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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
VTIVanguard Index Fds
Recent Activity
Decreased -2.96%
1.16%
$38.327M
132,249 shares@ $289.82 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 23.45%
1.09%
$35.899M
551,619 shares@ $65.08 avg price
ORCLOracle Corp
Recent Activity
Increased 7.58%
0.98%
$32.326M
193,989 shares@ $166.64 avg price
MSMorgan Stanley
Recent Activity
Decreased -3.21%
0.96%
$31.771M
252,714 shares@ $125.72 avg price
MEDPMedpace Hldgs Inc
Recent Activity
Increased 18.67%
0.88%
$28.952M
87,145 shares@ $332.23 avg price
LINLinde Plc
Recent Activity
Increased 16.22%
0.87%
$28.589M
68,286 shares@ $418.67 avg price
CRMSalesforce Inc
Recent Activity
Increased 11.53%
0.86%
$28.22M
84,407 shares@ $334.34 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -9.98%
0.84%
$27.619M
277,633 shares@ $99.48 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 30.03%
0.84%
$27.595M
54,550 shares@ $505.87 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 14.9%
0.83%
$27.544M
30,061 shares@ $916.27 avg price