Annex Advisory Services, LLC Q3 2023 Filing

Filed November 1, 2023

Portfolio Value

$1652.7T

Holdings

254

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (254 positions)

#StockSharesValue% PortfolioType
101
TSLATESLA INC
4,759$1.2T0.07%
102
AIZASSURANT INC
8,278$1.2T0.07%
103
MDLZMONDELEZ INTL INC
15,611$1.1T0.07%
104
XLESELECT SECTOR SPDR TR
11,893$1.1T0.07%
105
NDQINVESCO QQQ TR
2,905$1.0T0.06%
106
NOBLPROSHARES TR
11,721$1.0T0.06%
107
XLKSELECT SECTOR SPDR TR
5,878$963.6B0.06%
108
PEPPEPSICO INC
5,219$884.5B0.05%
109
CFCF INDS HLDGS INC
10,165$871.5B0.05%
110
GOOGALPHABET INC
6,590$868.9B0.05%
111
WMTWALMART INC
5,284$845.2B0.05%
112
ROKROCKWELL AUTOMATION INC
2,939$840.2B0.05%
113
DGROISHARES TR
16,944$839.2B0.05%
114
MCDMCDONALDS CORP
3,095$815.5B0.05%
115
BCPCBALCHEM CORP
6,489$804.9B0.05%
116
MUMICRON TECHNOLOGY INC
11,822$804.3B0.05%
117
EOGEOG RES INC
6,243$791.4B0.05%
118
ACLSAXCELIS TECHNOLOGIES INC
4,850$790.8B0.05%
119
VNQVANGUARD INDEX FDS
10,263$776.5B0.05%
120
UPSUNITED PARCEL SERVICE INC
4,980$776.3B0.05%
121
VTEBVANGUARD MUN BD FDS
15,844$762.1B0.05%
122
IWDISHARES TR
5,018$761.9B0.05%
123
PCYINVESCO EXCH TRADED FD TR II
40,853$746.4B0.05%
124
SPNSSAPIENS INTL CORP N V
25,217$716.9B0.04%
125
NOCNORTHROP GRUMMAN CORP
1,613$710.4B0.04%
126
NSSCNAPCO SEC TECHNOLOGIES INC
30,110$670.0B0.04%
127
LMATLEMAITRE VASCULAR INC
12,089$658.6B0.04%
128
CTSCTS CORP
15,619$652.0B0.04%
129
LNNLINDSAY CORP
5,467$643.4B0.04%
130
RSPINVESCO EXCHANGE TRADED FD T
4,354$617.0B0.04%
131
EGYVAALCO ENERGY INC
140,053$614.8B0.04%
132
IBMINTERNATIONAL BUSINESS MACHS
4,323$606.6B0.04%
133
BXBLACKSTONE INC
5,622$602.4B0.04%
134
HWKNHAWKINS INC
10,192$599.8B0.04%
135
USBUS BANCORP DEL
18,005$595.3B0.04%
136
VUGVANGUARD INDEX FDS
2,168$590.5B0.04%
137
MCRIMONARCH CASINO & RESORT INC
9,409$584.3B0.04%
138
ITOTISHARES TR
6,054$570.3B0.03%
139
DCODUCOMMUN INC DEL
13,099$569.9B0.03%
140
JOEST JOE CO
10,489$569.9B0.03%
141
SCHBSCHWAB STRATEGIC TR
11,104$553.6B0.03%
142
SMCIUSDSUPER MICRO COMPUTER INC
2,000$548.4B0.03%
143
MINTPIMCO ETF TR
5,469$547.7B0.03%
144
METAMETA PLATFORMS INC
1,823$547.3B0.03%
145
VOOVANGUARD INDEX FDS
1,390$545.9B0.03%
146
VWOVANGUARD INTL EQUITY INDEX F
13,906$545.3B0.03%
147
DISDISNEY WALT CO
6,709$543.8B0.03%
148
SCHDSCHWAB STRATEGIC TR
7,670$542.8B0.03%
149
LNTALLIANT ENERGY CORP
11,067$536.2B0.03%
150
ALSALLSTATE CORP
4,700$523.7B0.03%
151
NATHNATHANS FAMOUS INC NEW
7,231$511.0B0.03%
152
KOCOCA COLA CO
8,704$487.3B0.03%
153
FFORD MTR CO DEL
39,032$484.8B0.03%
154
EXPDEXPEDITORS INTL WASH INC
4,000$458.5B0.03%
155
PFEPFIZER INC
13,509$448.1B0.03%
156
ZMZOOM VIDEO COMMUNICATIONS IN
6,365$445.2B0.03%
157
SYKSTRYKER CORPORATION
1,589$434.2B0.03%
158
GEGENERAL ELECTRIC CO
3,766$416.3B0.03%
159
KEKIMBALL ELECTRONICS INC
14,671$401.7B0.02%
160
VVVANGUARD INDEX FDS
2,023$395.9B0.02%
161
VETVERMILION ENERGY INC
26,325$384.9B0.02%
162
PNRPENTAIR PLC
5,894$381.7B0.02%
163
RTXRTX CORPORATION
5,302$381.6B0.02%
164
XLYSELECT SECTOR SPDR TR
2,364$380.6B0.02%
165
GDXVANECK ETF TRUST
14,108$379.7B0.02%
166
BACVERIZON COMMUNICATIONS INC
11,567$374.9B0.02%
167
PRUPRUDENTIAL FINL INC
3,903$370.4B0.02%
168
SCHWSCHWAB CHARLES CORP
6,710$368.4B0.02%
169
WINAWINMARK CORP
980$365.8B0.02%
170
ROFKFORCE INC
5,984$357.1B0.02%
171
FNDCSCHWAB STRATEGIC TR
10,957$352.2B0.02%
172
KLACKLA CORP
760$348.6B0.02%
173
HURCHURCO CO
15,507$347.8B0.02%
174
ABGCENCORA INC
1,909$343.7B0.02%
175
HCCWARRIOR MET COAL INC
6,631$338.7B0.02%
176
DOOBRP INC
4,450$337.6B0.02%
177
AFLAFLAC INC
4,315$331.2B0.02%
178
LRCXEURLAM RESEARCH CORP
515$322.8B0.02%
179
SMHVANECK ETF TRUST
2,208$320.1B0.02%
180
TRNSTRANSCAT INC
3,259$319.3B0.02%
181
WEYSWEYCO GROUP INC
12,510$317.1B0.02%
182
CDNSCADENCE DESIGN SYSTEM INC
1,350$316.3B0.02%
183
FEXFIRST TR LRGE CP CORE ALPHA
3,900$316.3B0.02%
184
IWBISHARES TR
1,331$312.7B0.02%
185
MSIMOTOROLA SOLUTIONS INC
1,146$312.0B0.02%
186
PLOWDOUGLAS DYNAMICS INC
10,295$310.7B0.02%
187
BAXBAXTER INTL INC
8,213$310.0B0.02%
188
MAMASTERCARD INCORPORATED
779$308.5B0.02%
189
AOAISHARES TR
4,819$306.0B0.02%
190
VGLTVANGUARD SCOTTSDALE FDS
5,471$303.7B0.02%
191
EWEDWARDS LIFESCIENCES CORP
4,358$301.9B0.02%
192
BACBANK AMERICA CORP
10,966$300.3B0.02%
193
PANLPANGAEA LOGISTICS SOLUTION L
51,018$300.0B0.02%
194
MPCMARATHON PETE CORP
1,973$298.7B0.02%
195
SPDWSPDR INDEX SHS FDS
9,615$298.2B0.02%
196
BSVVANGUARD BD INDEX FDS
3,944$296.5B0.02%
197
MRO*MARATHON OIL CORP
11,071$296.2B0.02%
198
VPGVISHAY PRECISION GROUP INC
8,811$295.9B0.02%
199
LOWLOWES COS INC
1,408$292.7B0.02%
200
BABOEING CO
1,526$292.6B0.02%
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