Annex Advisory Services, LLC Incresed Positions in Q4 2025

Annex Advisory Services, LLC

  • $4.03 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
65
+ 0.14%
$141.95 - $152.82 $9.23K - $9.93K
46.6K $7.07M
AIZ
Assurant, Inc.

Financial Services
2.19K
+ 28.74%
$207.7 - $228.59 $455K - $501K
9.82K $2.24M
VLO
Valero Energy Corp

Energy
345
+ 0.75%
$156.39 - $181.76 $54K - $62.7K
46.1K $8.38M
JNJ
Johnson & Johnson

Healthcare
394
+ 1.19%
$185.98 - $199.58 $73.3K - $78.6K
33.4K $6.66M
VTI
Vanguard Total Stock Market Et

ETFs
955
+ 0.78%
$321.8 - $337.95 $307K - $323K
123K $40.6M
COST
Costco Wholesale Corp

Consumer Defensive
1.12K
+ 2.91%
$910.94 - $954.99 $1.02M - $1.07M
39.5K $36.1M
UNP
Union Pacific Corp

Industrials
2.49K
+ 85.62%
$216.37 - $237.41 $540K - $592K
5.41K $1.19M
XLE
Energy Sector Spdr

ETFs
5.29K
+ 127.61%
$85.22 - $92.02 $451K - $487K
9.43K $867K
WEC
Wec Energy Group, Inc.

Utilities
7.64K
+ 7.17%
$110.61 - $117.5 $845K - $897K
114K $12.7M
NEE
Nextera Energy Inc

Utilities
57
+ 0.13%
$78.18 - $86.03 $4.46K - $4.9K
44.6K $3.83M
CAH
Cardinal Health Inc

Healthcare
1.59K
+ 113.08%
$153.27 - $206.06 $244K - $328K
3K $615K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
835
+ 1.48%
$280.66 - $305.09 $234K - $255K
57.2K $16.1M
WMT
Walmart Inc.

Consumer Defensive
3.58K
+ 24.94%
$101.18 - $109.03 $362K - $390K
17.9K $1.85M
F
Ford Motor CO

Consumer Cyclical
21.6K
+ 82.94%
$11.41 - $13.84 $246K - $298K
47.5K $627K
MCD
Mcdonalds Corp

Consumer Cyclical
987
+ 29.23%
$293.81 - $310.11 $290K - $306K
4.36K $1.33M
PEP
Pepsico Inc

Consumer Defensive
1.67K
+ 34.26%
$138.84 - $153.71 $231K - $256K
6.53K $965K
KMB
Kimberly Clark Corp

Consumer Defensive
3.22K
+ 104.78%
$100.05 - $123.23 $323K - $397K
6.3K $655K
GE
General Electric CO

Industrials
913
+ 22.4%
$291.49 - $314.28 $266K - $287K
4.99K $1.5M
VTV
Vanguard Value ETF

ETFs
1.39K
+ 90.12%
$182.87 - $189.72 $253K - $263K
2.92K $547K
IVV
Ishares Core S&P 500 ETF

ETFs
271
+ 2.81%
$656.2 - $690.71 $178K - $187K
9.93K $6.71M
XLY
Select Sector Spdr Consumer Di

ETFs
1.07K
+ 102.98%
$228.75 - $242.18 $245K - $260K
2.11K $487K
USB
Us Bancorp \De\

Financial Services
7.05K
+ 23.87%
$45.28 - $48.26 $319K - $340K
36.6K $1.66M
KO
Coca Cola CO

Consumer Defensive
2.85K
+ 42.82%
$66.1 - $71.61 $189K - $204K
9.52K $672K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
332
+ 7.54%
$600.51 - $631.95 $199K - $210K
4.74K $2.93M
MUB
Ishares National Muni Bond ETF

ETFs
1.59K
+ 31.01%
$106.36 - $107.61 $169K - $171K
6.73K $719K
ITW
Illinois Tool Works Inc

Industrials
786
+ 54.51%
$242.03 - $260.73 $190K - $205K
2.23K $543K
IWF
Ishares Russell 1000 Gr ETF

ETFs
296
+ 3.3%
$459.47 - $491.71 $136K - $146K
9.27K $4.36M
DVY
Ishares Tr

ETFs
1.14K
+ 66.74%
$138.1 - $143.11 $158K - $164K
2.86K $401K
DOV
Dover Corp

Industrials
641
+ 27.55%
$161.16 - $183.97 $103K - $118K
2.97K $543K
OSCR
Oscar Health, Inc.

Healthcare
35.4K
+ 51.23%
$13.88 - $22.47 $491K - $795K
104K $1.45M
MPC
Marathon Petroleum Corp

Energy
600
+ 43.96%
$180.89 - $200.13 $109K - $120K
1.97K $392K
WFC
Wells Fargo & Company

Financial Services
1.39K
+ 23.09%
$77.62 - $87.3 $108K - $121K
7.41K $618K
MA
Mastercard Inc

Financial Services
306
+ 19.55%
$536.85 - $580.45 $164K - $178K
1.87K $1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.21K
+ 15.53%
$31.41 - $33.69 $101K - $108K
23.9K $769K
AXP
American Express CO

Financial Services
237
+ 18.62%
$316.26 - $372.77 $75K - $88.3K
1.51K $515K
CAT
Caterpillar Inc

Industrials
11
+ 0.98%
$480.82 - $585.49 $5.29K - $6.44K
1.13K $624K
IVE
Ishares S&P 500 Value ETF

ETFs
390
+ 27.23%
$202.52 - $212.07 $79K - $82.7K
1.82K $381K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.38K
+ 8.52%
$56.33 - $59.22 $77.5K - $81.4K
17.5K $1.01M
JCI
Johnson Controls International PLC

Industrials
487
+ 16.12%
$105.55 - $122.66 $51.4K - $59.7K
3.51K $416K
IVW
Ishares S&P 500 Growth ETF

ETFs
672
+ 14.94%
$118.29 - $126.28 $79.5K - $84.9K
5.17K $625K
CRWD
Crowd Strike Holdings, Inc.

Technology
106
+ 24.48%
$482.23 - $557.53 $51.1K - $59.1K
539 $289K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
55
+ 2.87%
$325.34 - $368.61 $17.9K - $20.3K
1.97K $679K
EW
Edwards Lifesciences Corp

Healthcare
16
+ 0.29%
$72.65 - $86.3 $1.16K - $1.38K
5.44K $469K
IWD
Ishares Russell 1000 Val ETF

ETFs
162
+ 3.52%
$199.44 - $208.01 $32.3K - $33.7K
4.76K $974K
APH
Amphenol Corp

Technology
95
+ 3.77%
$121.7 - $143.85 $11.6K - $13.7K
2.61K $349K
VO
Vanguard Mid Cap ETF

ETFs
179
+ 8.49%
$286.27 - $296.23 $51.2K - $53K
2.29K $656K
NVT
N Vent Electric PLC

Industrials
94
+ 2.99%
$95.98 - $114.35 $9.02K - $10.7K
3.24K $345K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
347
+ 13.79%
$99.87 - $101.27 $34.7K - $35.1K
2.86K $286K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
587
+ 17.11%
$63.25 - $66.24 $37.1K - $38.9K
4.02K $257K
Activity Summary
Buys All Purchases 218 New Holdings 64 Increased Positions 154 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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