Cannon Financial Strategists, Inc. Incresed Positions in Q4 2024

Cannon Financial Strategists, Inc.

  • $583 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Capital Grp Fixed Incm ETF T
250K
+ 135.35%
N/A
434K $11.2B
AVLV
American Centy ETF Tr Avantis
23.1K
+ 2.38%
$65.51 - $71.22 $1.52M - $1.65M
996K $66.5B
VUG
Vanguard Growth ETF

ETFs
1.51K
+ 2.32%
$378.79 - $428.11 $571K - $645K
66.4K $27.3B
VLUE
Ishares Msci Usa Value Factor

ETFs
11.8K
+ 88.33%
$104.01 - $115.38 $1.23M - $1.36M
25.1K $2.65B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.49K
+ 0.38%
$84.34 - $95.14 $295K - $332K
923K $80.5B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
54.5K
+ 7.59%
$25.25 - $26.34 $1.38M - $1.44M
772K $19.5B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
27.7K
+ 6.9%
$74.5 - $78.37 $2.06M - $2.17M
429K $32B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
3.65K
+ 3.37%
$89.88 - $101.38 $328K - $370K
112K $10.5B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.98K
+ 14.64%
$49.79 - $51.14 $347K - $357K
54.7K $2.74B
DFAE
Dimensional ETF Tr

ETFs
14.8K
+ 31.53%
$25.36 - $28.15 $376K - $417K
61.8K $1.57B
AVDE
American Centy ETF Tr Avantis

ETFs
28.8K
+ 10.84%
$60.9 - $66.69 $1.76M - $1.92M
295K $18.1B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.2K
+ 0.94%
$69.3 - $74.3 $82.8K - $88.8K
128K $9.15B
VTV
Vanguard Value ETF

ETFs
1.07K
+ 20.72%
$168.32 - $181.87 $180K - $194K
6.22K $1.05B
DFAX
Dimensional ETF Tr
10.2K
+ 21.7%
$24.76 - $27.04 $253K - $276K
57.3K $1.42B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.39K
+ 4.22%
$47.58 - $48.56 $161K - $164K
83.7K $4B
IMTB
Ishares Tr

ETFs
3.31K
+ 11.84%
$42.29 - $44.45 $140K - $147K
31.2K $1.32B
JPM
Jpmorgan Chase & CO

Financial Services
97
+ 6.71%
$205.18 - $250.29 $19.9K - $24.3K
1.54K $370M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.9K
+ 228.63%
$26.93 - $84.95 $321K - $1.01M
17.1K $468M
PG
Procter & Gamble CO

Consumer Defensive
393
+ 5.53%
$161.05 - $179.7 $63.3K - $70.6K
7.51K $1.26B
MSFT
Microsoft Corp

Technology
104
+ 4.9%
$406.35 - $454.46 $42.3K - $47.3K
2.23K $939M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 4.02%
$873.59 - $994.69 $8.74K - $9.95K
259 $237M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
878
+ 1.45%
$23.25 - $23.37 $20.4K - $20.5K
61.3K $1.43B
VNQ
Vanguard Specialized Funds Van

ETFs
415
+ 14.74%
$87.85 - $98.6 $36.5K - $40.9K
3.23K $288M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.34K
+ 292.82%
$25.93 - $105.3 $190K - $773K
9.84K $274M
VBK
Vanguard Small Cap Growth ETF

ETFs
10
+ 1.28%
$264.18 - $304.19 $2.64K - $3.04K
791 $222M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
490
+ 1.3%
$25.0 - $25.11 $12.3K - $12.3K
38.2K $957M
VIG
Vanguard Dividend Appreciation

ETFs
65
+ 2.65%
N/A
2.52K $493M
ICSH
Blackrock Ultra Short Term Bon

ETFs
268
+ 0.94%
$50.35 - $50.69 $13.5K - $13.6K
28.7K $1.45B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
543
+ 1.42%
N/A
38.8K $933M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
825
+ 1.38%
$22.72 - $23.0 $18.7K - $19K
60.5K $1.38B
PHYS
Sprott Physical Gold Trust

Financial Services
60
+ 0.42%
$19.66 - $21.66 $1.18K - $1.3K
14.5K $292M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.02%
$126.68 - $134.74 $127 - $135
5.15K $657M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
936
+ 1.48%
$23.88 - $24.32 $22.4K - $22.8K
64K $1.53B
TIP
Ishares Tr Tips Bd ETF

ETFs
620
+ 3.42%
$106.33 - $110.69 $65.9K - $68.6K
18.7K $2B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
823
+ 1.34%
$22.1 - $22.59 $18.2K - $18.6K
62K $1.38B
UPS
United Parcel Service Inc

Industrials
137
+ 5.31%
$122.65 - $138.35 $16.8K - $19K
2.72K $343M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.07K
+ 100.0%
$22.63 - $47.53 $115K - $241K
10.1K $230M
DUK
Duke Energy Corp

Utilities
392
+ 5.35%
$105.76 - $120.76 $41.5K - $47.3K
7.71K $831M
JNJ
Johnson & Johnson

Healthcare
178
+ 7.06%
$143.34 - $165.86 $25.5K - $29.5K
2.7K $391M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
27.1K
+ 100.0%
$24.31 - $49.53 $658K - $1.34M
54.2K $1.32B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.25%
$442.29 - $483.08 $4.42K - $4.83K
3.96K $1.8B
TXN
Texas Instruments Inc

Technology
14
+ 1.03%
N/A
1.37K $257M
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 0.79%
$385.02 - $431.37 $11.9K - $13.4K
3.96K $1.54B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19
+ 0.11%
$34.13 - $37.35 $648 - $710
17.8K $609M
ABBV
Abb Vie Inc.

Healthcare
97
+ 2.4%
$164.99 - $203.87 $16K - $19.8K
4.14K $736M
VEA
Vanguard Ftse Developed Market

ETFs
576
+ 2.93%
$47.57 - $52.44 $27.4K - $30.2K
20.3K $968M
SO
Southern CO

Utilities
367
+ 2.75%
$81.5 - $94.15 $29.9K - $34.6K
13.7K $1.13B
AMGN
Amgen Inc

Healthcare
145
+ 7.53%
$258.78 - $328.31 $37.5K - $47.6K
2.07K $540M
KO
Coca Cola CO

Consumer Defensive
831
+ 1.46%
$61.74 - $71.71 $51.3K - $59.6K
57.6K $3.58B
Activity Summary
Buys All Purchases 57 New Holdings 3 Increased Positions 54 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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