Cannon Wealth Management Services, LLC Purchases in Q3 2025

Cannon Wealth Management Services, LLC

  • $132 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
16K
+ 9.37%
$46.37 - $47.77 $744K - $767K
187K $8.91B
CGUS
Capital Group Core Equity ETF
6.65K
+ 2.98%
$36.89 - $39.72 $245K - $264K
229K $9.07B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
27.6K
+ 43.98%
$21.69 - $23.34 $598K - $644K
90.3K $2.1B
SPYG
Spdr Portfolio

ETFs
2.93K
+ 6.73%
$94.33 - $105.31 $276K - $309K
46.5K $4.86B
TSLA
Tesla, Inc.

Consumer Cyclical
6
+ 0.15%
$293.94 - $444.72 $1.76K - $2.67K
4.13K $1.84B
Trust For Professional Manag
20K
New
N/A
20K $521M
PVAL
Putnam ETF Tr Putnam Focused L
2.04K
+ 1.29%
$39.93 - $42.72 $81.5K - $87.2K
161K $6.86B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.28K
+ 36.44%
$100.16 - $100.7 $428K - $430K
16K $1.61B
VFQY
Vanguard Wellington Fd U S Qua

ETFs
2.52K
+ 129.15%
$142.94 - $152.69 $360K - $385K
4.47K $675M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
9K
+ 48.66%
$40.49 - $40.7 $364K - $366K
27.5K $1.12B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.5K
New
$35.42 - $38.65 $301K - $329K
8.5K $323M
VIG
Vanguard Dividend Appreciation

ETFs
612
+ 3.68%
N/A
17.3K $3.72B
Capital Grp Fixed Incm ETF T
8.98K
+ 4.17%
N/A
224K $5.96B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.94K
New
$128.6 - $136.01 $249K - $263K
1.94K $262M
VO
Vanguard Mid Cap ETF

ETFs
299
+ 2.48%
$279.83 - $293.74 $83.7K - $87.8K
12.4K $3.63B
GOOGL
Alphabet Inc.

Communication Services
56
+ 1.82%
$174.36 - $254.72 $9.76K - $14.3K
3.13K $762M
ABBV
Abb Vie Inc.

Healthcare
926
New
$184.85 - $231.54 $171K - $214K
926 $214M
PEP
Pepsico Inc

Consumer Defensive
1.44K
New
$133.81 - $152.16 $192K - $218K
1.44K $201M
MO
Altria Group, Inc.

Consumer Defensive
3.04K
New
$57.75 - $67.68 $175K - $206K
3.04K $201M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.62K
+ 37.62%
$50.47 - $50.74 $183K - $184K
13.3K $672M
VB
Vanguard Small Cap ETF

ETFs
257
+ 6.97%
$237.58 - $259.17 $61.1K - $66.6K
3.94K $1B
DUK
Duke Energy Corp

Utilities
3
+ 0.02%
$116.31 - $125.93 $349 - $378
19.6K $2.43B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
492
+ 1.17%
$97.75 - $100.75 $48.1K - $49.6K
42.5K $4.26B
URI
United Rentals, Inc.

Industrials
8
+ 2.27%
$774.14 - $975.23 $6.19K - $7.8K
360 $344M
CAT
Caterpillar Inc

Industrials
2
+ 0.25%
$390.92 - $477.15 $782 - $954
804 $384M
SO
Southern CO

Utilities
602
+ 21.02%
$90.83 - $96.0 $54.7K - $57.8K
3.47K $329M
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.24%
$215.01 - $273.02 $860 - $1.09K
1.65K $414M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.3K
+ 1.35%
$23.54 - $23.97 $30.7K - $31.3K
97.6K $2.34B
SUB
Ishares Short Term National Mu

ETFs
378
+ 9.18%
$106.17 - $107.3 $40.1K - $40.6K
4.49K $480M
XOM
Exxon Mobil Corp

Energy
110
+ 2.62%
$105.83 - $117.22 $11.6K - $12.9K
4.31K $486M
WMT
Walmart Inc.

Consumer Defensive
160
+ 6.3%
$94.4 - $104.27 $15.1K - $16.7K
2.7K $278M
MUB
Ishares National Muni Bond ETF

ETFs
105
+ 2.43%
$103.24 - $106.68 $10.8K - $11.2K
4.43K $471M
CSCO
Cisco Systems, Inc.

Technology
180
+ 6.16%
$66.2 - $71.79 $11.9K - $12.9K
3.1K $212M
NRG
Nrg Energy, Inc.

Utilities
33
+ 1.33%
$144.77 - $173.91 $4.78K - $5.74K
2.51K $407M
META
Meta Platforms, Inc.

Communication Services
4
+ 0.51%
$695.21 - $791.73 $2.78K - $3.17K
787 $578M
PM
Philip Morris International Inc.

Consumer Defensive
88
+ 4.78%
$157.77 - $183.27 $13.9K - $16.1K
1.93K $313M
KO
Coca Cola CO

Consumer Defensive
63
+ 0.78%
$65.67 - $71.67 $4.14K - $4.52K
8.18K $543M
Activity Summary
Buys All Purchases 38 New Holdings 6 Increased Positions 32 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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