Cannon Wealth Management Services, LLC Top Holdings and 13F Report (2025) About Cannon Wealth Management Services, LLCInvestment ActivityCannon Wealth Management Services, LLC has $116.00 million in total holdings as of December 31, 2024.Cannon Wealth Management Services, LLC owns shares of 78 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 10.10% of the portfolio was purchased this quarter.About 5.74% of the portfolio was sold this quarter.This quarter, Cannon Wealth Management Services, LLC has purchased 86 new stocks and bought additional shares in 40 stocks.Cannon Wealth Management Services, LLC sold shares of 33 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $10,634,172JPMorgan Core Plus Bond ETF $7,427,514Capital Group Core Equity ETF $7,170,673SPDR Portfolio S&P 500 Value ETF $6,826,820Putnam Focused Large Cap Value ETF $5,389,865 Largest New Holdings this Quarter Schwab International Equity ETF $322,252 HoldingWalmart $232,426 Holding Largest Purchases this Quarter Putnam Focused Large Cap Value ETF 67,502 shares (about $2.60M)Capital Group Core Equity ETF 66,852 shares (about $2.42M)JPMorgan Core Plus Bond ETF 34,090 shares (about $1.58M)CAPITAL GRP FIXED INCM ETF T 41,765 shares (about $1.08M)Vanguard Dividend Appreciation ETF 2,175 shares (about $438.65K) Largest Sales this Quarter Franklin High Yield Corporate ETF 36,871 shares (about $884.90K)American Century STOXX U.S. Quality Growth ETF 5,004 shares (about $527.42K)JPMorgan Ultra-Short Income ETF 5,155 shares (about $259.92K)SPDR Portfolio S&P 500 Value ETF 4,398 shares (about $230.06K)iShares Preferred and Income Securities ETF 7,293 shares (about $229.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCannon Wealth Management Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$10,634,172$154,260 ▼-1.4%151,2479.2%ETFJCPBJPMorgan Core Plus Bond ETF$7,427,514$1,575,984 ▲26.9%160,6646.4%ETFCGUSCapital Group Core Equity ETF$7,170,673$2,417,368 ▲50.9%198,3046.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$6,826,820$230,059 ▼-3.3%130,5075.9%ETFPVALPutnam Focused Large Cap Value ETF$5,389,865$2,604,902 ▲93.5%139,6704.6%ETFCAPITAL GRP FIXED INCM ETF T$5,162,380$1,080,043 ▲26.5%199,6284.5%CORE BOND ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$5,158,238$118,574 ▲2.4%172,7474.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$5,114,426$115,590 ▼-2.2%176,5424.4%ETFFLHYFranklin High Yield Corporate ETF$4,431,336$884,904 ▼-16.6%184,6393.8%ETFVYMVanguard High Dividend Yield ETF$4,108,191$155,917 ▲3.9%31,1443.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,821,502$415,888 ▲12.2%39,3283.3%FinanceAAPLApple$3,581,164$335,862 ▲10.3%15,7063.1%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$3,484,239$255,021 ▲7.9%38,9523.0%ETFVOVanguard Mid-Cap ETF$2,897,217$321,852 ▲12.5%10,5502.5%ETFVIGVanguard Dividend Appreciation ETF$2,820,239$438,646 ▲18.4%13,9842.4%ETFPFFiShares Preferred and Income Securities ETF$2,382,416$229,327 ▼-8.8%75,7652.1%ETFDUKDuke Energy$2,210,837$29,999 ▲1.4%19,5301.9%UtilitiesSPHYSPDR Portfolio High Yield Bond ETF$2,170,987$74,348 ▲3.5%91,9521.9%ETFMSFTMicrosoft$2,012,669$52,186 ▲2.7%4,8981.7%Computer and TechnologyAMZNAmazon.com$1,810,802$14,483 ▲0.8%7,6271.6%Retail/WholesaleTSLATesla$1,579,227$53,332 ▲3.5%4,1161.4%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$1,286,864$28,237 ▲2.2%2,1421.1%ETFJEPIJPMorgan Equity Premium Income ETF$1,139,109$223,992 ▲24.5%19,4521.0%ETFNVDANVIDIA$955,445$61,130 ▼-6.0%8,1900.8%Computer and TechnologyQQQInvesco QQQ$929,261$22,273 ▼-2.3%1,7940.8%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$925,604$293,954 ▲46.5%9,2260.8%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$907,435$213,058 ▼-19.0%33,1060.8%ETFCGDVCapital Group Dividend Value ETF$894,600$84,719 ▼-8.7%24,4560.8%ETFVBVanguard Small-Cap ETF$762,326$145,017 ▲23.5%3,0910.7%ETFENBEnbridge$638,607$4,721 ▲0.7%14,8790.6%Oils/EnergyJNJJohnson & Johnson$637,526$1,671 ▲0.3%4,1980.5%MedicalUSMCPrincipal U.S. Mega-Cap ETF$609,071$36,589 ▼-5.7%9,8380.5%ManufacturingVVisa$582,685$45,301 ▼-7.2%1,6850.5%Business ServicesGOOGLAlphabet$562,035$22,337 ▲4.1%2,7930.5%Computer and TechnologyPGProcter & Gamble$556,837$9,618 ▼-1.7%3,3000.5%Consumer StaplesMETAMeta Platforms$533,068$9,768 ▲1.9%7640.5%Computer and TechnologyWMWaste Management$529,769$7,383 ▼-1.4%2,3680.5%Business ServicesVTIVanguard Total Stock Market ETF$517,549$156,806 ▼-23.3%1,7460.4%ETFKOCoca-Cola$516,436$5,512 ▲1.1%8,1520.4%Consumer StaplesULSTSPDR SSgA Ultra Short Term Bond ETF$499,425$178,326 ▲55.5%12,3620.4%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$492,327$4,688 ▼-0.9%13,6530.4%ETFJPSTJPMorgan Ultra-Short Income ETF$481,511$259,915 ▼-35.1%9,5500.4%ETFCRMSalesforce$464,609$191,609 ▲70.2%1,3700.4%Computer and TechnologyBRK.BBerkshire Hathaway$452,995$6,040 ▼-1.3%9750.4%FinanceNSCNorfolk Southern$417,283$49,563 ▼-10.6%1,6670.4%TransportationMUBiShares National Muni Bond ETF$404,435$6,067 ▼-1.5%3,8000.3%ETFLOWLowe's Companies$401,473$1,796 ▲0.4%1,5650.3%Retail/WholesaleDIVOAmplify YieldShares CWP Dividend & Option Income ETF$398,534$7,392 ▼-1.8%9,4350.3%ETFSUBiShares Short-Term National Muni Bond ETF$387,456$16,395 ▲4.4%3,6630.3%ETFXOMExxon Mobil$379,949$24,844 ▼-6.1%3,5480.3%Oils/EnergyUNHUnitedHealth Group$377,696$90,450 ▼-19.3%6890.3%MedicalGOOGAlphabet$326,250$39,312 ▼-10.8%1,6100.3%Computer and TechnologySCHFSchwab International Equity ETF$322,252$322,252 ▲New Holding16,8630.3%ETFJPMJPMorgan Chase & Co.$309,279$5,604 ▲1.8%1,1590.3%FinanceAVUVAvantis U.S. Small Cap Value ETF$301,881$83,700 ▼-21.7%3,1270.3%ETFMCDMcDonald's$301,362$4,931 ▲1.7%1,0390.3%Retail/WholesaleACNAccenture$300,079$16,564 ▼-5.2%7790.3%Computer and TechnologyVUGVanguard Growth ETF$298,918$73,280 ▼-19.7%7220.3%ETFNFLXNetflix$294,661$1,958 ▲0.7%3010.3%Consumer DiscretionaryCATCaterpillar$291,048$7,954 ▲2.8%8050.3%Industrial ProductsODFLOld Dominion Freight Line$287,6390.0%1,5800.2%TransportationFDXFedEx$282,957$13,604 ▼-4.6%1,1440.2%TransportationAVGOBroadcom$281,307$9,145 ▲3.4%1,2920.2%Computer and TechnologyNRGNRG Energy$264,768$308 ▲0.1%2,5790.2%UtilitiesSOSouthern$263,710$84 ▲0.0%3,1410.2%UtilitiesIWYiShares Russell Top 200 Growth ETF$261,1560.0%1,1080.2%ETFURIUnited Rentals$259,8500.0%3520.2%ConstructionDISWalt Disney$259,773$15,160 ▲6.2%2,2790.2%Consumer DiscretionaryGEGeneral Electric$256,261$32,237 ▲14.4%1,2560.2%TransportationPMPhilip Morris International$242,004$17,211 ▲7.7%1,8560.2%Consumer StaplesTFCTruist Financial$235,107$28,603 ▼-10.8%5,0140.2%FinanceWMTWalmart$232,426$232,426 ▲New Holding2,3350.2%Retail/WholesaleAFLAflac$228,680$7,150 ▼-3.0%2,1430.2%FinanceIJHiShares Core S&P Mid-Cap ETF$227,584$153,960 ▼-40.4%3,5610.2%ETFTAT&T$221,742$3,031 ▼-1.3%9,1440.2%Computer and TechnologyFLEXFlex$207,360$39,042 ▼-15.8%5,1200.2%Computer and TechnologyORCLOracle$201,308$1,517 ▲0.8%1,1940.2%Computer and TechnologyQGROAmerican Century STOXX U.S. Quality Growth ETF$200,260$527,422 ▼-72.5%1,9000.2%ETFVTVVanguard Value ETF$0$813,862 ▼-100.0%00.0%ETFIUSGiShares Core S&P U.S. Growth ETF$0$311,835 ▼-100.0%00.0%ManufacturingNEENextEra Energy$0$257,647 ▼-100.0%00.0%UtilitiesQUALiShares MSCI USA Quality Factor ETF$0$257,296 ▼-100.0%00.0%ETFPEPPepsiCo$0$246,942 ▼-100.0%00.0%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$0$235,945 ▼-100.0%00.0%ETFVERALTO CORP$0$224,503 ▼-100.0%00.0%COM SHSADBEAdobe$0$216,432 ▼-100.0%00.0%Computer and TechnologyGEHCGE HealthCare Technologies$0$209,755 ▼-100.0%00.0%MedicalIUSViShares Core S&P U.S. Value ETF$0$202,248 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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