Annex Advisory Services, LLC
CIK Number: 0001542287
3.13B
Market Value
267
# of Holdings
14 months
Avg. Holding Period
69.69%
Win Rate
42.44%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | J P Morgan Exch... | 57.84 | +1.21% | 2.57M | -32.77% | 145.52M | 50.74 | 4.66% | |
| 2 | Invesco Exchang... | 101.11 | +1.61% | 908.15K | +0.05% | 93.16M | 96.05 | 2.98% | |
| 3 | Apple Inc | 237.74 | +1.91% | 298.61K | +48.53% | 69.58M | 155.13 | 2.23% | |
| 4 | Nvidia Corporat... | 136.28 | +3.43% | 394.55K | +16.83% | 47.91M | 131.9 | 1.53% | |
| 5 | Visa Inc | 316.49 | +2.39% | 151.32K | +15.33% | 41.61M | 227.91 | 1.33% |
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