Question 1

What stocks does ANNEX ADVISORY SERVICES LLC hold in its portfolio?

Accepted Answer

ANNEX ADVISORY SERVICES LLC's top stock holdings include NVDA, UBND, AAPL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ANNEX ADVISORY SERVICES LLC's largest stock holdings?

Accepted Answer

ANNEX ADVISORY SERVICES LLC's largest stock holdings as of their last filing include NVDA (valued at approximately $131.4 million), UBND (valued at approximately $410.8 million), AAPL (valued at approximately $131.3 million), GSIE (valued at approximately $282.7 million), AVUS (valued at approximately $259.4 million).

Question 3

When was ANNEX ADVISORY SERVICES LLC's last SEC filing?

Accepted Answer

ANNEX ADVISORY SERVICES LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ANNEX ADVISORY SERVICES LLC recently bought or sold?

Accepted Answer

ANNEX ADVISORY SERVICES LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ANNEX ADVISORY SERVICES LLC reported?

Accepted Answer

ANNEX ADVISORY SERVICES LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

Does ANNEX ADVISORY SERVICES LLC hold options positions?

Accepted Answer

Yes, ANNEX ADVISORY SERVICES LLC holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does ANNEX ADVISORY SERVICES LLC invest in?

Accepted Answer

ANNEX ADVISORY SERVICES LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.