Naomi Ackley

@Annex Advisory Services, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$3.319B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IWOIshares Tr Recent Activity New Position	0.02%	$507,331 1,763 shares@ $287.77 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.02%	$393,266 3,558 shares@ $110.54 avg price	New Position
ADIAnalog Devices Inc Recent Activity New Position	0.02%	$365,158 1,719 shares@ $212.43 avg price	New Position
KMIKinder Morgan Inc Del Recent Activity New Position	0.02%	$338,645 12,359 shares@ $27.41 avg price	New Position
MGEEMge Energy Inc Recent Activity New Position	0.01%	$319,814 3,404 shares@ $93.96 avg price	New Position
MDYSpdr S&p Midcap 400 Etf Tr Recent Activity New Position	0.01%	$310,744 546 shares@ $569.13 avg price	New Position
IEMGIshares Inc Recent Activity New Position	0.01%	$309,121 5,920 shares@ $52.22 avg price	New Position
VWOVanguard Intl Equity Index F Recent Activity New Position	0.01%	$302,544 6,870 shares@ $44.04 avg price	New Position
SHOPShopify Inc Recent Activity New Position	0.01%	$281,775 2,650 shares@ $106.34 avg price	New Position
CLSCelestica Inc Recent Activity New Position	0.01%	$264,993 2,871 shares@ $92.3 avg price	New Position