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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 Q3 2024 · Filed October 10, 2024 · Accession 0001085146-24-004836

Total Value
$3.13B
Positions
286
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (286)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR0250727035,760,406$386.1M12.35%
2AMERICAN CENTY ETF TR0250728853,393,936$322.9M10.33%
3WISDOMTREE TRWT3,517,653$176.7M5.65%
4AMERICAN CENTY ETF TR0250726042,539,099$164.0M5.25%
5J P MORGAN EXCHANGE TRADED F46641Q7612,572,322$145.5M4.66%
62023 ETF SERIES TRUST II90139K1003,513,341$114.6M3.67%
7VICTORY PORTFOLIOS II92647X8302,891,725$96.3M3.08%
8INVESCO EXCHANGE TRADED FD TIVZ908,154$93.2M2.98%
9APPLE INCAAPL298,608$69.6M2.23%
10NVIDIA CORPORATIONNVDA394,545$47.9M1.53%
11ALPS ETF TR00162Q3461,631,326$43.1M1.38%
12VISA INCV151,319$41.6M1.33%
13META PLATFORMS INCMETA70,057$40.1M1.28%
14AMAZON COM INCAMZN213,475$39.8M1.27%
15VANGUARD INDEX FDS922908769136,295$38.6M1.23%
16MERCK & CO INCMRK308,416$35.0M1.12%
17OREILLY AUTOMOTIVE INC67103H10727,609$31.8M1.02%
18APPLOVIN CORPAPP242,219$31.6M1.01%
19AMERICAN CENTY ETF TR025072802446,840$31.6M1.01%
20FREEPORT-MCMORAN INCFCX623,031$31.1M1.00%
21ORACLE CORPORCL-PD180,337$30.7M0.98%
22MICROSOFT CORPMSFT67,835$29.2M0.93%
23TKO GROUP HOLDINGS INCTKO234,398$29.0M0.93%
24VICTORY PORTFOLIOS II92647X8631,266,544$28.2M0.90%
25LINDE PLCLIN58,760$28.0M0.90%
26MORGAN STANLEYMS-PQ261,119$27.2M0.87%
27APPLIED MATLS INC038222105134,354$27.1M0.87%
28CINTAS CORPCTAS125,453$25.8M0.83%
29UNITEDHEALTH GROUP INCUNH41,955$24.5M0.78%
30MEDPACE HLDGS INCMEDP73,435$24.5M0.78%
31ISHARES TR464287804204,914$24.0M0.77%
32COSTCO WHSL CORP NEW22160K10526,165$23.2M0.74%
33VANGUARD SPECIALIZED FUNDS921908844113,892$22.6M0.72%
34MERCADOLIBRE INCMELI10,795$22.2M0.71%
35J P MORGAN EXCHANGE TRADED F46641Q654426,198$21.7M0.69%
36SALESFORCE INCCRM75,685$20.7M0.66%
37SPROUTS FMRS MKT INC85208M102185,515$20.5M0.66%
38CHEVRON CORP NEWCVX136,455$20.1M0.64%
39SPDR SER TR78464A805283,296$19.8M0.63%
40VANGUARD WORLD FD92204A70233,420$19.6M0.63%
41GREEN BRICK PARTNERS INCGRBK-PA214,886$17.9M0.57%
42ADOBE INCADBE34,487$17.9M0.57%
43PHILLIPS 66PSX129,632$17.0M0.55%
44SERVICENOW INCNOW18,476$16.5M0.53%
45VANGUARD INDEX FDS92290875169,290$16.4M0.53%
46FRANCO NEV CORPFNV127,857$15.9M0.51%
47UNION PAC CORPUNP62,632$15.4M0.49%
48ROBINHOOD MKTS INC770700102633,685$14.8M0.47%
49UFP TECHNOLOGIES INCUFPT45,868$14.5M0.46%
50SMITH A O CORPAOS156,766$14.1M0.45%
51PETROLEO BRASILEIRO SA PETRO71654V408966,688$13.9M0.45%
52MARSH & MCLENNAN COS INC57174810259,386$13.2M0.42%
53JANUS DETROIT STR TR47103U746247,915$13.1M0.42%
54ABBVIE INCABBV63,010$12.4M0.40%
55NAPCO SEC TECHNOLOGIES INC630402105303,805$12.3M0.39%
56GENERAC HLDGS INCGNRC75,102$11.9M0.38%
57GALLAGHER ARTHUR J & CO36357610941,101$11.6M0.37%
58INTER PARFUMS INCINTR86,736$11.2M0.36%
59WEST PHARMACEUTICAL SVSC INC95530610536,080$10.8M0.35%
60JPMORGAN CHASE & CO.VYLD51,214$10.8M0.35%
61DOMINOS PIZZA INCDPZ24,446$10.5M0.34%
62WEC ENERGY GROUP INCWEC103,859$10.0M0.32%
63HONEYWELL INTL INC43851610645,666$9.4M0.30%
64GOLDMAN SACHS GROUP INCGSCE18,197$9.0M0.29%
65ISHARES TR46432F33950,080$9.0M0.29%
66EATON CORP PLCETN27,064$9.0M0.29%
67HOME DEPOT INCHD21,502$8.7M0.28%
68TAIWAN SEMICONDUCTOR MFG LTD87403910047,966$8.3M0.27%
69SELECT SECTOR SPDR TR81369Y20952,640$8.1M0.26%
70ABBOTT LABSABLZF69,851$8.0M0.25%
71SPDR SER TR78468R853168,591$7.7M0.25%
72VALERO ENERGY CORPVLO56,416$7.6M0.24%
73WILLIAMS COS INC969457100165,414$7.6M0.24%
74TOLL BROTHERS INCTOL46,763$7.2M0.23%
75ISHARES TR46428720012,210$7.0M0.23%
76BROADCOM INCAVGO40,062$6.9M0.22%
77ALPHABET INCGOOG39,034$6.5M0.21%
78SPDR S&P 500 ETF TRSPY10,485$6.0M0.19%
79CONOCOPHILLIPSCOP57,092$6.0M0.19%
80VERIZON COMMUNICATIONS INCVZ131,705$5.9M0.19%
81AMGEN INCAMGN17,795$5.7M0.18%
82PROCTER AND GAMBLE CO74271810932,503$5.6M0.18%
83THERMO FISHER SCIENTIFIC INCTMO8,572$5.3M0.17%
84MAMAS CREATIONS INC56146T103714,308$5.2M0.17%
85JOHNSON & JOHNSONJNJ30,892$5.0M0.16%
86MONSTER BEVERAGE CORP NEWMNST93,269$4.9M0.16%
87TOTALENERGIES SETTE73,399$4.7M0.15%
88PACER FDS TR69374H88176,504$4.4M0.14%
89QUALCOMM INCQCOM25,550$4.3M0.14%
90KOHLS CORPKSS200,789$4.2M0.14%
91DOVER CORPDOV21,853$4.2M0.13%
92VESTIS CORPORATIONVSTS258,948$3.9M0.12%
93ELI LILLY & COLLY4,221$3.7M0.12%
94LPL FINL HLDGS INC50212V10015,606$3.6M0.12%
95AGNICO EAGLE MINES LTDAEM42,284$3.4M0.11%
96ISHARES TR46428743232,884$3.2M0.10%
97ISHARES TR4642876148,306$3.1M0.10%
98STRYKER CORPORATIONSYK8,314$3.0M0.10%
99BERKSHIRE HATHAWAY INC DELBRK-A6,201$2.9M0.09%
100HP INCHPQ77,829$2.8M0.09%
101LEMAITRE VASCULAR INCLMAT29,908$2.8M0.09%
102FIDELITY NATL INFORMATION SV31620M10632,159$2.7M0.09%
103SPDR SER TR78464A85439,684$2.7M0.09%
104ISHARES TR46428865321,800$2.4M0.08%
105FISERV INCFISV12,872$2.3M0.07%
106FIRSTCASH HOLDINGS INCFCFS19,657$2.3M0.07%
107VANGUARD INDEX FDS9229083634,143$2.2M0.07%
108AMERICAN CENTY ETF TR02507287722,508$2.2M0.07%
109US BANCORP DELUSB-PS46,893$2.1M0.07%
110TRANSCAT INCTRNS16,568$2.0M0.06%
111IES HLDGS INCIESC10,015$2.0M0.06%
112VAALCO ENERGY INCEGY325,218$1.9M0.06%
113INVESCO QQQ TRIVZ3,792$1.9M0.06%
114SAPIENS INTL CORP N VG7T16G10349,242$1.8M0.06%
115DUCOMMUN INC DELDCO27,183$1.8M0.06%
116HAWKINS INCHWKN13,861$1.8M0.06%
117RPM INTL INC74968510314,540$1.8M0.06%
118LSI INDS INC OHIO50216C108106,283$1.7M0.05%
119ENPHASE ENERGY INCENPH15,000$1.7M0.05%
120ST JOE COJOE28,501$1.7M0.05%
121PHILIP MORRIS INTL INC71817210913,380$1.6M0.05%
122ASSURANT INCAIZN8,118$1.6M0.05%
123EXXON MOBIL CORPXOM13,226$1.6M0.05%
124TEXAS INSTRS INC8825081047,067$1.5M0.05%
125VICTORY CAP HLDGS INC92645B10324,806$1.4M0.04%
126VANGUARD INDEX FDS9229086375,079$1.3M0.04%
127ISHARES TR46428844844,234$1.3M0.04%
128WALMART INCWMT15,960$1.3M0.04%
129AXCELIS TECHNOLOGIES INCACLS12,226$1.3M0.04%
130ALPHABET INCGOOG7,577$1.3M0.04%
131ISHARES TR46434V45630,170$1.3M0.04%
132D R HORTON INC23331A1096,388$1.2M0.04%
133MICROSTRATEGY INCSTRK7,081$1.2M0.04%
134MICRON TECHNOLOGY INCMU11,509$1.2M0.04%
135NATHANS FAMOUS INC NEWNATH14,732$1.2M0.04%
136CONSTELLATION ENERGY CORPCEG4,464$1.2M0.04%
137ISHARES TR46428868734,064$1.1M0.04%
138TESLA INCTSLA4,252$1.1M0.04%
139ISHARES TR4642884149,852$1.1M0.03%
140PROSHARES TR74348A4679,916$1.1M0.03%
141DEVON ENERGY CORP NEW25179M10326,694$1.0M0.03%
142MCDONALDS CORPMCD3,407$1.0M0.03%
143GEOPARK LTDGPRK128,750$1.0M0.03%
144CLEAR SECURE INCYOU30,243$1.0M0.03%
145MONARCH CASINO & RESORT INCMCRI12,412$983,8720.03%
146BALCHEM CORPBCPC5,537$974,4870.03%
147ALTRIA GROUP INCMO18,783$958,6670.03%
148VISHAY PRECISION GROUP INCVPG36,908$955,9170.03%
149UNITIL CORPUTL15,718$952,2160.03%
150PEPSICO INCPEP5,508$936,6170.03%
151ISHARES TR4642875984,844$919,3020.03%
152MONDELEZ INTL INC60920710512,223$900,4540.03%
153SELECT SECTOR SPDR TR81369Y8033,891$878,4130.03%
154BLACKSTONE INCBX5,721$876,0970.03%
155VANGUARD INDEX FDS9229085538,935$870,4840.03%
156AMETEK INCAME5,000$858,5500.03%
157WEYCO GROUP INCWEYS25,183$857,2360.03%
158ISHARES TR4642872268,407$851,3920.03%
159GE AEROSPACE3696043014,505$849,4740.03%
160ALLSTATE CORPALL-PJ4,365$827,8220.03%
161J P MORGAN EXCHANGE TRADED F46641Q33213,669$813,4420.03%
162INVESCO EXCHANGE TRADED FD TIVZ4,527$811,0570.03%
163VANGUARD INDEX FDS9229087362,094$803,9860.03%
164ISHARES TR46434V62112,303$771,2940.02%
165TENNANT COTNC7,995$767,8110.02%
166KFORCE INCKFRC12,211$750,3610.02%
167FARMLAND PARTNERS INCFPI71,509$747,2730.02%
168MASTERCARD INCORPORATEDMA1,415$698,9690.02%
169PALANTIR TECHNOLOGIES INCPLTR18,499$688,1630.02%
170SCHWAB STRATEGIC TR8085241029,745$648,2250.02%
171J P MORGAN EXCHANGE TRADED F46654Q20311,742$644,9880.02%
172ALLIANT ENERGY CORPLNT10,461$634,8510.02%
173UNITED PARCEL SERVICE INCUPS4,570$623,0650.02%
174NORTHROP GRUMMAN CORPNOC1,176$620,9640.02%
175INVESCO EXCH TRADED FD TR IIIVZ28,825$619,7320.02%
176VANGUARD INDEX FDS9229086292,319$611,7540.02%
177KLA CORPKLAC764$591,6640.02%
178DISNEY WALT CO2546871066,019$578,9680.02%
179NEXTERA ENERGY INCNEE-PW6,808$575,4840.02%
180NOVO-NORDISK A SNONOF4,833$575,4650.02%
181VANECK ETF TRUST92189F6762,295$563,3080.02%
182ZIM INTEGRATED SHIPPING SERVZIM21,802$559,4460.02%
183COCA COLA COKO7,558$543,1350.02%
184VANGUARD INTL EQUITY INDEX F9220427758,317$523,9810.02%
185PENTAIR PLCPNR5,218$510,3080.02%
186VANGUARD MUN BD FDS9229077469,669$494,2760.02%
187ISHARES TR4642874814,104$481,3580.02%
188NETFLIX INCNFLX676$479,2890.02%
189AFLAC INCAFL4,207$470,3770.02%
190SELECT SECTOR SPDR TR81369Y5065,292$464,6740.01%
191ISHARES TR4642885135,765$462,9300.01%
192ROCKWELL AUTOMATION INCROK1,681$451,2650.01%
193KIMBERLY-CLARK CORPKMB3,162$449,8860.01%
194SPDR GOLD TRGLD1,829$444,5910.01%
195ILLINOIS TOOL WKS INC4523081091,695$444,1910.01%
196CF INDS HLDGS INC1252691005,165$443,1570.01%
197ZOOM VIDEO COMMUNICATIONS INZM6,279$437,8970.01%
198ISHARES TR4642873094,500$430,8310.01%
199AMERICAN EXPRESS COAXP1,556$421,9870.01%
200AUTOMATIC DATA PROCESSING INADP1,514$418,9690.01%
201GLOBAL X FDS37954Y47510,026$416,0790.01%
202COLGATE PALMOLIVE COCL3,955$410,5690.01%
203FIRST TR LRGE CP CORE ALPHA33734K1093,900$406,2590.01%
204ISHARES TR4642876221,273$400,2180.01%
205ISHARES TR4642874733,014$398,6020.01%
206GLOBAL X FDS37954Y48322,068$398,1150.01%
207LOWES COS INC5486611071,428$386,7010.01%
208ROLLINS INCROL7,600$384,4080.01%
209CATERPILLAR INCCAT974$380,9600.01%
210FASTENAL COFAST5,265$376,0260.01%
211ISHARES TR4642882735,447$368,7690.01%
212FORD MTR CO34537086034,833$367,8350.01%
213CADENCE DESIGN SYSTEM INCCDNS1,350$365,8910.01%
214CISCO SYS INCCSCO6,872$365,7320.01%
215HEALTHPEAK PROPERTIES INCDOC15,790$361,1170.01%
216INTERNATIONAL BUSINESS MACHSINTR1,612$356,2880.01%
217AT&T INCT-PC16,053$353,1640.01%
218ISHARES TR4642876551,589$350,9960.01%
219CARVANA COCVNA2,000$348,2200.01%
220ARISTA NETWORKS INCANET906$347,7410.01%
221ISHARES TR4642871194,125$346,6650.01%
222SCHWAB STRATEGIC TR8085247974,049$342,3040.01%
223BRISTOL-MYERS SQUIBB COCELG-RI6,412$331,7320.01%
224ISHARES TR4642876063,556$326,9030.01%
225SCHWAB STRATEGIC TR8085243003,040$316,6810.01%
226SHIFT4 PMTS INC82452J1093,537$313,3780.01%
227BANK AMERICA CORP0605051047,895$313,2790.01%
228ACCENTURE PLC IRELANDACN886$313,1930.01%
229WASTE MGMT INC DEL94106L1091,470$305,0820.01%
230RTX CORPORATIONRTX2,510$304,0880.01%
231PRUDENTIAL FINL INCPUKPF2,460$297,9260.01%
232WISDOMTREE TRWT6,768$297,8600.01%
233FIRST TR EXCHANGE-TRADED FD33733E3021,371$290,4190.01%
234ELEVANCE HEALTH INCELV546$283,9200.01%
235DOUGLAS DYNAMICS INCPLOW10,255$282,8330.01%
236ADVANCED MICRO DEVICES INCAMD1,705$279,7560.01%
237SPDR INDEX SHS FDS78463X8897,431$279,1080.01%
238ISHARES TR4642874081,413$278,6720.01%
239EDWARDS LIFESCIENCES CORPEW4,200$277,1580.01%
240ASSOCIATED BANC CORPASBA12,562$270,5850.01%
241VANGUARD INDEX FDS9229087441,518$264,9890.01%
242BRP INCDOO4,450$264,9530.01%
243FAIR ISAAC CORPFICO134$260,4320.01%
244CARLISLE COS INC142339100571$256,8070.01%
245WELLS FARGO CO NEW9497461014,546$256,7810.01%
246HA SUSTAINABLE INFRA CAP INC41068X1007,441$256,4850.01%
247BANK MONTREAL QUE0636711012,810$253,4670.01%
248GE VERNOVA INCGEV993$253,1950.01%
249STEEL DYNAMICS INCSTLD2,000$252,1600.01%
250SELECT SECTOR SPDR TR81369Y4071,248$250,0280.01%
251ISHARES TR46435G4251,959$247,1770.01%
252NVENT ELECTRIC PLCNVT3,467$243,5700.01%
253GLOBAL PMTS INC37940X1022,352$240,8920.01%
254CENCORA INCCOR1,067$240,1600.01%
255MARATHON PETE CORPMARA1,468$239,2220.01%
256SOUTHWEST AIRLS CO8447411088,037$238,1350.01%
257LOCKHEED MARTIN CORPLMT403$235,5780.01%
258ISHARES TR4642898592,949$232,7060.01%
259NUVEEN SELECT TAX-FREE INCOMNU15,375$232,3090.01%
260AMERIPRISE FINL INC03076C106494$232,0860.01%
261ISHARES TR4642871681,714$231,5100.01%
262ISHARES TR4642875073,707$231,0470.01%
263ECOLAB INCECL893$228,0100.01%
264SOUTHERN COSOMN2,527$227,8550.01%
265VANECK ETF TRUST92189F1065,633$224,3060.01%
266BLACKROCK LTD DURATION INCOMBLK15,407$223,0930.01%
267VANGUARD INDEX FDS9229085121,324$221,9950.01%
268MOTOROLA SOLUTIONS INCMSI486$218,5200.01%
269SCHWAB STRATEGIC TR8085247485,670$216,3110.01%
270ANNALY CAPITAL MANAGEMENT INNLY-PJ10,758$215,9090.01%
271SELECT SECTOR SPDR TR81369Y7041,561$211,4220.01%
272SCHWAB STRATEGIC TR8085248055,141$211,3800.01%
273THE TRADE DESK INC88339J1051,913$209,7600.01%
274PIMCO ETF TR72201R8822,538$209,1500.01%
275COHEN & STEERS REIT & PFD &19247X1008,822$208,8170.01%
276BAXTER INTL INC0718131095,417$205,6810.01%
277BADGER METER INCBMI934$204,0660.01%
278JOHNSON CTLS INTL PLCG515021052,618$203,1830.01%
279UNITED MICROELECTRONICS CORPUMC20,500$172,6100.01%
280TRINITY CAP INCTRINZ12,227$165,9200.01%
281DNP SELECT INCOME FD INC23325P10414,145$142,0160.00%
282LIBERTY ALL STAR EQUITY FD53015810416,531$117,3700.00%
283WARNER BROS DISCOVERY INCWBD11,976$98,8020.00%
284NUVEEN CR STRATEGIES INCOMENU16,729$96,8610.00%
285QUAD / GRAPHICS INCQUAD15,464$70,2070.00%
286WHEELS UP EXPERIENCE INCWSUPW18,471$44,7000.00%