Cannon Wealth Management Services, LLC Portfolio Holdings

Cannon Wealth Management Services, LLC

  • $109 Billion
  • Q3 2024

Cannon Wealth Management Services, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $10.4B, Spdr Portfolio S&P 500 Value E with a value of $7.13B, J P Morgan Exchange Traded Fd with a value of $6.11B, Franklin Templeton ETF Tr Libe with a value of $5.41B, and Spdr Portfolio Short Term Trea with a value of $5.31B.

Examining the 13F form we can see an increase of $109B in the current position value.

Cannon Wealth Management Services, LLC is based out at Winston Salem, NC

Below you can find more details about Cannon Wealth Management Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $109 Billion
ETFs: $72.5 Billion
Technology: $7.78 Billion
Consumer Cyclical: $3.18 Billion
Utilities: $3 Billion
Industrials: $2.4 Billion
Communication Services: $1.8 Billion
Financial Services: $1.68 Billion
Consumer Defensive: $1.62 Billion
Other: $2.22 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.4 Billion 9.48% of portfolio
153,441
Q3 2024 New
$0
$7.13 Billion 6.53% of portfolio
134,905
Q3 2024 New
$0
$6.11 Billion 5.59% of portfolio
126,574
Q3 2024 New
$0
$5.41 Billion 4.95% of portfolio
221,510
Q3 2024 New
$0
$5.31 Billion 4.86% of portfolio
180,532
Q3 2024 New
$0
$5.11 Billion 4.68% of portfolio
168,776
Q3 2024 New
$0
$4.51 Billion 4.12% of portfolio
131,452
Q3 2024 New
$0
$3.84 Billion 3.51% of portfolio
29,962
Q3 2024 New
$0
$3.55 Billion 3.25% of portfolio
35,048
Q3 2024 New
$0
$2.99 Billion 2.74% of portfolio
36,101
Q3 2024 New
$0
$2.76 Billion 2.53% of portfolio
83,058
Q3 2024 New
$0
$2.74 Billion 2.51% of portfolio
72,168
Q3 2024 New
$0
$2.47 Billion 2.26% of portfolio
9,378
Q3 2024 New
$0
$2.34 Billion 2.14% of portfolio
11,809
Q3 2024 New
$0
$2.14 Billion 1.95% of portfolio
88,803
Q3 2024 New
$0
$1.21 Billion 1.11% of portfolio
2,095
Q3 2024 New
$0
$930 Million 0.85% of portfolio
15,627
Q3 2024 New
$0
$897 Million 0.82% of portfolio
1,837
Q3 2024 New
$0
$814 Million 0.74% of portfolio
4,662
Q3 2024 New
$0
$746 Million 0.68% of portfolio
14,705
Q3 2024 New
$0
$644 Million 0.59% of portfolio
2,275
Q3 2024 New
$0
$634 Million 0.58% of portfolio
6,296
Q3 2024 New
$0
$629 Million 0.58% of portfolio
6,904
Q3 2024 New
$0
$594 Million 0.54% of portfolio
10,429
Q3 2024 New
$0
$594 Million 0.54% of portfolio
2,503
Q3 2024 New
$0
$488 Million 0.45% of portfolio
13,783
Q3 2024 New
$0
$419 Million 0.38% of portfolio
3,857
Q3 2024 New
$0
$396 Million 0.36% of portfolio
9,610
Q3 2024 New
$0
$383 Million 0.35% of portfolio
3,994
Q3 2024 New
$0
$372 Million 0.34% of portfolio
5,970
Q3 2024 New
$0
$373 Million 0.34% of portfolio
3,508
Q3 2024 New
$0
$345 Million 0.32% of portfolio
899
Q3 2024 New
$0
$324 Million 0.3% of portfolio
7,948
Q3 2024 New
$0
$312 Million 0.29% of portfolio
2,364
Q3 2024 New
$0
$257 Million 0.24% of portfolio
1,435
Q3 2024 New
$0
$236 Million 0.22% of portfolio
3,023
Q3 2024 New
$0
$244 Million 0.22% of portfolio
1,108
Q3 2024 New
$0
$202 Million 0.19% of portfolio
2,118
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $109 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 86 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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