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 501–550 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EG | EVEREST GROUP LTD COM | 2K | $500K+ | SH |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | 10K | $500K+ | SH |
| EMR | EMERSON ELEC CO COM | 5K | $500K+ | SH |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | 6K | $500K+ | SH |
| MMM | 3M CO COM | 4K | $500K+ | SH |
| HSIC | HENRY SCHEIN INC COM | 9K | $500K+ | SH |
| XMAR | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | 16K | $500K+ | SH |
| MAS | MASCO CORP COM | 10K | $500K+ | SH |
| RYN | RAYONIER INC COM | 29K | $500K+ | SH |
| ALL | ALLSTATE CORP COM | 3K | $500K+ | SH |
| IBTJ | ISHARES IBONDS DEC 2029 TERM TREASURY ETF | 29K | $500K+ | SH |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | 10K | $500K+ | SH |
| KKR | KKR & CO INC COM | 5K | $500K+ | SH |
| QMAR | FT VEST NASDAQ-100 BUFFER ETF - MARCH | 19K | $500K+ | SH |
| DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 16K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW CL A | 21K | $500K+ | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 12K | $500K+ | SH |
| NI | NISOURCE INC COM | 15K | $500K+ | SH |
| BITB | BITWISE BITCOIN ETF TRUST | 13K | $500K+ | SH |
| PAAA | PGIM AAA CLO ETF | 12K | $500K+ | SH |
| NXPI | NXP SEMICONDUCTORS N V COM | 3K | $500K+ | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 2K | $500K+ | SH |
| STWD | STARWOOD PPTY TR INC COM | 34K | $500K+ | SH |
| UVV | UNIVERSAL CORP VA COM | 12K | $500K+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 3K | $500K+ | SH |
| CEFS | SABA CLOSED END FUNDS ETF | 26K | $500K+ | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 9K | $500K+ | SH |
| TWLO | TWILIO INC CL A | 4K | $500K+ | SH |
| TAFI | AB TAX-AWARE SHORT DURATION MUNICIPAL ETF | 24K | $500K+ | SH |
| MMU | WESTERN ASSET MANAGED MUNS FD COM | 57K | $500K+ | SH |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | 27K | $500K+ | SH |
| MEDP | MEDPACE HLDGS INC COM | 1K | $500K+ | SH |
| PAYX | PAYCHEX INC COM | 5K | $500K+ | SH |
| VDC | VANGUARD CONSUMER STAPLES ETF | 3K | $500K+ | SH |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | 26K | $500K+ | SH |
| INTC | INTEL CORP COM | 16K | $500K+ | SH |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | 9K | $500K+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 2K | $500K+ | SH |
| IYH | ISHARES U.S. HEALTHCARE ETF | 9K | $500K+ | SH |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | 9K | $500K+ | SH |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | 6K | $500K+ | SH |
| FMHI | FIRST TRUST MUNICIPAL HIGH INCOME ETF | 12K | $500K+ | SH |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM O COM | 12K | $500K+ | SH |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 13K | $500K+ | SH |
| VNQ | Vanguard Real Estate ETF | 6K | $500K+ | SH |
| LRGF | ISHARES U.S. EQUITY FACTOR ETF | 8K | $500K+ | SH |
| JHS | HANCOCK JOHN INCOME SECS TR COM | 47K | $500K+ | SH |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | 5K | $500K+ | SH |
| FTAI | FTAI AVIATION LTD SHS | 3K | $500K+ | SH |
| VLO | VALERO ENERGY CORP COM | 3K | $500K+ | SH |