test

Naomi Ackley

@Annex Advisory Services, Llc

Latest period2024 - Q4ReportedManaged Assets$3.319BTotal holdings309
Assets growth rate6.18%Assets growth rate (2-Q avg)8.13%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Annex Advisory Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 309 positions.

Assets under management

The assets under management (AUM) of Annex Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 3.319B in assets, with a quarterly growth rate of 6.18% and a 2-quarter average growth rate of 8.13%. The portfolio is managed by Naomi Ackley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ACLSAxcelis Technologies Inc
Recent Activity
Exited
0%
$1.282M
12,226 shares@ $104.85 avg price
MSTRMicrostrategy Inc
Recent Activity
Exited
0%
$1.194M
7,081 shares@ $168.61 avg price
YOUClear Secure Inc
Recent Activity
Exited
0%
$1.002M
30,243 shares@ $33.15 avg price
TNCTennant Co
Recent Activity
Exited
0%
$767,811
7,995 shares@ $96.04 avg price
CFCf Inds Hldgs Inc
Recent Activity
Exited
0%
$443,157
5,165 shares@ $85.8 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$347,741
906 shares@ $383.83 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$283,920
546 shares@ $520.0 avg price
HASIHa Sustainable Infra Cap Inc
Recent Activity
Exited
0%
$256,485
7,441 shares@ $34.47 avg price
ESGUIshares Tr
Recent Activity
Exited
0%
$247,177
1,959 shares@ $126.18 avg price
GDXVaneck Etf Trust
Recent Activity
Exited
0%
$224,306
5,633 shares@ $39.82 avg price