Cannon Wealth Management Services, LLC Purchases in Q4 2024

Cannon Wealth Management Services, LLC

  • $116 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
66.9K
+ 50.86%
$33.96 - $36.24 $2.27M - $2.42M
198K $7.17B
PVAL
Putnam ETF Tr Putnam Focused L
67.5K
+ 93.53%
$36.85 - $39.99 $2.49M - $2.7M
140K $5.39B
JCPB
J P Morgan Exchange Traded Fd

ETFs
34.1K
+ 26.93%
$46.07 - $48.17 $1.57M - $1.64M
161K $7.43B
Capital Grp Fixed Incm ETF T
41.8K
+ 26.46%
N/A
200K $5.16B
TSLA
Tesla, Inc.

Consumer Cyclical
139
+ 3.5%
$213.65 - $479.86 $29.7K - $66.7K
4.12K $1.58B
SPYG
Spdr Portfolio

ETFs
2.85K
+ 7.9%
$81.74 - $91.38 $233K - $261K
39K $3.48B
VIG
Vanguard Dividend Appreciation

ETFs
2.18K
+ 18.42%
N/A
14K $2.82B
VO
Vanguard Mid Cap ETF

ETFs
1.17K
+ 12.5%
$261.5 - $284.63 $306K - $334K
10.6K $2.9B
AMZN
Amazon Com Inc

Consumer Cyclical
61
+ 0.81%
$180.88 - $232.93 $11K - $14.2K
7.63K $1.81B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.9K
New
$18.41 - $40.87 $310K - $689K
16.9K $322M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.28K
+ 12.21%
$96.64 - $101.23 $414K - $433K
39.3K $3.82B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.18K
+ 3.94%
$126.68 - $134.74 $150K - $159K
31.1K $4.11B
AAPL
Apple Inc.

Technology
1.47K
+ 10.35%
$221.69 - $259.02 $327K - $382K
15.7K $3.58B
CRM
Salesforce, Inc.

Technology
565
+ 70.19%
$270.87 - $367.87 $153K - $208K
1.37K $465M
WMT
Walmart Inc.

Consumer Defensive
2.34K
New
$79.1 - $95.7 $185K - $223K
2.34K $232M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.83K
+ 24.48%
$57.53 - $60.83 $220K - $233K
19.5K $1.14B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
4.41K
+ 55.54%
$40.34 - $40.62 $178K - $179K
12.4K $499M
VB
Vanguard Small Cap ETF

ETFs
588
+ 23.49%
$233.76 - $261.58 $137K - $154K
3.09K $762M
GOOGL
Alphabet Inc.

Communication Services
111
+ 4.14%
$161.86 - $196.66 $18K - $21.8K
2.79K $562M
META
Meta Platforms, Inc.

Communication Services
14
+ 1.87%
$554.08 - $632.68 $7.76K - $8.86K
764 $533M
NFLX
Netflix Inc

Communication Services
2
+ 0.67%
$687.65 - $936.56 $1.38K - $1.87K
301 $295M
IVV
Ishares Core S&P 500 ETF

ETFs
47
+ 2.24%
$570.51 - $610.59 $26.8K - $28.7K
2.14K $1.29B
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 1.85%
$205.18 - $250.29 $4.31K - $5.26K
1.16K $309M
AVGO
Broadcom Inc.

Technology
42
+ 3.36%
$159.67 - $250.0 $6.71K - $10.5K
1.29K $281M
DIS
Walt Disney CO

Communication Services
133
+ 6.2%
$92.39 - $117.6 $12.3K - $15.6K
2.28K $260M
GE
General Electric CO

Industrials
158
+ 14.39%
$159.95 - $194.23 $25.3K - $30.7K
1.26K $256M
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.97K
+ 2.35%
$29.77 - $30.19 $118K - $120K
173K $5.16B
ENB
Enbridge Inc

Energy
110
+ 0.74%
$40.4 - $43.92 $4.44K - $4.83K
14.9K $639M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.15K
+ 3.55%
$23.29 - $23.93 $73.3K - $75.4K
92K $2.17B
PM
Philip Morris International Inc.

Consumer Defensive
132
+ 7.66%
$118.38 - $133.06 $15.6K - $17.6K
1.86K $242M
NRG
Nrg Energy, Inc.

Utilities
3
+ 0.12%
$85.3 - $101.61 $256 - $305
2.58K $265M
SUB
Ishares Short Term National Mu

ETFs
155
+ 4.42%
$104.94 - $106.2 $16.3K - $16.5K
3.66K $387M
ORCL
Oracle Corp

Technology
9
+ 0.76%
$165.41 - $192.43 $1.49K - $1.73K
1.19K $201M
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 1.66%
$288.47 - $316.54 $4.9K - $5.38K
1.04K $301M
DUK
Duke Energy Corp

Utilities
265
+ 1.38%
$105.76 - $120.76 $28K - $32K
19.5K $2.21B
CAT
Caterpillar Inc

Industrials
22
+ 2.81%
$360.37 - $416.88 $7.93K - $9.17K
805 $291M
SO
Southern CO

Utilities
1
+ 0.03%
$81.5 - $94.15 $81.5 - $94.2
3.14K $264M
LOW
Lowes Companies Inc

Consumer Cyclical
7
+ 0.45%
$244.52 - $284.07 $1.71K - $1.99K
1.57K $401M
MSFT
Microsoft Corp

Technology
127
+ 2.66%
$406.35 - $454.46 $51.6K - $57.7K
4.9K $2.01B
JNJ
Johnson & Johnson

Healthcare
11
+ 0.26%
$143.34 - $165.86 $1.58K - $1.82K
4.2K $638M
KO
Coca Cola CO

Consumer Defensive
87
+ 1.08%
$61.74 - $71.71 $5.37K - $6.24K
8.15K $516M
Activity Summary
Buys All Purchases 42 New Holdings 2 Increased Positions 40 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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