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

SEC FilingSEC DataHachi Filing

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
CIK: cannon-financial-strategists
Manager Name: Cannon-Financial-Strategists

Data Enrichment

70% identified

67 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

96 positions • $582.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46432F388

Shares:27.3K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$582.5M)

922907746

VTEB|922907746

Shares:56.3K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$582.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.0K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$582.5M)

464287176

Shares:18.3K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$582.5M)

922908363

VOO|922908363

Shares:3.9K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$582.5M)

464287614

IWF|464287614

Shares:5.5K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$582.5M)

464288885

EFG|464288885

Shares:19.0K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$582.5M)

464287200

IVV|464287200

Shares:3.2K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$582.5M)

25434V302

Shares:64.2K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$582.5M)

Apple Inc.

AAPL|037833100

Shares:7.3K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$582.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.8K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$582.5M)

46435UAA9

Shares:64.4K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$582.5M)

46434V878

Shares:29.9K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$582.5M)

HOME DEPOT, INC.

HD|437076102

Shares:4.0K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$582.5M)

46436E866

Shares:61.7K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$582.5M)

46436E841

Shares:62.4K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$582.5M)

46436E858

Shares:60.9K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$582.5M)

808524714

Shares:54.2K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$582.5M)

921909768

VXUS|921909768

Shares:20.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$582.5M)

SOUTHERN CO

SO|842587107

Shares:14.0K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$582.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46432F388)✕	27.3K	QoQ +8.73% (+2.2K) YoY +665.76% (+23.7K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$582.5M)	QoQ +9.80% (+$260.2K) YoY +654.03% (+$2.5M)
(VTEBcusip922907746)	56.3K	QoQ +3.05% (+1.7K) YoY -2.29% (-1.3K)	All Managers (Combined)	$2.8M	0.5% ($2.8M/$582.5M)	QoQ +2.01% (+$55.1K) YoY -4.18% (-$122.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.0K	QoQ 0.00% (+0) YoY -1.09% (-44)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$582.5M)	QoQ +17.49% (+$314.3K) YoY +25.25% (-$425.7K)
(cusip464287176)✕	18.3K	QoQ -2.13% (-399) YoY +22.63% (+3.4K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$582.5M)	QoQ +2.03% (-$40.7K) YoY +26.84% (+$430.9K)
(VOOcusip922908363)	3.9K	QoQ 0.00% (-0) YoY +86.54% (+1.8K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$582.5M)	QoQ -4.62% (-$97.0K) YoY +99.42% (+$998.0K)
(IWFcusip464287614)	5.5K	QoQ -15.80% (-1.0K) YoY -21.36% (-1.5K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$582.5M)	QoQ -24.30% (-$639.9K) YoY -15.77% (-$373.2K)
(EFGcusip464288885)	19.0K	QoQ 0.00% (+0) YoY -1.95% (-379)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$582.5M)	QoQ +3.27% (+$60.3K) YoY -5.53% (-$111.5K)
(IVVcusip464287200)	3.2K	QoQ +1.35% (-43) YoY -0.58% (-19)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$582.5M)	QoQ -3.25% (-$60.8K) YoY +6.25% (-$106.4K)
(cusip25434V302)✕	64.2K	QoQ +3.77% (+2.3K) YoY +36.19% (+17.1K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$582.5M)	QoQ +5.89% (+$92.5K) YoY +42.64% (+$496.6K)
Apple Inc.(AAPLcusip037833100)	7.3K	QoQ -0.59% (-44) YoY +11.35% (+749)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$582.5M)	QoQ -11.82% (-$218.8K) YoY +44.25% (+$500.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.8K	QoQ 0.00% (-0) YoY +321.00% (+2.2K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$582.5M)	QoQ -4.55% (-$76.0K) YoY +350.23% (+$1.2M)
(cusip46435UAA9)✕	64.4K	QoQ +0.73% (+470) YoY +99.95% (+32.2K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$582.5M)	QoQ +1.65% (+$25.4K) YoY +103.14% (+$791.1K)
(cusip46434V878)✕	29.9K	QoQ +4.09% (+1.2K) YoY +7.87% (+2.2K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$582.5M)	QoQ +4.64% (+$67.2K) YoY +8.17% (+$114.3K)
HOME DEPOT, INC.(HDcusip437076102)	4.0K	QoQ -0.15% (-6) YoY +5.95% (+222)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$582.5M)	QoQ -5.92% (-$91.2K) YoY +1.22% (+$17.6K)
(cusip46436E866)✕	61.7K	QoQ +0.69% (+425) YoY +4.41% (+2.6K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$582.5M)	QoQ +0.90% (+$13.0K) YoY +5.04% (+$69.3K)
(cusip46436E841)✕	62.4K	QoQ +0.55% (+346) YoY +21.39% (+11.0K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$582.5M)	QoQ +1.55% (+$21.4K) YoY +22.81% (+$259.8K)
(cusip46436E858)✕	60.9K	QoQ +0.65% (+396) YoY +4.17% (+2.4K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$582.5M)	QoQ +1.22% (+$17.0K) YoY +5.23% (+$69.5K)
(cusip808524714)✕	54.2K	QoQ 0.00% (+0) YoY +100.00% (+27.1K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$582.5M)	QoQ +1.06% (+$14.1K) YoY +1.96% (+$25.7K)
(VXUScusip921909768)	20.8K	QoQ 0.00% (+0) YoY NEW(+20.8K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$582.5M)	QoQ +5.37% (+$65.8K) YoY NEW(+$1.3M)
SOUTHERN CO(SOcusip842587107)	14.0K	QoQ +2.18% (+300) YoY +25.26% (+2.8K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$582.5M)	QoQ +14.14% (+$159.6K) YoY +60.55% (+$485.9K)