Cannon Financial Strategists, Inc. Portfolio Holdings

Cannon Financial Strategists, Inc.

  • $583 Billion
  • Q1 2025

Cannon Financial Strategists, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $583 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $93.9B, Spdr S&P 600 Small Cap Value E with a value of $73.9B, Spdr Portfolio with a value of $65.7B, American Centy ETF Tr Avantis with a value of $65B, and Vanguard Bd Index Fd Inc Inter with a value of $35.4B.

Examining the 13F form we can see an decrease of $763M in the current position value, from $583B to 583B.

Cannon Financial Strategists, Inc. is based out at Athens, GA

Below you can find more details about Cannon Financial Strategists, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $583 Billion
ETFs: $480 Billion
Consumer Defensive: $7.1 Billion
Healthcare: $3.83 Billion
Financial Services: $3.15 Billion
Technology: $2.96 Billion
Utilities: $2.61 Billion
Consumer Cyclical: $2.02 Billion
Industrials: $1.09 Billion
Other: $1.45 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$93.9 Billion 16.11% of portfolio
3,380,038
Q1 2025 Added 3.11%
$0
$73.9 Billion 12.68% of portfolio
942,162
Q1 2025 Added 2.08%
$0
$65.7 Billion 11.27% of portfolio
817,114
Q1 2025 Reduced 2.0%
$0
$65 Billion 11.15% of portfolio
996,328
Q1 2025 Added 0.01%
$0
$35.4 Billion 6.07% of portfolio
461,713
Q1 2025 Added 7.68%
$0
$24.3 Billion 4.17% of portfolio
65,471
Q1 2025 Reduced 1.44%
$0
$21.8 Billion 3.75% of portfolio
362,782
Q1 2025 Added 3.74%
$0
$21.5 Billion 3.69% of portfolio
814,741
Q1 2025 Added 5.5%
$0
$19.5 Billion 3.34% of portfolio
294,009
Q1 2025 Reduced 0.28%
$0
$19.5 Billion 3.34% of portfolio
70,780
Q1 2025 Added 1.31%
$0
$14.7 Billion 2.52% of portfolio
162,210
Q1 2025 Added 2.93%
Capital Grp Fixed Incm ETF T
-
$12.1 Billion 2.08% of portfolio
-
Q1 2025 Added 5.93%
$0
$10.5 Billion 1.8% of portfolio
182,345
Q1 2025 Added 1.2%
$0
$9.83 Billion 1.69% of portfolio
117,192
Q1 2025 Added 4.65%
$0
$8.55 Billion 1.47% of portfolio
125,713
Q1 2025 Reduced 1.9%
$0
$6.89 Billion 1.18% of portfolio
65,358
Q1 2025 Added 16.99%
$313B
$4.14 Billion 0.71% of portfolio
57,843
Q1 2025 Added 0.48%
$0
$4.05 Billion 0.7% of portfolio
83,803
Q1 2025 Added 0.18%
$0
$3.27 Billion 0.56% of portfolio
74,556
Q1 2025 Added 4.79%
$0
$2.91 Billion 0.5% of portfolio
27,315
Q1 2025 Added 8.74%
$0
$2.79 Billion 0.48% of portfolio
56,327
Q1 2025 Added 3.06%
$648B
$2.11 Billion 0.36% of portfolio
3,964
Q4 2024 Added 0.25%
$0
$2.04 Billion 0.35% of portfolio
18,332
Q1 2025 Reduced 2.13%
$0
$2 Billion 0.34% of portfolio
3,895
Q4 2024 Reduced 1.17%
$0
$1.99 Billion 0.34% of portfolio
5,520
Q1 2025 Reduced 15.8%
$0
$1.9 Billion 0.33% of portfolio
19,028
Q3 2024 Reduced 1.85%
$0
$1.81 Billion 0.31% of portfolio
3,217
Q1 2025 Added 1.35%
$0
$1.66 Billion 0.29% of portfolio
64,159
Q1 2025 Added 3.77%
$3.26T
$1.63 Billion 0.28% of portfolio
7,344
Q1 2025 Reduced 0.6%
$0
$1.56 Billion 0.27% of portfolio
64,437
Q1 2025 Added 0.73%
$0
$1.59 Billion 0.27% of portfolio
2,846
Q4 2024 Reduced 0.04%
$0
$1.51 Billion 0.26% of portfolio
29,852
Q1 2025 Added 4.09%
$0
$1.44 Billion 0.25% of portfolio
61,723
Q1 2025 Added 0.69%
$377B
$1.45 Billion 0.25% of portfolio
3,951
Q1 2025 Reduced 0.15%
$0
$1.4 Billion 0.24% of portfolio
60,916
Q1 2025 Added 0.65%
$0
$1.4 Billion 0.24% of portfolio
62,368
Q1 2025 Added 0.56%
$0
$1.33 Billion 0.23% of portfolio
54,156
Q4 2024 Added 100.0%
$386B
$1.28 Billion 0.22% of portfolio
7,506
Q4 2024 Added 5.53%
$97.2B
$1.29 Billion 0.22% of portfolio
14,011
Q1 2025 Added 2.19%
$0
$1.29 Billion 0.22% of portfolio
20,757
Q4 2024 Reduced 1.31%
$0
$1.24 Billion 0.21% of portfolio
28,531
Q1 2025 Reduced 8.59%
$0
$1.18 Billion 0.2% of portfolio
29,280
Q2 2020 Added 1.48%
$0
$1.11 Billion 0.19% of portfolio
21,812
Q1 2025 Added 7.71%
$0
$1.07 Billion 0.18% of portfolio
6,221
Q1 2025 Added 0.08%
$0
$967 Million 0.17% of portfolio
38,456
Q1 2025 Added 0.66%
$0
$945 Million 0.16% of portfolio
39,022
Q1 2025 Added 0.7%
$89.6B
$935 Million 0.16% of portfolio
7,664
Q1 2025 Reduced 0.65%
$335B
$868 Million 0.15% of portfolio
4,141
Q4 2024 Added 2.4%
$3.51T
$836 Million 0.14% of portfolio
2,228
Q4 2024 Added 4.9%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $583 Billion
  • Prior Value $583 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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