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

Time Period2018-06-30

Total Holdings129

Total Value ($x1000)586,732
Activities
New9

Increased68

Unchanged14

Decreased38

Sold Out9

Top 10 Stock Holdingstotal 70.53%
VTI13.3

RSP8.16

VGT8.01

XLY7.78

VB7.7

 
XLV6.93

XLF6.77

IJR5.44

THRK3.83

TWOK2.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
13.3%
TOTAL STK MKT
RSP
8.16%
S&P500 EQL WGT
VGT
8.01%
INF TECH ETF
XLY
7.78%
SBI CONS DISCR
VB
7.7%
SMALL CP ETF
XLV
6.93%
SBI HEALTHCARE
XLF
6.77%
SBI INT-FINL
IJR
5.44%
CORE S&P SCP ETF
THRK
3.83%
RUSSELL 3000 ETF
TWOK
2.61%
SPDR RUSSEL 2000
VEA
2.52%
FTSE DEV MKT ETF
IVV
1.97%
CORE S&P500 ETF
IJH
1.81%
CORE S&P MCP ETF
VEU
1.5%
ALLWRLD EX US
AAPL
0.92%
COM
ABBV
0.72%
COM
ONEK
0.64%
RUSSELL 1000 ETF
MSFT
0.57%
COM
WEC
0.55%
COM
STX
0.53%
SHS
SPY
0.52%
TR UNIT
IWF
0.45%
RUS 1000 GRW ETF
GWL
0.43%
S&P WRLD EX US
WMT
0.41%
COM
AOR
0.41%
GRWT ALLOCAT ETF
T
0.4%
COM
AOA
0.4%
AGGRES ALLOC ETF
COF
0.39%
COM
HD
0.38%
COM
RSCO
0.38%
SM CAP COMPLETE
ORCL
0.37%
COM
VLO
0.37%
COM
AOM
0.35%
MODERT ALLOC ETF
LUV
0.35%
COM
INTC
0.34%
COM
NTAP
0.33%
COM
JPM
0.33%
COM
IWD
0.32%
RUS 1000 VAL ETF
UNH
0.32%
COM
ACN
0.31%
SHS CLASS A
BAC
0.29%
COM
AMGN
0.28%
COM
PFE
0.28%
COM
CSCO
0.27%
COM
LYB
0.26%
SHS - A -
RF
0.26%
COM
IBM
0.25%
COM
C
0.25%
COM NEW
QCOM
0.24%
COM
BHP
0.24%
SPONSORED ADR
LVS
0.24%
COM
GILD
0.24%
COM
GLW
0.24%
COM
V
0.24%
COM CL A
TGT
0.24%
COM
GM
0.24%
COM
TOT
0.23%
SPONSORED ADR
GMM
0.23%
EMERG MKTS ETF
MS
0.23%
COM NEW
IDV
0.22%
INTL SEL DIV ETF
ANTM
0.22%
COM
FISV
0.21%
COM
LRCX
0.2%
COM
FIS
0.19%
COM
AOK
0.19%
CONSER ALLOC ETF
VOD
0.19%
SPNSR ADR NO PAR
VNQ
0.16%
REIT ETF
VNQI
0.16%
GLB EX US ETF
ABT
0.16%
COM
VPU
0.15%
UTILITIES ETF
TXN
0.14%
COM
PM
0.14%
COM
XOM
0.13%
COM
AMZN
0.13%
COM
CVX
0.12%
COM
BA
0.11%
COM
MINT
0.11%
ENHAN SHRT MAT
VIG
0.1%
DIV APP ETF
ASBC
0.1%
COM
PEP
0.1%
COM
WB
0.1%
SPONSORED ADR
ETN
0.08%
SHS
IWM
0.07%
RUSSELL 2000 ETF
AIZ
0.07%
COM
BAX
0.07%
COM
GPN
0.07%
COM
WBT
0.07%
COM
IWN
0.07%
RUS 2000 VAL ETF
LNT
0.06%
COM
KMB
0.06%
COM
JNJ
0.06%
COM
BSV
0.06%
SHORT TRM BOND
HON
0.05%
COM
BRK.B
0.05%
CL B NEW
QQQ
0.05%
UNIT SER 1
DIS
0.05%
COM DISNEY
MCD
0.05%
COM
XLK
0.05%
TECHNOLOGY
GOOGL
0.05%
CAP STK CL A
USB
0.05%
COM NEW
SCHB
0.05%
US BRD MKT ETF
HPI
0.04%
SH BEN INT
WBA
0.04%
COM
MO
0.04%
COM
VYM
0.04%
HIGH DIV YLD
PG
0.04%
COM
IWB
0.04%
RUS 1000 ETF
MMM
0.04%
COM
DTN
0.04%
DIV EX-FINL FD
COP
0.04%
COM
VUG
0.04%
GROWTH ETF
WFC
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
FB
0.04%
CL A
HPS
0.04%
COM
MRK
0.04%
COM
KO
0.04%
COM
AOS
0.04%
COM
SYK
0.04%
COM
VTL
0.03%
COM
GE
0.03%
COM
SSP
0.03%
CL A NEW
PRTK
0.02%
COM
NUV
0.02%
COM
CLNY
0.02%
CL A COM
TRXC
0.02%
COM NEW
MXWL
0.01%
COM
RRTS
0.01%
COM
ESNC
< 0.01%
COM
RSP
8.25%
GUG S&P500 EQ WT
HCN
0.17%
COM
HDV
0.08%
HIGH DIVIDND ETF
QQQ
0.07%
UNIT SER 1
RIF
0.04%
COM
SDY
0.04%
S&P DIVID ETF
IWO
0.04%
RUS 2000 GRW ETF
NLY
0.02%
COM
CLNS
0.01%
COM