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Institutional Investment Manager
Annex Advisory Services, LLC
Annex Advisory Services, LLC (CIK: 0001542287) incorporated in Wisconsin, located at 17950 W. Corporate Drive, Brookfield, WI. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Original 13F HR (0001062993-14-006549) filed in 2014.11.13
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 2,967 208 0.07%
52 ISHARES TR 8,003 749 0.25%
53 ISHARES TR 4,686 608 0.21%
54 ISHARES TR 30,890 3,092 1.05%
55 ISHARES TR 43,917 4,024 1.36%
56 ISHARES TR 3,977 437 0.15%
57 ISHARES TR 4,131 265 0.09%
58 ISHARES TR 27,804 5,512 1.86%
59 ISHARES TR 129,950 13,554 4.58%
60 ISHARES TR 42,745 5,845 1.98%
61 ISHARES TR 17,045 1,282 0.43%
62 ISHARES 20,519 935 0.32%
63 ISHARES 23,671 827 0.28%
64 ISHARES 9,783 386 0.13%
65 INTERNATIONAL BUSINESS MACHS 2,712 515 0.17%
66 HSBC HLDGS PLC 9,400 237 0.08%
67 HOME DEPOT INC 2,555 234 0.08%
68 HARLEY DAVIDSON INC 3,462 201 0.07%
69 GENERAL ELECTRIC CO 14,117 362 0.12%
70 FISERV INC 6,991 452 0.15%
71 FIDELITY NATL INFORMATION SV 6,902 389 0.13%
72 EXXON MOBIL CORP 6,839 643 0.22%
73 CREDIT SUISSE HIGH YIELD BD 15,571 48 0.02%
74 CREDIT SUISSE ASSET MGMT INC 49,225 168 0.06%
75 CONOCOPHILLIPS 4,142 317 0.11%
76 CHEVRON CORP NEW 9,979 1,191 0.40%
77 BOEING CO 1,575 201 0.07%
78 BAXTER INTL INC 5,195 373 0.13%
79 AT&T INC 9,352 330 0.11%
80 APPLE INC 19,058 1,920 0.65%
81 ALTRIA GROUP INC 7,720 355 0.12%
82 ALLIANT ENERGY CORP 6,445 357 0.12%
83 AEGON N V 8,900 226 0.08%
84 ABBVIE INC 11,987 692 0.23%
85 ABBOTT LABS 7,720 321 0.11%
86 ALLIANCE BERNSTEIN INCOME FUND ADVISOR 21,476 161 0.05%
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