Cannon Wealth Management Services, LLC Portfolio Holdings

Cannon Wealth Management Services, LLC

  • $122 Billion
  • Q2 2025

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
$0
$11.9 Billion 9.69% of portfolio
163,075
Q2 2025 Added 1.27%
$0
$8.23 Billion 6.73% of portfolio
222,851
Q2 2025 Added 6.36%
$0
$8.06 Billion 6.59% of portfolio
171,235
Q2 2025 Added 3.54%
$0
$7.08 Billion 5.79% of portfolio
135,269
Q2 2025 Added 0.13%
$0
$6.38 Billion 5.21% of portfolio
158,511
Q2 2025 Added 6.57%
Capital Grp Fixed Incm ETF T
-
$5.67 Billion 4.63% of portfolio
-
Q2 2025 Added 2.95%
$0
$5.55 Billion 4.54% of portfolio
189,573
Q2 2025 Added 4.68%
$0
$5.42 Billion 4.43% of portfolio
179,490
Q2 2025 Added 1.82%
$0
$4.5 Billion 3.68% of portfolio
33,790
Q2 2025 Added 2.74%
$0
$4.16 Billion 3.4% of portfolio
41,984
Q2 2025 Added 3.06%
$0
$4.15 Billion 3.39% of portfolio
43,562
Q2 2025 Added 2.65%
$0
$3.41 Billion 2.78% of portfolio
16,649
Q2 2025 Added 3.36%
$0
$3.38 Billion 2.76% of portfolio
12,068
Q2 2025 Added 3.45%
$3.45T
$3.12 Billion 2.55% of portfolio
15,225
Q2 2025 Reduced 4.56%
$3.77T
$2.33 Billion 1.91% of portfolio
4,688
Q2 2025 Added 3.81%
$93B
$2.31 Billion 1.89% of portfolio
19,597
Q2 2025 Reduced 6.97%
$0
$2.04 Billion 1.67% of portfolio
66,533
Q2 2025 Reduced 4.81%
$2.32T
$1.74 Billion 1.42% of portfolio
7,945
Q2 2025 Added 2.49%
$0
$1.39 Billion 1.13% of portfolio
62,695
Q2 2025 Added 38.23%
$416B
$1.39 Billion 1.13% of portfolio
8,786
Q2 2025 Added 6.91%
$0
$1.32 Billion 1.08% of portfolio
2,128
Q1 2025 Reduced 0.65%
$1.05T
$1.31 Billion 1.07% of portfolio
4,121
Q2 2025 Added 3.18%
$0
$1.28 Billion 1.04% of portfolio
22,430
Q2 2025 Added 1.93%
$0
$1.18 Billion 0.96% of portfolio
11,731
Q2 2025 Added 21.3%
-
$974 Million 0.8% of portfolio
-
Q2 2025 Reduced 3.01%
$0
$948 Million 0.77% of portfolio
1,718
Q2 2025 Reduced 4.34%
$0
$889 Million 0.73% of portfolio
22,507
Q2 2025 Reduced 2.55%
$0
$874 Million 0.71% of portfolio
3,687
Q2 2025 Added 1.18%
$0
$752 Million 0.61% of portfolio
18,498
Q2 2025 Added 28.57%
$91.5B
$672 Million 0.55% of portfolio
14,831
Q2 2025 Reduced 13.27%
$195B
$630 Million 0.51% of portfolio
21,762
Q1 2025 Added 137.99%
$0
$606 Million 0.5% of portfolio
9,682
Q2 2025 Reduced 0.32%
$439B
$584 Million 0.48% of portfolio
3,823
Q2 2025 Reduced 9.49%
$575B
$575 Million 0.47% of portfolio
1,620
Q2 2025 Added 3.78%
$1.58T
$578 Million 0.47% of portfolio
783
Q2 2025 Added 0.26%
$301B
$575 Million 0.47% of portfolio
8,121
Q2 2025 Added 0.11%
$1.14T
$542 Million 0.44% of portfolio
3,077
Q2 2025 Added 6.43%
$0
$531 Million 0.43% of portfolio
1,746
Q4 2024 Reduced 23.25%
$0
$498 Million 0.41% of portfolio
13,107
Q1 2025 Reduced 4.0%
$0
$488 Million 0.4% of portfolio
9,628
Q2 2025 Reduced 0.69%
$0
$451 Million 0.37% of portfolio
4,321
Q2 2025 Added 1.5%
$452B
$453 Million 0.37% of portfolio
4,202
Q2 2025 Added 0.86%
$113B
$448 Million 0.37% of portfolio
1,624
Q2 2025 Reduced 6.83%
$0
$438 Million 0.36% of portfolio
4,116
Q2 2025 Added 0.51%
$375B
$425 Million 0.35% of portfolio
2,669
Q2 2025 Reduced 17.42%
$0
$415 Million 0.34% of portfolio
17,036
Q1 2025 Reduced 90.77%
$36.2B
$398 Million 0.33% of portfolio
2,480
Q2 2025 Reduced 4.1%
$530B
$398 Million 0.33% of portfolio
297
Q1 2025 Reduced 1.33%
$0
$398 Million 0.33% of portfolio
9,356
Q2 2025 Reduced 0.78%

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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