Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
37
5
3
2
2
0
22
1
3
ANNEX ADVISORY SERVICES LLC

Time Period2019-03-31

Total Holdings132

Total Value ($x1000)667,263
Activities
New13

Increased55

Unchanged11

Decreased53

Sold Out10

Top 10 Stock Holdingstotal 73.45%
VTI10.85

THRK9.77

RSP8.37

VGT8.29

XLY7.66

 
XLV7.32

XLF6.42

VB6.39

TWOK4.21

IJR4.17

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
10.85%
TOTAL STK MKT
THRK
9.77%
RUSSELL 3000 ETF
RSP
8.37%
S&P500 EQL WGT
VGT
8.29%
INF TECH ETF
XLY
7.66%
SBI CONS DISCR
XLV
7.32%
SBI HEALTHCARE
XLF
6.42%
SBI INT-FINL
VB
6.39%
SMALL CP ETF
TWOK
4.21%
SPDR RUSSEL 2000
IJR
4.17%
CORE S&P SCP ETF
ONEK
1.87%
RUSSELL 1000 ETF
IVV
1.56%
CORE S&P500 ETF
IJH
1.51%
CORE S&P MCP ETF
RSCO
1.03%
SM CAP COMPLETE
AAPL
0.93%
COM
MSFT
0.69%
COM
VEU
0.63%
ALLWRLD EX US
WEC
0.61%
COM
SPY
0.55%
TR UNIT
WMT
0.49%
COM
T
0.49%
COM
STX
0.49%
SHS
ORCL
0.47%
COM
GWL
0.45%
S&P WRLD EX US
LUV
0.4%
COM
COP
0.39%
COM
INTC
0.38%
COM
AOR
0.37%
GRWT ALLOCAT ETF
HD
0.37%
COM
AOA
0.36%
AGGRES ALLOC ETF
CSCO
0.35%
COM
AOM
0.34%
MODERT ALLOC ETF
JPM
0.34%
COM
PFE
0.33%
COM
KSS
0.32%
COM
UNH
0.32%
COM
GLW
0.29%
COM
BAC
0.29%
COM
VLO
0.29%
COM
AMGN
0.29%
COM
NTAP
0.28%
COM
TGT
0.28%
COM
BHP
0.28%
SPONSORED ADR
V
0.27%
COM CL A
ANTM
0.26%
COM
C
0.26%
COM NEW
GM
0.25%
COM
LRCX
0.25%
COM
TOT
0.24%
SPONSORED ADR
RF
0.23%
COM
ABBV
0.23%
COM
LYB
0.23%
SHS - A -
LVS
0.23%
COM
IWF
0.23%
RUS 1000 GRW ETF
MS
0.23%
COM NEW
MPC
0.23%
COM
GILD
0.23%
COM
FISV
0.21%
COM
PM
0.21%
COM
AOK
0.19%
CONSER ALLOC ETF
IDV
0.18%
INTL SEL DIV ETF
ABT
0.18%
COM
FIS
0.18%
COM
GMM
0.17%
EMERG MKTS ETF
IWD
0.15%
RUS 1000 VAL ETF
VNQ
0.15%
REIT ETF
VPU
0.14%
UTILITIES ETF
VNQI
0.14%
GLB EX US ETF
AMZN
0.13%
COM
MO
0.13%
COM
XOM
0.13%
COM
MINT
0.12%
ENHAN SHRT MAT
BA
0.12%
COM
TXN
0.11%
COM
PEP
0.1%
COM
IWM
0.09%
RUSSELL 2000 ETF
ASBC
0.08%
COM
ETN
0.07%
SHS
LNT
0.07%
COM
BIL
0.07%
SPDR BLOOMBERG
BAX
0.07%
COM
GPN
0.07%
COM
KMB
0.06%
COM
JNJ
0.06%
COM
WB
0.06%
SPONSORED ADR
BSV
0.06%
SHORT TRM BOND
VIG
0.06%
DIV APP ETF
MCD
0.05%
COM
SH
0.05%
SHORT S&P 500 NE
LW
0.05%
COM
HON
0.05%
COM
AIZ
0.05%
COM
CVX
0.05%
COM
PG
0.05%
COM
CLNC
0.05%
CL A
TLO
0.05%
BRCLYS LG TRS ET
BRK.B
0.05%
CL B NEW
USB
0.05%
COM NEW
DIS
0.05%
COM DISNEY
VGIT
0.05%
INT-TERM GOV
MMM
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
KO
0.04%
COM
XLU
0.04%
SBI INT-UTILS
SSP
0.04%
CL A NEW
SYK
0.04%
COM
MRK
0.04%
COM
VYM
0.04%
HIGH DIV YLD
SMH
0.04%
SEMICONDUCTOR ET
IWN
0.04%
RUS 2000 VAL ETF
BMO
0.04%
COM
FB
0.04%
CL A
FLOT
0.04%
FLTG RATE BD ETF
VZ
0.03%
COM
UPS
0.03%
CL B
ACN
0.03%
SHS CLASS A
SCHB
0.03%
US BRD MKT ETF
QCOM
0.03%
COM
WBA
0.03%
COM
VEA
0.03%
FTSE DEV MKT ETF
XLP
0.03%
SBI CONS STPLS
LLY
0.03%
COM
GOOGL
0.03%
CAP STK CL A
NLY
0.03%
COM
AMLP
0.03%
ALERIAN MLP
QUAD
0.02%
COM CL A
NUV
0.01%
COM
TRXC
0.01%
COM NEW
CLNY
0.01%
CL A COM
PRTK
0.01%
COM
MXWL
0.01%
COM
RRTS
< 0.01%
COM
COF
0.35%
COM
VOD
0.2%
SPNSR ADR NO PAR
LQD
0.06%
IBOXX INV CP ETF
WFC
0.03%
COM
HPI
0.03%
SH BEN INT
HTGC
0.03%
COM
HPS
0.03%
COM
GE
0.02%
COM
YRCW
0.01%
COM PAR $.01
ESNC
< 0.01%
COM