Annex Advisory Services, LLC holdings history

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536 is the total number of securities Annex Advisory Services, LLC has owned. The longest Annex Advisory Services, LLC has owned a single stock is 42 quarters.

Annex Advisory Services, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTI VANGUARD INDEX FDS42426.26%12.23%18.02%Q2 2013Q3 202342
VGT VANGUARD WORLD FDS42422.74%7.78%12.41%Q2 2013Q3 202342
VB VANGUARD INDEX FDS42420.27%5.56%11.25%Q2 2013Q3 202342
XLV SELECT SECTOR SPDR TR42420.60%5.27%9.52%Q2 2013Q3 202342
IJR ISHARES TR42420.44%4.09%7.24%Q2 2013Q3 202342
VIG VANGUARD SPECIALIZED P...42420.04%2.28%6.48%Q2 2013Q3 202342
IVV ISHARES TR42420.24%1.59%2.54%Q2 2013Q3 202342
AAPL APPLE INC42420.47%1.34%2.94%Q2 2013Q3 202342
VEU VANGUARD INTL EQUITY I...42420.08%1.05%2.40%Q2 2013Q3 202342
IWF ISHARES TR42420.11%0.67%3.40%Q2 2013Q3 202342
ABBV ABBVIE INC42420.16%0.67%1.88%Q2 2013Q3 202342
SPY SPDR S&P 500 ETF TR42420.18%0.60%7.12%Q2 2013Q3 202342
IWD ISHARES TR42420.04%0.49%2.70%Q2 2013Q3 202342
V VISA INC42420.07%0.40%1.35%Q2 2013Q3 202342
CVX CHEVRON CORP NEW42420.04%0.39%1.02%Q2 2013Q3 202342
AOA ISHARES TR42420.02%0.29%0.44%Q2 2013Q3 202342
ABT ABBOTT LABS42420.11%0.22%0.53%Q2 2013Q3 202342
T AT&T INC42420.02%0.21%0.53%Q2 2013Q3 202342
FISV FISERV INC42420.08%0.21%0.33%Q2 2013Q3 202342
XOM EXXON MOBIL CORP42420.04%0.13%0.26%Q2 2013Q3 202342
PEP PEPSICO INC42420.05%0.11%0.17%Q2 2013Q3 202342
LNT ALLIANT ENERGY CORP42420.03%0.09%0.18%Q2 2013Q3 202342
JNJ JOHNSON & JOHNSON41410.06%0.20%0.50%Q3 2013Q3 202341
FIS FIDELITY NATL INFORMAT...3740.04%0.14%0.24%Q2 2013Q3 202341
PFE PFIZER INC27130.02%0.16%0.36%Q3 2013Q3 202340
SCHB SCHWAB STRATEGIC TR24160.02%0.15%0.34%Q2 2013Q3 202340
BAX BAXTER INTL INC3190.01%0.07%0.20%Q2 2013Q3 202340
VYM VANGUARD WHITEHALL FDS...2510.02%0.89%6.51%Q2 2013Q2 202339
AOR ISHARES TR39390.08%0.27%0.44%Q2 2013Q4 202239
MO ALTRIA GROUP INC39390.04%0.18%0.46%Q1 2014Q3 202339
PM PHILIP MORRIS INTL INC39390.06%0.15%0.33%Q1 2014Q3 202339
MINT PIMCO ETF TR3080.03%0.43%6.74%Q2 2013Q3 202338
ORCL ORACLE CORP28100.02%0.39%1.35%Q2 2013Q3 202338
UNH UNITEDHEALTH GROUP INC3530.09%0.29%1.07%Q2 2013Q3 202338
XLY SELECT SECTOR SPDR TR2810.02%4.30%8.04%Q2 2013Q3 202337
MSFT MICROSOFT CORP37370.07%0.72%1.44%Q3 2014Q3 202337
HD HOME DEPOT INC37370.08%0.38%0.55%Q3 2014Q3 202337
DIS DISNEY WALT CO3610.03%0.25%0.84%Q2 2014Q3 202337
IWM ISHARES TR14110.02%0.11%0.67%Q2 2013Q3 202337
VUG VANGUARD INDEX FDS1820.03%0.06%0.18%Q2 2013Q3 202337
LUV SOUTHWEST AIRLS CO36360.02%0.29%0.58%Q4 2014Q3 202336
AOM ISHARES TR36360.11%0.27%0.38%Q1 2014Q4 202236
KMB KIMBERLY-CLARK CORP36360.05%0.23%0.71%Q4 2014Q3 202336
VZ VERIZON COMMUNICATIONS...20160.02%0.15%0.52%Q2 2013Q3 202336
IBM INTERNATIONAL BUSINESS...2220.02%0.11%0.29%Q2 2013Q3 202336
DVY ISHARES TR2790.01%0.08%0.32%Q2 2013Q1 202336
JPM JPMORGAN CHASE & CO35350.10%0.36%0.80%Q1 2015Q3 202335
VLO VALERO ENERGY CORP NEW35350.10%0.32%0.59%Q1 2015Q3 202335
BA BOEING CO2870.02%0.21%0.54%Q3 2014Q3 202335
ACN ACCENTURE PLC IRELAND35350.01%0.10%0.31%Q1 2015Q3 202335
MCD MCDONALDS CORP2720.04%0.09%0.58%Q2 2013Q3 202335
XLK SELECT SECTOR SPDR TR22130.02%0.08%0.21%Q2 2013Q3 202335
ETN EATON CORP PLC34340.06%0.19%0.44%Q2 2015Q3 202334
IDV ISHARES TR2950.05%0.15%0.32%Q2 2013Q3 202334
IWB ISHARES TR22120.02%0.08%0.31%Q2 2013Q3 202334
WEC WEC ENERGY GROUP INC33330.33%0.88%1.85%Q3 2015Q3 202333
IWN ISHARES TR2760.02%0.14%0.42%Q2 2013Q1 202233
BRKB BERKSHIRE HATHAWAY INC...33330.03%0.08%0.15%Q3 2015Q3 202333
BSV VANGUARD BD INDEX FDS3110.02%1.38%7.57%Q2 2013Q3 202332
MRK MERCK & CO INC NEW22100.03%0.34%1.14%Q4 2014Q3 202332
AOK ISHARES TR32320.07%0.14%0.20%Q1 2015Q4 202232
GPN GLOBAL PMTS INC32320.01%0.05%0.07%Q4 2015Q3 202332
VNQ VANGUARD INDEX FDS2370.05%1.93%8.88%Q2 2013Q3 202330
NEE NEXTERA ENERGY INC17130.08%0.25%0.38%Q4 2014Q3 202330
AMGN AMGEN INC2810.01%0.23%0.40%Q4 2014Q4 202230
INTC INTEL CORP2910.01%0.19%0.40%Q3 2015Q3 202330
GE GENERAL ELECTRIC CO2110.01%0.10%0.29%Q2 2013Q2 202130
WBA WALGREENS BOOTS ALLIAN...1810.01%0.09%0.24%Q4 2014Q3 202330
ASB ASSOCIATED BANC CORP30300.02%0.06%0.17%Q2 2016Q3 202330
IJH ISHARES TR2710.02%1.80%2.25%Q2 2013Q2 202228
LRCX LAM RESEARCH CORP28280.01%0.09%0.25%Q4 2016Q3 202328
SDY SPDR SER TR2010.01%0.09%0.24%Q2 2013Q4 202228
KO COCA COLA CO2210.02%0.04%0.06%Q1 2016Q3 202328
QCOM QUALCOMM INC27270.03%0.35%0.57%Q1 2017Q3 202327
PG PROCTER & GAMBLE CO27270.04%0.11%0.33%Q1 2017Q3 202327
USB US BANCORP DEL2610.03%0.07%0.14%Q4 2014Q3 202327
AMZN AMAZON COM INC26260.05%0.45%1.02%Q2 2017Q3 202326
WMT WAL-MART STORES INC26260.04%0.36%0.70%Q2 2017Q3 202326
BAC BK OF AMERICA CORP1220.01%0.28%0.56%Q2 2013Q3 202326
CMCSA COMCAST CORP NEW14120.02%0.25%0.41%Q4 2014Q4 202226
HON HONEYWELL INTL INC26260.05%0.21%0.64%Q2 2017Q3 202326
ANTM ELEVANCE HEALTH INC15110.01%0.10%0.34%Q1 2017Q3 202326
XLF SELECT SECTOR SPDR TR1210.01%3.03%7.28%Q2 2013Q1 202325
WFC WELLS FARGO CO NEW2320.02%0.09%0.21%Q2 2013Q1 202225
TXN TEXAS INSTRS INC24240.08%0.11%0.16%Q4 2017Q3 202324
SPTM SPDR SER TR23230.95%7.42%13.49%Q1 2018Q3 202323
SPSM SPDR SER TR23230.87%3.88%6.67%Q1 2018Q3 202323
SPLG SPDR SER TR23230.14%1.10%2.14%Q1 2018Q3 202323
SPDW SPDR INDEX SHS FDS23230.02%0.35%1.44%Q1 2018Q3 202323
TGT TARGET CORP23230.01%0.34%0.50%Q1 2018Q3 202323
AIZ ASSURANT INC23230.05%0.12%0.30%Q1 2018Q3 202323
RSP INVESCO EXCHANGE TRADE...22220.03%2.61%8.37%Q2 2018Q3 202322
CSCO CISCO SYS INC1390.13%0.27%0.45%Q1 2017Q3 202322
DTN WISDOMTREE TRUST22220.03%0.24%0.75%Q2 2013Q3 201822
SPEM SPDR INDEX SHS FDS22220.01%0.15%0.69%Q1 2018Q2 202322
GOOGL ALPHABET INC1930.03%0.09%0.30%Q4 2017Q3 202322
MMM 3M CO1110.02%0.08%0.22%Q1 2015Q4 202122
FB META PLATFORMS INC1910.01%0.05%0.08%Q4 2017Q3 202322
VPU VANGUARD WORLD FDS21210.02%0.14%0.23%Q1 2018Q1 202321
SYK STRYKER CORPORATION1920.02%0.03%0.04%Q2 2018Q3 202321
RSP RYDEX ETF TRUST20207.67%8.26%9.15%Q2 2013Q1 201820
HDV ISHARES TR20200.08%0.30%0.97%Q2 2013Q1 201820
KSS KOHLS CORP20200.06%0.22%0.49%Q4 2018Q3 202320
IWO ISHARES TR20200.04%0.17%0.42%Q2 2013Q1 201820
QUAD QUAD / GRAPHICS INC20200.00%0.01%0.03%Q4 2018Q3 202320
VEA VANGUARD TAX-MANAGED I...1210.02%1.38%3.71%Q2 2016Q2 202219
SPLV POWERSHARES ETF TR II19190.04%0.26%1.34%Q2 2013Q4 201719
GLW CORNING INC19190.07%0.21%0.30%Q4 2014Q2 201919
COP CONOCOPHILLIPS940.02%0.21%0.48%Q3 2013Q3 202319
VWO VANGUARD INTL EQUITY I...1330.03%0.19%0.44%Q2 2013Q3 202319
VNQI VANGUARD INTL EQUITY I...19190.06%0.13%0.22%Q1 2018Q3 202219
WBT WELBILT INC1270.01%0.04%0.08%Q1 2017Q2 202219
STX SEAGATE TECHNOLOGY PLC1260.07%0.34%0.57%Q3 2014Q1 202018
LYB LYONDELLBASELL INDUSTR...18180.10%0.20%0.26%Q1 2015Q2 201918
IYW ISHARES TR18180.05%0.07%0.15%Q2 2013Q3 201718
WB WEIBO CORP18180.02%0.05%0.14%Q2 2017Q3 202118
LLY LILLY ELI & CO1710.03%0.05%0.07%Q1 2019Q3 202318
GS GOLDMAN SACHS GROUP INC17170.26%0.37%0.45%Q3 2019Q3 202317
BMY BRISTOL-MYERS SQUIBB CO17170.18%0.36%0.44%Q3 2019Q3 202317
DIA SPDR DOW JONES INDL AV...17170.04%0.20%0.83%Q2 2013Q2 201717
F FORD MTR CO DEL17170.02%0.11%0.32%Q3 2019Q3 202317
IYH ISHARES TR1430.04%0.10%0.24%Q2 2013Q3 201717
QQQ INVESCO QQQ TR1610.03%0.06%0.09%Q2 2018Q3 202317
BMO BANK MONTREAL QUE1160.01%0.03%0.06%Q4 2018Q2 202317
BRP INC1310.02%0.03%0.04%Q3 2018Q3 202317
COF CAPITAL ONE FINL CORP16160.09%0.26%0.40%Q1 2015Q4 201816
AOS SMITH A O CORP1240.04%0.22%0.58%Q3 2017Q3 202316
LVS LAS VEGAS SANDS CORP16160.09%0.18%0.26%Q3 2017Q2 202116
SSP SCRIPPS E W CO OHIO16160.03%0.14%0.32%Q2 2015Q1 201916
GOOG ALPHABET INC16160.03%0.05%0.07%Q4 2019Q3 202316
CIK CREDIT SUISSE ASSET MG...16160.01%0.04%0.07%Q2 2013Q1 201716
SCHG SCHWAB STRATEGIC TR16160.01%0.03%0.07%Q4 2019Q3 202316
FEX FIRST TR LRGE CP CORE ...1420.02%0.02%0.03%Q3 2019Q3 202316
SH PROSHARES TR1210.01%1.68%8.82%Q3 2017Q4 202115
COST COSTCO WHSL CORP NEW15150.03%0.41%1.06%Q1 2020Q3 202315
AMAT APPLIED MATLS INC1410.03%0.40%0.62%Q4 2019Q3 202315
NTAP NETAPP INC1110.01%0.18%0.35%Q4 2016Q1 202315
TSLA TESLA INC15150.03%0.07%0.11%Q1 2020Q3 202315
BNDX VANGUARD CHARLOTTE FDS14144.41%11.92%14.40%Q3 2013Q4 201614
XLE SELECT SECTOR SPDR TR1040.02%1.98%5.03%Q2 2013Q3 202314
MUB ISHARES TR710.03%0.54%1.17%Q2 2013Q3 202314
PFF ISHARES TR1220.08%0.37%0.71%Q2 2013Q3 202314
JCI JOHNSON CTLS INC14140.22%0.36%0.53%Q2 2013Q3 201614
MS MORGAN STANLEY1110.03%0.28%1.00%Q3 2017Q3 202314
DOV DOVER CORP14140.20%0.24%0.29%Q2 2020Q3 202314
GILD GILEAD SCIENCES INC860.07%0.16%0.26%Q3 2015Q4 201914
EFA ISHARES TR1310.06%0.09%0.14%Q2 2013Q3 201714
JCI JOHNSON CTLS INTL PLC1040.01%0.06%0.20%Q4 2016Q2 202314
VOO VANGUARD INDEX FDS14140.03%0.03%0.04%Q2 2020Q3 202314
VV VANGUARD INDEX FDS14140.02%0.03%0.04%Q2 2020Q3 202314
LOW LOWES COS INC1310.02%0.02%0.03%Q3 2018Q3 202314
DHY CREDIT SUISSE HIGH YLD...14140.01%0.02%0.03%Q2 2013Q3 201614
ESNC ENSYNC INC14140.00%0.00%0.01%Q3 2015Q4 201814
ADBE ADOBE SYSTEMS INCORPOR...13130.03%0.52%1.11%Q3 2020Q3 202313
CRM SALESFORCE INC13130.04%0.47%0.79%Q3 2020Q3 202313
ALL ALLSTATE CORP1210.03%0.46%1.03%Q2 2020Q3 202313
GLD SPDR GOLD TRUST1120.02%0.42%0.91%Q2 2013Q2 202313
SCHW SCHWAB CHARLES CORP13130.02%0.35%0.55%Q3 2020Q3 202313
GM GENERAL MTRS CO13130.15%0.26%0.46%Q1 2017Q1 202013
SCHM SCHWAB STRATEGIC TR13130.13%0.17%0.25%Q2 2013Q2 201613
ENPH ENPHASE ENERGY INC13130.03%0.11%0.27%Q3 2020Q3 202313
SHY ISHARES TR1010.02%0.06%0.12%Q2 2013Q4 202213
UPS UNITED PARCEL SERVICE INC1010.03%0.06%0.10%Q1 2019Q3 202313
RRTS ROADRUNNER TRNSN SVCS ...13130.00%0.03%0.06%Q1 2016Q1 201913
SMH VANECK VECTORS ETF TRUST540.01%0.02%0.04%Q1 2019Q3 202313
ECL ECOLAB INC13130.01%0.02%0.05%Q3 2020Q3 202313
CL COLGATE PALMOLIVE CO13130.01%0.02%0.03%Q3 2020Q3 202313
DHI D R HORTON INC12120.40%0.71%1.00%Q4 2020Q3 202312
UNP UNION PAC CORP12120.20%0.54%0.79%Q4 2020Q3 202312
NVDA NVIDIA CORPORATION12120.25%0.47%0.85%Q4 2020Q3 202312
TMO THERMO FISHER SCIENTIF...12120.20%0.46%0.65%Q4 2020Q3 202312
CTAS CINTAS CORP12120.26%0.38%0.67%Q4 2020Q3 202312
ORLY OREILLY AUTOMOTIVE INC12120.24%0.36%0.53%Q4 2020Q3 202312
C CITIGROUP INC12120.20%0.25%0.29%Q2 2017Q1 202012
SBUX STARBUCKS CORP12120.02%0.21%0.54%Q4 2020Q3 202312
MMC MARSH & MCLENNAN COS INC12120.06%0.21%0.61%Q4 2020Q3 202312
GNRC GENERAC HLDGS INC12120.03%0.17%0.29%Q4 2020Q3 202312
SFM SPROUTS FMRS MKT INC12120.05%0.16%0.42%Q4 2020Q3 202312
PCY INVESCO EXCH TRADED FD...12120.04%0.16%0.33%Q4 2020Q3 202312
IP INTL PAPER CO12120.10%0.16%0.22%Q1 2015Q4 201712
LMT LOCKHEED MARTIN CORP1020.01%0.16%0.25%Q1 2015Q1 202312
ABC CENCORA INC12120.02%0.15%0.34%Q4 2020Q3 202312
DFS DISCOVER FINL SVCS1020.01%0.15%0.22%Q1 2015Q3 202212
ZM ZOOM VIDEO COMMUNICATI...12120.02%0.14%0.45%Q4 2020Q3 202312
BCPC BALCHEM CORP12120.05%0.12%0.21%Q4 2020Q3 202312
MU MICRON TECHNOLOGY INC12120.04%0.10%0.19%Q4 2020Q3 202312
QQQ POWERSHARES QQQ TRUST660.06%0.08%0.12%Q3 2014Q1 201812
NVS NOVARTIS AG12120.01%0.07%0.19%Q4 2020Q3 202312
MPC MARATHON PETE CORP930.01%0.07%0.22%Q4 2018Q3 202312
NOC NORTHROP GRUMMAN CORP12120.04%0.07%0.08%Q4 2020Q3 202312
MDLZ MONDELEZ INTL INC12120.02%0.06%0.08%Q4 2020Q3 202312
ACG ALLIANCEBERNSTEIN INCO...12120.04%0.06%0.08%Q2 2013Q1 201612
SSD SIMPSON MFG INC12120.01%0.04%0.08%Q4 2020Q3 202312
BX BLACKSTONE INC12120.02%0.03%0.04%Q4 2020Q3 202312
SCHV SCHWAB STRATEGIC TR12120.02%0.02%0.03%Q4 2020Q3 202312
DUK DUKE ENERGY CORP NEW1110.01%0.02%0.04%Q4 2017Q3 202312
ILCG ISHARES TR840.01%0.02%0.03%Q3 2020Q3 202312
UMC UNITED MICROELECTRONIC...12120.01%0.01%0.02%Q4 2020Q3 202312
MXWL MAXWELL TECHNOLOGIES INC12120.00%0.01%0.01%Q2 2016Q1 201912
GDX VANECK VECTORS ETF TR11110.02%2.98%4.42%Q1 2021Q3 202311
IYF ISHARES TR11110.08%2.83%5.65%Q2 2013Q4 201511
FCX FREEPORT-MCMORAN INC11110.38%0.67%1.08%Q1 2021Q3 202311
RF REGIONS FINL CORP NEW11110.20%0.26%0.34%Q1 2018Q3 202011
HASI HANNON ARMSTRONG SUST ...11110.01%0.14%0.23%Q4 2020Q2 202311
JRO NUVEEN FLTNG RTE INCM ...11110.04%0.06%0.08%Q4 2013Q2 201611
KHC KRAFT HEINZ CO810.01%0.04%0.18%Q3 2020Q3 202311
IEFA ISHARES TR1010.01%0.04%0.06%Q2 2020Q2 202311
CLNC COLONY CR REAL ESTATE INC11110.01%0.04%0.08%Q3 2018Q1 202111
AVGO BROADCOM INC920.01%0.04%0.16%Q4 2020Q3 202311
ATR APTARGROUP INC11110.02%0.03%0.04%Q2 2019Q4 202111
AXP AMERICAN EXPRESS CO11110.01%0.02%0.05%Q1 2021Q3 202311
NXP NUVEEN SELECT TAX-FREE...650.01%0.02%0.03%Q4 2020Q3 202311
PSX PHILLIPS 6610100.14%0.44%0.68%Q2 2021Q3 202310
CCK CROWN HLDGS INC10100.28%0.35%0.53%Q4 2020Q1 202310
AGG ISHARES TR610.08%0.29%1.25%Q2 2013Q3 202310
LEN LENNAR CORP10100.02%0.25%0.40%Q1 2020Q2 202210
JMST J P MORGAN EXCHANGE-TR...10100.01%0.21%0.48%Q1 2020Q2 202210
CAH CARDINAL HEALTH INC10100.08%0.17%0.22%Q4 2014Q1 201710
FLOT ISHARES TR910.02%0.09%0.51%Q4 2018Q2 202210
AEG AEGON N V10100.07%0.08%0.12%Q2 2013Q3 201510
NFLX NETFLIX INC640.01%0.03%0.14%Q4 2020Q3 202310
ROK ROCKWELL AUTOMATION INC810.02%0.03%0.06%Q4 2020Q3 202310
EXAS EXACT SCIENCES CORP810.01%0.03%0.04%Q3 2018Q2 202310
CAT CATERPILLAR INC DEL910.02%0.02%0.03%Q4 2019Q4 202210
KLAC KLA CORPORATION820.02%0.02%0.03%Q4 2019Q3 202310
IVW ISHARES TR730.01%0.02%0.02%Q4 2020Q3 202310
MA MASTERCARD INCORPORATED820.01%0.02%0.02%Q1 2021Q3 202310
KIQ KELSO TECHNOLOGIES INC10100.00%0.01%0.03%Q4 2014Q1 201710
HYG ISHARES TR510.03%0.39%1.18%Q2 2013Q2 20239
WEC WISCONSIN ENERGY CORP990.29%0.34%0.47%Q2 2013Q2 20159
TTE TOTAL S A720.18%0.22%0.25%Q4 2017Q3 20239
KEY KEYCORP990.16%0.21%0.36%Q1 2021Q1 20239
GOLD BARRICK GOLD CORP990.16%0.21%0.28%Q1 2021Q1 20239
JBSS SANFILIPPO JOHN B & SO...990.10%0.16%0.24%Q4 2020Q4 20229
MCO MOODYS CORP990.11%0.16%0.18%Q1 2015Q1 20179
BFC BANK FIRST CORPORATION990.08%0.11%0.14%Q3 2019Q3 20219
HSBCPRA HSBC HLDGS PLC990.07%0.09%0.14%Q2 2013Q2 20159
NIO NIO INC510.01%0.08%0.29%Q4 2020Q3 20239
HPS HANCOCK JOHN PFD INCOM...990.03%0.06%0.09%Q4 2016Q4 20189
HPI HANCOCK JOHN PFD INCOM...990.03%0.06%0.08%Q4 2016Q4 20189
HOG HARLEY DAVIDSON INC410.01%0.04%0.08%Q3 2014Q2 20239
EXPD EXPEDITORS INTL WASH INC990.02%0.03%0.04%Q3 2021Q3 20239
PNR PENTAIR PLC810.01%0.02%0.07%Q2 2014Q3 20239
HWKN HAWKINS INC810.02%0.02%0.04%Q1 2021Q3 20239
GENERAL ELECTRIC CO990.01%0.02%0.03%Q3 2021Q3 20239
CDNS CADENCE DESIGN SYSTEM INC990.01%0.02%0.02%Q3 2021Q3 20239
PANL PANGAEA LOGISTICS SOLU...990.01%0.01%0.02%Q3 2021Q3 20239
AVUV AMERICAN CENTY ETF TR883.28%4.75%5.81%Q4 2021Q3 20238
SPMD SPDR SERIES TRUST880.21%0.75%1.14%Q1 2018Q4 20198
LIN LINDE PLC880.26%0.50%0.69%Q1 2021Q4 20228
LQD ISHARES TR420.05%0.36%1.73%Q2 2013Q4 20188
BHP BHP GROUP LTD880.22%0.25%0.28%Q1 2018Q4 20198
VIAC VIACOMCBS INC880.13%0.17%0.22%Q3 2020Q2 20228
UFPT UFP TECHNOLOGIES INC880.02%0.16%0.31%Q4 2021Q3 20238
MDT MEDTRONIC PLC710.02%0.15%0.19%Q2 2015Q1 20228
DOC PHYSICIANS RLTY TR880.10%0.13%0.16%Q4 2021Q3 20238
FDX FEDEX CORP880.02%0.11%0.24%Q4 2020Q3 20228
SCHF SCHWAB STRATEGIC TR880.04%0.08%0.10%Q4 2020Q3 20228
CVS CVS HEALTH CORP530.04%0.06%0.08%Q1 2016Q4 20228
SCHE SCHWAB STRATEGIC TR880.03%0.06%0.09%Q4 2020Q3 20228
SUB ISHARES TR530.02%0.06%0.16%Q4 2020Q1 20238
EOG EOG RES INC880.03%0.05%0.10%Q4 2021Q3 20238
NLY ANNALY CAP MGMT INC510.01%0.04%0.06%Q4 2014Q4 20218
ACLS AXCELIS TECHNOLOGIES INC880.02%0.03%0.05%Q4 2021Q3 20238
RTX RTX CORPORATION880.02%0.03%0.04%Q4 2021Q3 20238
KFRC KFORCE INC880.02%0.02%0.04%Q4 2021Q3 20238
KE KIMBALL ELECTRONICS INC880.02%0.02%0.02%Q4 2021Q3 20238
DHR DANAHER CORPORATION880.01%0.02%0.02%Q2 2021Q1 20238
NUV NUVEEN MUN VALUE FD INC880.02%0.02%0.02%Q2 2017Q1 20198
PSTL POSTAL REALTY TRUST INC880.01%0.01%0.02%Q4 2021Q3 20238
TRXC TRANSENTERIX INC880.00%0.01%0.03%Q4 2017Q3 20198
BRMK BROADMARK RLTY CAP INC880.00%0.01%0.01%Q2 2021Q1 20238
XLI SELECT SECTOR SPDR TR430.02%2.62%5.41%Q1 2014Q1 20237
IYR ISHARES TR770.39%0.47%0.68%Q2 2013Q4 20147
TSM TAIWAN SEMICONDUCTOR M...770.05%0.30%0.52%Q2 2020Q4 20217
RTN RAYTHEON CO770.14%0.18%0.21%Q2 2016Q4 20177
VOD VODAFONE GROUP PLC NEW770.14%0.17%0.20%Q2 2017Q4 20187
DPS DR PEPPER SNAPPLE GROU...770.09%0.16%0.20%Q1 2015Q3 20167
3106PS DELPHI AUTOMOTIVE PLC770.09%0.16%0.20%Q1 2015Q3 20167
BLK BLACKROCK INC770.09%0.14%0.17%Q1 2015Q3 20167
MRVL MARVELL TECHNOLOGY INC510.01%0.14%0.34%Q2 2021Q2 20237
MELI MERCADOLIBRE INC770.08%0.10%0.16%Q4 2020Q2 20227
VTEB VANGUARD MUN BD FDS770.05%0.08%0.12%Q1 2022Q3 20237
WIP SPDR SER TR770.03%0.07%0.11%Q4 2020Q2 20227
MRO MARATHON OIL CORP770.02%0.02%0.03%Q1 2022Q3 20237
MCRI MONARCH CASINO & RESOR...770.01%0.02%0.04%Q1 2022Q3 20237
VPG VISHAY PRECISION GROUP...770.02%0.02%0.02%Q1 2022Q3 20237
ELMD ELECTROMED INC770.01%0.02%0.02%Q4 2021Q2 20237
PLTR PALANTIR TECHNOLOGIES INC770.01%0.01%0.02%Q1 2022Q3 20237
COWZ PACER FDS TR665.07%6.04%6.83%Q2 2022Q3 20236
AVEM AMERICAN CENTY ETF TR662.61%3.71%5.83%Q2 2022Q3 20236
KRE SPDR SERIES TRUST660.44%0.64%0.94%Q2 2013Q3 20146
ILMN ILLUMINA INC660.30%0.31%0.33%Q4 2020Q1 20226
APAM ARTISAN PARTNERS ASSET...660.07%0.24%0.38%Q3 2021Q4 20226
BLMN BLOOMIN BRANDS INC660.11%0.21%0.43%Q2 2022Q3 20236
KR KROGER CO660.14%0.17%0.21%Q3 2015Q4 20166
BX BLACKSTONE GROUP L P660.07%0.14%0.18%Q4 2014Q1 20166
STT STATE STR CORP660.09%0.13%0.15%Q1 2015Q2 20166
EPD ENTERPRISE PRODS PARTN...510.02%0.12%0.16%Q1 2015Q3 20206
DOCU DOCUSIGN INC510.02%0.09%0.14%Q4 2020Q2 20226
IWS ISHARES TR660.07%0.07%0.08%Q4 2013Q1 20156
HUM HUMANA INC660.06%0.07%0.08%Q1 2015Q2 20166
MGEE MGE ENERGY INC660.04%0.05%0.06%Q2 2016Q3 20176
FMBI FIRST MIDWEST BANCORP DEL660.04%0.05%0.06%Q2 2020Q3 20216
LW LAMB WESTON HLDGS INC660.04%0.05%0.05%Q4 2018Q1 20206
HYMB SPDR SER TR510.01%0.04%0.08%Q1 2022Q3 20236
LMAT LEMAITRE VASCULAR INC660.02%0.03%0.04%Q2 2022Q3 20236
CTS CTS CORP330.02%0.02%0.04%Q1 2022Q3 20236
UTL UNITIL CORP660.01%0.02%0.03%Q2 2022Q3 20236
UTMD UTAH MED PRODS INC660.01%0.02%0.03%Q1 2022Q2 20236
NKE NIKE INC310.01%0.02%0.02%Q4 2020Q4 20226
WEYS WEYCO GROUP INC330.01%0.02%0.02%Q4 2021Q3 20236
IRT INDEPENDENCE RLTY TR INC660.01%0.02%0.03%Q4 2021Q1 20236
TM TOYOTA MOTOR CORP420.01%0.02%0.02%Q4 2021Q3 20236
ITW ILLINOIS TOOL WKS INC420.01%0.02%0.02%Q4 2021Q3 20236
WARNER BROS DISCOVERY INC660.01%0.01%0.01%Q2 2022Q3 20236
GOED POLISHED COM INC420.00%0.00%0.00%Q3 2021Q1 20236
TLH ISHARES TR550.40%4.43%5.71%Q3 2022Q3 20235
BOND PIMCO ETF TR550.78%3.88%6.90%Q2 2013Q2 20145
XLP SELECT SECTOR SPDR TR310.02%0.36%1.03%Q2 2013Q2 20225
AMT AMERICAN TOWER CORP NEW550.04%0.25%0.40%Q1 2020Q1 20215
BND VANGUARD BD INDEX FDS210.02%0.21%0.74%Q2 2013Q4 20215
WELL WELLTOWER INC550.06%0.20%0.28%Q1 2017Q1 20185
DVN DEVON ENERGY CORP NEW550.07%0.10%0.14%Q3 2022Q3 20235
PRU PRUDENTIAL FINL INC210.02%0.09%0.21%Q1 2017Q3 20235
XLU SELECT SECTOR SPDR TR310.01%0.08%0.32%Q2 2013Q2 20235
NOBL PROSHARES TR550.02%0.06%0.07%Q3 2022Q3 20235
DGRO ISHARES TR410.02%0.04%0.05%Q1 2022Q3 20235
DISCA DISCOVERY INC550.02%0.04%0.11%Q1 2021Q1 20225
ET ENERGY TRANSFER LP550.02%0.03%0.05%Q3 2019Q3 20205
VBR VANGUARD INDEX FDS550.02%0.02%0.04%Q2 2022Q2 20235
SCZ ISHARES TR550.01%0.02%0.03%Q2 2022Q2 20235
EGY VAALCO ENERGY INC410.00%0.02%0.04%Q4 2021Q3 20235
MSI MOTOROLA SOLUTIONS INC410.02%0.02%0.02%Q3 2021Q3 20235
SCHA SCHWAB STRATEGIC TR410.02%0.02%0.03%Q1 2021Q3 20225
SLYG SPDR SER TR550.02%0.02%0.02%Q1 2021Q1 20225
WM WASTE MGMT INC DEL410.02%0.02%0.02%Q3 2021Q3 20235
HURC HURCO CO550.01%0.02%0.02%Q3 2022Q3 20235
WPC WP CAREY INC320.01%0.01%0.02%Q4 2021Q1 20235
PESI PERMA-FIX ENVIRONMENTA...550.01%0.01%0.01%Q3 2021Q3 20225
CPUHU COMPUTE HEALTH ACQUISI...410.01%0.01%0.01%Q2 2021Q4 20225
FNV FRANCO NEV CORP440.30%0.58%0.82%Q4 2022Q3 20234
WST WEST PHARMACEUTICAL SV...440.12%0.36%0.58%Q4 2022Q3 20234
SYY SYSCO CORP440.16%0.22%0.29%Q2 2016Q1 20174
IR INGERSOLL-RAND PLC440.19%0.21%0.22%Q1 2017Q4 20174
FIRSTCASH HOLDINGS INC440.14%0.21%0.34%Q4 2022Q3 20234
TRV TRAVELERS COMPANIES INC440.13%0.14%0.16%Q2 2016Q1 20174
SYMC SYMANTEC CORP440.07%0.12%0.16%Q1 2015Q4 20154
GOOGL GOOGLE INC440.10%0.10%0.12%Q2 2013Q1 20144
WAG WALGREEN CO440.08%0.09%0.10%Q4 2013Q3 20144
SPXS DIREXION SHS ETF TR210.01%0.09%0.18%Q2 2017Q3 20204
ITB ISHARES TR440.04%0.06%0.08%Q1 2020Q4 20204
CF CF INDS HLDGS INC440.04%0.04%0.05%Q4 2022Q3 20234
DD DUPONT DE NEMOURS INC440.02%0.03%0.04%Q1 2021Q4 20214
SCHD SCHWAB STRATEGIC TR310.02%0.03%0.03%Q2 2022Q3 20234
LNN LINDSAY CORP310.02%0.03%0.04%Q1 2022Q3 20234
PYPL PAYPAL HLDGS INC310.02%0.03%0.04%Q2 2020Q3 20214
DCO DUCOMMUN INC DEL440.02%0.03%0.03%Q4 2022Q3 20234
FNDC SCHWAB STRATEGIC TR440.02%0.02%0.03%Q4 2022Q3 20234
NATH NATHANS FAMOUS INC NEW440.02%0.02%0.03%Q4 2022Q3 20234
PLOW DOUGLAS DYNAMICS INC440.02%0.02%0.03%Q4 2022Q3 20234
RICK RCI HOSPITALITY HLDGS INC220.02%0.02%0.03%Q3 2022Q3 20234
VTV VANGUARD INDEX FDS220.02%0.02%0.02%Q1 2021Q1 20224
AMD ADVANCED MICRO DEVICES...310.01%0.02%0.02%Q4 2021Q3 20234
ZIM ZIM INTEGRATED SHIPPIN...440.01%0.02%0.02%Q4 2022Q3 20234
PRTK PARATEK PHARMACEUTICAL...440.01%0.02%0.02%Q2 2018Q1 20194
CLNY COLONY CAP INC NEW440.01%0.01%0.02%Q2 2018Q1 20194
MCHP MICROCHIP TECHNOLOGY INC.440.01%0.01%0.01%Q4 2022Q3 20234
NOK NOKIA CORP440.01%0.01%0.01%Q1 2021Q4 20214
SWSH SWISHER HYGIENE INC440.00%0.01%0.01%Q2 2013Q1 20144
ULBI ULTRALIFE CORP440.01%0.01%0.01%Q4 2021Q3 20224
GLDG GOLDMINING INC440.00%0.00%0.00%Q4 2022Q3 20234
IYG ISHARES TR337.74%8.34%9.39%Q2 2021Q4 20213
DEM WISDOMTREE TRUST334.07%4.37%4.57%Q2 2013Q4 20133
AVDV AMERICAN CENTY ETF TR330.25%1.49%2.84%Q1 2023Q3 20233
PGX POWERSHARES GLOBAL ETF...330.09%1.05%1.91%Q2 2013Q4 20133
LINDE PLC330.76%0.83%0.88%Q1 2023Q3 20233
FGRO FIDELITY COVINGTON TRUST330.01%0.37%0.56%Q2 2022Q4 20223
UWM PROSHARES TR210.16%0.22%0.27%Q2 2013Q1 20143
SSO PROSHARES TR210.16%0.21%0.26%Q2 2013Q1 20143
PSA PUBLIC STORAGE330.15%0.19%0.25%Q1 2023Q3 20233
RSG REPUBLIC SVCS INC330.16%0.17%0.18%Q1 2017Q3 20173
FL FOOT LOCKER INC330.16%0.17%0.20%Q3 2015Q1 20163
IYE ISHARES TR330.10%0.14%0.18%Q2 2013Q4 20133
LAZ LAZARD LTD330.13%0.13%0.14%Q3 2015Q1 20163
JBLU JETBLUE AWYS CORP330.09%0.12%0.16%Q4 2021Q2 20223
IEO ISHARES TR330.10%0.12%0.13%Q2 2013Q4 20133
SE SPECTRA ENERGY CORP330.09%0.12%0.13%Q1 2015Q3 20153
REGI RENEWABLE ENERGY GROUP...330.10%0.11%0.12%Q4 2020Q2 20213
KMI KINDER MORGAN INC DEL330.09%0.09%0.10%Q4 2014Q2 20153
4945SC KINDER MORGAN ENERGY P...330.08%0.09%0.10%Q1 2014Q3 20143
IGSB ISHARES TR210.03%0.08%0.11%Q1 2020Q2 20223
NVAX NOVAVAX INC330.03%0.07%0.12%Q1 2015Q3 20153
SPNS SAPIENS INTL CORP N V330.02%0.03%0.04%Q1 2023Q3 20233
RNR RENAISSANCERE HLDGS LTD330.02%0.03%0.03%Q2 2021Q4 20213
MTW MANITOWOC INC330.02%0.02%0.03%Q1 2017Q3 20173
SCHZ SCHWAB STRATEGIC TR210.02%0.02%0.04%Q4 2022Q3 20233
WINA WINMARK CORP330.01%0.02%0.02%Q1 2023Q3 20233
MHO M/I HOMES INC330.01%0.02%0.02%Q1 2023Q3 20233
TJX TJX COS INC NEW110.01%0.02%0.02%Q4 2020Q4 20223
SO SOUTHERN CO210.01%0.02%0.02%Q2 2022Q2 20233
NVT NVENT ELECTRIC PLC210.01%0.01%0.02%Q1 2022Q3 20233
STLD STEEL DYNAMICS INC330.01%0.01%0.01%Q1 2023Q3 20233
PBR PETROLEO BRASILEIRO SA...330.01%0.01%0.01%Q4 2022Q2 20233
VOXX VOXX INTL CORP330.01%0.01%0.01%Q2 2022Q4 20223
MESA MESA AIR GROUP INC330.00%0.01%0.01%Q1 2022Q3 20223
WPRT WESTPORT FUEL SYSTEMS INC210.00%0.00%0.01%Q2 2016Q1 20173
MCZAF MAD CATZ INTERACTIVE INC330.00%0.00%0.00%Q2 2016Q4 20163
VIGI VANGUARD WHITEHALL FDS222.00%2.12%2.24%Q2 2023Q3 20232
FTNT FORTINET INC220.31%0.51%0.72%Q2 2023Q3 20232
MEDP MEDPACE HLDGS INC220.36%0.43%0.49%Q2 2023Q3 20232
JRN JOURNAL COMMUNICATIONS...220.30%0.35%0.40%Q4 2014Q1 20152
IAU ISHARES GOLD TRUST220.29%0.35%0.41%Q2 2013Q3 20132
SWN SOUTHWESTERN ENERGY CO220.21%0.26%0.32%Q2 2023Q3 20232
IYZ ISHARES TR220.22%0.25%0.29%Q2 2013Q3 20132
PHM PULTE GROUP INC220.20%0.23%0.27%Q3 2020Q4 20202
GDX MARKET VECTORS ETF TR220.16%0.17%0.19%Q2 2013Q3 20132
WWE WORLD WRESTLING ENTMT INC220.12%0.16%0.21%Q1 2023Q2 20232
AEM AGNICO EAGLE MINES LTD220.15%0.16%0.16%Q2 2023Q3 20232
WMB WILLIAMS COS INC220.14%0.15%0.17%Q2 2023Q3 20232
SCHH SCHWAB STRATEGIC TR220.10%0.11%0.13%Q2 2013Q3 20132
OXY OCCIDENTAL PETE CORP DEL220.09%0.11%0.13%Q1 2015Q2 20152
M MACYS INC220.08%0.10%0.13%Q1 2015Q2 20152
CBS CBS CORP NEW220.08%0.10%0.11%Q1 2015Q2 20152
PNR PENTAIR LTD220.09%0.09%0.09%Q4 2013Q1 20142
TIP ISHARES TR220.06%0.06%0.06%Q1 2016Q2 20162
BXLT BAXALTA INC220.06%0.06%0.06%Q4 2015Q1 20162
VXX BARCLAYS BK PLC110.04%0.05%0.05%Q4 2017Q3 20182
SPDN DIREXION SHS ETF TR220.03%0.04%0.06%Q3 2020Q4 20202
RGEN REPLIGEN CORP110.02%0.04%0.07%Q4 2020Q2 20212
SRC SPIRIT RLTY CAP INC NEW220.04%0.04%0.04%Q3 2014Q4 20142
ITOT ISHARES TR220.03%0.03%0.04%Q2 2023Q3 20232
VTL VITAL THERAPIES INC220.03%0.03%0.04%Q1 2018Q2 20182
NSSC NAPCO SEC TECHNOLOGIES...220.02%0.03%0.04%Q2 2023Q3 20232
XLB SELECT SECTOR SPDR TR220.02%0.03%0.04%Q3 2022Q4 20222
PFN PIMCO INCOME STRATEGY ...220.02%0.03%0.03%Q1 2016Q2 20162
JOE ST JOE CO220.02%0.02%0.03%Q2 2023Q3 20232
NTGR NETGEAR INC220.02%0.02%0.02%Q4 2020Q1 20212
RELL RICHARDSON ELECTRS LTD220.02%0.02%0.03%Q2 2023Q3 20232
VET VERMILION ENERGY INC220.02%0.02%0.02%Q2 2023Q3 20232
DOW DOW INC220.02%0.02%0.02%Q2 2021Q3 20212
DLA DELTA APPAREL INC220.02%0.02%0.02%Q1 2022Q2 20222
AFL AFLAC INC220.02%0.02%0.02%Q2 2023Q3 20232
LEG LEGGETT & PLATT INC220.02%0.02%0.02%Q2 2021Q3 20212
HCC WARRIOR MET COAL INC220.02%0.02%0.02%Q2 2023Q3 20232
USMV ISHARES TR110.02%0.02%0.02%Q2 2021Q2 20222
SRE SEMPRA ENERGY220.01%0.02%0.02%Q4 2021Q1 20222
ADTN ADTRAN INC220.02%0.02%0.02%Q1 2022Q2 20222
NSC NORFOLK SOUTHN CORP220.02%0.02%0.02%Q2 2023Q3 20232
USAT USA TECHNOLOGIES INC110.01%0.01%0.02%Q3 2013Q3 20142
CNP CENTERPOINT ENERGY INC220.01%0.01%0.01%Q4 2022Q1 20232
EGAN EGAIN CORP220.01%0.01%0.01%Q4 2022Q1 20232
UP WHEELS UP EXPERIENCE INC220.01%0.01%0.01%Q4 2022Q1 20232
BBDC BARINGS BDC INC220.01%0.01%0.01%Q1 2022Q2 20222
AWRE AWARE INC MASS220.00%0.00%0.00%Q2 2022Q3 20222
WHEELS UP EXPERIENCE INC220.00%0.00%0.00%Q2 2023Q3 20232
TLT ISHARES TR116.62%6.62%6.62%Q3 2023Q3 20231
QUAL ISHARES TR110.72%0.72%0.72%Q3 2023Q3 20231
IPAR INTER PARFUMS INC110.49%0.49%0.49%Q3 2023Q3 20231
IEI ISHARES110.46%0.46%0.46%Q3 2013Q3 20131
INPHI CORP110.28%0.28%0.28%Q3 2021Q3 20211
ROL ROLLINS INC110.27%0.27%0.27%Q3 2023Q3 20231
TKO GROUP HOLDINGS INC110.26%0.26%0.26%Q3 2023Q3 20231
LTHM LIVENT CORP110.23%0.23%0.23%Q3 2023Q3 20231
MRVL MARVELL TECHNOLOGY GRO...110.23%0.23%0.23%Q1 2021Q1 20211
INPHI CORP110.22%0.22%0.22%Q2 2021Q2 20211
MVV PROSHARES TR110.21%0.21%0.21%Q4 2013Q4 20131
NXPI NXP SEMICONDUCTORS N V110.21%0.21%0.21%Q3 2023Q3 20231
EXC EXELON CORP110.18%0.18%0.18%Q2 2013Q2 20131
RCL ROYAL CARIBBEAN GROUP110.16%0.16%0.16%Q1 2022Q1 20221
UST PROSHARES TR110.15%0.15%0.15%Q3 2013Q3 20131
EMB ISHARES TR110.15%0.15%0.15%Q2 2013Q2 20131
IEF ISHARES110.12%0.12%0.12%Q2 2014Q2 20141
MDT MEDTRONIC INC110.10%0.10%0.10%Q1 2015Q1 20151
GG GOLDCORP INC NEW110.08%0.08%0.08%Q1 2015Q1 20151
XPH SPDR SERIES TRUST110.08%0.08%0.08%Q4 2013Q4 20131
MSM MSC INDL DIRECT INC110.08%0.08%0.08%Q1 2015Q1 20151
AQN ALGONQUIN PWR UTILS CORP110.07%0.07%0.07%Q3 2021Q3 20211
BIL SPDR SER TR110.07%0.07%0.07%Q1 2019Q1 20191
INSM INSMED INC110.07%0.07%0.07%Q2 2015Q2 20151
ILTB ISHARES TR110.06%0.06%0.06%Q3 2018Q3 20181
SPTL SPDR SERIES TRUST110.05%0.05%0.05%Q1 2019Q1 20191
SAM BOSTON BEER INC110.05%0.05%0.05%Q4 2020Q4 20201
VGIT VANGUARD SCOTTSDALE FDS110.05%0.05%0.05%Q1 2019Q1 20191
MZOR MAZOR ROBOTICS LTD110.04%0.04%0.04%Q2 2013Q2 20131
BC BRUNSWICK CORP110.04%0.04%0.04%Q4 2017Q4 20171
TILT FLEXSHARES TR110.04%0.04%0.04%Q2 2020Q2 20201
SOXX ISHARES TR110.04%0.04%0.04%Q1 2020Q1 20201
SQM SOCIEDAD QUIMICA Y MIN...110.04%0.04%0.04%Q3 2022Q3 20221
RMRM RMR REAL ESTATE INCOME...110.04%0.04%0.04%Q1 2018Q1 20181
NVG NUVEEN AMT FREE MUN CR...110.04%0.04%0.04%Q4 2016Q4 20161
BMI BADGER METER INC110.04%0.04%0.04%Q4 2020Q4 20201
VXX BARCLAYS BK PLC110.03%0.03%0.03%Q2 2017Q2 20171
SMCI SUPER MICRO COMPUTER INC110.03%0.03%0.03%Q3 2023Q3 20231
HTGC HERCULES CAPITAL INC110.03%0.03%0.03%Q4 2018Q4 20181
ZURN WATER SOLUTIONS CORP110.03%0.03%0.03%Q4 2021Q4 20211
MRGE MERGE HEALTHCARE INC110.03%0.03%0.03%Q3 2015Q3 20151
AMLP ALPS ETF TR110.02%0.02%0.02%Q1 2019Q1 20191
AFIN AMERICAN FIN TR INC110.02%0.02%0.02%Q2 2019Q2 20191
BABA ALIBABA GROUP HLDG LTD110.02%0.02%0.02%Q3 2021Q3 20211
SLV ISHARES SILVER TR110.02%0.02%0.02%Q1 2021Q1 20211
PRPL PURPLE INNOVATION INC110.02%0.02%0.02%Q4 2020Q4 20201
TRNS TRANSCAT INC110.02%0.02%0.02%Q3 2023Q3 20231
VGLT VANGUARD SCOTTSDALE FDS110.02%0.02%0.02%Q3 2023Q3 20231
EW EDWARDS LIFESCIENCES CORP110.02%0.02%0.02%Q3 2023Q3 20231
TNC TENNANT CO110.02%0.02%0.02%Q3 2023Q3 20231
YORW YORK WTR CO110.02%0.02%0.02%Q4 2021Q4 20211
DAVA ENDAVA PLC110.02%0.02%0.02%Q4 2021Q4 20211
SHOP SHOPIFY INC110.02%0.02%0.02%Q4 2021Q4 20211
AON AON PLC110.02%0.02%0.02%Q2 2023Q2 20231
VOE VANGUARD INDEX FDS110.02%0.02%0.02%Q1 2022Q1 20221
FGBI FIRST GTY BANCSHARES INC110.02%0.02%0.02%Q4 2022Q4 20221
JEPI J P MORGAN EXCHANGE TR...110.01%0.01%0.01%Q3 2023Q3 20231
GSK GLAXOSMITHKLINE PLC110.01%0.01%0.01%Q4 2021Q4 20211
MCK MCKESSON CORP110.01%0.01%0.01%Q3 2023Q3 20231
FDN FIRST TR EXCHANGE-TRAD...110.01%0.01%0.01%Q4 2021Q4 20211
YRCW YRC WORLDWIDE INC110.01%0.01%0.01%Q4 2018Q4 20181
OHI OMEGA HEALTHCARE INVS INC110.01%0.01%0.01%Q4 2021Q4 20211
ED CONSOLIDATED EDISON INC110.01%0.01%0.01%Q3 2023Q3 20231
CI CIGNA CORP NEW110.01%0.01%0.01%Q3 2022Q3 20221
CAPITAL GROUP DIVIDEND...110.01%0.01%0.01%Q4 2022Q4 20221
CLNS COLONY NORTHSTAR INC110.01%0.01%0.01%Q1 2018Q1 20181
AMPH AMPHASTAR PHARMACEUTIC...110.01%0.01%0.01%Q3 2023Q3 20231
BRSP BRIGHTSPIRE CAPITAL INC110.01%0.01%0.01%Q2 2021Q2 20211
ONEQ FIDELITY COMWLTH TR110.01%0.01%0.01%Q4 2022Q4 20221
IGAC IG ACQUISITION CORP110.01%0.01%0.01%Q1 2021Q1 20211
ETWO E2OPEN PARENT HOLDINGS...110.01%0.01%0.01%Q3 2022Q3 20221
JCPNQ PENNEY J C INC110.01%0.01%0.01%Q3 2017Q3 20171
OESX ORION ENERGY SYS INC110.01%0.01%0.01%Q2 2021Q2 20211
FUEL ROCKET FUEL INC110.01%0.01%0.01%Q2 2017Q2 20171
AP AMPCO-PITTSBURG CORP110.01%0.01%0.01%Q3 2021Q3 20211
EA SERIES TRUST110.01%0.01%0.01%Q3 2023Q3 20231
SQQQ PROSHARES TR110.01%0.01%0.01%Q4 2021Q4 20211
BCOW 1895 BANCORP OF WIS INC110.00%0.00%0.00%Q1 2022Q1 20221
CLXPF CYBIN INC110.00%0.00%0.00%Q3 2023Q3 20231
VRS VERSO CORP110.00%0.00%0.00%Q1 2022Q1 20221
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD WORLD FDS, and VANGUARD INDEX FDS, are the highest-conviction holdings of Annex Advisory Services, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Annex Advisory Services, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Annex Advisory Services, LLC owns currently or has owned in the past.