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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
3
1
2
2
0
19
2
4
ANNEX ADVISORY SERVICES LLC

Time Period2017-12-31

Total Holdings122

Total Value ($x1000)528,982
Activities
New9

Increased67

Unchanged14

Decreased32

Sold Out11

Top 10 Stock Holdingstotal 75.47%
VTI16.81

VB8.5

RSP8.21

VGT8.14

XLY7.51

 
XLF7.28

XLV7.03

IJR5.91

VEA3.71

IVV2.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
16.81%
TOTAL STK MKT
VB
8.5%
SMALL CP ETF
RSP
8.21%
GUG S&P500 EQ WT
VGT
8.14%
INF TECH ETF
XLY
7.51%
SBI CONS DISCR
XLF
7.28%
SBI INT-FINL
XLV
7.03%
SBI HEALTHCARE
IJR
5.91%
CORE S&P SCP ETF
VEA
3.71%
FTSE DEV MKT ETF
IVV
2.37%
CORE S&P500 ETF
IJH
2.04%
CORE S&P MCP ETF
VEU
1.96%
ALLWRLD EX US
AAPL
0.89%
COM
ABBV
0.79%
COM
BSV
0.68%
SHORT TRM BOND
WEC
0.55%
COM
IWF
0.51%
RUS 1000 GRW ETF
MSFT
0.47%
COM
STX
0.45%
SHS
AOR
0.41%
GRWT ALLOCAT ETF
WMT
0.41%
COM
IWD
0.4%
RUS 1000 VAL ETF
AOA
0.39%
AGGRES ALLOC ETF
COF
0.38%
COM
MINT
0.37%
ENHAN SHRT MAT
LUV
0.37%
COM
HD
0.37%
COM
SPY
0.37%
TR UNIT
ORCL
0.36%
COM
AOM
0.35%
MODERT ALLOC ETF
JPM
0.33%
COM
T
0.33%
COM
INTC
0.31%
COM
VLO
0.31%
COM
BAC
0.29%
COM
ACN
0.28%
SHS CLASS A
UNH
0.28%
COM
JNJ
0.28%
COM
PFE
0.27%
COM
GLW
0.26%
COM
C
0.25%
COM NEW
LYB
0.25%
SHS - A -
AMGN
0.25%
COM
NEE
0.24%
COM
NTAP
0.24%
COM
LVS
0.24%
COM
FISV
0.24%
COM
CSCO
0.23%
COM
QCOM
0.23%
COM
HCN
0.22%
COM
IR
0.22%
SHS
IP
0.22%
COM
MS
0.22%
COM NEW
GM
0.22%
COM
V
0.21%
COM CL A
LRCX
0.2%
COM
RTN
0.2%
COM NEW
ANTM
0.19%
COM
PM
0.19%
COM
FIS
0.19%
COM
TOT
0.19%
SPONSORED ADR
VOD
0.18%
SPNSR ADR NO PAR
AOK
0.18%
CONSER ALLOC ETF
ABT
0.17%
COM
TXN
0.16%
COM
IDV
0.16%
INTL SEL DIV ETF
XOM
0.16%
COM
CVX
0.13%
COM
VIG
0.13%
DIV APP ETF
PEP
0.12%
COM
BA
0.11%
COM
ASBC
0.11%
COM
HDV
0.1%
HIGH DIVIDND ETF
KMB
0.1%
COM
ETN
0.09%
SHS
IWN
0.09%
RUS 2000 VAL ETF
AMZN
0.09%
COM
WBT
0.08%
COM
LNT
0.08%
COM
DTN
0.08%
DIV EX-FINL FD
WBA
0.07%
COM
SSP
0.07%
CL A NEW
QQQ
0.07%
UNIT SER 1
IWB
0.07%
RUS 1000 ETF
BAX
0.07%
COM
GPN
0.07%
COM
BRK.B
0.07%
CL B NEW
HON
0.06%
COM
WFC
0.06%
COM
VUG
0.06%
GROWTH ETF
IBM
0.06%
COM
DIS
0.06%
COM DISNEY
MCD
0.06%
COM
SDY
0.06%
S&P DIVID ETF
PG
0.06%
COM
USB
0.06%
COM NEW
SH
0.06%
SHORT S&P 500 NE
XLK
0.06%
TECHNOLOGY
MO
0.06%
COM
WB
0.05%
SPONSORED ADR
FB
0.05%
CL A
IWM
0.05%
RUSSELL 2000 ETF
GOOGL
0.05%
CAP STK CL A
VXX
0.05%
IPATH S&P500 VIX
MMM
0.05%
COM
SCHB
0.05%
US BRD MKT ETF
DVY
0.05%
SELECT DIVID ETF
HPI
0.05%
SH BEN INT
IWO
0.05%
RUS 2000 GRW ETF
BC
0.04%
COM
HPS
0.04%
COM
VYM
0.04%
HIGH DIV YLD
AOS
0.04%
COM
GE
0.04%
COM
KO
0.04%
COM
DUK
0.04%
COM NEW
SPLV
0.04%
S&P500 LOW VOL
RRTS
0.03%
COM
NUV
0.02%
COM
MXWL
0.01%
COM
TRXC
< 0.01%
COM NEW
ESNC
< 0.01%
COM
RSG
0.18%
COM
SPXS
0.17%
DLY S&P500 BR 3X
EFA
0.1%
MSCI EAFE ETF
CMCSA
0.05%
CL A
LQD
0.05%
IBOXX INV CP ETF
JCI
0.05%
SHS
IYW
0.05%
U.S. TECH ETF
MGEE
0.04%
COM
IYH
0.04%
US HLTHCARE ETF
MTW
0.03%
COM
JCP
0.01%
COM