
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
646,102 | +28,938 | $121,868 |
VTI | 646,102 | +28,938 | $121,868 |
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667,595 | +236,470 | $117,570 |
VB | 667,595 | +236,470 | $117,570 |
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277,399 | +8,578 | $90,585 |
VGT | 277,399 | +8,578 | $90,585 |
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1,761,251 | -147,818 | $81,863 |
SPTM | 1,761,251 | -147,818 | $81,863 |
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1,730,039 | +1,730,039 | $74,513 |
COWZ | 1,730,039 | +1,730,039 | $74,513 |
![]() |
458,197 | +117,741 | $65,738 |
VIG | 458,197 | +117,741 | $65,738 |
![]() |
874,632 | +255,516 | $59,790 |
AVUV | 874,632 | +255,516 | $59,790 |
![]() |
1,391,688 | -17,456 | $50,073 |
SPSM | 1,391,688 | -17,456 | $50,073 |
![]() |
1,498,701 | -78,502 | $41,034 |
GDX | 1,498,701 | -78,502 | $41,034 |
![]() |
694,372 | +694,372 | $36,128 |
AVEM | 694,372 | +694,372 | $36,128 |
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209,061 | +1,864 | $28,583 |
AAPL | 209,061 | +1,864 | $28,583 |
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147,162 | -11,580 | $22,539 |
ABBV | 147,162 | -11,580 | $22,539 |
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230,980 | -5,990 | $21,345 |
IJR | 230,980 | -5,990 | $21,345 |
![]() |
194,536 | +1,790 | $19,578 |
WEC | 194,536 | +1,790 | $19,578 |
![]() |
35,808 | +540 | $13,577 |
IVV | 35,808 | +540 | $13,577 |
![]() |
52,353 | +70 | $13,446 |
MSFT | 52,353 | +70 | $13,446 |
![]() |
103,868 | -3,128 | $13,320 |
XLV | 103,868 | -3,128 | $13,320 |
![]() |
121,553 | +102,518 | $12,928 |
MUB | 121,553 | +102,518 | $12,928 |
![]() |
62,856 | +1,617 | $12,376 |
V | 62,856 | +1,617 | $12,376 |
![]() |
134,600 | +27,146 | $12,272 |
MRK | 134,600 | +27,146 | $12,272 |
![]() |
93,658 | -8,245 | $11,869 |
ALL | 93,658 | -8,245 | $11,869 |
![]() |
161,993 | +52,518 | $10,722 |
DHI | 161,993 | +52,518 | $10,722 |
![]() |
218,595 | -10,080 | $9,693 |
SPLG | 218,595 | -10,080 | $9,693 |
![]() |
138,003 | +6,442 | $9,642 |
ORCL | 138,003 | +6,442 | $9,642 |
![]() |
33,179 | +8,244 | $9,540 |
LIN | 33,179 | +8,244 | $9,540 |
![]() |
41,327 | +1,587 | $8,814 |
UNP | 41,327 | +1,587 | $8,814 |
![]() |
60,381 | -246 | $8,742 |
CVX | 60,381 | -246 | $8,742 |
![]() |
15,237 | +397 | $8,278 |
TMO | 15,237 | +397 | $8,278 |
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21,840 | +7,354 | $7,995 |
ADBE | 21,840 | +7,354 | $7,995 |
![]() |
272,056 | +118,510 | $7,960 |
FCX | 272,056 | +118,510 | $7,960 |
![]() |
73,992 | -5,206 | $7,864 |
VLO | 73,992 | -5,206 | $7,864 |
![]() |
72,201 | +68,700 | $7,668 |
AMZN | 72,201 | +68,700 | $7,668 |
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74,628 | +74,628 | $7,588 |
AGG | 74,628 | +74,628 | $7,588 |
![]() |
583,292 | +583,292 | $7,577 |
FGRO | 583,292 | +583,292 | $7,577 |
![]() |
53,509 | -10,729 | $7,232 |
KMB | 53,509 | -10,729 | $7,232 |
![]() |
43,045 | +8,605 | $7,104 |
CRM | 43,045 | +8,605 | $7,104 |
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14,709 | +2,520 | $7,050 |
COST | 14,709 | +2,520 | $7,050 |
![]() |
224,271 | +68,344 | $6,982 |
BAC | 224,271 | +68,344 | $6,982 |
![]() |
38,768 | +1,002 | $6,882 |
JNJ | 38,768 | +1,002 | $6,882 |
![]() |
40,036 | -738 | $6,744 |
GLD | 40,036 | -738 | $6,744 |
![]() |
13,041 | +476 | $6,699 |
UNH | 13,041 | +476 | $6,699 |
![]() |
186,854 | +75,843 | $6,669 |
KSS | 186,854 | +75,843 | $6,669 |
![]() |
79,565 | +2,152 | $6,524 |
PSX | 79,565 | +2,152 | $6,524 |
![]() |
50,257 | +2,447 | $6,420 |
QCOM | 50,257 | +2,447 | $6,420 |
![]() |
45,049 | +20,526 | $6,362 |
TGT | 45,049 | +20,526 | $6,362 |
![]() |
16,847 | +2,341 | $6,293 |
CTAS | 16,847 | +2,341 | $6,293 |
![]() |
97,064 | +7,820 | $6,133 |
SCHW | 97,064 | +7,820 | $6,133 |
![]() |
79,352 | -304 | $6,110 |
BMY | 79,352 | -304 | $6,110 |
![]() |
21,945 | +1,358 | $6,019 |
HD | 21,945 | +1,358 | $6,019 |
![]() |
180,286 | -53,358 | $5,928 |
PFF | 180,286 | -53,358 | $5,928 |
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
![]() At 06/30/2022: $1,384,826 At 03/31/2022: $1,366,882 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 |