Annex Advisory Services, LLC Q2 2024 Filing

Filed July 12, 2024

Portfolio Value

$2.8B

Holdings

283

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (283 positions)

#StockSharesValue% PortfolioType
1
AVDEAMERICAN CENTY ETF TR
4,464,935$278.0T9789910.53%
2
AVUSAMERICAN CENTY ETF TR
2,714,281$244.8T8621197.78%
3
TLTISHARES TR
2,538,906$233.0T8206334.41%
4
JQUAJ P MORGAN EXCHANGE TRADED F
3,826,218$202.6T7134936.98%
5
VGTVANGUARD WORLD FD
267,367$154.2T5429120.94%
6
AVEMAMERICAN CENTY ETF TR
2,232,088$136.4T4802152.02%
7
COWZPACER FDS TR
2,467,920$134.5T4735897.39%
8
XMHQINVESCO EXCHANGE TRADED FD T
907,691$88.1T3101691.45%
9
AAPLAPPLE INC
201,041$42.3T1491207.96%
10
NVDANVIDIA CORPORATION
337,705$41.7T1469264.67%
11
VTIVANGUARD INDEX FDS
138,903$37.2T1308597.67%
12
AMZNAMAZON COM INC
188,668$36.5T1284019.33%
13
VVISA INC
131,210$34.4T1212835.21%
14
MRKMERCK & CO INC
268,785$33.3T1171872.82%
15
METAMETA PLATFORMS INC
62,138$31.3T1103399.76%
16
MSFTMICROSOFT CORP
65,653$29.3T1033396.90%
17
FCXFREEPORT-MCMORAN INC
602,558$29.3T1031310.64%
18
SMTHALPS ETF TR
1,103,025$28.1T989004.21%
19
ORLYOREILLY AUTOMOTIVE INC
26,011$27.5T967386.68%
20
MEDPMEDPACE HLDGS INC
62,622$25.8T908281.49%
21
AMATAPPLIED MATLS INC
106,927$25.2T888658.24%
22
DWDMORGAN STANLEY
258,666$25.1T885350.96%
23
AVDVAMERICAN CENTY ETF TR
384,802$25.0T880178.19%
24
ORCLORACLE CORP
169,353$23.9T842133.40%
25
LINLINDE PLC
53,728$23.6T830286.41%
26
VIGVANGUARD SPECIALIZED FUNDS
124,017$22.6T797289.48%
27
TKOTKO GROUP HOLDINGS INC
205,469$22.2T781418.19%
28
CVXCHEVRON CORP NEW
141,224$22.1T777955.46%
29
JPMJPMORGAN CHASE & CO.
108,802$22.0T775001.66%
30
UNHUNITEDHEALTH GROUP INC
40,845$20.8T732538.87%
31
COSTCOSTCO WHSL CORP NEW
24,414$20.8T730818.72%
32
IJRISHARES TR
194,117$20.7T729153.02%
33
CITCINTAS CORP
28,793$20.2T710057.81%
34
AOSSMITH A O CORP
234,723$19.2T676015.38%
35
SPTMSPDR SER TR
288,669$19.2T674520.84%
36
PSXPHILLIPS 66
133,188$18.8T662158.16%
37
CRMSALESFORCE INC
69,425$17.8T628596.24%
38
ADBEADOBE INC
31,595$17.6T618135.26%
39
QLTY2023 ETF SERIES TRUST II
550,056$17.1T600901.31%
40
APPAPPLOVIN CORP
200,146$16.7T586582.47%
41
MLB1MERCADOLIBRE INC
9,679$15.9T560180.83%
42
VBVANGUARD INDEX FDS
70,946$15.5T544780.25%
43
SFMSPROUTS FMRS MKT INC
168,116$14.1T495314.88%
44
NSSCNAPCO SEC TECHNOLOGIES INC
269,003$14.0T492149.07%
45
FNVFRANCO NEV CORP
117,313$13.9T489657.39%
46
UBNDVICTORY PORTFOLIOS II
635,462$13.6T478806.91%
47
NOWSERVICENOW INC
16,402$12.9T454405.77%
48
PBRPETROLEO BRASILEIRO SA PETRO
890,417$12.9T454376.93%
49
UNPUNION PAC CORP
55,373$12.5T441222.01%
50
MRSHMARSH & MCLENNAN COS INC
57,572$12.1T427238.05%
51
UFPTUFP TECHNOLOGIES INC
43,726$11.5T406335.01%
52
ABBVABBVIE INC
64,956$11.1T392361.36%
53
GRBKGREEN BRICK PARTNERS INC
186,709$10.7T376373.75%
54
AJGGALLAGHER ARTHUR J & CO
37,175$9.6T339484.40%
55
GNRCGENERAC HLDGS INC
69,210$9.2T322270.42%
56
HONHONEYWELL INTL INC
41,341$8.8T310894.29%
57
QUALISHARES TR
51,315$8.8T308590.91%
58
GSGOLDMAN SACHS GROUP INC
18,576$8.4T295898.26%
59
WSTWEST PHARMACEUTICAL SVSC INC
25,180$8.3T292088.85%
60
ETNEATON CORP PLC
26,431$8.3T291865.08%
61
TSMTAIWAN SEMICONDUCTOR MFG LTD
46,657$8.1T285590.82%
62
XLVSELECT SECTOR SPDR TR
54,270$7.9T278562.67%
63
WECWEC ENERGY GROUP INC
97,120$7.6T268355.47%
64
IPARINTER PARFUMS INC
65,525$7.6T267749.63%
65
CELHCELSIUS HLDGS INC
132,009$7.5T265410.47%
66
HDHOME DEPOT INC
21,654$7.5T262517.34%
67
VLOVALERO ENERGY CORP
46,986$7.4T259392.49%
68
SPSMSPDR SER TR
172,790$7.2T252717.96%
69
ABTABBOTT LABS
66,583$6.9T243653.16%
70
GOOGLALPHABET INC
37,951$6.9T243445.66%
71
IVVISHARES TR
12,424$6.8T239442.03%
72
COPCONOCOPHILLIPS
58,336$6.7T234984.63%
73
AVGOBROADCOM INC
4,148$6.7T234538.75%
74
WMBWILLIAMS COS INC
148,861$6.3T222804.32%
75
SMCIUSDSUPER MICRO COMPUTER INC
7,510$6.2T216702.48%
76
SPYSPDR S&P 500 ETF TR
10,447$5.7T200228.10%
77
AMGNAMGEN INC
18,131$5.7T199503.02%
78
BACVERIZON COMMUNICATIONS INC
136,740$5.6T198595.50%
79
PGPROCTER AND GAMBLE CO
33,534$5.5T194766.76%
80
JSIJANUS DETROIT STR TR
104,289$5.4T190102.25%
81
TTENTOTALENERGIES SE
72,921$4.9T171237.93%
82
KSSKOHLS CORP
196,637$4.5T159205.87%
83
JNJJOHNSON & JOHNSON
30,679$4.5T157914.60%
84
TMOTHERMO FISHER SCIENTIFIC INC
8,057$4.5T156909.54%
85
QCOMQUALCOMM INC
21,919$4.4T153754.71%
86
CSCOCISCO SYS INC
85,851$4.1T143643.83%
87
DOVDOVER CORP
22,510$4.1T143047.14%
88
LLYELI LILLY & CO
4,403$4.0T140373.49%
89
TLHISHARES TR
37,680$3.9T136282.00%
90
MNSTMONSTER BEVERAGE CORP NEW
71,724$3.6T126169.53%
91
AEMAGNICO EAGLE MINES LTD
54,293$3.6T125048.25%
92
AVUVAMERICAN CENTY ETF TR
37,103$3.3T117233.28%
93
LPLALPL FINL HLDGS INC
11,550$3.2T113607.21%
94
VSTSVESTIS CORPORATION
255,912$3.1T110222.84%
95
IWFISHARES TR
8,310$3.0T106676.01%
96
TOLTOLL BROTHERS INC
24,436$2.8T99120.06%
97
7HPHP INC
77,482$2.7T95559.33%
98
SPYMSPDR SER TR
41,803$2.7T94219.42%
99
SYKSTRYKER CORPORATION
7,843$2.7T93979.87%
100
BRK/BBERKSHIRE HATHAWAY INC DEL
6,234$2.5T89310.43%
Page 1 of 3Next