Cannon Financial Strategists, Inc. has filed its 13F form on September 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $524 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $80.7B, Spdr S&P 600 Small Cap Value E with a value of $71.3B, Spdr Portfolio with a value of $66.9B, American Centy ETF Tr Avantis with a value of $60.2B, and Vanguard Bd Index Fd Inc Inter with a value of $30.9B.

Examining the 13F form we can see an increase of $524B in the current position value.

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 $524 Billion
ETFs: $445 Billion
Consumer Defensive: $6.32 Billion
Healthcare: $2.93 Billion
Financial Services: $2.76 Billion
Consumer Cyclical: $1.94 Billion
Technology: $1.8 Billion
Utilities: $1.32 Billion
Industrials: $1.18 Billion
Other: $1.29 Billion

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $524 Billion
  • Filing
  • Period Q2 2024
  • Filing Date September 10, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 92 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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