Cannon Wealth Management Services, LLC
Top Portfolio Positions
41 positions ·
$26,877,266 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
14,121 | $3,583,768 | 13.33% |
| DUK |
Duke Energy CORP
Utilities
|
19,877 | $2,602,694 | 9.68% |
| MSFT |
Microsoft Corp
Technology
|
4,653 | $1,722,401 | 6.41% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,144 | $1,696,150 | 6.31% |
| NVDA |
Nvidia Corp
Technology
|
8,585 | $1,497,224 | 5.57% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,651 | $1,357,259 | 5.05% |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,670 | $1,055,345 | 3.93% |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,632 | $941,957 | 3.50% |
| JNJ |
Johnson & Johnson
Healthcare
|
3,785 | $925,205 | 3.44% |
| ENB |
Enbridge Inc
Energy
|
14,452 | $782,431 | 2.91% |
Portfolio Trend
Holdings in BRBS
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,336 | 10,080 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $43,041 | 10,080 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $42,638 | 10,080 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $36,187 | 10,080 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $32,860 | 10,080 | Shares | Sole | 2025-05-08 | |
| No quarters match your search. | ||||||