Cannon Wealth Management Services, LLC Portfolio Holdings

Cannon Wealth Management Services, LLC

  • $109 Billion
  • Q3 2024

Cannon Wealth Management Services, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 86 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 $10.4B, Spdr Portfolio S&P 500 Value E with a value of $7.13B, J P Morgan Exchange Traded Fd with a value of $6.11B, Franklin Templeton ETF Tr Libe with a value of $5.41B, and Spdr Portfolio Short Term Trea with a value of $5.31B.

Examining the 13F form we can see an increase of $109B in the current position value.

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 $109 Billion
ETFs: $72.5 Billion
Technology: $7.78 Billion
Consumer Cyclical: $3.18 Billion
Utilities: $3 Billion
Industrials: $2.4 Billion
Communication Services: $1.8 Billion
Financial Services: $1.68 Billion
Consumer Defensive: $1.62 Billion
Other: $2.22 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $109 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 86 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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