Cannon Wealth Management Services, LLC Reduced Holdings in Q1 2025

Cannon Wealth Management Services, LLC

  • $112 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-168K
- 90.77%
$23.71 - $24.2 $3.97M - $4.06M
17K $403M
TSLA
Tesla, Inc.

Consumer Cyclical
-122
- 2.96%
$222.15 - $428.22 $27.1K - $52.2K
3.99K $1.1B
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.87K
- 7.75%
$30.73 - $32.26 $180K - $189K
69.9K $2.11B
UNH
Unitedhealth Group Inc

Healthcare
-40
- 5.81%
$461.52 - $548.18 $18.5K - $21.9K
649 $254M
CRM
Salesforce, Inc.

Technology
-101
- 7.37%
$268.36 - $359.95 $27.1K - $36.4K
1.27K $353M
IVV
Ishares Core S&P 500 ETF

ETFs
-14
- 0.65%
$554.06 - $615.85 $7.76K - $8.62K
2.13K $1.2B
GOOG
Alphabet Inc.

Communication Services
-37
- 2.3%
$156.06 - $207.71 $5.77K - $7.69K
1.57K $240M
NSC
Norfolk Southern Corp

Industrials
-148
- 8.88%
$227.69 - $259.76 $33.7K - $38.4K
1.52K $334M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-256
- 26.26%
$442.66 - $534.52 $113K - $137K
719 $373M
CGDV
Capital Group Divid Value ETF

ETFs
-1.36K
- 5.56%
$34.95 - $37.36 $47.5K - $50.8K
23.1K $818M
AVUV
American Centy ETF Tr Avantis

ETFs
-285
- 9.11%
$84.95 - $100.62 $24.2K - $28.7K
2.84K $240M
MSFT
Microsoft Corp

Technology
-382
- 7.8%
$375.39 - $447.2 $143K - $171K
4.52K $1.96B
LOW
Lowes Companies Inc

Consumer Cyclical
-14
- 0.89%
$222.66 - $268.42 $3.12K - $3.76K
1.55K $347M
USMC
Principal ETF U S Mega Cap

ETFs
-125
- 1.27%
$55.72 - $63.13 $6.97K - $7.89K
9.71K $557M
DIS
Walt Disney CO

Communication Services
-197
- 8.64%
$96.87 - $114.0 $19.1K - $22.5K
2.08K $213M
IWY
Ishares Tr Russell 200 Growth

ETFs
-113
- 10.2%
$210.19 - $243.33 $23.8K - $27.5K
995 $216M
FDX
Fedex Corp

Industrials
-40
- 3.5%
$230.33 - $281.53 $9.21K - $11.3K
1.1K $238M
PG
Procter & Gamble CO

Consumer Defensive
-68
- 2.06%
$158.56 - $176.26 $10.8K - $12K
3.23K $515M
V
Visa Inc.

Financial Services
-124
- 7.36%
$306.92 - $362.71 $38.1K - $45K
1.56K $546M
CAT
Caterpillar Inc

Industrials
-6
- 0.75%
$326.75 - $407.63 $1.96K - $2.45K
799 $256M
WM
Waste Management Inc

Industrials
-228
- 9.63%
$200.54 - $233.78 $45.7K - $53.3K
2.14K $504M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-5
- 0.05%
$39.61 - $42.65 $198 - $213
9.43K $381M
HEFA
Ishares Currency Hedged Msci E

ETFs
-546
- 4.0%
$34.83 - $37.52 $19K - $20.5K
13.1K $480M
WMT
Walmart Inc.

Consumer Defensive
-17
- 0.73%
$84.5 - $105.05 $1.44K - $1.79K
2.32K $229M
GE
General Electric CO

Industrials
-39
- 3.11%
$168.59 - $212.13 $6.58K - $8.27K
1.22K $255M
SO
Southern CO

Utilities
-277
- 8.82%
$80.96 - $92.96 $22.4K - $25.7K
2.86K $264M
NFLX
Netflix Inc

Communication Services
-4
- 1.33%
$828.4 - $1058.6 $3.31K - $4.23K
297 $343M
KO
Coca Cola CO

Consumer Defensive
-40
- 0.49%
$60.81 - $72.32 $2.43K - $2.89K
8.11K $587M
PM
Philip Morris International Inc.

Consumer Defensive
-21
- 1.13%
$117.15 - $158.79 $2.46K - $3.33K
1.84K $322M
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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