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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.1B
$2.22 Billion 2.03% of portfolio
19,265
Q3 2024 New
$83.8B
$600 Million 0.55% of portfolio
14,769
Q3 2024 New
$85.8B
$498 Million 0.46% of portfolio
2,401
Q3 2024 New
$56.1B
$463 Million 0.42% of portfolio
1,865
Q3 2024 New
$160B
$422 Million 0.39% of portfolio
1,558
Q3 2024 New
$72.2B
$328 Million 0.3% of portfolio
1,199
Q3 2024 New
$22.2B
$314 Million 0.29% of portfolio
1,580
Q3 2024 New
$198B
$306 Million 0.28% of portfolio
783
Q3 2024 New
$52.6B
$285 Million 0.26% of portfolio
352
Q3 2024 New
$90.7B
$283 Million 0.26% of portfolio
3,140
Q3 2024 New
$142B
$258 Million 0.24% of portfolio
3,048
Q3 2024 New
$64.9B
$247 Million 0.23% of portfolio
2,210
Q3 2024 New
$59.9B
$241 Million 0.22% of portfolio
5,624
Q3 2024 New
$21.5B
$235 Million 0.21% of portfolio
2,576
Q3 2024 New
$97.3B
$216 Million 0.2% of portfolio
1,250
Q3 2024 New
$181B
$207 Million 0.19% of portfolio
1,098
Q3 2024 New
$195B
$209 Million 0.19% of portfolio
1,724
Q3 2024 New
$163B
$204 Million 0.19% of portfolio
9,269
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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