The Analysis of Cannon Wealth Management Services, LLC's Holdings
Currently, Cannon Wealth Management Services, LLC holds 83 types of securities in its portfolio with a total value $141.7M. In the most recent quarter, they have increased their positions in FELG (+114.4K shares, valued at $4.8M), VFQY (+22.1K shares, valued at $3.4M), JCPB (+18.0K shares, valued at $850.6K); decreased their positions in PVAL (-48.8K shares, valued at $2.2M), CGUS (-40.3K shares, valued at $1.6M), SPYG (-3.8K shares, valued at $405.6K); initiated new positions in FELG (+114.4K shares, valued at $4.8M), QYLG (+13.9K shares, valued at $377.7K), TFC (+4.2K shares, valued at $205.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST160.2K shares-1.56%2025-12-312026-01-27
JCPB J P MORGAN EXCHANGE TRADED F205.2K shares9.59%2025-12-312026-01-27 SPYV SPDR SERIES TRUST135.5K shares0.91%2025-12-312026-01-27 CGUS CAPITAL GROUP CORE EQUITY ET189.2K shares-17.57%2025-12-312026-01-27 CGCB CAPITAL GRP FIXED INCM ETF T252.2K shares12.40%2025-12-312026-01-27 SPTS SPDR SERIES TRUST184.5K shares0.93%2025-12-312026-01-27 PVAL PUTNAM ETF TRUST111.8K shares-30.39%2025-12-312026-01-27 VYM VANGUARD WHITEHALL FDS35.3K shares2.99%2025-12-312026-01-27 SPSB SPDR SERIES TRUST167.7K shares-0.96%2025-12-312026-01-27 FELG FIDELITY COVINGTON TRUST114.4K sharesnew addition2025-12-312026-01-27 SPYG SPDR SERIES TRUST42.7K shares-8.18%2025-12-312026-01-27 AGG ISHARES TR43.3K shares1.96%2025-12-312026-01-27 VFQY VANGUARD WELLINGTON FD26.5K shares493.20%2025-12-312026-01-27 VIG VANGUARD SPECIALIZED FUNDS18.2K shares5.62%2025-12-312026-01-27 AAPL APPLE INC14.0K shares-0.01%2025-12-312026-01-27 VO VANGUARD INDEX FDS12.6K shares1.66%2025-12-312026-01-27 SCHF SCHWAB STRATEGIC TR117.1K shares29.68%2025-12-312026-01-27 SPHY SPDR SERIES TRUST94.8K shares-2.87%2025-12-312026-01-27 MSFT MICROSOFT CORP4.6K shares-0.30%2025-12-312026-01-27 MINT PIMCO ETF TR20.0K shares24.80%2025-12-312026-01-27 TSLA TESLA INC4.2K shares0.85%2025-12-312026-01-27 AMZN AMAZON COM INC7.8K shares0.53%2025-12-312026-01-27 NVDA NVIDIA CORPORATION8.4K shares-2.45%2025-12-312026-01-27 PFF ISHARES TR46.5K shares-18.51%2025-12-312026-01-27 ULST SSGA ACTIVE ETF TR35.1K shares27.79%2025-12-312026-01-27 IVV ISHARES TR2.0K shares-3.40%2025-12-312026-01-27 JEPI J P MORGAN EXCHANGE TRADED F20.4K shares4.49%2025-12-312026-01-27 ALPHABET INC ALPHABET INC3.5K shares10.12%2025-12-312026-01-27 VB VANGUARD INDEX FDS4.1K shares3.45%2025-12-312026-01-27 XMMO INVESCO EXCHANGE TRADED FD T7.3K shares275.04%2025-12-312026-01-27 CLSE TRUST FOR PROFESSIONAL MANAG33.2K shares65.78%2025-12-312026-01-27 CGMS CAPITAL GRP FIXED INCM ETF T31.5K shares7.60%2025-12-312026-01-27 CGDV CAPITAL GROUP DIVIDEND VALUE19.1K shares-8.60%2025-12-312026-01-27 JPST J P MORGAN EXCHANGE TRADED F15.6K shares17.75%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON3.8K shares1.12%2025-12-312026-01-27 ENB ENBRIDGE INC14.8K shares-0.09%2025-12-312026-01-27 USMC PRINCIPAL EXCHANGE TRADED FD9.5K shares-1.53%2025-12-312026-01-27 VTI VANGUARD INDEX FDS1.8K shares0.34%2025-12-312026-01-27 KO COCA COLA CO8.3K shares0.99%2025-12-312026-01-27 V VISA INC1.5K shares-0.90%2025-12-312026-01-27 META META PLATFORMS INC787 shares0.00%2025-12-312026-01-27 XOM EXXON MOBIL CORP4.3K shares-1.07%2025-12-312026-01-27 SUB ISHARES TR4.7K shares3.87%2025-12-312026-01-27 ALPHABET INC ALPHABET INC1.6K shares0.38%2025-12-312026-01-27 BROADCOM INC BROADCOM INC1.4K shares-3.00%2025-12-312026-01-27 T AT&T INC19.6K shares-0.55%2025-12-312026-01-27 MUB ISHARES TR4.5K shares1.99%2025-12-312026-01-27 CAT CATERPILLAR INC803 shares-0.12%2025-12-312026-01-27 SDVY FIRST TR EXCHANGE-TRADED FD11.0K shares29.11%2025-12-312026-01-27 DIVO AMPLIFY ETF TR9.4K shares0.07%2025-12-312026-01-27 NRG NRG ENERGY INC2.5K shares0.00%2025-12-312026-01-27 NSC NORFOLK SOUTHN CORP1.4K shares-0.14%2025-12-312026-01-27 HEFA ISHARES TR9.6K shares-26.84%2025-12-312026-01-27 LOW LOWES COS INC1.6K shares-0.49%2025-12-312026-01-27 QYLG GLOBAL X FDS13.9K sharesnew addition2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.1.1K shares-1.37%2025-12-312026-01-27 GE AEROSPACE GE AEROSPACE1.2K shares-0.25%2025-12-312026-01-27 VUG VANGUARD INDEX FDS719 shares-0.42%2025-12-312026-01-27 PG PROCTER AND GAMBLE CO2.3K shares-4.43%2025-12-312026-01-27 MCD MCDONALDS CORP1.0K shares-1.53%2025-12-312026-01-27 PM PHILIP MORRIS INTL INC1.9K shares-0.57%2025-12-312026-01-27 WMT WALMART INC2.7K shares1.22%2025-12-312026-01-27 SO SOUTHERN CO3.4K shares-0.52%2025-12-312026-01-27 URI UNITED RENTALS INC361 shares0.28%2025-12-312026-01-27 AVUV AMERICAN CENTY ETF TR2.8K shares-0.04%2025-12-312026-01-27 PGR PROGRESSIVE CORP1.3K shares-0.16%2025-12-312026-01-27 IWY ISHARES TR995 shares0.00%2025-12-312026-01-27 NFLX NETFLIX INC2.9K shares886.53%2025-12-312026-01-27 CSCO CISCO SYS INC3.2K shares4.10%2025-12-312026-01-27 WM WASTE MGMT INC DEL1.1K shares3.24%2025-12-312026-01-27 FDX FEDEX CORP830 shares-12.82%2025-12-312026-01-27 IJH ISHARES TR3.5K shares-0.09%2025-12-312026-01-27 IUSG ISHARES TR1.4K shares3.63%2025-12-312026-01-27 QGRO AMERICAN CENTY ETF TR1.9K shares0.00%2025-12-312026-01-27 PEP PEPSICO INC1.5K shares2.79%2025-12-312026-01-27 ABBV ABBVIE INC919 shares-0.76%2025-12-312026-01-27 TFC TRUIST FINL CORP4.2K sharesnew addition2025-12-312026-01-27 ODFL OLD DOMINION FREIGHT LINE IN1.3K sharesnew addition2025-12-312026-01-27 TNGY TORTOISE CAPITAL SERIES TRUS19.7K shares-55.10%2025-12-312026-01-27 BRBS BLUE RIDGE BANKSHARES INC VA10.1K shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available