The Analysis of Cannon Wealth Management Services, LLC's Holdings
Currently, Cannon Wealth Management Services, LLC holds 82 types of securities in its portfolio with a total value $132.1M. In the most recent quarter, they have increased their positions in JCPB (+16.0K shares, valued at $763.1K), SCHF (+27.6K shares, valued at $641.9K), CLSE (+20.0K shares, valued at $520.8K); decreased their positions in AAPL (-1.2K shares, valued at $310.9K), SPSB (-10.2K shares, valued at $307.8K), PFF (-9.5K shares, valued at $299.0K); initiated new positions in CLSE (+20.0K shares, valued at $520.8K), SDVY (+8.5K shares, valued at $323.2K), XMMO (+1.9K shares, valued at $261.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST162.8K shares-0.19%2025-09-302025-11-10
CGUS CAPITAL GROUP CORE EQUITY ET229.5K shares2.98%2025-09-302025-11-10 JCPB J P MORGAN EXCHANGE TRADED F187.3K shares9.37%2025-09-302025-11-10 SPYV SPDR SERIES TRUST134.3K shares-0.75%2025-09-302025-11-10 PVAL PUTNAM ETF TRUST160.6K shares1.29%2025-09-302025-11-10 CGCB CAPITAL GRP FIXED INCM ETF T224.4K shares4.17%2025-09-302025-11-10 SPTS SPDR SERIES TRUST182.8K shares-3.58%2025-09-302025-11-10 SPSB SPDR SERIES TRUST169.3K shares-5.66%2025-09-302025-11-10 SPYG SPDR SERIES TRUST46.5K shares6.73%2025-09-302025-11-10 VYM VANGUARD WHITEHALL FDS34.3K shares1.43%2025-09-302025-11-10 AGG ISHARES TR42.5K shares1.17%2025-09-302025-11-10 VIG VANGUARD SPECIALIZED FUNDS17.3K shares3.68%2025-09-302025-11-10 VO VANGUARD INDEX FDS12.4K shares2.48%2025-09-302025-11-10 AAPL APPLE INC14.0K shares-8.02%2025-09-302025-11-10 DUK DUKE ENERGY CORP NEW19.6K shares0.02%2025-09-302025-11-10 MSFT MICROSOFT CORP4.6K shares-1.30%2025-09-302025-11-10 SPHY SPDR SERIES TRUST97.6K shares1.35%2025-09-302025-11-10 SCHF SCHWAB STRATEGIC TR90.3K shares43.98%2025-09-302025-11-10 TSLA TESLA INC4.1K shares0.15%2025-09-302025-11-10 PFF ISHARES TR57.1K shares-14.21%2025-09-302025-11-10 AMZN AMAZON COM INC7.8K shares-2.30%2025-09-302025-11-10 NVDA NVIDIA CORPORATION8.6K shares-1.60%2025-09-302025-11-10 MINT PIMCO ETF TR16.0K shares36.44%2025-09-302025-11-10 IVV ISHARES TR2.1K shares-0.42%2025-09-302025-11-10 ULST SSGA ACTIVE ETF TR27.5K shares48.66%2025-09-302025-11-10 JEPI J P MORGAN EXCHANGE TRADED F19.5K shares-12.90%2025-09-302025-11-10 QQQ INVESCO QQQ TR1.7K shares-1.11%2025-09-302025-11-10 VB VANGUARD INDEX FDS3.9K shares6.97%2025-09-302025-11-10 CGDV CAPITAL GROUP DIVIDEND VALUE20.9K shares-7.30%2025-09-302025-11-10 CGMS CAPITAL GRP FIXED INCM ETF T29.3K shares-16.93%2025-09-302025-11-10 GOOGL ALPHABET INC3.1K shares1.82%2025-09-302025-11-10 ENB ENBRIDGE INC14.8K shares-0.04%2025-09-302025-11-10 JNJ JOHNSON & JOHNSON3.8K shares-1.62%2025-09-302025-11-10 VFQY VANGUARD WELLINGTON FD4.5K shares129.15%2025-09-302025-11-10 JPST J P MORGAN EXCHANGE TRADED F13.3K shares37.62%2025-09-302025-11-10 USMC PRINCIPAL EXCHANGE TRADED FD9.7K shares-0.24%2025-09-302025-11-10 META META PLATFORMS INC787 shares0.51%2025-09-302025-11-10 VTI VANGUARD INDEX FDS1.7K shares0.00%2025-09-302025-11-10 T AT&T INC19.7K shares-9.28%2025-09-302025-11-10 KO COCA COLA CO8.2K shares0.78%2025-09-302025-11-10 V VISA INC1.6K shares-3.58%2025-09-302025-11-10 CLSE TRUST FOR PROFESSIONAL MANAG20.0K sharesnew addition2025-09-302025-11-10 HEFA ISHARES TR13.1K shares-0.11%2025-09-302025-11-10 XOM EXXON MOBIL CORP4.3K shares2.62%2025-09-302025-11-10 AVGO BROADCOM INC1.5K shares-9.61%2025-09-302025-11-10 SUB ISHARES TR4.5K shares9.18%2025-09-302025-11-10 MUB ISHARES TR4.4K shares2.43%2025-09-302025-11-10 DIVO AMPLIFY ETF TR9.3K shares-0.06%2025-09-302025-11-10 NSC NORFOLK SOUTHN CORP1.4K shares-8.76%2025-09-302025-11-10 LOW LOWES COS INC1.6K shares0.24%2025-09-302025-11-10 NRG NRG ENERGY INC2.5K shares1.33%2025-09-302025-11-10 TNGY TORTOISE CAPITAL SERIES TRUS43.9K shares-1.04%2025-09-302025-11-10 GOOG ALPHABET INC1.6K shares0.00%2025-09-302025-11-10 CAT CATERPILLAR INC804 shares0.25%2025-09-302025-11-10 JPM JPMORGAN CHASE & CO.1.2K shares0.00%2025-09-302025-11-10 PG PROCTER AND GAMBLE CO2.4K shares-10.42%2025-09-302025-11-10 GE GE AEROSPACE1.2K shares0.00%2025-09-302025-11-10 NFLX NETFLIX INC297 shares0.00%2025-09-302025-11-10 BRK.B BERKSHIRE HATHAWAY INC DEL705 shares0.00%2025-09-302025-11-10 VUG VANGUARD INDEX FDS722 shares0.00%2025-09-302025-11-10 URI UNITED RENTALS INC360 shares2.27%2025-09-302025-11-10 FLHY FRANKLIN TEMPLETON ETF TR13.5K shares-20.67%2025-09-302025-11-10 SO SOUTHERN CO3.5K shares21.02%2025-09-302025-11-10 SDVY FIRST TR EXCHANGE-TRADED FD8.5K sharesnew addition2025-09-302025-11-10 MCD MCDONALDS CORP1.0K shares0.00%2025-09-302025-11-10 PM PHILIP MORRIS INTL INC1.9K shares4.78%2025-09-302025-11-10 PGR PROGRESSIVE CORP1.3K shares-2.01%2025-09-302025-11-10 AVUV AMERICAN CENTY ETF TR2.8K shares-0.07%2025-09-302025-11-10 WMT WALMART INC2.7K shares6.30%2025-09-302025-11-10 IWY ISHARES TR995 shares0.00%2025-09-302025-11-10 ORCL ORACLE CORP952 shares-1.45%2025-09-302025-11-10 XMMO INVESCO EXCHANGE TRADED FD T1.9K sharesnew addition2025-09-302025-11-10 WM WASTE MGMT INC DEL1.1K shares-34.55%2025-09-302025-11-10 IJH ISHARES TR3.5K shares-2.02%2025-09-302025-11-10 FDX FEDEX CORP952 shares-11.19%2025-09-302025-11-10 IUSG ISHARES TR1.3K shares-2.22%2025-09-302025-11-10 QGRO AMERICAN CENTY ETF TR1.9K shares0.00%2025-09-302025-11-10 ABBV ABBVIE INC926 sharesnew addition2025-09-302025-11-10 CSCO CISCO SYS INC3.1K shares6.16%2025-09-302025-11-10 PEP PEPSICO INC1.4K sharesnew addition2025-09-302025-11-10 MO ALTRIA GROUP INC3.0K sharesnew addition2025-09-302025-11-10 BRBS BLUE RIDGE BANKSHARES INC VA10.1K shares0.00%2025-09-302025-11-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available