CIK 1475045
CARY STREET PARTNERS FINANCIAL LLC
Institutional 13F holdings & portfolio
Holdings
973
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 439K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 177K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 402K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 152K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 204K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 155K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 199K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 124K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 80K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 627K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 179K | $1M+ | SH |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 47K | $1M+ | SH |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 265K | $1M+ | SH |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 426K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 133K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 41K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 25K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 82K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 577K | $1M+ | SH |
| JPIE | JPMORGAN INCOME ETF | 540K | $1M+ | SH |
| FLXR | TCW FLEXIBLE INCOME ETF | 622K | $1M+ | SH |
| RTX | RTX CORPORATION COM | 132K | $1M+ | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 353K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 102K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 37K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 108K | $1M+ | SH |
| V | VISA INC COM CL A | 64K | $1M+ | SH |
| URI | UNITED RENTALS INC COM | 27K | $1M+ | SH |
| WMB | WILLIAMS COS INC COM | 354K | $1M+ | SH |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INNCOME ETF | 353K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 58K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 42K | $1M+ | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 606K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 76K | $1M+ | SH |
| MLI | MUELLER INDS INC COM | 171K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 136K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 22K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 153K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 224K | $1M+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 92K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 29K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 57K | $1M+ | SH |
| MRK | MERCK & CO INC COM | 157K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 26K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 206K | $1M+ | SH |
| CBOE | CBOE GLOBAL MKTS INC COM | 62K | $1M+ | SH |
| CME | CME GROUP INC COM | 56K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO COM | 107K | $1M+ | SH |
| NDAQ | NASDAQ INC COM | 155K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 123K | $1M+ | SH |