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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
1 CREDIT SUISSE HIGH YIELD BD 15,571 48 0.02%
2 USA Technologies Inc 30,000 54 0.02%
3 SPIRIT RLTY CAP INC NEW 10,000 110 0.04%
4 ALLIANCE BERNSTEIN INCOME FUND ADVISOR 21,476 161 0.05%
5 CREDIT SUISSE ASSET MGMT INC 49,225 168 0.06%
6 HARLEY DAVIDSON INC 3,462 201 0.07%
7 BOEING CO 1,575 201 0.07%
8 MICROSOFT CORP 4,388 203 0.07%
9 POWERSHARES QQQ TRUST 2,068 204 0.07%
10 ISHARES TR 2,967 208 0.07%
11 NUVEEN FLTNG RTE INCM OPP FD 18,442 210 0.07%
12 VANGUARD INDEX FDS 2,115 211 0.07%
13 ISHARES TR 1,925 211 0.07%
14 SEAGATE TECHNOLOGY PLC 3,703 212 0.07%
15 VISA INC 1,004 214 0.07%
16 AEGON N V 8,900 226 0.08%
17 JOHNSON & JOHNSON 2,151 229 0.08%
18 Walgreens 3,878 230 0.08%
19 HOME DEPOT INC 2,555 234 0.08%
20 ISHARES TR 2,346 236 0.08%
21 HSBC HLDGS PLC 9,400 237 0.08%
22 ISHARES TR 4,131 265 0.09%
23 ORACLE CORP 6,977 267 0.09%
24 VERIZON COMMUNICATIONS INC 5,350 267 0.09%
25 Kinder Morgan Inc. 3,035 283 0.10%
26 PFIZER INC 9,982 295 0.10%
27 ISHARES TR 2,242 301 0.10%
28 WELLS FARGO & CO NEW 5,795 301 0.10%
29 CONOCOPHILLIPS 4,142 317 0.11%
30 ABBOTT LABS 7,720 321 0.11%
31 AT&T INC 9,352 330 0.11%
32 MCDONALDS CORP 3,689 350 0.12%
33 ALTRIA GROUP INC 7,720 355 0.12%
34 SELECT SECTOR SPDR TR 8,917 356 0.12%
35 ALLIANT ENERGY CORP 6,445 357 0.12%
36 PHILIP MORRIS INTL INC 4,332 361 0.12%
37 GENERAL ELECTRIC CO 14,117 362 0.12%
38 SELECT SECTOR SPDR TR 15,739 365 0.12%
39 BAXTER INTL INC 5,195 373 0.13%
40 SELECT SECTOR SPDR TR 5,649 377 0.13%
41 ISHARES TR 5,130 379 0.13%
42 ISHARES TR 9,783 386 0.13%
43 PIMCO ETF TR 3,840 389 0.13%
44 FIDELITY NATL INFORMATION SV 6,902 389 0.13%
45 SPDR SER TR 5,197 389 0.13%
46 ISHARES RUSSELL 1000 ETF 3,977 437 0.15%
47 PEPSICO INC 4,691 437 0.15%
48 FISERV INC 6,991 452 0.15%
49 SCHWAB U.S. MID-CAP ETF 12,679 491 0.17%
50 ISHARES TR 4,696 514 0.17%
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