HoldingsChannel.com
Annex Advisory Services LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR SER TR (SPTM) 2,428,840 +43,775 $76,387
     SPTM2,428,840+43,775$76,387
PROSHARES TR (SH) 2,253,192 +2,242,392 $62,323
     SH2,253,192+2,242,392$62,323
VANGUARD WORLD FDS (VGT) 290,686 -181 $61,596
     VGT290,686-181$61,596
VANGUARD INDEX FDS (VTI) 424,149 -32,565 $54,678
     VTI424,149-32,565$54,678
SELECT SECTOR SPDR TR (XLV) 616,158 +15,695 $54,579
     XLV616,158+15,695$54,579
SPDR S&P 500 ETF TR (SPY) 195,159 +178,515 $50,302
     SPY195,159+178,515$50,302
SELECT SECTOR SPDR TR (XLY) 506,819 +10,898 $49,709
     XLY506,819+10,898$49,709
PIMCO ETF TR (MINT) 480,734 +472,160 $47,583
     MINT480,734+472,160$47,583
SPDR SER TR (SPSM) 1,578,046 +304,161 $34,465
     SPSM1,578,046+304,161$34,465
VANGUARD INDEX FDS (VB) 252,547 -10,824 $29,154
     VB252,547-10,824$29,154
ISHARES TR (IJR) 325,908 -10,367 $18,287
     IJR325,908-10,367$18,287
APPLE INC 47,433 +5,401 $12,062
     AAPL47,433+5,401$12,062
SPDR SER TR (SPLG) 359,897 -6,356 $10,887
     SPLG359,897-6,356$10,887
MICROSOFT CORP 47,981 +3,243 $7,567
     MSFT47,981+3,243$7,567
ISHARES TR (IVV) 28,396 -5,687 $7,337
     IVV28,396-5,687$7,337
WEC ENERGY GROUP INC 63,484 +6,049 $5,595
     WEC63,484+6,049$5,595
ABBVIE INC 59,923 +41,503 $4,566
     ABBV59,923+41,503$4,566
WALMART INC 37,709 +2,159 $4,285
     WMT37,709+2,159$4,285
SEAGATE TECHNOLOGY PLC 73,642 +4,303 $3,595
     STX73,642+4,303$3,595
AT&T INC 112,896 +11,005 $3,291
     T112,896+11,005$3,291
ORACLE CORP 67,183 +4,824 $3,248
     ORCL67,183+4,824$3,248
CISCO SYS INC 81,299 +14,585 $3,197
     CSCO81,299+14,585$3,197
JPMORGAN CHASE & CO 31,563 +2,733 $2,841
     JPM31,563+2,733$2,841
INTEL CORP 52,148 +2,350 $2,822
     INTC52,148+2,350$2,822
SPDR INDEX SHS FDS (SPDW) 116,353 -16,056 $2,785
     SPDW116,353-16,056$2,785
AMAZON COM INC 1,388 +513 $2,707
     AMZN1,388+513$2,707
HOME DEPOT INC 14,380 +783 $2,685
     HD14,380+783$2,685
NEXTERA ENERGY INC 10,630 -84 $2,558
     NEE10,630-84$2,558
BRISTOL MYERS SQUIBB CO 45,597 +5,684 $2,542
     BMY45,597+5,684$2,542
TARGET CORP 26,568 +2,360 $2,470
     TGT26,568+2,360$2,470
QUALCOMM INC 35,303 +4,068 $2,388
     QCOM35,303+4,068$2,388
AMGEN INC 11,656 +1,021 $2,363
     AMGN11,656+1,021$2,363
DISNEY WALT CO 22,560 +3,002 $2,180
     DIS22,560+3,002$2,180
ASSURANT INC 20,573 +17,118 $2,141
     AIZ20,573+17,118$2,141
ABBOTT LABS 26,877 +12,232 $2,122
     ABT26,877+12,232$2,122
COMCAST CORP NEW 61,605 +5,973 $2,118
     CMCSA61,605+5,973$2,118
BOEING CO 12,706 +848 $1,895
     BA12,706+848$1,895
FISERV INC 19,596 +235 $1,862
     FISV19,596+235$1,862
GOLDMAN SACHS GROUP INC 11,964 +1,204 $1,850
     GS11,964+1,204$1,850
CHEVRON CORP NEW 25,344 -129 $1,837
     CVX25,344-129$1,837
VISA INC 11,123 +125 $1,792
     V11,123+125$1,792
ISHARES TR (IDV) 73,162 -4,724 $1,654
     IDV73,162-4,724$1,654
BK OF AMERICA CORP 77,653 +8,575 $1,648
     BAC77,653+8,575$1,648
REGIONS FINANCIAL CORP NEW 172,285 +53,321 $1,546
     RF172,285+53,321$1,546
VANGUARD WORLD FDS (VPU) 12,194 -993 $1,487
     VPU12,194-993$1,487
AMERICAN TOWER CORP NEW 6,818 +6,818 $1,485
     AMT6,818+6,818$1,485
ISHARES TR (IWF) 9,726 -233 $1,466
     IWF9,726-233$1,466
MORGAN STANLEY 43,033 +6,032 $1,463
     MS43,033+6,032$1,463
ISHARES TR (AOR) 35,230 -23,776 $1,458
     AOR35,230-23,776$1,458
UNITEDHEALTH GROUP INC 5,791 +2,683 $1,444
     UNH5,791+2,683$1,444

See Full List: All Stocks Held By Annex Advisory Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Annex Advisory Services LLC

Size ($ in 1000's)
At 03/31/2020: $706,216
At 12/31/2019: $841,983

Annex Advisory Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Annex Advisory Services LLC 13F filings. Link to 13F filings: SEC filings

Annex Advisory Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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