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 251–300 of 357
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLDM | WORLD GOLD TR | 6K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 15K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 5K | $100K–$500K | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 4K | $100K–$500K | SH |
| OSK | OSHKOSH CORP | 3K | $100K–$500K | SH |
| ILCG | ISHARES TR | 4K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 3K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 1K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 4K | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC | 7K | $100K–$500K | SH |
| FAST | FASTENAL CO | 10K | $100K–$500K | SH |
| NTNX | NUTANIX INC | 8K | $100K–$500K | SH |
| IGRO | ISHARES TR | 5K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 5K | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| TLT | ISHARES TR | 4K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 675 | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 4K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 8K | $100K–$500K | SH |
| HYG | ISHARES TR | 4K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 30K | $100K–$500K | SH |
| TLH | ISHARES TR | 3K | $100K–$500K | SH |
| MPLX | MPLX LP | 6K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| NVT | NVENT ELECTRIC PLC | 3K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| DGRO | ISHARES TR | 5K | $100K–$500K | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| DPZ | DOMINOS PIZZA INC | 744 | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| COR | CENCORA INC | 895 | $100K–$500K | SH |
| ASB | ASSOCIATED BANC CORP | 11K | $100K–$500K | SH |
| UMI | USCF ETF TR | 6K | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| AGG | ISHARES TR | 3K | $100K–$500K | SH |
| PLOW | DOUGLAS DYNAMICS INC | 9K | $100K–$500K | SH |
| JSI | JANUS DETROIT STR TR | 5K | $100K–$500K | SH |
| GNTX | GENTEX CORP | 12K | $100K–$500K | SH |
| DOO | BRP INC | 4K | $100K–$500K | SH |
| RITM | RITHM CAPITAL CORP | 26K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 406 | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |