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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
FNDCSchwab Strategic Tr
Recent Activity
Exited
0%
$216,311
5,670 shares@ $38.16 avg price
NLYAnnaly Capital Management In
Recent Activity
Exited
0%
$215,909
10,758 shares@ $20.07 avg price
SCHFSchwab Strategic Tr
Recent Activity
Exited
0%
$211,380
5,141 shares@ $41.12 avg price
ZROZPimco Etf Tr
Recent Activity
Exited
0%
$209,150
2,538 shares@ $82.41 avg price
XRNPXCohen & Steers Reit & Pfd &
Recent Activity
Exited
0%
$208,817
8,822 shares@ $23.68 avg price
BAXBaxter Intl Inc
Recent Activity
Exited
0%
$205,681
5,417 shares@ $37.97 avg price
QUADQuad Graphics Inc
Recent Activity
Exited
0%
$70,207
15,464 shares@ $4.55 avg price