CW

Cannon Wealth Management Services, LLC

13F
Cannon Wealth Management Services, LLC
Last update 2025-05-08 76 Stocks (3 new)
Value $112.00 Mil Turnover 6 %
Countries:
Top Holdings: SPLG(9.49%)JCPB(6.87%)CGUS(6.24%)SPYV(5.97%)PVAL(4.94%)
Summary Stock Picks Current Portfolio
Cannon Wealth Management Servi... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
161,028
10,631.0
+6.47%
9.490
+0.58%
0.020
+17.15%
+7.06%
72,502.2
 
JCPB
JPMorgan Core Plus Bond ETF
165,377
7,695.0
+2.93%
6.870
+0.20%
0.120
+2.62%
+3.48%
6,776.5
 
CGUS
Capital Group Core Equity ETF
209,517
6,985.3
+5.65%
6.240
+0.33%
0.140
+17.69%
+7.97%
5,968.6
 
SPYV
SPDR Portfolio S&P 500 Value ETF
135,087
6,681.4
+3.51%
5.970
+0.20%
0.030
+11.42%
+4.64%
27,084.8
 
PVAL
Putnam Focused Large Cap Value ETF
148,736
5,537.4
+6.49%
4.940
+0.30%
0.210
+15.18%
+10.87%
3,601.3
 
CGCB
Capital Group Core Bond ETF
209,255
5,467.8
+4.82%
4.880
+0.22%
0.260
+2.21%
+3.23%
2,448.2
 
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
181,093
5,289.7
+2.58%
4.720
+0.12%
0.090
+0.95%
+2.51%
5,749.0
 
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
176,277
5,286.6
+2.04%
4.720
+0.09%
0.070
+1.94%
+3.02%
8,289.7
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
32,890
4,119.2
+5.61%
3.680
+0.20%
0.010
+12.21%
+7.13%
58,513.1
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
40,736
3,999.0
+3.58%
3.570
+0.12%
0.000
+2.03%
+3.17%
127,710.7
 

Cannon Wealth Management Services, LLC's Historical Top Holdings Breakdowns

Cannon Wealth Management Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FLHY
Franklin High Yield Corporate ETF
2025-03-31
Reduce
Reduce
-3.47%
●
23.71 ($24.01) 24.2
$24.13
0.50%
Reduce -90.77%
17,036
-167,603
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+0.58%
●
64.88 ($69.16) 72.1
$73.35
6.06%
Add 6.47%
161,028
9,781
SCHF
Schwab International Equity ETF
2025-03-31
Add
Add
+0.53%
●
18.36 ($19.62) 20.51
$22.04
12.33%
Add 168.96%
45,355
28,492
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Add
Add
+0.36%
●
190.34 ($198.85) 205.23
$205.93
3.56%
Add 15.19%
16,108
2,124
CGUS
Capital Group Core Equity ETF
2025-03-31
Add
Add
+0.33%
●
33.08 ($35.13) 36.62
$37.56
6.92%
Add 5.65%
209,517
11,213
PGR
Progressive Corp
2025-03-31
New Buy
New Buy
+0.33%
●
235.61 ($261.55) 291.22
$244.98
-6.34%
New holding
1,291
1,291
T
AT&T Inc
2025-03-31
Add
Add
+0.32%
●
21.56 ($25.15) 28.28
$26.97
7.24%
Add 137.99%
21,762
12,618
PVAL
Putnam Focused Large Cap Value ETF
2025-03-31
Add
Add
+0.30%
●
36.8 ($38.31) 39.59
$40.90
6.76%
Add 6.49%
148,736
9,066
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Add
Add
+0.26%
●
80.05 ($87.3) 92.39
$95.84
9.78%
Add 8.94%
42,436
3,484
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.26%
●
251.87 ($268.43) 277.95
$282.23
5.14%
Add 10.57%
11,665
1,115

Cannon Wealth Management Services, LLC Total Holding History ($B)

To

Cannon Wealth Management Services, LLC's Asset Allocation

To

Cannon Wealth Management Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cannon Wealth Management Services, LLC's Hypothetical Growth since 2025-03-31

Cannon Wealth Management Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cannon Wealth Management Services, LLC's Holdings Heat Map

Size field:

Cannon Wealth Management Services, LLC's Holdings Bubble Chart

Cannon Wealth Management Services, LLC News

  • 1

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