Cannon Wealth Management Services, LLC
Q1 2025 13F Holdings
- Locationwinston salem, NC
- Num holdings
76
- Value ($000)
$111,997
- Date Filed05/08/2025
- Form type13F-HR
- CIK0002043725
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $10.63M | 10 % | 161,028 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $7.69M | 7 % | 165,377 | ||
CGUS CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | $6.99M | 6 % | 209,517 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $6.68M | 6 % | 135,087 | ||
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $5.54M | 5 % | 148,736 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $5.47M | 5 % | 209,255 | ||
KRE SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | $5.29M | 5 % | 181,093 | ||
SPSB SPDR SER TR | PORTFOLIO SHORT | 78464A474 | $5.29M | 5 % | 176,277 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $4.12M | 4 % | 32,890 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $4.00M | 4 % | 40,736 |
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