Cannon Financial Strategists, Inc. Portfolio Holdings

Cannon Financial Strategists, Inc.

  • $572 Billion
  • Q3 2024

Cannon Financial Strategists, Inc. has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $572 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $88.1B, Spdr S&P 600 Small Cap Value E with a value of $79.8B, Spdr Portfolio with a value of $69.2B, American Centy ETF Tr Avantis with a value of $64.1B, and Vanguard Bd Index Fd Inc Inter with a value of $31.4B.

Examining the 13F form we can see an increase of $105B in the current position value, from $467B to 572B.

Cannon Financial Strategists, Inc. is based out at Athens, GA

Below you can find more details about Cannon Financial Strategists, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $572 Billion
ETFs: $479 Billion
Consumer Defensive: $7.07 Billion
Healthcare: $3.26 Billion
Technology: $3 Billion
Financial Services: $2.69 Billion
Utilities: $2.47 Billion
Consumer Cyclical: $2.12 Billion
Industrials: $1.27 Billion
Other: $873 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$269 Million 0.05% of portfolio
11,000
Q3 2024 New
$0
$294 Million 0.05% of portfolio
14,417
Q3 2024 New
$20M
$187 Million 0.03% of portfolio
80,391
Q3 2022 Reduced 79.65%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $572 Billion
  • Prior Value $467 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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