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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Annex Advisory Services, LLC

Quarter ended Q4 2023 · Filed November 1, 2023 · Accession 0001085146-23-004009

Total Value
$1.65B
Positions
254
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642878041,268,906$119.7M7.24%
2ISHARES TR4642874321,233,924$109.4M6.62%
3VANGUARD INDEX FDS922908769504,986$107.3M6.49%
4AMERICAN CENTY ETF TR0250726041,825,048$96.3M5.83%
5PACER FDS TR69374H8811,695,919$83.8M5.07%
6AMERICAN CENTY ETF TR0250728771,033,618$80.6M4.87%
7VANGUARD SPECIALIZED FUNDS921908844504,102$78.3M4.74%
8AMERICAN CENTY ETF TR025072802811,911$47.0M2.84%
9VANGUARD WORLD FDS92204A702108,992$45.2M2.74%
10VANGUARD INDEX FDS922908751204,965$38.8M2.34%
11VANGUARD WHITEHALL FDS921946810518,358$37.0M2.24%
12APPLE INCAAPL197,697$33.8M2.05%
13VISA INCV97,169$22.4M1.35%
14ORACLE CORPORCL-PD210,355$22.3M1.35%
15ISHARES TR464288414188,523$19.3M1.17%
16MERCK & CO INCMRK182,639$18.8M1.14%
17ADOBE INCADBE36,007$18.4M1.11%
18MICROSOFT CORPMSFT57,695$18.2M1.10%
19FREEPORT-MCMORAN INCFCX480,162$17.9M1.08%
20UNITEDHEALTH GROUP INCUNH35,183$17.7M1.07%
21COSTCO WHSL CORP NEW22160K10531,048$17.5M1.06%
22AMAZON COM INCAMZN133,170$16.9M1.02%
23CHEVRON CORP NEWCVX99,471$16.8M1.01%
24MORGAN STANLEYMS-PQ203,418$16.6M1.01%
25WEC ENERGY GROUP INCWEC205,489$16.6M1.00%
26SPDR SER TR78464A805306,797$16.1M0.97%
27SPDR SER TR78468R853391,669$14.5M0.87%
28LINDE PLCLIN38,332$14.3M0.86%
29D R HORTON INC23331A109131,898$14.2M0.86%
30NVIDIA CORPORATIONNVDA32,357$14.1M0.85%
31FRANCO NEV CORPFNV100,899$13.5M0.81%
32JPMORGAN CHASE & COVYLD91,474$13.3M0.80%
33ISHARES TR46432F33990,461$11.9M0.72%
34FORTINET INCFTNT201,968$11.9M0.72%
35PHILLIPS 66PSX93,188$11.2M0.68%
36CINTAS CORPCTAS22,990$11.1M0.67%
37UNION PAC CORPUNP53,023$10.8M0.65%
38HONEYWELL INTL INC43851610657,689$10.7M0.64%
39SALESFORCE INCCRM51,829$10.5M0.64%
40APPLIED MATLS INC03822210573,550$10.2M0.62%
41MARSH & MCLENNAN COS INC57174810253,343$10.2M0.61%
42ABBVIE INCABBV67,213$10.0M0.61%
43SELECT SECTOR SPDR TR81369Y20977,347$10.0M0.60%
44SMITH A O CORPAOS145,826$9.6M0.58%
45WEST PHARMACEUTICAL SVSC INC95530610525,380$9.5M0.58%
46HOME DEPOT INCHD29,843$9.0M0.55%
47ABBOTT LABSABLZF90,668$8.8M0.53%
48OREILLY AUTOMOTIVE INC67103H1079,148$8.3M0.50%
49MEDPACE HLDGS INCMEDP33,501$8.1M0.49%
50INTER PARFUMS INCINTR60,242$8.1M0.49%
51CONOCOPHILLIPSCOP66,084$7.9M0.48%
52BLOOMIN BRANDS INCBLMN291,389$7.2M0.43%
53VALERO ENERGY CORPVLO49,835$7.1M0.43%
54QUALCOMM INCQCOM62,349$6.9M0.42%
55SPROUTS FMRS MKT INC85208M102161,755$6.9M0.42%
56GOLDMAN SACHS GROUP INCGSCE20,909$6.8M0.41%
57BRISTOL-MYERS SQUIBB COCELG-RI115,237$6.7M0.40%
58ISHARES TR46428865366,442$6.5M0.40%
59EATON CORP PLCETN27,143$5.8M0.35%
60JOHNSON & JOHNSONJNJ36,089$5.6M0.34%
61FIRSTCASH HOLDINGS INCFCFS55,304$5.6M0.34%
62ISHARES TR46428720012,625$5.4M0.33%
63PROCTER AND GAMBLE CO74271810937,107$5.4M0.33%
64SOUTHWESTERN ENERGY CO845467109822,857$5.3M0.32%
65UFP TECHNOLOGIES INCUFPT30,582$4.9M0.30%
66GENERAC HLDGS INCGNRC44,428$4.8M0.29%
67ROLLINS INCROL119,979$4.5M0.27%
68TKO GROUP HOLDINGS INCTKO50,153$4.2M0.26%
69PUBLIC STORAGEPSA-PS15,562$4.1M0.25%
70CISCO SYS INCCSCO75,766$4.1M0.25%
71ALPHABET INCGOOG31,100$4.1M0.25%
72PHILIP MORRIS INTL INC71817210943,316$4.0M0.24%
73LIVENT CORPLIVG209,038$3.8M0.23%
74ALTRIA GROUP INCMO90,677$3.8M0.23%
75TOTALENERGIES SETTE55,571$3.7M0.22%
76THERMO FISHER SCIENTIFIC INCTMO7,178$3.6M0.22%
77DOVER CORPDOV25,896$3.6M0.22%
78SPDR S&P 500 ETF TRSPY8,108$3.5M0.21%
79NXP SEMICONDUCTORS N VNXPI17,166$3.4M0.21%
80KIMBERLY-CLARK CORPKMB28,144$3.4M0.21%
81WILLIAMS COS INC96945710083,954$2.8M0.17%
82NEXTERA ENERGY INCNEE-PW46,504$2.7M0.16%
83AGNICO EAGLE MINES LTDAEM57,286$2.6M0.16%
84KOHLS CORPKSS124,192$2.6M0.16%
85BROADCOM INCAVGO3,119$2.6M0.16%
86BERKSHIRE HATHAWAY INC DELBRK-A6,803$2.4M0.14%
87ISHARES TR4642876148,452$2.2M0.14%
88SPDR SER TR78464A85444,453$2.2M0.14%
89PHYSICIANS RLTY TR71943U104166,343$2.0M0.12%
90ENPHASE ENERGY INCENPH15,030$1.8M0.11%
91FIDELITY NATL INFORMATION SV31620M10629,962$1.7M0.10%
92EXXON MOBIL CORPXOM13,140$1.5M0.09%
93ISHARES TR46428722615,807$1.5M0.09%
94ISHARES TR46428844858,029$1.5M0.09%
95FISERV INCFISV12,465$1.4M0.09%
96ISHARES TR46428868742,656$1.3M0.08%
97TEXAS INSTRS INC8825081048,000$1.3M0.08%
98VANGUARD INTL EQUITY INDEX F92204277524,328$1.3M0.08%
99DEVON ENERGY CORP NEW25179M10326,307$1.3M0.08%
100ELI LILLY & COLLY2,250$1.2M0.07%
101TESLA INCTSLA4,759$1.2M0.07%
102ASSURANT INCAIZN8,278$1.2M0.07%
103MONDELEZ INTL INC60920710515,611$1.1M0.07%
104SELECT SECTOR SPDR TR81369Y50611,893$1.1M0.07%
105INVESCO QQQ TRIVZ2,905$1.0M0.06%
106PROSHARES TR74348A46711,721$1.0M0.06%
107SELECT SECTOR SPDR TR81369Y8035,878$963,5810.06%
108PEPSICO INCPEP5,219$884,4720.05%
109CF INDS HLDGS INC12526910010,165$871,5470.05%
110ALPHABET INCGOOG6,590$868,8920.05%
111WALMART INCWMT5,284$845,2110.05%
112ROCKWELL AUTOMATION INCROK2,939$840,1720.05%
113ISHARES TR46434V62116,944$839,2420.05%
114MCDONALDS CORPMCD3,095$815,5490.05%
115BALCHEM CORPBCPC6,489$804,9380.05%
116MICRON TECHNOLOGY INCMU11,822$804,3170.05%
117EOG RES INCEOG6,243$791,3630.05%
118AXCELIS TECHNOLOGIES INCACLS4,850$790,7930.05%
119VANGUARD INDEX FDS92290855310,263$776,5210.05%
120UNITED PARCEL SERVICE INCUPS4,980$776,2720.05%
121VANGUARD MUN BD FDS92290774615,844$762,1300.05%
122ISHARES TR4642875985,018$761,9140.05%
123INVESCO EXCH TRADED FD TR IIIVZ40,853$746,3930.05%
124SAPIENS INTL CORP N VG7T16G10325,217$716,9400.04%
125NORTHROP GRUMMAN CORPNOC1,613$710,4020.04%
126NAPCO SEC TECHNOLOGIES INC63040210530,110$669,9510.04%
127LEMAITRE VASCULAR INCLMAT12,089$658,6360.04%
128CTS CORPCTS15,619$651,9760.04%
129LINDSAY CORPLNN5,467$643,3800.04%
130INVESCO EXCHANGE TRADED FD TIVZ4,354$616,9960.04%
131VAALCO ENERGY INCEGY140,053$614,8330.04%
132INTERNATIONAL BUSINESS MACHSINTR4,323$606,5760.04%
133BLACKSTONE INCBX5,622$602,3630.04%
134HAWKINS INCHWKN10,192$599,8030.04%
135US BANCORP DELUSB-PS18,005$595,2680.04%
136VANGUARD INDEX FDS9229087362,168$590,5320.04%
137MONARCH CASINO & RESORT INCMCRI9,409$584,3210.04%
138ISHARES TR4642871506,054$570,2590.03%
139DUCOMMUN INC DELDCO13,099$569,9370.03%
140ST JOE COJOE10,489$569,8730.03%
141SCHWAB STRATEGIC TR80852410211,104$553,5750.03%
142SUPER MICRO COMPUTER INCSMCI2,000$548,4400.03%
143PIMCO ETF TR72201R8335,469$547,6660.03%
144META PLATFORMS INCMETA1,823$547,3250.03%
145VANGUARD INDEX FDS9229083631,390$545,9170.03%
146VANGUARD INTL EQUITY INDEX F92204285813,906$545,2700.03%
147DISNEY WALT CO2546871066,709$543,8220.03%
148SCHWAB STRATEGIC TR8085247977,670$542,7810.03%
149ALLIANT ENERGY CORPLNT11,067$536,2230.03%
150ALLSTATE CORPALL-PJ4,700$523,7360.03%
151NATHANS FAMOUS INC NEWNATH7,231$510,9580.03%
152COCA COLA COKO8,704$487,2850.03%
153FORD MTR CO DEL34537086039,032$484,7880.03%
154EXPEDITORS INTL WASH INC3021301094,000$458,5200.03%
155PFIZER INCPFE13,509$448,0970.03%
156ZOOM VIDEO COMMUNICATIONS INZM6,365$445,1680.03%
157STRYKER CORPORATIONSYK1,589$434,2260.03%
158GENERAL ELECTRIC CO3696043013,766$416,3310.03%
159KIMBALL ELECTRONICS INCKE14,671$401,6920.02%
160VANGUARD INDEX FDS9229086372,023$395,8940.02%
161VERMILION ENERGY INCVET26,325$384,8850.02%
162PENTAIR PLCPNR5,894$381,6630.02%
163RTX CORPORATIONRTX5,302$381,5890.02%
164SELECT SECTOR SPDR TR81369Y4072,364$380,5570.02%
165VANECK ETF TRUST92189F10614,108$379,6550.02%
166VERIZON COMMUNICATIONS INCVZ11,567$374,9070.02%
167PRUDENTIAL FINL INCPUKPF3,903$370,3880.02%
168SCHWAB CHARLES CORPSCHW-PJ6,710$368,3790.02%
169WINMARK CORPWINA980$365,7940.02%
170KFORCE INCKFRC5,984$357,0560.02%
171SCHWAB STRATEGIC TR80852474810,957$352,1580.02%
172KLA CORPKLAC760$348,5820.02%
173HURCO COHURC15,507$347,8410.02%
174CENCORA INCCOR1,909$343,7000.02%
175WARRIOR MET COAL INCHCC6,631$338,7180.02%
176BRP INCDOO4,450$337,5770.02%
177AFLAC INCAFL4,315$331,2490.02%
178LAM RESEARCH CORPLRCX515$322,7940.02%
179VANECK ETF TRUST92189F6762,208$320,1160.02%
180TRANSCAT INCTRNS3,259$319,2840.02%
181WEYCO GROUP INCWEYS12,510$317,1370.02%
182CADENCE DESIGN SYSTEM INCCDNS1,350$316,3050.02%
183FIRST TR LRGE CP CORE ALPHA33734K1093,900$316,2900.02%
184ISHARES TR4642876221,331$312,6650.02%
185MOTOROLA SOLUTIONS INCMSI1,146$311,9870.02%
186DOUGLAS DYNAMICS INCPLOW10,295$310,7030.02%
187BAXTER INTL INC0718131098,213$309,9730.02%
188MASTERCARD INCORPORATEDMA779$308,4670.02%
189ISHARES TR4642898594,819$305,9580.02%
190VANGUARD SCOTTSDALE FDS92206C8475,471$303,6950.02%
191EDWARDS LIFESCIENCES CORPEW4,358$301,9220.02%
192BANK AMERICA CORP06050510410,966$300,2630.02%
193PANGAEA LOGISTICS SOLUTION LG6891L10551,018$299,9860.02%
194MARATHON PETE CORPMARA1,973$298,6590.02%
195SPDR INDEX SHS FDS78463X8899,615$298,1610.02%
196VANGUARD BD INDEX FDS9219378273,944$296,4700.02%
197MARATHON OIL CORPMARA11,071$296,1610.02%
198VISHAY PRECISION GROUP INCVPG8,811$295,8730.02%
199LOWES COS INC5486611071,408$292,7030.02%
200BOEING COBA-PA1,526$292,6060.02%
201M/I HOMES INCMHO3,475$292,0390.02%
202PALANTIR TECHNOLOGIES INCPLTR18,234$291,7440.02%
203ASSOCIATED BANC CORPASBA17,037$291,5080.02%
204TENNANT COTNC3,800$281,8140.02%
205UNITIL CORPUTL6,580$281,0350.02%
206RCI HOSPITALITY HLDGS INCRICK4,622$280,4010.02%
207ISHARES TR4642876551,577$278,7360.02%
208STARBUCKS CORPSBUX3,022$275,8260.02%
209GLOBAL PMTS INC37940X1022,378$274,3970.02%
210RICHARDSON ELECTRS LTD76316510724,774$270,7860.02%
211SIMPSON MFG INC8290731051,731$259,3480.02%
212ISHARES TR4642873093,759$257,1910.02%
213DUKE ENERGY CORP NEWDUKB2,913$257,1010.02%
214SCHWAB STRATEGIC TR8085244093,959$255,2260.02%
215NETFLIX INCNFLX674$254,5020.02%
216WASTE MGMT INC DEL94106L1091,657$252,6160.02%
217TOYOTA MOTOR CORPTOYOF1,400$251,6500.02%
218NORFOLK SOUTHN CORP6558441081,251$246,3590.01%
219ISHARES TR4642871194,125$246,0560.01%
220ILLINOIS TOOL WKS INC4523081091,062$244,7830.01%
221SCHWAB STRATEGIC TR8085248395,526$244,4510.01%
222COLGATE PALMOLIVE COCL3,421$243,2670.01%
223AT&T INCT-PC16,109$241,9630.01%
224SOUTHWEST AIRLS CO8447411088,899$240,9220.01%
225CONSOLIDATED EDISON INCED2,771$237,0400.01%
226ELEVANCE HEALTH INCELV541$235,5620.01%
227J P MORGAN EXCHANGE TRADED F46641Q3324,301$230,3620.01%
228ACCENTURE PLC IRELANDACN748$229,7180.01%
229KRAFT HEINZ COKHC6,809$229,0630.01%
230MCKESSON CORPMCK524$227,8610.01%
231ZIM INTEGRATED SHIPPING SERVZIM21,802$227,8340.01%
232AMERICAN EXPRESS COAXP1,508$224,9790.01%
233SCHWAB STRATEGIC TR8085243003,052$221,9680.01%
234ECOLAB INCECL1,309$221,7450.01%
235TARGET CORPTGT1,989$220,0340.01%
236NVENT ELECTRIC PLCNVT4,149$219,8920.01%
237SPDR SER TR78464A2849,229$219,8350.01%
238WALGREENS BOOTS ALLIANCE INC9314271089,653$214,7030.01%
239STEEL DYNAMICS INCSTLD2,000$214,4400.01%
240INTEL CORPINTC5,900$209,7790.01%
241ADVANCED MICRO DEVICES INCAMD2,022$207,9020.01%
242NOVARTIS AGNVSEF2,024$206,1650.01%
243NUVEEN SELECT TAX-FREE INCOMNU15,374$204,4820.01%
244AMPHASTAR PHARMACEUTICALS INAMPH4,425$203,5060.01%
245MICROCHIP TECHNOLOGY INC.MCHPP2,603$203,1640.01%
246POSTAL REALTY TRUST INCPSTL15,000$202,5000.01%
247UNITED MICROELECTRONICS CORPUMC20,500$144,7300.01%
248WARNER BROS DISCOVERY INCWBD12,504$135,7930.01%
249EA SERIES TRUST02072L71410,812$103,5790.01%
250NIO INCNIOIF10,181$92,0360.01%
251QUAD / GRAPHICS INCQUAD15,464$77,7840.00%
252WHEELS UP EXPERIENCE INCWSUPW18,471$38,2350.00%
253GOLDMINING INCGLDG10,000$7,8550.00%
254CYBIN INCHELP10,000$5,3140.00%