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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
HOODRobinhood Mkts Inc
Recent Activity
Decreased -8.01%
0.66%
$21.718M
582,869 shares@ $37.27 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -2.8%
0.6%
$19.668M
275,344 shares@ $71.43 avg price
VGTVanguard World Fd
Recent Activity
Decreased -6.56%
0.59%
$19.416M
31,226 shares@ $621.81 avg price
VBVanguard Index Fds
Recent Activity
Decreased -3.23%
0.49%
$16.11M
67,047 shares@ $240.29 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.54%
0.34%
$11.023M
62,034 shares@ $177.7 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -3.48%
0.28%
$8.964M
38,665 shares@ $231.84 avg price
QUALIshares Tr
Recent Activity
Decreased -6.1%
0.26%
$8.374M
47,024 shares@ $178.08 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -19.86%
0.26%
$8.35M
14,582 shares@ $572.63 avg price
HDHome Depot Inc
Recent Activity
Decreased -2.18%
0.25%
$8.181M
21,032 shares@ $388.99 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -3.94%
0.22%
$7.274M
161,936 shares@ $44.93 avg price