Annex Advisory Services, LLC Sells in Q3 2025

Annex Advisory Services, LLC

  • $3.52 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BWX
Spdr Bloomberg International T

ETFs
-3.11M
- 99.38%
$22.58 - $23.5 $70.3M - $73.1M
19.4K $446K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-50.7K
- 97.24%
$422.75 - $485.53 $21.4M - $24.6M
1.44K $621K
GDDY
Go Daddy Inc.

Technology
-125K
- 98.36%
$133.35 - $178.59 $16.7M - $22.4M
2.08K $285K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-364K
- 87.3%
$21.89 - $23.17 $7.96M - $8.43M
52.9K $1.22M
AVDE
American Centy ETF Tr Avantis

ETFs
-211K
- 9.01%
$73.24 - $79.04 $15.5M - $16.7M
2.13M $168M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.42K
- 39.53%
$546.99 - $602.2 $1.32M - $1.45M
3.7K $2.22M
HWKN
Hawkins Inc

Basic Materials
-9.36K
- 36.94%
$144.17 - $184.75 $1.35M - $1.73M
16K $2.92M
JPM
Jpmorgan Chase & CO

Financial Services
-6.26K
- 11.74%
$282.78 - $316.06 $1.77M - $1.98M
47.1K $14.9M
VGLT
Vanguard Long Term Treasury Et

ETFs
-10.3K
- 36.59%
$54.21 - $57.41 $561K - $594K
17.9K $1.02M
MUB
Ishares National Muni Bond ETF

ETFs
-5.37K
- 51.11%
$103.24 - $106.68 $555K - $573K
5.14K $547K
SYK
Stryker Corp

Healthcare
-132
- 0.75%
$368.57 - $403.53 $48.7K - $53.3K
17.4K $6.44M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-383
- 4.36%
$332.69 - $399.0 $127K - $153K
8.41K $2.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-9.54K
- 32.25%
$50.53 - $50.82 $482K - $485K
20K $1.02M
UTL
Unitil Corp

Utilities
-6K
- 14.28%
$44.83 - $52.76 $269K - $316K
36K $1.72M
IBM
International Business Machines Corp

Technology
-903
- 5.74%
$234.77 - $292.47 $212K - $264K
14.8K $4.18M
NATH
Nathans Famous, Inc.

Consumer Cyclical
-3.57K
- 16.03%
$94.47 - $115.75 $337K - $413K
18.7K $2.03M
UTI
Universal Technical Institute Inc

Consumer Defensive
-9.45K
- 14.22%
$25.5 - $33.42 $241K - $316K
57K $1.84M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-10.7K
- 23.97%
$113.78 - $148.0 $1.21M - $1.58M
33.8K $4.67M
DOV
Dover Corp

Industrials
-1.95K
- 45.53%
$165.59 - $190.9 $322K - $371K
2.33K $388K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-6.47K
- 15.76%
$108.46 - $120.63 $702K - $780K
34.6K $4.11M
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
-95.8K
- 15.85%
N/A
509K $1.95M
BCPC
Balchem Corp

Basic Materials
-1.73K
- 18.9%
$148.82 - $165.12 $257K - $285K
7.42K $1.11M
MRK
Merck & Co., Inc.

Healthcare
-4.43K
- 39.8%
$77.6 - $87.37 $344K - $387K
6.7K $562K
PG
Procter & Gamble CO

Consumer Defensive
-1.01K
- 3.99%
$150.47 - $161.22 $152K - $163K
24.3K $3.74M
RDVT
Red Violet, Inc.

Technology
-9.29K
- 14.04%
$41.14 - $52.46 $382K - $487K
56.8K $2.96M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-18.5K
- 31.71%
$16.46 - $17.1 $305K - $317K
39.9K $678K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.39K
- 40.04%
$85.01 - $90.35 $288K - $306K
5.08K $453K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.95K
- 55.93%
$48.5 - $50.19 $289K - $299K
4.69K $234K
DIS
Walt Disney CO

Communication Services
-2.02K
- 43.47%
$112.25 - $124.0 $227K - $250K
2.63K $300K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-863
- 9.06%
$459.11 - $506.91 $396K - $437K
8.67K $4.36M
FDN
First Tr Fd Dow Jones

ETFs
-1.06K
- 44.43%
$264.06 - $287.34 $279K - $304K
1.32K $369K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-6.77K
- 33.2%
$38.52 - $39.39 $261K - $267K
13.6K $534K
AMAT
Applied Materials Inc

Technology
-2.94K
- 18.19%
$156.25 - $204.95 $459K - $602K
13.2K $2.7M
GHM
Graham Corp

Industrials
-7.98K
- 19.58%
$47.07 - $57.43 $376K - $458K
32.8K $1.77M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.64K
- 38.71%
$98.53 - $107.1 $260K - $283K
4.18K $439K
LYTS
Lsi Industries Inc

Technology
-49K
- 33.66%
$17.36 - $23.83 $851K - $1.17M
96.6K $2.27M
JOE
St Joe CO

Real Estate
-5.63K
- 14.6%
$48.26 - $52.64 $272K - $296K
32.9K $1.63M
UNP
Union Pacific Corp

Industrials
-977
- 25.12%
$214.91 - $237.16 $210K - $232K
2.91K $688K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.49K
- 25.44%
$55.61 - $57.37 $194K - $200K
10.2K $583K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-3.44K
- 22.48%
$59.61 - $63.09 $205K - $217K
11.9K $745K
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.92K
- 35.24%
$30.67 - $32.13 $182K - $190K
10.9K $344K
ADBE
Adobe Inc.

Technology
-335
- 23.91%
$333.65 - $392.1 $112K - $131K
1.07K $376K
HSTM
Healthstream Inc

Healthcare
-6.71K
- 14.34%
$25.65 - $29.3 $172K - $197K
40.1K $1.13M
QCOM
Qualcomm Inc

Technology
-1.9K
- 7.48%
$145.84 - $173.55 $276K - $329K
23.4K $3.9M
UPS
United Parcel Service Inc

Industrials
-635
- 14.19%
$82.58 - $105.54 $52.4K - $67K
3.84K $320K
VEA
Vanguard Ftse Developed Market

ETFs
-2.53K
- 16.12%
$56.02 - $60.3 $142K - $153K
13.2K $789K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1.08K
- 19.51%
$98.52 - $103.93 $106K - $112K
4.44K $457K
VZ
Verizon Communications Inc

Communication Services
-3.71K
- 3.97%
$40.84 - $45.06 $151K - $167K
89.7K $3.94M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.01K
- 28.58%
$97.75 - $100.75 $98.4K - $101K
2.52K $252K
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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