Portfolio (Quarterly)
Guide ↗
Cannon Financial Strategists, Inc.
· CIK 0002031123| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | T | AT&T INC | Communication Services | 8,635 | $250K | 0.03% | SOLD |
| 2 | UBSI | UNITED BANKSHARES INC WEST V | Financial Services | 5,000 | $207K | 0.03% | SOLD |
| 3 | NEE | NEXTERA ENERGY INC | Utilities | 2,185 | $203K | 0.03% | SOLD |
| 4 | KGC | KINROSS GOLD CORP | Basic Materials | 6,591 | $201K | 0.03% | SOLD |
Sector Allocation
Consumer Defensive
21.0%
Technology
18.5%
Healthcare
16.4%
Financial Services
13.2%
Industrials
11.0%
Energy
6.4%
Utilities
6.3%
Consumer Cyclical
4.5%
Communication Services
2.2%
Basic Materials
0.6%