Top 50 Cannon Wealth Management Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 8.53% | 164.7K | $12.6M | +2.78%(+4.46K) | $66.23(+31.92%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.02% | 220.4K | $10.4M | +7.36%(+15.11K) | $47.25(-1.02%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 5.46% | 142.8K | $8.1M | +5.37%(+7.27K) | $51.16(+17.64%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 5.05% | 194.2K | $7.5M | +2.68%(+5.06K) | $34.10(+27.49%) | 2026-03-31 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 4.65% | 261.9K | $6.9M | +3.84%(+9.69K) | $26.39(-0.82%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 3.91% | 198.2K | $5.8M | +7.42%(+13.68K) | $29.15(-0.38%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.7% | 37.0K | $5.5M | +4.76%(+1.68K) | $125.66(+23.85%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 3.62% | 115.3K | $5.3M | +3.12%(+3.49K) | $37.74(+31.60%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 3.54% | 174.2K | $5.2M | +3.85%(+6.46K) | $30.00(+0.00%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.3% | 49.1K | $4.9M | +13.42%(+5.81K) | $99.19(-0.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.38% | +13.72% |
| Top 20 Holdings Unweighted | +4.49% | +14.07% |
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