Cannon Wealth Management Services, LLC Portfolio Holdings

Cannon Wealth Management Services, LLC

  • $116 Billion
  • Q4 2024

Cannon Wealth Management Services, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $10.6B, J P Morgan Exchange Traded Fd with a value of $7.43B, Capital Group Core Equity ETF with a value of $7.17B, Spdr Portfolio S&P 500 Value E with a value of $6.83B, and Putnam ETF Tr Putnam Focused L with a value of $5.39B.

Examining the 13F form we can see an increase of $6.71B in the current position value, from $109B to 116B.

Cannon Wealth Management Services, LLC is based out at Winston Salem, NC

Below you can find more details about Cannon Wealth Management Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $72.6 Billion
Technology: $8 Billion
Consumer Cyclical: $4.09 Billion
Utilities: $2.74 Billion
Industrials: $2.32 Billion
Communication Services: $2.2 Billion
Financial Services: $1.81 Billion
Consumer Defensive: $1.55 Billion
Other: $2.03 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$3.58 Billion 3.09% of portfolio
15,706
Q4 2024 Added 10.35%
$3.05T
$2.01 Billion 1.74% of portfolio
4,898
Q4 2024 Added 2.66%
$2.33T
$1.81 Billion 1.56% of portfolio
7,627
Q4 2024 Added 0.81%
$1.06T
$1.58 Billion 1.36% of portfolio
4,116
Q4 2024 Added 3.5%
$327B
$955 Million 0.82% of portfolio
8,190
Q4 2024 Reduced 6.01%
$405B
$638 Million 0.55% of portfolio
4,198
Q4 2024 Added 0.26%
$575B
$583 Million 0.5% of portfolio
1,685
Q4 2024 Reduced 7.21%
$402B
$557 Million 0.48% of portfolio
3,300
Q4 2024 Reduced 1.7%
$1.1T
$562 Million 0.48% of portfolio
2,793
Q4 2024 Added 4.14%
$1.62T
$533 Million 0.46% of portfolio
764
Q4 2024 Added 1.87%
$297B
$516 Million 0.45% of portfolio
8,152
Q4 2024 Added 1.08%
$326B
$465 Million 0.4% of portfolio
1,370
Q4 2024 Added 70.19%
$614B
$453 Million 0.39% of portfolio
975
Q4 2024 Reduced 1.32%
$447B
$380 Million 0.33% of portfolio
3,548
Q4 2024 Reduced 6.14%
$493B
$378 Million 0.33% of portfolio
689
Q4 2024 Reduced 19.32%
$1.13T
$326 Million 0.28% of portfolio
1,610
Q4 2024 Reduced 10.75%
$245B
$300 Million 0.26% of portfolio
779
Q4 2024 Reduced 5.23%
$226B
$301 Million 0.26% of portfolio
1,039
Q4 2024 Added 1.66%
$457B
$295 Million 0.25% of portfolio
301
Q4 2024 Added 0.67%
$229B
$256 Million 0.22% of portfolio
1,256
Q4 2024 Added 14.39%
$232B
$242 Million 0.21% of portfolio
1,856
Q4 2024 Added 7.66%
$281B
$232 Million 0.2% of portfolio
2,335
Q4 2024 New
$464B
$201 Million 0.17% of portfolio
1,194
Q4 2024 Added 0.76%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $116 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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