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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
39
5
3
2
2
0
18
1
3
ANNEX ADVISORY SERVICES LLC

Time Period2018-12-31

Total Holdings129

Total Value ($x1000)634,334
Activities
New10

Increased74

Unchanged12

Decreased33

Sold Out15

Top 10 Stock Holdingstotal 66.54%
VTI10.76

RSP8.09

THRK7.6

VGT7.09

XLV7.01

 
XLY6.79

XLF5.94

VB5.93

IJR4.05

BSV3.28

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
10.76%
TOTAL STK MKT
RSP
8.09%
S&P500 EQL WGT
THRK
7.6%
RUSSELL 3000 ETF
VGT
7.09%
INF TECH ETF
XLV
7.01%
SBI HEALTHCARE
XLY
6.79%
SBI CONS DISCR
XLF
5.94%
SBI INT-FINL
VB
5.93%
SMALL CP ETF
IJR
4.05%
CORE S&P SCP ETF
BSV
3.28%
SHORT TRM BOND
TWOK
3.13%
SPDR RUSSEL 2000
ONEK
2.14%
RUSSELL 1000 ETF
IVV
1.62%
CORE S&P500 ETF
VEA
1.53%
FTSE DEV MKT ETF
GWL
1.43%
S&P WRLD EX US
IJH
1.41%
CORE S&P MCP ETF
AAPL
0.82%
COM
MINT
0.72%
ENHAN SHRT MAT
ABBV
0.71%
COM
GMM
0.69%
EMERG MKTS ETF
MSFT
0.65%
COM
VEU
0.64%
ALLWRLD EX US
WEC
0.57%
COM
SPY
0.56%
TR UNIT
RSCO
0.55%
SM CAP COMPLETE
FLOT
0.51%
FLTG RATE BD ETF
WMT
0.5%
COM
T
0.42%
COM
ORCL
0.42%
COM
STX
0.41%
SHS
IWF
0.37%
RUS 1000 GRW ETF
LUV
0.37%
COM
PFE
0.36%
COM
HD
0.36%
COM
INTC
0.35%
COM
COF
0.35%
COM
JPM
0.35%
COM
AOR
0.35%
GRWT ALLOCAT ETF
COP
0.34%
COM
UNH
0.33%
COM
AOM
0.32%
MODERT ALLOC ETF
AOA
0.32%
AGGRES ALLOC ETF
AMGN
0.31%
COM
QCOM
0.3%
COM
KSS
0.29%
COM
GLW
0.29%
COM
CSCO
0.29%
COM
BAC
0.28%
COM
NTAP
0.27%
COM
VLO
0.26%
COM
BHP
0.26%
SPONSORED ADR
ANTM
0.26%
COM
V
0.24%
COM CL A
IWD
0.24%
RUS 1000 VAL ETF
LYB
0.24%
SHS - A -
GM
0.23%
COM
TGT
0.23%
COM
TOT
0.23%
SPONSORED ADR
GILD
0.22%
COM
C
0.21%
COM NEW
MS
0.21%
COM NEW
RF
0.2%
COM
VOD
0.2%
SPNSR ADR NO PAR
LVS
0.19%
COM
MPC
0.19%
COM
LRCX
0.19%
COM
FISV
0.19%
COM
PM
0.19%
COM
FIS
0.17%
COM
ABT
0.17%
COM
IDV
0.17%
INTL SEL DIV ETF
AOK
0.17%
CONSER ALLOC ETF
AMZN
0.13%
COM
VPU
0.13%
UTILITIES ETF
VNQ
0.13%
REIT ETF
VNQI
0.12%
GLB EX US ETF
MO
0.12%
COM
TXN
0.11%
COM
BA
0.11%
COM
PEP
0.1%
COM
XOM
0.09%
COM
ASBC
0.08%
COM
VIG
0.08%
DIV APP ETF
IWM
0.08%
RUSSELL 2000 ETF
KMB
0.07%
COM
ETN
0.06%
SHS
LNT
0.06%
COM
LQD
0.06%
IBOXX INV CP ETF
JNJ
0.06%
COM
NLY
0.06%
COM
WB
0.06%
SPONSORED ADR
GPN
0.06%
COM
BAX
0.06%
COM
MCD
0.05%
COM
LW
0.05%
COM
CLNC
0.05%
CL A
BRK.B
0.05%
CL B NEW
AIZ
0.05%
COM
DIS
0.05%
COM DISNEY
PG
0.05%
COM
HON
0.05%
COM
IWN
0.05%
RUS 2000 VAL ETF
USB
0.04%
COM NEW
ACN
0.04%
SHS CLASS A
SCHB
0.04%
US BRD MKT ETF
MRK
0.04%
COM
KO
0.04%
COM
MMM
0.04%
COM
CVX
0.04%
COM
WBA
0.04%
COM
BMO
0.03%
COM
VYM
0.03%
HIGH DIV YLD
VZ
0.03%
COM
WFC
0.03%
COM
HPI
0.03%
SH BEN INT
DVY
0.03%
SELECT DIVID ETF
HTGC
0.03%
COM
SSP
0.03%
CL A NEW
HPS
0.03%
COM
QUAD
0.02%
COM CL A
GE
0.02%
COM
NUV
0.01%
COM
YRCW
0.01%
COM PAR $.01
TRXC
0.01%
COM NEW
PRTK
0.01%
COM
CLNY
0.01%
CL A COM
MXWL
< 0.01%
COM
RRTS
< 0.01%
COM
ESNC
< 0.01%
COM
SH
0.09%
SHORT S&P 500 NE
ILTB
0.06%
CORE L/T USB ETF
WBT
0.06%
COM
DOOO
0.04%
COM SUN VTG
VXX
0.04%
IPATH S&P500 VIX
EXAS
0.04%
COM
IWB
0.04%
RUS 1000 ETF
XLK
0.04%
TECHNOLOGY
IBM
0.03%
COM
VUG
0.03%
GROWTH ETF
SYK
0.03%
COM
FB
0.03%
CL A
SPXS
0.03%
DLY S&P500 BR 3X
LOW
0.03%
COM
DTN
0.03%
DIV EX-FINL FD