Cannon Financial Strategists, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $583 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $84.7B, Spdr S&P 600 Small Cap Value E with a value of $80.5B, Spdr Portfolio with a value of $73.3B, American Centy ETF Tr Avantis with a value of $66.5B, and Vanguard Bd Index Fd Inc Inter with a value of $32B.

Examining the 13F form we can see an increase of $11.2B in the current position value, from $572B to 583B.

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 $583 Billion
ETFs: $481 Billion
Consumer Defensive: $6.56 Billion
Healthcare: $3.54 Billion
Technology: $3.27 Billion
Financial Services: $2.72 Billion
Utilities: $2.36 Billion
Consumer Cyclical: $2.31 Billion
Industrials: $1.23 Billion
Other: $935 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $583 Billion
  • Prior Value $572 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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