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 301–350 of 357
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HII | HUNTINGTON INGALLS INDS INC | 781 | $100K–$500K | SH |
| IJH | ISHARES TR | 4K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 949 | $100K–$500K | SH |
| SCZ | ISHARES TR | 3K | $100K–$500K | SH |
| HTGC | HERCULES CAPITAL INC | 14K | $100K–$500K | SH |
| OLED | UNIVERSAL DISPLAY CORP | 2K | $100K–$500K | SH |
| MGEE | MGE ENERGY INC | 3K | $100K–$500K | SH |
| ADBE | ADOBE INC | 731 | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 539 | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| DE | DEERE & CO | 540 | $100K–$500K | SH |
| MTG | MGIC INVT CORP WIS | 9K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 652 | $100K–$500K | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 5K | $100K–$500K | SH |
| VICI | VICI PPTYS INC | 9K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 39K | $100K–$500K | SH |
| FDUS | FIDUS INVT CORP | 12K | $100K–$500K | SH |
| EXAS | EXACT SCIENCES CORP | 2K | $100K–$500K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 11K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 2K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 14K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 5K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 5K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| FNDC | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| IEFA | ISHARES TR | 3K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 11K | $100K–$500K | SH |
| ONEQ | FIDELITY COMWLTH TR | 3K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| FICO | FAIR ISAAC CORP | 134 | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 548 | $100K–$500K | SH |
| AOA | ISHARES TR | 3K | $100K–$500K | SH |
| FOUR | SHIFT4 PMTS INC | 4K | $100K–$500K | SH |
| ETW | EATON VANCE TAX-MANAGED GLOB | 24K | $100K–$500K | SH |
| IGLD | FIRST TR EXCHANGE-TRADED FD | 9K | $100K–$500K | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| PFE | PFIZER INC | 9K | $100K–$500K | SH |
| IWM | ISHARES TR | 870 | $100K–$500K | SH |
| BLW | BLACKROCK LTD DURATION INCOM | 15K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 2K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 772 | $100K–$500K | SH |
| TGT | TARGET CORP | 2K | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP | 373 | $100K–$500K | SH |
| ROL | ROLLINS INC | 3K | $100K–$500K | SH |