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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
34
5
4
2
2
0
22
1
0
ANNEX ADVISORY SERVICES LLC

Time Period2019-06-30

Total Holdings119

Total Value ($x1000)710,261
Activities
New4

Increased68

Unchanged14

Decreased33

Sold Out17

Top 10 Stock Holdingstotal 73.42%
VTI10.28

THRK10.26

VGT8.39

RSP8.26

XLY7.79

 
XLV7.23

XLF6.79

VB6

TWOK4.54

IJR3.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
10.28%
TOTAL STK MKT
THRK
10.26%
RUSSELL 3000 ETF
VGT
8.39%
INF TECH ETF
RSP
8.26%
S&P500 EQL WGT
XLY
7.79%
SBI CONS DISCR
XLV
7.23%
SBI HEALTHCARE
XLF
6.79%
SBI INT-FINL
VB
6%
SMALL CP ETF
TWOK
4.54%
SPDR RUSSEL 2000
IJR
3.88%
CORE S&P SCP ETF
ONEK
2.03%
RUSSELL 1000 ETF
IVV
1.52%
CORE S&P500 ETF
IJH
1.42%
CORE S&P MCP ETF
AAPL
1.13%
COM
RSCO
1.1%
SM CAP COMPLETE
MSFT
0.82%
COM
WEC
0.67%
COM
SPY
0.61%
TR UNIT
VEU
0.56%
ALLWRLD EX US
WMT
0.53%
COM
GWL
0.49%
S&P WRLD EX US
T
0.47%
COM
CVX
0.47%
COM
ORCL
0.47%
COM
GM
0.46%
COM
STX
0.45%
SHS
JPM
0.43%
COM
HD
0.38%
COM
LUV
0.37%
COM
AOR
0.37%
GRWT ALLOCAT ETF
AOA
0.37%
AGGRES ALLOC ETF
AOM
0.34%
MODERT ALLOC ETF
ANTM
0.34%
COM
CSCO
0.33%
COM
BA
0.33%
COM
INTC
0.32%
COM
PFE
0.32%
COM
TGT
0.3%
COM
BAC
0.29%
COM
BHP
0.28%
SPONSORED ADR
GLW
0.28%
COM
VLO
0.28%
COM
C
0.28%
COM NEW
KSS
0.28%
COM
AMGN
0.26%
COM
V
0.25%
COM CL A
NTAP
0.24%
COM
QCOM
0.24%
COM
LYB
0.24%
SHS - A -
RF
0.24%
COM
TOT
0.23%
SPONSORED ADR
GILD
0.22%
COM
MS
0.22%
COM NEW
IWF
0.22%
RUS 1000 GRW ETF
LVS
0.21%
COM
FISV
0.21%
COM
MPC
0.2%
COM
AOK
0.19%
CONSER ALLOC ETF
ABBV
0.19%
COM
GMM
0.18%
EMERG MKTS ETF
ABT
0.18%
COM
PM
0.17%
COM
IDV
0.17%
INTL SEL DIV ETF
FIS
0.16%
COM
AMZN
0.15%
COM
IWD
0.15%
RUS 1000 VAL ETF
VNQ
0.14%
REIT ETF
VPU
0.14%
UTILITIES ETF
VNQI
0.13%
GLB EX US ETF
MINT
0.12%
ENHAN SHRT MAT
UNH
0.12%
COM
XOM
0.12%
COM
TXN
0.11%
COM
PEP
0.1%
COM
MO
0.09%
COM
IWM
0.08%
RUSSELL 2000 ETF
ETN
0.07%
SHS
GPN
0.07%
COM
LNT
0.07%
COM
KMB
0.07%
COM
ASBC
0.06%
COM
BAX
0.06%
COM
JNJ
0.06%
COM
DIS
0.06%
COM DISNEY
MCD
0.06%
COM
AIZ
0.05%
COM
USB
0.05%
COM NEW
HON
0.05%
COM
VIG
0.05%
DIV APP ETF
PG
0.05%
COM
SH
0.05%
SHORT S&P 500 NE
BSV
0.04%
SHORT TRM BOND
LW
0.04%
COM
KO
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
ATR
0.04%
COM
WB
0.04%
SPONSORED ADR
FB
0.04%
CL A
NLY
0.04%
COM
FLOT
0.04%
FLTG RATE BD ETF
LRCX
0.04%
COM
MRK
0.04%
COM
SYK
0.04%
COM
MMM
0.04%
COM
SMH
0.03%
SEMICONDUCTOR ET
BMO
0.03%
COM
IWN
0.03%
RUS 2000 VAL ETF
ACN
0.03%
SHS CLASS A
VUG
0.03%
GROWTH ETF
VZ
0.03%
COM
BRK.B
0.03%
CL B NEW
GOOGL
0.03%
CAP STK CL A
UPS
0.03%
CL B
DOOO
0.03%
COM SUN VTG
VYM
0.03%
HIGH DIV YLD
CLNC
0.03%
CL A
AFIN
0.02%
COM CLASS A
QUAD
0.02%
COM CL A
TRXC
0.01%
COM NEW
COP
0.39%
COM
BIL
0.07%
SPDR BLOOMBERG
TLO
0.05%
BRCLYS LG TRS ET
VGIT
0.05%
INT-TERM GOV
XLU
0.04%
SBI INT-UTILS
SSP
0.04%
CL A NEW
SCHB
0.03%
US BRD MKT ETF
VEA
0.03%
FTSE DEV MKT ETF
WBA
0.03%
COM
XLP
0.03%
SBI CONS STPLS
LLY
0.03%
COM
AMLP
0.03%
ALERIAN MLP
NUV
0.01%
COM
CLNY
0.01%
CL A COM
PRTK
0.01%
COM
MXWL
0.01%
COM
RRTS
< 0.01%
COM