Sponsored

The Analysis of Cannon Wealth Management Services, LLC's Holdings & P&L

Currently, Cannon Wealth Management Services, LLC holds 85 types of securities in its portfolio with a total value $147.8M. In the most recent quarter, they have increased their positions in JEPI (+13.5K shares, valued at $767.8K), JCPB (+15.1K shares, valued at $711.3K), SCHF (+27.0K shares, valued at $667.7K); decreased their positions in TSLA (-511 shares, valued at $190.0K), T (-4.8K shares, valued at $139.4K), JPST (-2.2K shares, valued at $111.7K); initiated new positions in SNDA (+11.9K shares, valued at $384.2K), WFC (+3.7K shares, valued at $296.6K), GEV (+272 shares, valued at $237.4K).

1M P&L

+3.8M+2.55%

3M P&L

-8.0M-4.96%

HY P&L

-2.3M-1.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A120.1M

84.8%

2Consumer Electronics3.6M

2.5%

3Software - Infrastructure1.7M

1.2%

Top Industries by Stock Count

1N/A42 stocks

53.8%

2Tobacco2 stocks

2.6%

3Beverages - Non-Alcoholic2 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST164.7K shares2.78%2026-03-312026-05-05

JCPB J P MORGAN EXCHANGE TRADED F220.4K shares7.36%2026-03-312026-05-05

SPYV SPDR SERIES TRUST142.8K shares5.37%2026-03-312026-05-05

CGUS CAPITAL GROUP CORE EQUITY ET194.2K shares2.68%2026-03-312026-05-05

CGCB CAPITAL GRP FIXED INCM ETF T261.9K shares3.84%2026-03-312026-05-05

SPTS SPDR SERIES TRUST198.2K shares7.42%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS37.0K shares4.76%2026-03-312026-05-05

PVAL PUTNAM ETF TRUST115.3K shares3.12%2026-03-312026-05-05

Sponsored

SPSB SPDR SERIES TRUST174.2K shares3.85%2026-03-312026-05-05

AGG ISHARES TR49.1K shares13.42%2026-03-312026-05-05

FELG FIDELITY COVINGTON TRUST124.9K shares9.14%2026-03-312026-05-05

SPYG SPDR SERIES TRUST45.0K shares5.50%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS19.7K shares7.84%2026-03-312026-05-05

VFQY VANGUARD WELLINGTON FD27.8K shares4.84%2026-03-312026-05-05

VO VANGUARD INDEX FDS12.9K shares2.27%2026-03-312026-05-05

AAPL APPLE INC14.1K shares0.84%2026-03-312026-05-05

Sponsored

SCHF SCHWAB STRATEGIC TR144.0K shares23.05%2026-03-312026-05-05

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW19.9K shares1.45%2026-03-312026-05-05

MINT PIMCO ETF TR24.7K shares23.77%2026-03-312026-05-05

SPHY SPDR SERIES TRUST104.4K shares10.20%2026-03-312026-05-05

ULST SSGA ACTIVE ETF TR49.8K shares41.63%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F34.0K shares66.36%2026-03-312026-05-05

MSFT MICROSOFT CORP4.7K shares0.87%2026-03-312026-05-05

AMZN AMAZON COM INC8.1K shares4.37%2026-03-312026-05-05

Sponsored

NVDA NVIDIA CORPORATION8.6K shares1.80%2026-03-312026-05-05

TSLA TESLA INC3.7K shares-12.28%2026-03-312026-05-05

IVV ISHARES TR2.0K shares-0.29%2026-03-312026-05-05

PFF ISHARES TR43.6K shares-6.25%2026-03-312026-05-05

CGMS CAPITAL GRP FIXED INCM ETF T46.4K shares47.10%2026-03-312026-05-05

XMMO INVESCO EXCHANGE TRADED FD T7.9K shares9.01%2026-03-312026-05-05

VB VANGUARD INDEX FDS4.4K shares6.89%2026-03-312026-05-05

CLSE TRUST FOR PROFESSIONAL MANAG38.3K shares15.58%2026-03-312026-05-05

Sponsored

ALPHABET INC ALPHABET INC3.7K shares6.38%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR1.6K shares0.43%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON3.8K shares-0.47%2026-03-312026-05-05

CGDV CAPITAL GROUP DIVIDEND VALUE18.7K shares-1.93%2026-03-312026-05-05

ENB ENBRIDGE INC14.5K shares-2.42%2026-03-312026-05-05

XOM EXXON MOBIL CORP4.1K shares-2.84%2026-03-312026-05-05

QYLG GLOBAL X FDS26.8K shares93.61%2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F13.4K shares-14.15%2026-03-312026-05-05

Sponsored

USMC PRINCIPAL EXCHANGE TRADED FD9.4K shares-1.46%2026-03-312026-05-05

KO COCA COLA CO7.9K shares-4.55%2026-03-312026-05-05

SDVY FIRST TR EXCHANGE TRADED FD14.8K shares34.37%2026-03-312026-05-05

VTI VANGUARD INDEX FDS1.7K shares-1.88%2026-03-312026-05-05

CAT CATERPILLAR INC765 shares-4.73%2026-03-312026-05-05

SUB ISHARES TR4.9K shares5.89%2026-03-312026-05-05

ALPHABET INC ALPHABET INC1.6K shares2.21%2026-03-312026-05-05

FDX FEDEX CORP1.3K shares56.75%2026-03-312026-05-05

Sponsored

META META PLATFORMS INC804 shares2.16%2026-03-312026-05-05

V VISA INC1.5K shares-4.52%2026-03-312026-05-05

T AT&T INC14.8K shares-24.49%2026-03-312026-05-05

BROADCOM INC BROADCOM INC1.4K shares-2.88%2026-03-312026-05-05

MUB ISHARES TR4.0K shares-11.87%2026-03-312026-05-05

DIVO AMPLIFY ETF TR9.2K shares-1.41%2026-03-312026-05-05

HEFA ISHARES TR9.6K shares-0.23%2026-03-312026-05-05

LOW LOWES COS INC1.7K shares0.73%2026-03-312026-05-05

Sponsored

NSC NORFOLK SOUTHN CORP1.4K shares-1.95%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL808 shares14.61%2026-03-312026-05-05

SNDA SONIDA SENIOR LIVING INC11.9K sharesnew addition2026-03-312026-05-05

NRG NRG ENERGY INC2.5K shares0.08%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO1.2K shares2.17%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE1.2K shares-0.67%2026-03-312026-05-05

SO SOUTHERN CO3.4K shares0.00%2026-03-312026-05-05

AVUV AMERICAN CENTY ETF TR3.0K shares5.88%2026-03-312026-05-05

Sponsored

PG PROCTER & GAMBLE CO2.3K shares-0.83%2026-03-312026-05-05

MCD MCDONALDS CORP1.0K shares1.17%2026-03-312026-05-05

WMT WALMART INC2.6K shares-5.45%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC1.9K shares0.57%2026-03-312026-05-05

WFC WELLS FARGO & CO3.7K sharesnew addition2026-03-312026-05-05

NFLX NETFLIX INC.2.9K shares-0.41%2026-03-312026-05-05

URI UNITED RENTALS INC362 shares0.28%2026-03-312026-05-05

CSCO CISCO SYS INC3.4K shares4.46%2026-03-312026-05-05

Sponsored

WM WASTE MGMT INC DEL1.1K shares-0.63%2026-03-312026-05-05

PGR PROGRESSIVE CORP1.3K shares1.42%2026-03-312026-05-05

ODFL OLD DOMINION FREIGHT LINE IN1.3K shares0.39%2026-03-312026-05-05

VUG VANGUARD INDEX FDS571 shares-20.58%2026-03-312026-05-05

IWY ISHARES TR995 shares0.00%2026-03-312026-05-05

GEV GE VERNOVA INC272 sharesnew addition2026-03-312026-05-05

PEP PEPSICO INC1.5K shares1.56%2026-03-312026-05-05

MO ALTRIA GROUP INC3.3K sharesnew addition2026-03-312026-05-05

Sponsored

VLO VALERO ENERGY CORP865 sharesnew addition2026-03-312026-05-05

IJH ISHARES TR3.1K shares-10.55%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR6.6K sharesnew addition2026-03-312026-05-05

TNGY TORTOISE CAPITAL SERIES TRUS18.7K shares-5.12%2026-03-312026-05-05

BRBS BLUE RIDGE BANKSHARES INC VA10.1K shares0.00%2026-03-312026-05-05

SPYM

SPDR SERIES TRUST

2.78%

Shares164.7K

Event2026-03-31

Filed2026-05-05

JCPB

J P MORGAN EXCHANGE TRADED F

7.36%

Shares220.4K

Event2026-03-31

Filed2026-05-05

SPYV

SPDR SERIES TRUST

5.37%

Shares142.8K

Event2026-03-31

Filed2026-05-05

CGUS

CAPITAL GROUP CORE EQUITY ET

2.68%

Shares194.2K

Event2026-03-31

Filed2026-05-05

CGCB

CAPITAL GRP FIXED INCM ETF T

3.84%

Shares261.9K

Event2026-03-31

Filed2026-05-05

SPTS

SPDR SERIES TRUST

7.42%

Shares198.2K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

4.76%

Shares37.0K

Event2026-03-31

Filed2026-05-05

PVAL

PUTNAM ETF TRUST

3.12%

Shares115.3K

Event2026-03-31

Filed2026-05-05

SPSB

SPDR SERIES TRUST

3.85%

Shares174.2K

Event2026-03-31

Filed2026-05-05

AGG

ISHARES TR

13.42%

Shares49.1K

Event2026-03-31

Filed2026-05-05

FELG

FIDELITY COVINGTON TRUST

9.14%

Shares124.9K

Event2026-03-31

Filed2026-05-05

SPYG

SPDR SERIES TRUST

5.50%

Shares45.0K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

7.84%

Shares19.7K

Event2026-03-31

Filed2026-05-05

VFQY

VANGUARD WELLINGTON FD

4.84%

Shares27.8K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.27%

Shares12.9K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

0.84%

Shares14.1K

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

23.05%

Shares144.0K

Event2026-03-31

Filed2026-05-05

DUKE ENERGY CORP NEW

1.45%

Shares19.9K

Event2026-03-31

Filed2026-05-05

MINT

PIMCO ETF TR

23.77%

Shares24.7K

Event2026-03-31

Filed2026-05-05

SPHY

SPDR SERIES TRUST

10.20%

Shares104.4K

Event2026-03-31

Filed2026-05-05

ULST

SSGA ACTIVE ETF TR

41.63%

Shares49.8K

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

66.36%

Shares34.0K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

0.87%

Shares4.7K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

4.37%

Shares8.1K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

1.80%

Shares8.6K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

-12.28%

Shares3.7K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

-0.29%

Shares2.0K

Event2026-03-31

Filed2026-05-05

PFF

ISHARES TR

-6.25%

Shares43.6K

Event2026-03-31

Filed2026-05-05

CGMS

CAPITAL GRP FIXED INCM ETF T

47.10%

Shares46.4K

Event2026-03-31

Filed2026-05-05

XMMO

INVESCO EXCHANGE TRADED FD T

9.01%

Shares7.9K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

6.89%

Shares4.4K

Event2026-03-31

Filed2026-05-05

CLSE

TRUST FOR PROFESSIONAL MANAG

15.58%

Shares38.3K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

6.38%

Shares3.7K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

0.43%

Shares1.6K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

-0.47%

Shares3.8K

Event2026-03-31

Filed2026-05-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

-1.93%

Shares18.7K

Event2026-03-31

Filed2026-05-05

ENB

ENBRIDGE INC

-2.42%

Shares14.5K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-2.84%

Shares4.1K

Event2026-03-31

Filed2026-05-05

QYLG

GLOBAL X FDS

93.61%

Shares26.8K

Event2026-03-31

Filed2026-05-05

JPST

J P MORGAN EXCHANGE TRADED F

-14.15%

Shares13.4K

Event2026-03-31

Filed2026-05-05

USMC

PRINCIPAL EXCHANGE TRADED FD

-1.46%

Shares9.4K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

-4.55%

Shares7.9K

Event2026-03-31

Filed2026-05-05

SDVY

FIRST TR EXCHANGE TRADED FD

34.37%

Shares14.8K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-1.88%

Shares1.7K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

-4.73%

Shares765

Event2026-03-31

Filed2026-05-05

SUB

ISHARES TR

5.89%

Shares4.9K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

2.21%

Shares1.6K

Event2026-03-31

Filed2026-05-05

FDX

FEDEX CORP

56.75%

Shares1.3K

Event2026-03-31

Filed2026-05-05