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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 (2016Q4)
Original 13F HR (0001062993-17-000822) filed in 2017.02.14
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES TR 1,859 224 0.05%
52 ISHARES TR CONSER ALLOC ETF 20,880 679 0.16%
53 JOHNSON & JOHNSON 3,013 347 0.08%
54 JOHNSON CTLS INTL PLC 20,072 827 0.20%
55 JPMORGAN CHASE & CO 11,405 984 0.24%
56 KELSO TECHNOLOGIES INC 17,000 16 0.00%
57 KIMBERLY CLARK CORP 6,505 742 0.18%
58 KROGER CO 19,343 668 0.16%
59 LAM RESEARCH CORP 6,180 653 0.16%
60 LOCKHEED MARTIN CORP 2,593 648 0.16%
61 LYONDELLBASELL INDUSTRIES N 7,149 613 0.15%
62 MAXWELL TECHNOLOGIES INC 10,000 51 0.01%
63 MEDTRONIC PLC 9,340 665 0.16%
64 MERCK & CO INC 14,937 879 0.21%
65 MGE ENERGY INC 3,629 237 0.06%
66 MICROSOFT CORP 25,485 1,584 0.38%
67 MOODYS CORP 5,884 555 0.13%
68 Mad Catz Interactive 15,000 2 0.00%
69 NETAPP INC 14,081 497 0.12%
70 NEXTERA ENERGY INC 6,855 819 0.20%
71 NUVEEN AMT FREE MUN CR INC F 10,567 153 0.04%
72 ORACLE CORP 34,051 1,309 0.32%
73 PEPSICO INC 5,269 551 0.13%
74 PFIZER INC 29,767 967 0.23%
75 PHILIP MORRIS INTL INC 3,695 338 0.08%
76 PIMCO ETF TR 5,301 537 0.13%
77 POWERSHARES ETF TR II 9,289 386 0.09%
78 POWERSHARES QQQ TRUST 2,677 317 0.08%
79 RAYTHEON CO 4,133 587 0.14%
80 ROADRUNNER TRANSHOLDINGS INC 18,987 197 0.05%
81 RYDEX ETF TRUST 376,397 32,611 7.92%
82 SCHWAB U.S. BROAD MARKET ETF 5,471 296 0.07%
83 SCRIPPS E W CO OHIO CL A NEW 32,268 624 0.15%
84 SELECT SECTOR SPDR TR 353,003 28,734 6.98%
85 SELECT SECTOR SPDR TR 388,195 26,762 6.50%
86 SELECT SECTOR SPDR TR 7,567 366 0.09%
87 SOUTHWEST AIRLS CO 21,402 1,067 0.26%
88 SPDR DOW JONES INDL AVRG ETF 1,224 242 0.06%
89 SPDR S&P 500 ETF TR 8,182 1,829 0.44%
90 SPDR SER TR 4,126 353 0.09%
91 SYSCO CORP 19,517 1,081 0.26%
92 TRAVELERS COMPANIES INC 4,661 571 0.14%
93 UNITEDHEALTH GROUP INC 2,716 435 0.11%
94 VALERO ENERGY CORP NEW 10,377 709 0.17%
95 VANGUARD BD INDEX FDS 351,629 27,937 6.78%
96 VANGUARD CHARLOTTE FDS 931,584 50,576 12.28%
97 VANGUARD INDEX FDS 1,865 208 0.05%
98 VANGUARD INDEX FDS 156,744 20,214 4.91%
99 VANGUARD INDEX FDS 568,733 65,586 15.93%
100 VANGUARD INTL EQUITY INDEX F 165,847 7,327 1.78%
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