CIK 1542287
Annex Advisory Services, LLC
Institutional 13F holdings & portfolio
Holdings
357
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 357
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NFLX | NETFLIX INC | 8K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 24K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 3K | $500K+ | SH |
| MUB | ISHARES TR | 7K | $500K+ | SH |
| IUSG | ISHARES TR | 4K | $500K+ | SH |
| VGLT | VANGUARD SCOTTSDALE FDS | 13K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 13K | $500K+ | SH |
| SMH | VANECK ETF TRUST | 2K | $500K+ | SH |
| ALL | ALLSTATE CORP | 3K | $500K+ | SH |
| USFR | WISDOMTREE TR | 14K | $500K+ | SH |
| BX | BLACKSTONE INC | 5K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 7K | $500K+ | SH |
| NI | NISOURCE INC | 16K | $500K+ | SH |
| LNT | ALLIANT ENERGY CORP | 10K | $500K+ | SH |
| KO | COCA COLA CO | 10K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| SOXX | ISHARES TR | 2K | $500K+ | SH |
| IVW | ISHARES TR | 5K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 6K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO | 8K | $500K+ | SH |
| F | FORD MTR CO | 48K | $500K+ | SH |
| DHI | D R HORTON INC | 4K | $500K+ | SH |
| IQLT | ISHARES TR | 14K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 3K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| IUSV | ISHARES TR | 6K | $500K+ | SH |
| WINA | WINMARK CORP | 1K | $500K+ | SH |
| NOBL | PROSHARES TR | 6K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 7K | $500K+ | SH |
| IDV | ISHARES TR | 15K | $500K+ | SH |
| DOV | DOVER CORP | 3K | $500K+ | SH |
| IWS | ISHARES TR | 4K | $500K+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 9K | $500K+ | SH |
| AGNC | AGNC INVT CORP | 53K | $500K+ | SH |
| XMTR | XOMETRY INC | 10K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| MRK | MERCK & CO INC | 5K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $500K+ | SH |
| PSX | PHILLIPS 66 | 4K | $500K+ | SH |
| CWB | SPDR SERIES TRUST | 6K | $500K+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 9K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $500K+ | SH |
| PNR | PENTAIR PLC | 5K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 4K | $500K+ | SH |
| PZA | INVESCO EXCH TRADED FD TR II | 21K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| BMO | BANK MONTREAL QUE | 4K | $100K–$500K | SH |