Cannon-Financial-Strategists
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, "ABT", "ABBV", "T", "AVDE", "LOW", null, "AVEM", null, null, "DUK", null, "GIS", "HD", null, "BEAT", "MUB", "SGC", "MSFT", null, "HSY", "EFG", null, "IWF", "IVV", "AAPL", "SPY", "PG", "MRK", "MPW", "AMGN", "ROK", null, "SPDW", "SPYG", "IBM", "TXN", "UPS", "BIV", "VNQ", "RYTM", "VWO", "IWV", "PRF", null, null, "VIG", "VYM", null, "DOV", "EFX", null, null, "PEG", null, null, null, "CEF", "VEU", "VUG", "VEA", null, "VXUS", null, "VTEB", "VBR", "VOO", "VTV", "WMT", null, "SCHD", "SCHG", "SO", null, null, null, "BRK-B", "CVX", "KO", "COST", "DFAX", null, "EFA", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 96
- Total Value
- 582525363
- Accession Number
- 0001951757-25-000509
- Form Type
- 13F-HR
- Manager Name
- Cannon-Financial-Strategists
Data Enrichment
70% identified67 identified29 unidentified
Holdings
96 positions
Manager:
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46432F388
Shares:27.3K
Value:$2.9M
464287176
Shares:18.3K
Value:$2.0M
25434V302
Shares:64.2K
Value:$1.7M
46435UAA9
Shares:64.4K
Value:$1.6M
46434V878
Shares:29.9K
Value:$1.5M
46436E866
Shares:61.7K
Value:$1.4M
46436E841
Shares:62.4K
Value:$1.4M
46436E858
Shares:60.9K
Value:$1.4M
808524714
Shares:54.2K
Value:$1.3M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46432F388)✕ | 27.3K | All Managers (Combined) | $2.9M | ||
56.3K | All Managers (Combined) | $2.8M | |||
4.0K | QoQ 0.00% (+0)YoY -1.09% (-44) | All Managers (Combined) | $2.1M | ||
(cusip464287176)✕ | 18.3K | All Managers (Combined) | $2.0M | ||
3.9K | QoQ 0.00% (-0) | All Managers (Combined) | $2.0M | ||
5.5K | All Managers (Combined) | $2.0M | |||
19.0K | QoQ 0.00% (+0)YoY -1.95% (-379) | All Managers (Combined) | $1.9M | ||
3.2K | QoQ +1.35% (-43)YoY -0.58% (-19) | All Managers (Combined) | $1.8M | ||
(cusip25434V302)✕ | 64.2K | All Managers (Combined) | $1.7M | ||
Apple Inc.(AAPLcusip037833100) | 7.3K | QoQ -0.59% (-44) | All Managers (Combined) | $1.6M | |
2.8K | QoQ 0.00% (-0) | All Managers (Combined) | $1.6M | ||
(cusip46435UAA9)✕ | 64.4K | All Managers (Combined) | $1.6M | ||
(cusip46434V878)✕ | 29.9K | All Managers (Combined) | $1.5M | ||
HOME DEPOT, INC.(HDcusip437076102) | 4.0K | QoQ -0.15% (-6)YoY +5.95% (+222) | All Managers (Combined) | $1.4M | |
(cusip46436E866)✕ | 61.7K | All Managers (Combined) | $1.4M | ||
(cusip46436E841)✕ | 62.4K | All Managers (Combined) | $1.4M | ||
(cusip46436E858)✕ | 60.9K | All Managers (Combined) | $1.4M | ||
(cusip808524714)✕ | 54.2K | All Managers (Combined) | $1.3M | ||
20.8K | QoQ 0.00% (+0)YoY NEW(+20.8K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) | |
SOUTHERN CO(SOcusip842587107) | 14.0K | All Managers (Combined) | $1.3M |