Annex Advisory Services, LLC - Q42025 Holdings

Annex Advisory Services, LLC holds 357 stocks with a total portfolio value of $ 5.24B as of Q42025. In Q42025, Annex Advisory Services, LLC added 64 new positions, increased stakes in 154 stocks, reduced 118 holdings, and fully exited 21 positions. The largest holding is Victory Portfolios Ii (UBND), representing 7.13% of the total portfolio.