Cannon Wealth Management Services, LLC
Q4 2024 13F Holdings
- Locationwinston salem, NC
- Num holdings
78
- Value ($000)
$115,996
- Date Filed02/04/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $10.63M | 9 % | 151,247 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $7.43M | 6 % | 160,664 | ||
CGUS CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 | $7.17M | 6 % | 198,304 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $6.83M | 6 % | 130,507 | ||
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $5.39M | 5 % | 139,670 | ||
CGCB CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | $5.16M | 5 % | 199,628 | ||
SPSB SPDR SER TR | PORTFOLIO SHORT | 78464A474 | $5.16M | 4 % | 172,747 | ||
KRE SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | $5.11M | 4 % | 176,542 | ||
FRANKLIN TEMPLETON ETF TR | HIGH YIELD CORP | 35473P629 | $4.43M | 4 % | 184,639 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $4.11M | 4 % | 31,144 |
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