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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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:259

Value:$245.0K

% of Portfolio:0.0% ($245.0K/$582.5M)

AT&T INC.

T|00206R102

Shares:8.6K

Value:$244.2K

% of Portfolio:0.0% ($244.2K/$582.5M)

922042775

VEU|922042775

Shares:3.9K

Value:$239.4K

% of Portfolio:0.0% ($239.4K/$582.5M)

78468R515

Shares:9.8K

Value:$235.7K

% of Portfolio:0.0% ($235.7K/$582.5M)

808524839

Shares:10.1K

Value:$234.7K

% of Portfolio:0.0% ($234.7K/$582.5M)

464287689

IWV|464287689

Shares:723

Value:$229.7K

% of Portfolio:0.0% ($229.7K/$582.5M)

Alphabet Inc.

GOOG|02079K107

Shares:1.5K

Value:$227.9K

% of Portfolio:0.0% ($227.9K/$582.5M)

464287879

Shares:2.3K

Value:$225.1K

% of Portfolio:0.0% ($225.1K/$582.5M)

EQUIFAX INC

EFX|294429105

Shares:920

Value:$224.1K

% of Portfolio:0.0% ($224.1K/$582.5M)

46432F339

QUAL|46432F339

Shares:1.3K

Value:$222.5K

% of Portfolio:0.0% ($222.5K/$582.5M)

CHEVRON CORP

CVX|166764100

Shares:1.3K

Value:$222.5K

% of Portfolio:0.0% ($222.5K/$582.5M)

LOWES COMPANIES INC

LOW|548661107

Shares:947

Value:$220.9K

% of Portfolio:0.0% ($220.9K/$582.5M)

Tesla, Inc.

TSLA|88160R101

Shares:773

Value:$200.3K

% of Portfolio:0.0% ($200.3K/$582.5M)

HeartBeam, Inc.

BEAT|42238H108

Shares:80.4K

Value:$161.6K

% of Portfolio:0.0% ($161.6K/$582.5M)

SUPERIOR GROUP OF COMPANIES, INC.

SGC|868358102

Shares:13.8K

Value:$151.0K

% of Portfolio:0.0% ($151.0K/$582.5M)

MEDICAL PROPERTIES TRUST INC

MPW|58463J304

Shares:20.0K

Value:$120.6K

% of Portfolio:0.0% ($120.6K/$582.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	259	QoQ 0.00% (+0) YoY NEW(+259)	All Managers (Combined)	$245.0K	0.0% ($245.0K/$582.5M)	QoQ +3.22% (+$7.6K) YoY NEW(+$245.0K)
AT&T INC.(Tcusip00206R102)	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$244.2K	0.0% ($244.2K/$582.5M)	QoQ NEW(+$244.2K) YoY NEW(+$244.2K)
(VEUcusip922042775)	3.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$239.4K	0.0% ($239.4K/$582.5M)	QoQ +5.66% (+$12.8K) YoY +3.42% (+$7.9K)
(cusip78468R515)✕	9.8K	QoQ 0.00% (+0) YoY +0.85% (+83)	All Managers (Combined)	$235.7K	0.0% ($235.7K/$582.5M)	QoQ +1.59% (+$3.7K) YoY +0.81% (+$1.9K)
(cusip808524839)✕	10.1K	QoQ 0.00% (+0) YoY +100.00% (+5.1K)	All Managers (Combined)	$234.7K	0.0% ($234.7K/$582.5M)	QoQ +2.02% (+$4.7K) YoY +0.69% (+$1.6K)
(IWVcusip464287689)	723	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$229.7K	0.0% ($229.7K/$582.5M)	QoQ -4.96% (-$12.0K) YoY +5.85% (+$12.7K)
Alphabet Inc.(GOOGcusip02079K107)	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$227.9K	0.0% ($227.9K/$582.5M)	QoQ -17.96% (-$49.9K) YoY +2.60% (+$5.8K)
(cusip464287879)✕	2.3K	QoQ 0.00% (-0) YoY -2.11% (-50)	All Managers (Combined)	$225.1K	0.0% ($225.1K/$582.5M)	QoQ -10.24% (-$25.7K) YoY -7.14% (-$17.3K)
EQUIFAX INC(EFXcusip294429105)	920	QoQ -13.12% (-139) YoY -13.28% (-141)	All Managers (Combined)	$224.1K	0.0% ($224.1K/$582.5M)	QoQ -16.97% (-$45.8K) YoY -21.05% (-$59.8K)
(QUALcusip46432F339)	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$222.5K	0.0% ($222.5K/$582.5M)	QoQ -4.03% (-$9.4K) YoY +3.97% (+$8.5K)
CHEVRON CORP(CVXcusip166764100)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$222.5K	0.0% ($222.5K/$582.5M)	QoQ NEW(+$222.5K) YoY NEW(+$222.5K)
LOWES COMPANIES INC(LOWcusip548661107)	947	QoQ 0.00% (-0) YoY -0.10% (-1)	All Managers (Combined)	$220.9K	0.0% ($220.9K/$582.5M)	QoQ -5.49% (-$12.9K) YoY -8.53% (-$20.6K)
Tesla, Inc.(TSLAcusip88160R101)	773	QoQ 0.00% (-0) YoY NEW(+773)	All Managers (Combined)	$200.3K	0.0% ($200.3K/$582.5M)	QoQ -35.82% (-$111.8K) YoY NEW(+$200.3K)
HeartBeam, Inc.(BEATcusip42238H108)	80.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$161.6K	0.0% ($161.6K/$582.5M)	QoQ -12.60% (-$23.3K) YoY -7.79% (-$13.7K)
SUPERIOR GROUP OF COMPANIES, INC.(SGCcusip868358102)	13.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$151.0K	0.0% ($151.0K/$582.5M)	QoQ -33.81% (-$77.2K) YoY -33.77% (-$77.0K)
MEDICAL PROPERTIES TRUST INC(MPWcusip58463J304)	20.0K	QoQ 0.00% (+0) YoY NEW(+20.0K)	All Managers (Combined)	$120.6K	0.0% ($120.6K/$582.5M)	QoQ +52.65% (+$41.6K) YoY NEW(+$120.6K)