Cannon Wealth Management Services, LLC Incresed Positions in Q2 2025

Cannon Wealth Management Services, LLC

  • $122 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
13.3K
+ 6.36%
$29.93 - $36.93 $399K - $492K
223K $8.23B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.05K
+ 1.27%
$58.41 - $72.69 $120K - $149K
163K $11.9B
PVAL
Putnam ETF Tr Putnam Focused L
9.78K
+ 6.57%
$33.6 - $40.23 $328K - $393K
159K $6.38B
SPYG
Spdr Portfolio

ETFs
1.13K
+ 2.65%
$71.83 - $95.32 $80.9K - $107K
43.6K $4.15B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.3K
+ 38.23%
$17.76 - $22.1 $308K - $383K
62.7K $1.39B
NVDA
Nvidia Corp

Technology
568
+ 6.91%
$94.31 - $157.99 $53.6K - $89.7K
8.79K $1.39B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
182
+ 0.13%
$45.11 - $52.34 $8.21K - $9.53K
135K $7.08B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
900
+ 2.74%
$114.78 - $133.31 $103K - $120K
33.8K $4.5B
MSFT
Microsoft Corp

Technology
172
+ 3.81%
$354.56 - $497.45 $61K - $85.6K
4.69K $2.33B
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.86K
+ 3.54%
$45.9 - $47.2 $269K - $276K
171K $8.06B
VIG
Vanguard Dividend Appreciation

ETFs
541
+ 3.36%
N/A
16.6K $3.41B
AMZN
Amazon Com Inc

Consumer Cyclical
193
+ 2.49%
$167.32 - $223.3 $32.3K - $43.1K
7.95K $1.74B
SPTS
Spdr Portfolio Short Term Trea

ETFs
8.48K
+ 4.68%
$29.07 - $29.38 $247K - $249K
190K $5.55B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.06K
+ 21.3%
$100.04 - $100.54 $206K - $207K
11.7K $1.18B
TSLA
Tesla, Inc.

Consumer Cyclical
127
+ 3.18%
$221.86 - $362.89 $28.2K - $46.1K
4.12K $1.31B
Capital Grp Fixed Incm ETF T
6.17K
+ 2.95%
N/A
215K $5.67B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
4.11K
+ 28.57%
$40.41 - $40.68 $166K - $167K
18.5K $752M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.25K
+ 3.06%
$96.84 - $99.46 $121K - $124K
42K $4.16B
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.21K
+ 1.82%
$29.82 - $30.19 $95.8K - $97K
179K $5.42B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.53K
+ 2.7%
$22.4 - $23.8 $56.8K - $60.3K
96.3K $2.29B
META
Meta Platforms, Inc.

Communication Services
2
+ 0.26%
$484.66 - $738.09 $969 - $1.48K
783 $578M
GOOGL
Alphabet Inc.

Communication Services
186
+ 6.43%
$144.7 - $178.6 $26.9K - $33.2K
3.08K $542M
VB
Vanguard Small Cap ETF

ETFs
43
+ 1.18%
$193.73 - $237.37 $8.33K - $10.2K
3.69K $874M
CAT
Caterpillar Inc

Industrials
3
+ 0.38%
$273.94 - $388.21 $822 - $1.16K
802 $311M
JEPI
J P Morgan Exchange Traded Fd

ETFs
424
+ 1.93%
$51.14 - $57.0 $21.7K - $24.2K
22.4K $1.28B
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.26%
$210.28 - $289.91 $631 - $870
1.17K $338M
GOOG
Alphabet Inc.

Communication Services
7
+ 0.45%
$146.58 - $180.01 $1.03K - $1.26K
1.58K $280M
V
Visa Inc.

Financial Services
59
+ 3.78%
$308.27 - $373.31 $18.2K - $22K
1.62K $575M
WMT
Walmart Inc.

Consumer Defensive
221
+ 9.53%
$81.79 - $99.98 $18.1K - $22.1K
2.54K $248M
AVUV
American Centy ETF Tr Avantis

ETFs
1
+ 0.04%
$75.17 - $91.21 $75.2 - $91.2
2.84K $259M
LOW
Lowes Companies Inc

Consumer Cyclical
92
+ 5.93%
$210.83 - $235.28 $19.4K - $21.6K
1.64K $364M
XOM
Exxon Mobil Corp

Energy
36
+ 0.86%
$99.93 - $119.04 $3.6K - $4.29K
4.2K $453M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.03%
$51.16 - $62.02 $51.2 - $62
3.56K $221M
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.27%
$149.23 - $184.95 $746 - $925
1.84K $335M
MUB
Ishares National Muni Bond ETF

ETFs
64
+ 1.5%
$102.31 - $105.8 $6.55K - $6.77K
4.32K $451M
SUB
Ishares Short Term National Mu

ETFs
21
+ 0.51%
$104.77 - $106.34 $2.2K - $2.23K
4.12K $438M
KO
Coca Cola CO

Consumer Defensive
9
+ 0.11%
$68.37 - $73.9 $615 - $665
8.12K $575M
PGR
Progressive Corp

Financial Services
1
+ 0.08%
$255.27 - $288.74 $255 - $289
1.29K $345M
Activity Summary
Buys All Purchases 46 New Holdings 7 Increased Positions 39 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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