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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
XLFSelect Sector Spdr Tr
Recent Activity
New Position
0.01%
$244,521
5,059 shares@ $48.34 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.01%
$234,364
1,288 shares@ $181.96 avg price
EMREmerson Elec Co
Recent Activity
New Position
0.01%
$223,322
1,802 shares@ $123.94 avg price
ABRArbor Realty Trust Inc
Recent Activity
New Position
0.01%
$218,923
15,807 shares@ $13.85 avg price
RCLRoyal Caribbean Group
Recent Activity
New Position
0.01%
$217,133
941 shares@ $230.75 avg price
ARCCAres Capital Corp
Recent Activity
New Position
0.01%
$206,960
9,455 shares@ $21.89 avg price
BABoeing Co
Recent Activity
New Position
0.01%
$205,320
1,160 shares@ $177.0 avg price
VBRVanguard Index Fds
Recent Activity
New Position
0.01%
$205,053
1,035 shares@ $198.12 avg price
ETWEaton Vance Tax-managed Glob
Recent Activity
New Position
0.01%
$202,114
24,004 shares@ $8.43 avg price
IWNIshares Tr
Recent Activity
New Position
0.01%
$201,952
1,230 shares@ $164.19 avg price