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 $300 Millions to $2 Billions

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

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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