Annex Advisory Services LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
UFP Technologies, Inc.
UFPT
$11.72M0.6146,489+8.3%+$898,840.810.46
Sprouts Farmers Market, Inc.
SFM
$12.75M0.2197,789+8.47%+$996,151.540.5
FirstCash Holdings, Inc
FCFS
$10.28M0.1880,596+23.99%+$1.99M0.4
A. O. Smith Corporation
AOS
$18.38M0.14205,447+20.77%+$3.16M0.72
Medpace Holdings, Inc.
MEDP
$16.75M0.1341,438+8.61%+$1.33M0.65
TKO Group Holdings, Inc.
TKO
$14.34M0.1165,910+20.62%+$2.45M0.56
Franco-Nevada Corporation
FNV
$15.93M0.07133,702+23.43%+$3.02M0.62
AppLovin Corporation
APP
$11.65M0.05168,234New+$11.65M0.46
WEC Energy Group, Inc.
WEC
$11.29M0.04137,482-39.32%-$7.32M0.44
Freeport-McMoRan Inc.
FCX
$26.5M0.04563,489+16.16%+$3.69M1.04
Phillips 66
PSX
$19.86M0.03121,608+17.38%+$2.94M0.78
Cintas Corporation
CTAS
$18.73M0.0327,256+8.21%+$1.42M0.73
O'Reilly Automotive, Inc.
ORLY
$13.79M0.0212,218+16.43%+$1.95M0.54
Morgan Stanley
MS
$22.46M0.02238,497+12.01%+$2.41M0.88
MercadoLibre, Inc.
MELI
$10.3M0.016,813New+$10.3M0.4
Marsh & McLennan Companies, Inc.
MMC
$11.57M0.0156,149+1.75%+$198,975.840.45
Applied Materials, Inc.
AMAT
$19.39M0.0194,011-6.74%-$1.4M0.76
Union Pacific Corporation
UNP
$15.21M0.0161,851+7.39%+$1.05M0.59
Merck & Co., Inc.
MRK
$32.17M0.01243,786+11.65%+$3.36M1.26
Salesforce, Inc.
CRM
$26.57M0.0188,207+7.8%+$1.92M1.04
Linde plc
LIN
$20.69M0.0144,557+6.79%+$1.32M0.81
Costco Wholesale Corporation
COST
$27.53M0.0137,582+9.68%+$2.43M1.08
ServiceNow, Inc.
NOW
$10.22M0.0113,400New+$10.22M0.4
Chevron Corporation
CVX
$20.95M0.01132,792+26.18%+$4.35M0.82
Visa Inc.
V
$31.82M0.01114,022+5.87%+$1.76M1.24
Adobe Inc.
ADBE
$14.49M0.0128,707-26.52%-$5.23M0.57
Oracle Corporation
ORCL
$20.16M0.01160,497-28.87%-$8.18M0.79
JPMorgan Chase & Co.
JPM
$20.32M<0.01101,443+2.62%+$518,575.760.79
UnitedHealth Group Incorporated
UNH
$18.86M<0.0138,120+6.06%+$1.08M0.74
AbbVie Inc.
ABBV
$11.63M<0.0163,876-2.01%-$239,098.480.45
Meta Platforms, Inc.
META
$24.97M<0.0151,430+345.47%+$19.37M0.98
Amazon.com, Inc.
AMZN
$31.13M<0.01172,590+12.72%+$3.51M1.22
NVIDIA Corporation
NVDA
$23.2M<0.0125,680+3.3%+$740,915.090.91
Apple Inc.
AAPL
$33.41M<0.01194,808-4.2%-$1.46M1.31
Microsoft Corporation
MSFT
$26.76M<0.0163,599-1.29%-$350,039.601.05
Avantis U.S. Small Cap Value ETF
AVUV
$95.45M<0.011.02M-0.78%-$751,272.883.73
iShares MSCI Intl Quality Factor ETF
IQLT
$135.22M<0.013.41M+4.58%+$5.92M5.28
Avantis U.S. Equity ETF
AVUS
$231.73M<0.012.59M+67.19%+$93.13M9.05
iShares Core S&P Small-Cap ETF
IJR
$20.67M<0.01187,018-55.85%-$26.14M0.81
Avantis Emerging Markets Equity ETF
AVEM
$133.86M<0.012.31M+16.27%+$18.73M5.23
Avantis International Small Cap Value ETF
AVDV
$62.41M<0.01947,666+4.19%+$2.51M2.44
iShares 10-20 Year Treasury Bond ETF
TLH
$184.98M<0.011.76M+171.29%+$116.79M7.23
Avantis International Equity ETF
AVDE
$132.28M<0.012.08M+6.43%+$7.99M5.17
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
ZROZ
$31.41M<0.01396,279New+$31.41M1.23
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$18.75M<0.01292,287-2.09%-$401,002.160.73
Vanguard Total Stock Market Index Fund
VTI
$36.97M<0.01142,263-67.55%-$76.97M1.45
Vanguard Dividend Appreciation Index Fund
VIG
$164.12M<0.01898,754+79.52%+$72.7M6.41
Vanguard Information Technology Index Fund
VGT
$98.64M<0.01188,123-0.31%-$308,312.173.85
Pacer US Cash Cows 100 ETF
COWZ
$143.09M<0.012.46M+0.72%+$1.03M5.59
Vanguard Small Cap Index Fund
VB
$17.03M<0.0174,478-44.68%-$13.75M0.67