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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
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
APPApplovin Corp
Recent Activity
Decreased -30.61%
1.64%
$54.426M
168,069 shares@ $323.83 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
QLTY2023 Etf Series Trust Ii
Recent Activity
Decreased -63.07%
1.25%
$41.475M
1.297M shares@ $31.98 avg price
ORLYOreilly Automotive Inc
Recent Activity
Increased 23.25%
1.22%
$40.349M
34,027 shares@ $1185.79 avg price
TKOTko Group Holdings Inc
Recent Activity
Increased 20.48%
1.21%
$40.131M
282,394 shares@ $142.11 avg price