Annex Advisory Services, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.96 Billion distributed in 311 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $345M, American Centy ETF Tr Avantis with a value of $303M, Vanguard Long Term Treasury Et with a value of $144M, J P Morgan ETF Tr U S Quality with a value of $136M, and American Centy ETF Tr Avantis with a value of $123M.
Examining the 13F form we can see an increase of $200M in the current position value, from $2.76B to 2.96B.
Below you can find more details about Annex Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.96 Billion
ETFs: $1.56 Billion
Technology: $450 Million
Consumer Cyclical: $184 Million
Financial Services: $170 Million
Healthcare: $161 Million
Industrials: $108 Million
Consumer Defensive: $97.6 Million
Energy: $91.5 Million
Other: $140 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
