Annex Advisory Services, LLC Q3 2024 Filing

Filed October 10, 2024

Portfolio Value

$3.1T

Holdings

286

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (286 positions)

StockValue
XYLDGLOBAL X FDS
$416.1M
CLCOLGATE PALMOLIVE CO
$410.6M
FEXFIRST TR LRGE CP CORE ALPHA
$406.3M
IWBISHARES TR
$400.2M
IWSISHARES TR
$398.6M
QYLDGLOBAL X FDS
$398.1M
LOWLOWES COS INC
$386.7M
ROLROLLINS INC
$384.4M
CATCATERPILLAR INC
$381.0M
FASTFASTENAL CO
$376.0M
SCZISHARES TR
$368.8M
FFORD MTR CO
$367.8M
CDNSCADENCE DESIGN SYSTEM INC
$365.9M
CSCOCISCO SYS INC
$365.7M
DOCHEALTHPEAK PROPERTIES INC
$361.1M
IBMINTERNATIONAL BUSINESS MACHS
$356.3M
TAT&T INC
$353.2M
IWMISHARES TR
$351.0M
CVNACARVANA CO
$348.2M
ANETEURARISTA NETWORKS INC
$347.7M
ILCGISHARES TR
$346.7M
SCHDSCHWAB STRATEGIC TR
$342.3M
BMYBRISTOL-MYERS SQUIBB CO
$331.7M
IJKISHARES TR
$326.9M
SCHGSCHWAB STRATEGIC TR
$316.7M
FOURSHIFT4 PMTS INC
$313.4M
BACBANK AMERICA CORP
$313.3M
ACNACCENTURE PLC IRELAND
$313.2M
WMWASTE MGMT INC DEL
$305.1M
RTXRTX CORPORATION
$304.1M
PRUPRUDENTIAL FINL INC
$297.9M
DEMWISDOMTREE TR
$297.9M
FDNFIRST TR EXCHANGE-TRADED FD
$290.4M
ELVELEVANCE HEALTH INC
$283.9M
PLOWDOUGLAS DYNAMICS INC
$282.8M
AMDADVANCED MICRO DEVICES INC
$279.8M
SPDWSPDR INDEX SHS FDS
$279.1M
IVEISHARES TR
$278.7M
EWEDWARDS LIFESCIENCES CORP
$277.2M
ASBASSOCIATED BANC CORP
$270.6M
VTVVANGUARD INDEX FDS
$265.0M
DOOBRP INC
$265.0M
FICOFAIR ISAAC CORP
$260.4M
CSLCARLISLE COS INC
$256.8M
WFCWELLS FARGO CO NEW
$256.8M
HASIHA SUSTAINABLE INFRA CAP INC
$256.5M
BMOBANK MONTREAL QUE
$253.5M
GEVGE VERNOVA INC
$253.2M
STLDSTEEL DYNAMICS INC
$252.2M
XLYSELECT SECTOR SPDR TR
$250.0M
ESGUISHARES TR
$247.2M
NVTNVENT ELECTRIC PLC
$243.6M
GPNGLOBAL PMTS INC
$240.9M
ABGCENCORA INC
$240.2M
MPCMARATHON PETE CORP
$239.2M
LUVSOUTHWEST AIRLS CO
$238.1M
LMTLOCKHEED MARTIN CORP
$235.6M
AOAISHARES TR
$232.7M
NXPNUVEEN SELECT TAX-FREE INCOM
$232.3M
A4SAMERIPRISE FINL INC
$232.1M
AQLTISHARES TR
$231.5M
IJHISHARES TR
$231.0M
ECLECOLAB INC
$228.0M
SOSOUTHERN CO
$227.9M
GDXVANECK ETF TRUST
$224.3M
BLWBLACKROCK LTD DURATION INCOM
$223.1M
VOEVANGUARD INDEX FDS
$222.0M
MSIMOTOROLA SOLUTIONS INC
$218.5M
FNDCSCHWAB STRATEGIC TR
$216.3M
NLYANNALY CAPITAL MANAGEMENT IN
$215.9M
XLISELECT SECTOR SPDR TR
$211.4M
SCHFSCHWAB STRATEGIC TR
$211.4M
TTDTHE TRADE DESK INC
$209.8M
ZROZPIMCO ETF TR
$209.2M
XRNPXCOHEN & STEERS REIT & PFD &
$208.8M
BAXBAXTER INTL INC
$205.7M
BMIBADGER METER INC
$204.1M
JCIJOHNSON CTLS INTL PLC
$203.2M
UMCUNITED MICROELECTRONICS CORP
$172.6M
TRINTRINITY CAP INC
$165.9M
DNPDNP SELECT INCOME FD INC
$142.0M
USALIBERTY ALL STAR EQUITY FD
$117.4M
WBDWARNER BROS DISCOVERY INC
$98.8M
XJQCXNUVEEN CR STRATEGIES INCOME
$96.9M
QUADQUAD / GRAPHICS INC
$70.2M
UPWHEELS UP EXPERIENCE INC
$44.7M
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