Cannon Financial Strategists, Inc. Reduced Holdings in Q3 2024

Cannon Financial Strategists, Inc.

  • $572 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-15.6K
- 17.76%
$42.87 - $45.76 $667K - $712K
72.1K $3.26B
IMTB
Ishares Tr

ETFs
-13K
- 31.73%
$42.23 - $44.8 $548K - $581K
27.9K $1.24B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.54K
- 15.19%
$49.93 - $51.15 $426K - $437K
47.7K $2.44B
IWD
Ishares Russell 1000 Val ETF

ETFs
-2K
- 65.05%
$173.36 - $189.8 $347K - $380K
1.08K $204M
VIG
Vanguard Dividend Appreciation

ETFs
-802
- 24.62%
$182.15 - $182.15 $146K - $146K
2.46K $486M
UPS
United Parcel Service Inc

Industrials
-43
- 1.64%
$123.32 - $147.38 $5.3K - $6.34K
2.58K $352M
CRWS
Crown Crafts Inc

Consumer Cyclical
-9.84K
- 42.89%
$5.01 - $5.01 $49.3K - $49.3K
13.1K $62.9M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.51K
- 3.03%
$47.18 - $48.74 $118K - $122K
80.3K $3.91B
EMHC
Spdr Bloomberg Emerging Market
-1.36K
- 12.24%
$23.61 - $25.14 $32.1K - $34.2K
9.76K $245M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-50
- 2.12%
$95.81 - $109.03 $4.79K - $5.45K
2.31K $249M
TXN
Texas Instruments Inc

Technology
-82
- 5.71%
$194.6 - $194.6 $16K - $16K
1.36K $280M
LOW
Lowes Companies Inc

Consumer Cyclical
-5
- 0.52%
$213.3 - $270.78 $1.07K - $1.35K
948 $257M
EFX
Equifax Inc

Industrials
-1
- 0.09%
$236.42 - $307.13 $236 - $307
1.06K $311M
DOV
Dover Corp

Industrials
-50
- 3.13%
$172.5 - $193.03 $8.63K - $9.65K
1.55K $296M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-508
- 3.25%
$41.9 - $48.26 $21.3K - $24.5K
15.1K $723M
VTV
Vanguard Value ETF

ETFs
-16
- 0.31%
$159.75 - $174.57 $2.56K - $2.79K
5.15K $899M
EFG
Msci Eafe Growth ETF

ETFs
-359
- 1.85%
$96.84 - $108.77 $34.8K - $39K
19K $2.05B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-608
- 8.45%
$332.02 - $382.76 $202K - $233K
6.58K $2.47B
IVV
Ishares Core S&P 500 ETF

ETFs
-32
- 0.99%
$520.18 - $576.82 $16.6K - $18.5K
3.2K $1.85B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-1.09K
- 0.99%
$82.38 - $93.84 $89.5K - $102K
108K $10B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-54
- 1.35%
$405.19 - $478.57 $21.9K - $25.8K
3.95K $1.82B
KO
Coca Cola CO

Consumer Defensive
-2.43K
- 4.11%
$62.69 - $73.01 $152K - $177K
56.7K $4.08B
VBR
Vanguard Small Cap Value ETF

ETFs
-83
- 0.25%
$179.99 - $201.6 $14.9K - $16.7K
32.6K $6.54B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.87K
- 2.96%
$63.28 - $70.06 $245K - $271K
127K $8.89B
VUG
Vanguard Growth ETF

ETFs
-1.77K
- 2.66%
$341.08 - $391.94 $605K - $695K
64.9K $24.9B
Activity Summary
Buys All Purchases 57 New Holdings 12 Increased Positions 45 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cannon Financial Strategists, Inc. Portfolio

Follow Cannon Financial Strategists, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cannon Financial Strategists, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cannon Financial Strategists, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email