Annex Advisory Services, LLC - Portfolio overview

Annex Advisory Services, LLC has 411 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. UBND - VICTORY PORTFOLIOS II, 6.91%
2. GSIE - GOLDMAN SACHS ETF TR, 4.31%
3. AVUS - AMERICAN CENTY ETF TR, 3.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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