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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 Q1 2024 · Filed April 12, 2024 · Accession 0001085146-24-001754

Total Value
$2.82B
Positions
285
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (285)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR0250728852,589,189$231.7M8.23%
2J P MORGAN EXCHANGE TRADED F46641Q7614,205,639$222.4M7.90%
3ISHARES TR4642886531,761,192$185.0M6.57%
4VANGUARD SPECIALIZED FUNDS921908844898,754$164.1M5.83%
5PACER FDS TR69374H8812,462,464$143.1M5.08%
6ISHARES TR46434V4563,409,543$135.2M4.80%
7AMERICAN CENTY ETF TR0250726042,309,443$133.9M4.75%
8AMERICAN CENTY ETF TR0250727032,075,377$132.3M4.70%
9VANGUARD WORLD FD92204A702188,123$98.6M3.50%
10AMERICAN CENTY ETF TR0250728771,018,539$95.4M3.39%
11AMERICAN CENTY ETF TR025072802947,666$62.4M2.22%
12VANGUARD INDEX FDS922908769142,263$37.0M1.31%
13APPLE INCAAPL194,808$33.4M1.19%
14MERCK & CO INCMRK243,786$32.2M1.14%
15VISA INCV114,022$31.8M1.13%
16PIMCO ETF TR72201R882396,279$31.4M1.12%
17AMAZON COM INCAMZN172,590$31.1M1.11%
18COSTCO WHSL CORP NEW22160K10537,582$27.5M0.98%
19MICROSOFT CORPMSFT63,599$26.8M0.95%
20SALESFORCE INCCRM88,207$26.6M0.94%
21FREEPORT-MCMORAN INCFCX563,489$26.5M0.94%
22META PLATFORMS INCMETA51,430$25.0M0.89%
23ALPS ETF TR00162Q346961,611$24.7M0.88%
24NVIDIA CORPORATIONNVDA25,680$23.2M0.82%
25MORGAN STANLEYMS-PQ238,497$22.5M0.80%
26CHEVRON CORP NEWCVX132,792$20.9M0.74%
27LINDE PLCLIN44,557$20.7M0.73%
28ISHARES TR464287804187,018$20.7M0.73%
29JPMORGAN CHASE & COVYLD101,443$20.3M0.72%
30ORACLE CORPORCL-PD160,497$20.2M0.72%
31PHILLIPS 66PSX121,608$19.9M0.71%
32APPLIED MATLS INC03822210594,011$19.4M0.69%
33UNITEDHEALTH GROUP INCUNH38,120$18.9M0.67%
34SPDR SER TR78464A805292,287$18.8M0.67%
35CINTAS CORPCTAS27,256$18.7M0.67%
36SMITH A O CORPAOS205,447$18.4M0.65%
37VANGUARD INDEX FDS92290875174,478$17.0M0.60%
38MEDPACE HLDGS INCMEDP41,438$16.7M0.59%
39FRANCO NEV CORPFNV133,702$15.9M0.57%
40UNION PAC CORPUNP61,851$15.2M0.54%
41ADOBE INCADBE28,707$14.5M0.51%
42TKO GROUP HOLDINGS INCTKO165,910$14.3M0.51%
43OREILLY AUTOMOTIVE INC67103H10712,218$13.8M0.49%
44SPROUTS FMRS MKT INC85208M102197,789$12.8M0.45%
45UFP TECHNOLOGIES INCUFPT46,489$11.7M0.42%
46APPLOVIN CORPAPP168,234$11.6M0.41%
47ABBVIE INCABBV63,876$11.6M0.41%
48MARSH & MCLENNAN COS INC57174810256,149$11.6M0.41%
49WEC ENERGY GROUP INCWEC137,482$11.3M0.40%
50MERCADOLIBRE INCMELI6,813$10.3M0.37%
51FIRSTCASH HOLDINGS INCFCFS80,596$10.3M0.37%
52SERVICENOW INCNOW13,400$10.2M0.36%
53NAPCO SEC TECHNOLOGIES INC630402105234,594$9.4M0.33%
54EATON CORP PLCETN27,937$8.7M0.31%
55ISHARES TR46432F33951,989$8.5M0.30%
56BLOOMIN BRANDS INCBLMN295,261$8.5M0.30%
57WEST PHARMACEUTICAL SVSC INC95530610520,994$8.3M0.30%
58ROLLINS INCROL179,282$8.3M0.29%
592023 ETF SERIES TRUST II90139K100277,599$8.2M0.29%
60CELSIUS HLDGS INCCELH98,966$8.2M0.29%
61SELECT SECTOR SPDR TR81369Y20954,763$8.1M0.29%
62HONEYWELL INTL INC43851610639,021$8.0M0.28%
63GOLDMAN SACHS GROUP INCGSCE19,122$8.0M0.28%
64CONOCOPHILLIPSCOP61,889$7.9M0.28%
65GALLAGHER ARTHUR J & CO36357610931,481$7.9M0.28%
66VALERO ENERGY CORPVLO45,652$7.8M0.28%
67SPDR SER TR78468R853179,914$7.7M0.28%
68INTER PARFUMS INCINTR53,111$7.5M0.27%
69GENERAC HLDGS INCGNRC58,999$7.4M0.26%
70BROADCOM INCAVGO5,603$7.4M0.26%
71AXCELIS TECHNOLOGIES INCACLS65,324$7.3M0.26%
72ABBOTT LABSABLZF63,486$7.2M0.26%
73HOME DEPOT INCHD18,120$7.0M0.25%
74ISHARES TR46428720012,884$6.8M0.24%
75PROCTER AND GAMBLE CO74271810935,315$5.7M0.20%
76ALPHABET INCGOOG37,166$5.6M0.20%
77SUPER MICRO COMPUTER INCSMCI5,514$5.6M0.20%
78SPDR S&P 500 ETF TRSPY10,468$5.5M0.19%
79PETROLEO BRASILEIRO SA PETRO71654V408352,415$5.4M0.19%
80JOHNSON & JOHNSONJNJ33,288$5.3M0.19%
81KOHLS CORPKSS164,603$4.8M0.17%
82THERMO FISHER SCIENTIFIC INCTMO7,919$4.6M0.16%
83AMGEN INCAMGN15,091$4.3M0.15%
84VERIZON COMMUNICATIONS INCVZ101,246$4.2M0.15%
85QUALCOMM INCQCOM24,290$4.1M0.15%
86DOVER CORPDOV23,121$4.1M0.15%
87CISCO SYS INCCSCO81,896$4.1M0.15%
88MONSTER BEVERAGE CORP NEWMNST67,285$4.0M0.14%
89WILLIAMS COS INC96945710097,923$3.8M0.14%
90BLACKSTONE INCBX28,927$3.8M0.13%
91FORD MTR CO DEL345370860273,132$3.6M0.13%
92TOTALENERGIES SETTE49,778$3.4M0.12%
93ELI LILLY & COLLY4,332$3.4M0.12%
94AGNICO EAGLE MINES LTDAEM55,459$3.3M0.12%
95LPL FINL HLDGS INC50212V10011,618$3.1M0.11%
96BERKSHIRE HATHAWAY INC DELBRK-A6,664$2.8M0.10%
97ISHARES TR4642876147,974$2.7M0.10%
98SPDR SER TR78464A85442,639$2.6M0.09%
99HP INCHPQ81,858$2.5M0.09%
100HEALTHPEAK PROPERTIES INCDOC115,790$2.2M0.08%
101FIDELITY NATL INFORMATION SV31620M10628,971$2.1M0.08%
102ISHARES TR46428743221,956$2.1M0.07%
103FISERV INCFISV12,880$2.1M0.07%
104ISHARES TR46428722620,346$2.0M0.07%
105ENPHASE ENERGY INCENPH15,000$1.8M0.06%
106EXXON MOBIL CORPXOM15,592$1.8M0.06%
107LEMAITRE VASCULAR INCLMAT26,149$1.7M0.06%
108VAALCO ENERGY INCEGY221,595$1.5M0.05%
109ASSURANT INCAIZN8,197$1.5M0.05%
110VANGUARD INDEX FDS9229083633,181$1.5M0.05%
111INVESCO QQQ TRIVZ3,305$1.5M0.05%
112MICRON TECHNOLOGY INCMU12,411$1.5M0.05%
113TEXAS INSTRS INC8825081048,366$1.5M0.05%
114ISHARES TR46428841413,514$1.5M0.05%
115DEVON ENERGY CORP NEW25179M10327,428$1.4M0.05%
116D R HORTON INC23331A1097,670$1.3M0.04%
117ISHARES TR46428844844,866$1.3M0.04%
118PHILIP MORRIS INTL INC71817210913,305$1.2M0.04%
119ALPHABET INCGOOG7,932$1.2M0.04%
120ISHARES TR46428868737,241$1.2M0.04%
121NOVO-NORDISK A SNONOF8,891$1.1M0.04%
122WALMART INCWMT18,667$1.1M0.04%
123SAPIENS INTL CORP N VG7T16G10334,849$1.1M0.04%
124LSI INDS INC OHIO50216C10872,165$1.1M0.04%
125MONARCH CASINO & RESORT INCMCRI14,078$1.1M0.04%
126PROSHARES TR74348A46710,297$1.0M0.04%
127CTS CORPCTS22,075$1.0M0.04%
128TRANSCAT INCTRNS9,155$1.0M0.04%
129SELECT SECTOR SPDR TR81369Y8034,781$995,7470.04%
130UNITIL CORPUTL18,380$962,1840.03%
131ALLSTATE CORPALL-PJ5,537$957,9560.03%
132DUCOMMUN INC DELDCO18,672$957,8740.03%
133ST JOE COJOE16,354$948,0610.03%
134HAWKINS INCHWKN12,329$946,8790.03%
135MICROSTRATEGY INCSTRK547$932,3940.03%
136PEPSICO INCPEP5,276$923,2890.03%
137ALTRIA GROUP INCMO19,880$867,1700.03%
138MONDELEZ INTL INC60920710512,211$854,7700.03%
139NATHANS FAMOUS INC NEWNATH11,893$842,0230.03%
140ISHARES TR4642875984,664$835,4310.03%
141US BANCORP DELUSB-PS18,424$823,5500.03%
142MCDONALDS CORPMCD2,894$815,8570.03%
143J P MORGAN EXCHANGE TRADED F46641Q33213,669$790,8880.03%
144VANGUARD INDEX FDS9229087362,275$783,0450.03%
145VANGUARD INDEX FDS9229085539,031$780,9590.03%
146TESLA INCTSLA4,417$776,4640.03%
147GENERAL ELECTRIC CO3696043014,409$773,9860.03%
148ISHARES TR46434V62113,253$769,4720.03%
149DISNEY WALT CO2546871066,008$735,1530.03%
150CADENCE DESIGN SYSTEM INCCDNS2,350$731,5080.03%
151INVESCO EXCHANGE TRADED FD TIVZ4,285$725,7500.03%
152ISHARES TR4642885139,204$715,4040.03%
153UNITED PARCEL SERVICE INCUPS4,694$697,7070.02%
154ISHARES TR46428827310,944$693,0840.02%
155INVESCO EXCH TRADED FD TR IIIVZ33,821$691,9820.02%
156STRYKER CORPORATIONSYK1,878$672,0800.02%
157TENNANT COTNC5,465$664,5470.02%
158ROCKWELL AUTOMATION INCROK2,273$662,1260.02%
159AMPHASTAR PHARMACEUTICALS INAMPH14,777$648,8580.02%
160SCHWAB STRATEGIC TR80852410210,514$641,9000.02%
161SHAKE SHACK INCSHAK6,085$633,0230.02%
162CONSTELLATION ENERGY CORPCEG3,390$626,7220.02%
163BALCHEM CORPBCPC3,967$614,6650.02%
164SELECT SECTOR SPDR TR81369Y5066,349$599,4030.02%
165SCHWAB STRATEGIC TR8085247977,384$595,3360.02%
166NORTHROP GRUMMAN CORPNOC1,219$583,5260.02%
167VANGUARD INDEX FDS9229086292,315$578,3390.02%
168J P MORGAN EXCHANGE TRADED F46654Q20310,393$563,7160.02%
169VICTORY CAP HLDGS INC92645B10313,092$555,4980.02%
170KFORCE INCKFRC7,846$553,3110.02%
171ALLIANT ENERGY CORPLNT10,886$548,6320.02%
172WEYCO GROUP INCWEYS17,101$545,1830.02%
173MASTERCARD INCORPORATEDMA1,125$541,9380.02%
174KLA CORPKLAC764$533,7100.02%
175JANUS INTERNATIONAL GROUP INJBI35,224$532,9390.02%
176INTEL CORPINTC11,840$522,9940.02%
177PIMCO ETF TR72201R8335,099$512,6530.02%
178PENTAIR PLCPNR5,894$503,6180.02%
179LAM RESEARCH CORPLRCX512$497,4670.02%
180VANECK ETF TRUST92189F6762,198$494,5360.02%
181VANECK ETF TRUST92189H4099,402$491,3490.02%
182PHOTRONICS INCPLAB16,757$474,5580.02%
183NETFLIX INCNFLX781$474,1730.02%
184VANGUARD MUN BD FDS9229077469,352$473,2160.02%
185VISHAY PRECISION GROUP INCVPG13,285$469,3590.02%
186KIMBERLY-CLARK CORPKMB3,530$456,6270.02%
187VANGUARD INTL EQUITY INDEX F9220427757,563$443,5590.02%
188SPDR INDEX SHS FDS78463X5417,582$439,2250.02%
189BANK AMERICA CORP06050510411,528$437,1590.02%
190FARMLAND PARTNERS INCFPI39,293$436,1540.02%
191WASTE MGMT INC DEL94106L1092,043$435,5190.02%
192NEXTERA ENERGY INCNEE-PW6,780$433,3100.02%
193SCHWAB CHARLES CORPSCHW-PJ5,943$429,9170.02%
194CF INDS HLDGS INC1252691005,165$429,7800.02%
195PALANTIR TECHNOLOGIES INCPLTR18,434$424,1660.02%
196EQUINIX INCEQIX507$418,7600.01%
197ZOOM VIDEO COMMUNICATIONS INZM6,285$410,8500.01%
198DBX ETF TR23305163016,619$409,9910.01%
199ISHARES TR4642874813,540$404,0920.01%
200RCI HOSPITALITY HLDGS INCRICK6,947$402,9080.01%
201EDWARDS LIFESCIENCES CORPEW4,200$401,3520.01%
202VANGUARD INDEX FDS9229086371,668$399,9360.01%
203FIRST TR LRGE CP CORE ALPHA33734K1093,900$387,0360.01%
204COCA COLA COKO6,322$386,7930.01%
205SELECT SECTOR SPDR TR81369Y4072,075$381,5300.01%
206CATERPILLAR INCCAT1,032$378,1110.01%
207BRISTOL-MYERS SQUIBB COCELG-RI6,906$374,5380.01%
208AFLAC INCAFL4,307$369,8210.01%
209ISHARES TR4642876221,262$363,4940.01%
210AT&T INCT-PC20,299$357,2620.01%
211LOWES COS INC5486611071,399$356,2600.01%
212SCHWAB STRATEGIC TR8085247489,974$353,7780.01%
213AMERICAN EXPRESS COAXP1,528$347,9970.01%
214SCHWAB STRATEGIC TR8085243003,745$347,2150.01%
215ISHARES TR4642873094,055$342,4280.01%
216ASSOCIATED BANC CORPASBA15,795$339,7560.01%
217ISHARES TR4642874732,647$331,7490.01%
218ECOLAB INCECL1,411$325,8000.01%
219ISHARES TR4642876551,516$318,7670.01%
220GLOBAL PMTS INC37940X1022,345$313,4330.01%
221SHIFT4 PMTS INC82452J1094,716$311,5860.01%
222ISHARES TR4642871194,125$311,3550.01%
223COLGATE PALMOLIVE COCL3,421$308,0610.01%
224NVENT ELECTRIC PLCNVT4,064$306,4030.01%
225PFIZER INCPFE11,005$305,3880.01%
226CVS HEALTH CORPCVS3,758$299,7380.01%
227MARVELL TECHNOLOGY INCMRVL4,224$299,3970.01%
228BRP INCDOO4,450$298,5950.01%
229WELLS FARGO CO NEW9497461015,142$298,0410.01%
230STEEL DYNAMICS INCSTLD2,000$296,4600.01%
231MARATHON PETE CORPMARA1,468$295,8890.01%
232ACCENTURE PLC IRELANDACN842$291,8460.01%
233WISDOMTREE TRWT6,768$283,1730.01%
234SPDR INDEX SHS FDS78463X8897,849$281,3080.01%
235ELEVANCE HEALTH INCELV541$280,6230.01%
236PRUDENTIAL FINL INCPUKPF2,386$280,0970.01%
237ILLINOIS TOOL WKS INC4523081091,021$273,9370.01%
238INTERNATIONAL BUSINESS MACHSINTR1,426$272,2490.01%
239CENCORA INCCOR1,120$272,1490.01%
240FASTENAL COFAST3,517$271,3010.01%
241ARM HOLDINGS PLC0420682052,104$262,9790.01%
242CUMMINS INCCMI888$261,6490.01%
243BOEING COBA-PA1,350$260,5370.01%
244CHENIERE ENERGY INCLNG1,598$257,7750.01%
245ISHARES TR4642876062,786$254,2230.01%
246RTX CORPORATIONRTX2,587$252,3260.01%
247DOUGLAS DYNAMICS INCPLOW10,255$247,3510.01%
248AON PLCAON733$244,4840.01%
249BAXTER INTL INC0718131095,590$238,9020.01%
250SIMPSON MFG INC8290731051,155$236,9710.01%
251BANK MONTREAL QUE0636711012,423$236,6790.01%
252AMERICAN TOWER CORP NEW03027X1001,182$233,5510.01%
253ARISTA NETWORKS INCANET800$231,9840.01%
254ISHARES TR4642898593,119$229,1220.01%
255SOUTHWEST AIRLS CO8447411087,833$228,6480.01%
256ISHARES TR46435G4251,947$223,8680.01%
257CARLISLE COS INC142339100571$223,7460.01%
258NUVEEN SELECT TAX-FREE INCOMNU15,375$222,0090.01%
259ZIM INTEGRATED SHIPPING SERVZIM21,802$220,6390.01%
260LOCKHEED MARTIN CORPLMT484$220,2410.01%
261HARLEY DAVIDSON INCHOG5,005$218,8980.01%
262ISHARES TR4642871681,774$218,4720.01%
263AMERIPRISE FINL INC03076C106494$216,5890.01%
264ANNALY CAPITAL MANAGEMENT INNLY-PJ10,885$214,3280.01%
265FIRST TR EXCHANGE-TRADED FD33733E3021,036$212,4730.01%
266VANGUARD WHITEHALL FDS9219468102,595$211,5360.01%
267HANNON ARMSTRONG SUST INFR C41068X1007,441$211,3180.01%
268ISHARES TR4642875073,410$207,1230.01%
269VANECK ETF TRUST92189F1066,519$206,1240.01%
270EMERSON ELEC COEMR1,813$205,6300.01%
271UBER TECHNOLOGIES INCUBER2,622$201,8680.01%
272CONSOLIDATED EDISON INCED2,221$201,7280.01%
273ADVANCED MICRO DEVICES INCAMD1,113$200,8850.01%
274TARGET CORPTGT1,129$200,0710.01%
275SOUTHWESTERN ENERGY CO84546710926,041$197,3910.01%
276TRINITY CAP INCTRINZ12,227$179,4920.01%
277UNITED MICROELECTRONICS CORPUMC20,500$165,8450.01%
278OPERA LTDOPRA10,000$158,1000.01%
279LIBERTY ALL STAR EQUITY FD53015810419,022$136,0070.00%
280DNP SELECT INCOME FD INC23325P10414,162$128,4460.00%
281WARNER BROS DISCOVERY INCWBD12,040$105,1090.00%
282QUAD / GRAPHICS INCQUAD15,464$82,1140.00%
283WHEELS UP EXPERIENCE INCWSUPW18,471$53,0120.00%
284GOLDMINING INCGLDG10,000$8,7500.00%
285CYBIN INCHELP10,000$4,1350.00%