Cannon Wealth Management Services, LLC Incresed Positions in Q1 2025

Cannon Wealth Management Services, LLC

  • $112 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
28.5K
+ 168.96%
$18.36 - $20.51 $523K - $584K
45.4K $944M
T
At&T Inc.

Communication Services
12.6K
+ 137.99%
$21.56 - $28.28 $272K - $357K
21.8K $612M
DUK
Duke Energy Corp

Utilities
1.54K
+ 7.86%
$105.87 - $121.97 $163K - $187K
21.1K $2.58B
Capital Grp Fixed Incm ETF T
9.63K
+ 4.82%
N/A
209K $5.47B
VIG
Vanguard Dividend Appreciation

ETFs
2.12K
+ 15.19%
N/A
16.1K $3.09B
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.71K
+ 2.93%
$45.56 - $47.23 $215K - $223K
165K $7.69B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.41K
+ 3.58%
$95.85 - $99.25 $135K - $140K
40.7K $4B
SPTS
Spdr Portfolio Short Term Trea

ETFs
4.55K
+ 2.58%
$28.92 - $29.24 $132K - $133K
181K $5.29B
ENB
Enbridge Inc

Energy
2.22K
+ 14.93%
$41.54 - $45.45 $92.3K - $101K
17.1K $798M
PVAL
Putnam ETF Tr Putnam Focused L
9.07K
+ 6.49%
$36.8 - $39.59 $334K - $359K
149K $5.54B
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.53K
+ 2.04%
$29.82 - $30.1 $105K - $106K
176K $5.29B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.55K
+ 13.13%
$56.17 - $59.71 $143K - $152K
22K $1.23B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
2.03K
+ 16.38%
$40.24 - $40.65 $81.5K - $82.3K
14.4K $583M
AVGO
Broadcom Inc.

Technology
451
+ 34.91%
$167.43 - $244.7 $75.5K - $110K
1.74K $357M
CGMS
Capital Grp Core Plus Income E
3.25K
+ 9.8%
N/A
36.4K $981M
SPYG
Spdr Portfolio

ETFs
3.48K
+ 8.94%
$80.05 - $92.39 $279K - $322K
42.4K $3.55B
XOM
Exxon Mobil Corp

Energy
618
+ 17.42%
$105.44 - $118.93 $65.2K - $73.5K
4.17K $436M
SUB
Ishares Short Term National Mu

ETFs
432
+ 11.79%
$105.3 - $106.24 $45.5K - $45.9K
4.1K $432M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
445
+ 4.82%
$100.32 - $100.76 $44.6K - $44.8K
9.67K $968M
NRG
Nrg Energy, Inc.

Utilities
7
+ 0.27%
$84.82 - $113.33 $594 - $793
2.59K $307M
MUB
Ishares National Muni Bond ETF

ETFs
457
+ 12.03%
$104.71 - $107.69 $47.9K - $49.2K
4.26K $445M
VB
Vanguard Small Cap ETF

ETFs
553
+ 17.89%
$217.89 - $252.64 $120K - $140K
3.64K $802M
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.38%
$279.74 - $321.29 $1.12K - $1.29K
1.04K $332M
JNJ
Johnson & Johnson

Healthcare
26
+ 0.62%
$142.06 - $167.7 $3.69K - $4.36K
4.22K $664M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.75K
+ 5.61%
$126.11 - $135.06 $220K - $236K
32.9K $4.12B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
145
+ 1.52%
$50.39 - $50.66 $7.31K - $7.35K
9.7K $489M
NVDA
Nvidia Corp

Technology
28
+ 0.34%
$106.98 - $149.43 $3K - $4.18K
8.22K $962M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.77K
+ 1.92%
$23.32 - $23.84 $41.2K - $42.1K
93.7K $2.17B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.78K
+ 6.47%
$64.88 - $72.1 $635K - $705K
161K $10.6B
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.35%
$225.19 - $279.95 $901 - $1.12K
1.16K $290M
TFC
Truist Financial Corp

Financial Services
545
+ 10.87%
$39.48 - $48.15 $21.5K - $26.2K
5.56K $215M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.03%
$57.21 - $65.8 $57.2 - $65.8
3.56K $207M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.11%
$468.34 - $539.52 $937 - $1.08K
1.8K $868M
META
Meta Platforms, Inc.

Communication Services
17
+ 2.23%
$576.36 - $736.67 $9.8K - $12.5K
781 $466M
GOOGL
Alphabet Inc.

Communication Services
98
+ 3.51%
$154.33 - $206.19 $15.1K - $20.2K
2.89K $438M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.58K
+ 3.51%
$49.78 - $53.19 $228K - $244K
135K $6.68B
CGUS
Capital Group Core Equity ETF
11.2K
+ 5.65%
$33.08 - $36.62 $371K - $411K
210K $6.99B
AMZN
Amazon Com Inc

Consumer Cyclical
125
+ 1.64%
$190.26 - $242.06 $23.8K - $30.3K
7.75K $1.46B
AAPL
Apple Inc.

Technology
246
+ 1.57%
$209.68 - $247.1 $51.6K - $60.8K
16K $3.13B
Activity Summary
Buys All Purchases 43 New Holdings 3 Increased Positions 40 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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