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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
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 5%
10.41%
$345.417M
3.564M shares@ $96.94 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Increased 15.91%
3.13%
$103.65M
1.053M shares@ $98.48 avg price
AAPLApple Inc
Recent Activity
Increased 14.88%
2.59%
$85.9M
343,025 shares@ $250.42 avg price
SMTHAlps Etf Tr
Recent Activity
Increased 81.87%
2.29%
$75.712M
2.967M shares@ $25.53 avg price
NVDANvidia Corporation
Recent Activity
Increased 30.02%
2.08%
$68.889M
512,985 shares@ $134.29 avg price
UBNDVictory Portfolios Ii
Recent Activity
Increased 131.35%
1.89%
$62.617M
2.93M shares@ $21.37 avg price
VVisa Inc
Recent Activity
Increased 17.6%
1.7%
$56.237M
177,944 shares@ $316.04 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 16.72%
1.65%
$54.663M
249,161 shares@ $219.4 avg price
METAMeta Platforms Inc
Recent Activity
Increased 19.33%
1.48%
$48.946M
83,595 shares@ $585.51 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 60.63%
1.39%
$45.927M
108,960 shares@ $421.51 avg price