Cannon Wealth Management Services, LLC Portfolio Holdings

Cannon Wealth Management Services, LLC

  • $112 Billion
  • Q1 2025

Cannon Wealth Management Services, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 76 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 $7.69B, Capital Group Core Equity ETF with a value of $6.99B, Spdr Portfolio S&P 500 Value E with a value of $6.68B, and Putnam ETF Tr Putnam Focused L with a value of $5.54B.

Examining the 13F form we can see an decrease of $4B in the current position value, from $116B to 112B.

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 $112 Billion
ETFs: $69.7 Billion
Technology: $6.99 Billion
Consumer Cyclical: $3.24 Billion
Utilities: $3.15 Billion
Communication Services: $2.31 Billion
Consumer Defensive: $1.85 Billion
Financial Services: $1.83 Billion
Industrials: $1.82 Billion
Other: $2.15 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.6 Billion 9.49% of portfolio
161,028
Q1 2025 Added 6.47%
$0
$7.69 Billion 6.87% of portfolio
165,377
Q1 2025 Added 2.93%
$0
$6.99 Billion 6.24% of portfolio
209,517
Q1 2025 Added 5.65%
$0
$6.68 Billion 5.97% of portfolio
135,087
Q1 2025 Added 3.51%
$0
$5.54 Billion 4.94% of portfolio
148,736
Q1 2025 Added 6.49%
Capital Grp Fixed Incm ETF T
-
$5.47 Billion 4.88% of portfolio
-
Q1 2025 Added 4.82%
$0
$5.29 Billion 4.72% of portfolio
181,093
Q1 2025 Added 2.58%
$0
$5.29 Billion 4.72% of portfolio
176,277
Q1 2025 Added 2.04%
$0
$4.12 Billion 3.68% of portfolio
32,890
Q1 2025 Added 5.61%
$0
$4 Billion 3.57% of portfolio
40,736
Q1 2025 Added 3.58%
$0
$3.55 Billion 3.17% of portfolio
42,436
Q1 2025 Added 8.94%
$3.39T
$3.13 Billion 2.8% of portfolio
15,952
Q1 2025 Added 1.57%
$0
$3.09 Billion 2.76% of portfolio
16,108
Q1 2025 Added 15.19%
$0
$3.04 Billion 2.71% of portfolio
11,665
Q1 2025 Added 10.57%
$90.2B
$2.58 Billion 2.31% of portfolio
21,066
Q1 2025 Added 7.86%
$0
$2.17 Billion 1.94% of portfolio
93,719
Q1 2025 Added 1.92%
$3.75T
$1.96 Billion 1.75% of portfolio
4,516
Q1 2025 Reduced 7.8%
$2.27T
$1.46 Billion 1.31% of portfolio
7,752
Q1 2025 Added 1.64%
$0
$1.23 Billion 1.09% of portfolio
22,006
Q1 2025 Added 13.13%
$0
$1.2 Billion 1.07% of portfolio
2,128
Q1 2025 Reduced 0.65%
$934B
$1.1 Billion 0.99% of portfolio
3,994
Q1 2025 Reduced 2.96%
-
$981 Million 0.88% of portfolio
-
Q1 2025 Added 9.8%
$0
$968 Million 0.86% of portfolio
9,671
Q1 2025 Added 4.82%
$406B
$962 Million 0.86% of portfolio
8,218
Q1 2025 Added 0.34%
$0
$944 Million 0.84% of portfolio
45,355
Q1 2025 Added 168.96%
$0
$868 Million 0.78% of portfolio
1,796
Q1 2025 Added 0.11%
$0
$818 Million 0.73% of portfolio
23,096
Q1 2025 Reduced 5.56%
$0
$802 Million 0.72% of portfolio
3,644
Q1 2025 Added 17.89%
$88.7B
$798 Million 0.71% of portfolio
17,101
Q1 2025 Added 14.93%
$409B
$664 Million 0.59% of portfolio
4,224
Q1 2025 Added 0.62%
$200B
$612 Million 0.55% of portfolio
21,762
Q1 2025 Added 137.99%
$0
$583 Million 0.52% of portfolio
14,387
Q1 2025 Added 16.38%
$300B
$587 Million 0.52% of portfolio
8,112
Q1 2025 Reduced 0.49%
$0
$557 Million 0.5% of portfolio
9,713
Q1 2025 Reduced 1.27%
$585B
$546 Million 0.49% of portfolio
1,561
Q1 2025 Reduced 7.36%
$373B
$515 Million 0.46% of portfolio
3,232
Q1 2025 Reduced 2.06%
$92.7B
$504 Million 0.45% of portfolio
2,140
Q1 2025 Reduced 9.63%
$0
$489 Million 0.44% of portfolio
9,695
Q1 2025 Added 1.52%
$0
$480 Million 0.43% of portfolio
13,107
Q1 2025 Reduced 4.0%
$0
$482 Million 0.43% of portfolio
1,746
Q4 2024 Reduced 23.25%
$1.62T
$466 Million 0.42% of portfolio
781
Q1 2025 Added 2.23%
$0
$445 Million 0.4% of portfolio
4,257
Q1 2025 Added 12.03%
$1.07T
$438 Million 0.39% of portfolio
2,891
Q1 2025 Added 3.51%
$474B
$436 Million 0.39% of portfolio
4,166
Q1 2025 Added 17.42%
$0
$432 Million 0.39% of portfolio
4,095
Q1 2025 Added 11.79%
$0
$403 Million 0.36% of portfolio
17,036
Q1 2025 Reduced 90.77%
$0
$381 Million 0.34% of portfolio
9,430
Q1 2025 Reduced 0.05%
$631B
$373 Million 0.33% of portfolio
719
Q1 2025 Reduced 26.26%
$147B
$370 Million 0.33% of portfolio
1,291
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $112 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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