Cannon Wealth Management Services, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 80 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 $11.9B, Capital Group Core Equity ETF with a value of $8.23B, J P Morgan Exchange Traded Fd with a value of $8.06B, Spdr Portfolio S&P 500 Value E with a value of $7.08B, and Putnam ETF Tr Putnam Focused L with a value of $6.38B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $112B to 122B.

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 $122 Billion
ETFs: $76.1 Billion
Technology: $7.97 Billion
Consumer Cyclical: $3.72 Billion
Utilities: $2.97 Billion
Communication Services: $2.69 Billion
Industrials: $2.1 Billion
Financial Services: $1.88 Billion
Consumer Defensive: $1.58 Billion
Other: $1.71 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $122 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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