $66.04 $22.9K - $26.7K
12.4K $796K
QCOM
Qualcomm Inc

Technology
569
+ 2.31%
$151.94 - $175.86 $86.5K - $100K
25.2K $3.87M
WFC
Wells Fargo & Company

Financial Services
1.01K
+ 20.14%
$66.78 - $81.42 $67.2K - $82K
6.01K $431K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.62K
+ 16.6%
$49.25 - $50.66 $79.5K - $81.8K
11.3K $561K
HWKN
Hawkins Inc

Basic Materials
3.86K
+ 18.9%
$101.28 - $122.97 $391K - $475K
24.3K $2.58M
CAT
Caterpillar Inc

Industrials
316
+ 31.82%
$326.75 - $407.63 $103K - $129K
1.31K $431K
ADP
Automatic Data Processing Inc

Industrials
90
+ 3.03%
$286.85 - $318.64 $25.8K - $28.7K
3.06K $936K
JCI
Johnson Controls International PLC

Industrials
466
+ 17.8%
$76.12 - $90.6 $35.5K - $42.2K
3.08K $247K
AXP
American Express CO

Financial Services
310
+ 20.0%
$255.39 - $325.87 $79.2K - $101K
1.86K $500K
PEP
Pepsico Inc

Consumer Defensive
241
+ 4.53%
$142.64 - $156.42 $34.4K - $37.7K
5.57K $834K
ECL
Ecolab Inc.

Basic Materials
10
+ 1.12%
$229.72 - $269.82 $2.3K - $2.7K
903 $228K
ITW
Illinois Tool Works Inc

Industrials
101
+ 6.18%
$244.9 - $274.48 $24.7K - $27.7K
1.74K $430K
WMT
Walmart Inc.

Consumer Defensive
650
+ 3.99%
$84.5 - $105.05 $54.9K - $68.3K
16.9K $1.49M
IVE
Ishares S&P 500 Value ETF

ETFs
88
+ 6.15%
$185.78 - $198.58 $16.3K - $17.5K
1.52K $286K
USFR
Wisdomtree Floating Rate Treas

ETFs
110
+ 0.55%
$50.29 - $50.5 $5.53K - $5.56K
20.2K $1.02M
Tko Group Holdings Inc
42.2K
+ 14.96%
N/A
325K $0
Vestis Corporation
78.5K
+ 26.72%
N/A
372K $0
Victory Portfolios Ii
942K
+ 32.14%
N/A
3.87M $0
Super Micro Computer Inc
30K
+ 13.63%
N/A
250K $0
Landbridge Company LLC
164K
+ 907.17%
N/A
182K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
2.02M
+ 2969.01%
N/A
2.08M $0
Celestica Inc
332
+ 11.56%
N/A
3.2K $0
2023 ETF Series Trust Ii
12.4K
+ 0.95%
N/A
1.31M $0
Alps ETF Tr
530K
+ 17.86%
N/A
3.5M $0
Linde PLC
7.66K
+ 11.21%
N/A
75.9K $0
XLI
Industrial Sector Spdr

ETFs
10
+ 0.64%
$128.78 - $141.67 $1.29K - $1.42K
1.57K $204K
BMO
Bank Of Montreal

Financial Services
25
+ 1.12%
$94.92 - $104.14 $2.37K - $2.6K
2.26K $215K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.64K
+ 5.73%
$21.23 - $23.75 $34.8K - $39K
30.2K $648K
EW
Edwards Lifesciences Corp

Healthcare
90
+ 1.66%
$67.95 - $76.19 $6.12K - $6.86K
5.51K $399K
WBD
Warner Bros. Discovery, Inc.

Communication Services
69
+ 0.6%
$9.47 - $11.46 $653 - $791
11.5K $119K
MGEE
Mge Energy Inc

Utilities
7
+ 0.21%
$85.7 - $94.18 $600 - $659
3.41K $316K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
77
+ 8.18%
$203.38 - $274.79 $15.7K - $21.2K
1.02K $209K
CSL
Carlisle Companies Inc

Industrials
22
+ 3.85%
$326.43 - $408.24 $7.18K - $8.98K
593 $201K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
31
+ 0.87%
$57.21 - $65.8 $1.77K - $2.04K
3.58K $208K
ASB
Associated Banc Corp

Financial Services
12
+ 0.1%
$21.06 - $25.63 $253 - $308
11.5K $257K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.18%
$522.96 - $601.18 $523 - $601
547 $291K
IVW
Ishares S&P 500 Growth ETF

ETFs
224
+ 4.98%
$92.45 - $106.69 $20.7K - $23.9K
4.72K $437K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.06%
$251.87 - $277.95 $504 - $556
3.24K $832K
Activity Summary
Buys All Purchases 150 New Holdings 26 Increased Positions 124 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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