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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
36
5
2
2
2
0
21
1
4
ANNEX ADVISORY SERVICES LLC

Time Period2018-09-30

Total Holdings134

Total Value ($x1000)647,085
Activities
New10

Increased68

Unchanged17

Decreased39

Sold Out5

Top 10 Stock Holdingstotal 70.14%
VTI12.62

VGT8.23

RSP7.92

XLY7.69

XLV7.35

 
VB7.23

XLF6.54

IJR5.07

THRK4.45

TWOK3.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
12.62%
TOTAL STK MKT
VGT
8.23%
INF TECH ETF
RSP
7.92%
S&P500 EQL WGT
XLY
7.69%
SBI CONS DISCR
XLV
7.35%
SBI HEALTHCARE
VB
7.23%
SMALL CP ETF
XLF
6.54%
SBI INT-FINL
IJR
5.07%
CORE S&P SCP ETF
THRK
4.45%
RUSSELL 3000 ETF
TWOK
3.04%
SPDR RUSSEL 2000
VEA
2.06%
FTSE DEV MKT ETF
IVV
1.88%
CORE S&P500 ETF
IJH
1.67%
CORE S&P MCP ETF
GWL
1.29%
S&P WRLD EX US
AAPL
1.01%
COM
ONEK
0.87%
RUSSELL 1000 ETF
VEU
0.78%
ALLWRLD EX US
ABBV
0.7%
COM
MSFT
0.62%
COM
WEC
0.54%
COM
SPY
0.5%
TR UNIT
RSCO
0.47%
SM CAP COMPLETE
T
0.46%
COM
WMT
0.45%
COM
GMM
0.44%
EMERG MKTS ETF
STX
0.43%
SHS
IWF
0.43%
RUS 1000 GRW ETF
LUV
0.43%
COM
ORCL
0.43%
COM
COF
0.4%
COM
HD
0.39%
COM
COP
0.36%
COM
VLO
0.36%
COM
JPM
0.35%
COM
NTAP
0.35%
COM
AOR
0.35%
GRWT ALLOCAT ETF
AOA
0.33%
AGGRES ALLOC ETF
UNH
0.33%
COM
PFE
0.33%
COM
INTC
0.32%
COM
AOM
0.32%
MODERT ALLOC ETF
QCOM
0.31%
COM
GLW
0.3%
COM
AMGN
0.3%
COM
BAC
0.3%
COM
IWD
0.3%
RUS 1000 VAL ETF
CSCO
0.29%
COM
TGT
0.28%
COM
C
0.27%
COM NEW
GILD
0.26%
COM
RF
0.26%
COM
V
0.25%
COM CL A
ANTM
0.25%
COM
TOT
0.25%
SPONSORED ADR
BHP
0.25%
SPONSORED ADR
LYB
0.24%
SHS - A -
MS
0.23%
COM NEW
PM
0.23%
COM
FISV
0.21%
COM
IDV
0.21%
INTL SEL DIV ETF
GM
0.21%
COM
LVS
0.2%
COM
VOD
0.18%
SPNSR ADR NO PAR
LRCX
0.18%
COM
FIS
0.18%
COM
ABT
0.17%
COM
AMZN
0.17%
COM
AOK
0.17%
CONSER ALLOC ETF
VNQ
0.15%
REIT ETF
MO
0.14%
COM
VNQI
0.14%
GLB EX US ETF
VPU
0.14%
UTILITIES ETF
TXN
0.12%
COM
ASBC
0.12%
COM
XOM
0.11%
COM
BA
0.11%
COM
MINT
0.11%
ENHAN SHRT MAT
CVX
0.1%
COM
VIG
0.1%
DIV APP ETF
PEP
0.09%
COM
SH
0.09%
SHORT S&P 500 NE
LQD
0.09%
IBOXX INV CP ETF
ETN
0.08%
SHS
WB
0.07%
SPONSORED ADR
GPN
0.07%
COM
BAX
0.07%
COM
ILTB
0.06%
CORE L/T USB ETF
LNT
0.06%
COM
JNJ
0.06%
COM
KMB
0.06%
COM
AIZ
0.06%
COM
IWM
0.06%
RUSSELL 2000 ETF
NLY
0.06%
COM
IWN
0.06%
RUS 2000 VAL ETF
HON
0.06%
COM
WBT
0.06%
COM
BRK.B
0.05%
CL B NEW
CLNC
0.05%
CL A
DIS
0.05%
COM DISNEY
MCD
0.05%
COM
USB
0.05%
COM NEW
BSV
0.05%
SHORT TRM BOND
SCHB
0.04%
US BRD MKT ETF
ACN
0.04%
SHS CLASS A
DOOO
0.04%
COM SUN VTG
PG
0.04%
COM
VXX
0.04%
IPATH S&P500 VIX
HPI
0.04%
SH BEN INT
VYM
0.04%
HIGH DIV YLD
WBA
0.04%
COM
MMM
0.04%
COM
EXAS
0.04%
COM
WFC
0.04%
COM
IWB
0.04%
RUS 1000 ETF
HPS
0.04%
COM
KO
0.04%
COM
XLK
0.04%
TECHNOLOGY
IBM
0.03%
COM
DVY
0.03%
SELECT DIVID ETF
VUG
0.03%
GROWTH ETF
SYK
0.03%
COM
FB
0.03%
CL A
MRK
0.03%
COM
SPXS
0.03%
DLY S&P500 BR 3X
LOW
0.03%
COM
DTN
0.03%
DIV EX-FINL FD
SSP
0.03%
CL A NEW
TRXC
0.03%
COM NEW
PRTK
0.02%
COM
NUV
0.01%
COM
CLNY
0.01%
CL A COM
MXWL
0.01%
COM
RRTS
< 0.01%
COM
ESNC
< 0.01%
COM
QQQ
0.05%
UNIT SER 1
GOOGL
0.05%
CAP STK CL A
AOS
0.04%
COM
VTL
0.03%
COM
GE
0.03%
COM