Annex Advisory Services, LLC Q3 2024 Filing

Filed October 10, 2024

Portfolio Value

$3.1B

Holdings

286

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (286 positions)

#StockSharesValue% PortfolioType
1
AVDEAMERICAN CENTY ETF TR
5,760,406$386.1T12352859.05%
2
AVUSAMERICAN CENTY ETF TR
3,393,936$322.9T10331364.69%
3
USFRWISDOMTREE TR
3,517,653$176.7T5651646.10%
4
AVEMAMERICAN CENTY ETF TR
2,539,099$164.0T5247560.24%
5
JQUAJ P MORGAN EXCHANGE TRADED F
2,572,322$145.5T4655396.97%
6
QLTY2023 ETF SERIES TRUST II
3,513,341$114.6T3665357.25%
7
VFLOVICTORY PORTFOLIOS II
2,891,725$96.3T3080679.25%
8
XMHQINVESCO EXCHANGE TRADED FD T
908,154$93.2T2980350.50%
9
AAPLAPPLE INC
298,608$69.6T2225883.80%
10
NVDANVIDIA CORPORATION
394,545$47.9T1532864.58%
11
SMTHALPS ETF TR
1,631,326$43.1T1379899.15%
12
VVISA INC
151,319$41.6T1331043.55%
13
METAMETA PLATFORMS INC
70,057$40.1T1283008.90%
14
AMZNAMAZON COM INC
213,475$39.8T1272549.60%
15
VTIVANGUARD INDEX FDS
136,295$38.6T1234687.89%
16
MRKMERCK & CO INC
308,416$35.0T1120489.84%
17
ORLYOREILLY AUTOMOTIVE INC
27,609$31.8T1017179.34%
18
APPAPPLOVIN CORP
242,219$31.6T1011649.99%
19
AVDVAMERICAN CENTY ETF TR
446,840$31.6T1010258.26%
20
FCXFREEPORT-MCMORAN INC
623,031$31.1T995015.35%
21
ORCLORACLE CORP
180,337$30.7T983105.68%
22
MSFTMICROSOFT CORP
67,835$29.2T933841.34%
23
TKOTKO GROUP HOLDINGS INC
234,398$29.0T927690.76%
24
UBNDVICTORY PORTFOLIOS II
1,266,544$28.2T901448.35%
25
LINLINDE PLC
58,760$28.0T896426.49%
26
DWDMORGAN STANLEY
261,119$27.2T870800.42%
27
AMATAPPLIED MATLS INC
134,354$27.1T868470.62%
28
CITCINTAS CORP
125,453$25.8T826304.44%
29
UNHUNITEDHEALTH GROUP INC
41,955$24.5T784776.09%
30
MEDPMEDPACE HLDGS INC
73,435$24.5T784214.08%
31
IJRISHARES TR
204,914$24.0T766752.02%
32
COSTCOSTCO WHSL CORP NEW
26,165$23.2T742086.49%
33
VIGVANGUARD SPECIALIZED FUNDS
113,892$22.6T721663.09%
34
MLB1MERCADOLIBRE INC
10,795$22.2T708658.07%
35
JMSTJ P MORGAN EXCHANGE TRADED F
426,198$21.7T694568.67%
36
CRMSALESFORCE INC
75,685$20.7T662746.14%
37
SFMSPROUTS FMRS MKT INC
185,515$20.5T655288.64%
38
CVXCHEVRON CORP NEW
136,455$20.1T642908.56%
39
SPTMSPDR SER TR
283,296$19.8T634972.87%
40
VGTVANGUARD WORLD FD
33,420$19.6T627090.10%
41
GRBKGREEN BRICK PARTNERS INC
214,886$17.9T574174.39%
42
ADBEADOBE INC
34,487$17.9T571270.29%
43
PSXPHILLIPS 66
129,632$17.0T545154.23%
44
NOWSERVICENOW INC
18,476$16.5T528664.44%
45
VBVANGUARD INDEX FDS
69,290$16.4T525833.22%
46
FNVFRANCO NEV CORP
127,857$15.9T508236.96%
47
UNPUNION PAC CORP
62,632$15.4T493884.80%
48
HOODROBINHOOD MKTS INC
633,685$14.8T474794.34%
49
UFPTUFP TECHNOLOGIES INC
45,868$14.5T464732.54%
50
AOSSMITH A O CORP
156,766$14.1T450523.81%
51
PBRPETROLEO BRASILEIRO SA PETRO
966,688$13.9T445651.64%
52
MRSHMARSH & MCLENNAN COS INC
59,386$13.2T423846.09%
53
JSIJANUS DETROIT STR TR
247,915$13.1T420168.70%
54
ABBVABBVIE INC
63,010$12.4T398085.49%
55
NSSCNAPCO SEC TECHNOLOGIES INC
303,805$12.3T393247.17%
56
GNRCGENERAC HLDGS INC
75,102$11.9T381738.49%
57
AJGGALLAGHER ARTHUR J & CO
41,101$11.6T369976.94%
58
IPARINTER PARFUMS INC
86,736$11.2T359292.32%
59
WSTWEST PHARMACEUTICAL SVSC INC
36,080$10.8T346472.66%
60
JPMJPMORGAN CHASE & CO.
51,214$10.8T345481.99%
61
DPZDOMINOS PIZZA INC
24,446$10.5T336401.62%
62
WECWEC ENERGY GROUP INC
103,859$10.0T319574.54%
63
HONHONEYWELL INTL INC
45,666$9.4T301991.94%
64
GSGOLDMAN SACHS GROUP INC
18,197$9.0T288242.48%
65
QUALISHARES TR
50,080$9.0T287272.38%
66
ETNEATON CORP PLC
27,064$9.0T286973.22%
67
HDHOME DEPOT INC
21,502$8.7T278735.02%
68
TSMTAIWAN SEMICONDUCTOR MFG LTD
47,966$8.3T266502.93%
69
XLVSELECT SECTOR SPDR TR
52,640$8.1T259379.91%
70
ABTABBOTT LABS
69,851$8.0T254778.24%
71
SPSMSPDR SER TR
168,591$7.7T245463.65%
72
VLOVALERO ENERGY CORP
56,416$7.6T243710.38%
73
WMBWILLIAMS COS INC
165,414$7.6T241578.51%
74
TOLTOLL BROTHERS INC
46,763$7.2T231127.08%
75
IVVISHARES TR
12,210$7.0T225311.75%
76
AVGOBROADCOM INC
40,062$6.9T221088.48%
77
GOOGLALPHABET INC
39,034$6.5T207109.90%
78
SPYSPDR S&P 500 ETF TR
10,485$6.0T192463.48%
79
COPCONOCOPHILLIPS
57,092$6.0T192294.18%
80
BACVERIZON COMMUNICATIONS INC
131,705$5.9T189230.79%
81
AMGNAMGEN INC
17,795$5.7T183439.42%
82
PGPROCTER AND GAMBLE CO
32,503$5.6T180101.89%
83
TMOTHERMO FISHER SCIENTIFIC INC
8,572$5.3T169635.97%
84
MAMAMAMAS CREATIONS INC
714,308$5.2T166822.09%
85
JNJJOHNSON & JOHNSON
30,892$5.0T160162.67%
86
MNSTMONSTER BEVERAGE CORP NEW
93,269$4.9T155669.45%
87
TTENTOTALENERGIES SE
73,399$4.7T151739.84%
88
COWZPACER FDS TR
76,504$4.4T141541.34%
89
QCOMQUALCOMM INC
25,550$4.3T138997.47%
90
KSSKOHLS CORP
200,789$4.2T135539.97%
91
DOVDOVER CORP
21,853$4.2T134051.14%
92
VSTSVESTIS CORPORATION
258,948$3.9T123436.81%
93
LLYELI LILLY & CO
4,221$3.7T119644.41%
94
LPLALPL FINL HLDGS INC
15,606$3.6T116145.64%
95
AEMAGNICO EAGLE MINES LTD
42,284$3.4T108978.03%
96
TLTISHARES TR
32,884$3.2T103206.01%
97
IWFISHARES TR
8,306$3.1T99745.57%
98
SYKSTRYKER CORPORATION
8,314$3.0T96092.59%
99
BRK/BBERKSHIRE HATHAWAY INC DEL
6,201$2.9T91308.27%
100
7HPHP INC
77,829$2.8T89313.87%
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