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 551–600 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 6K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO COM | 7K | $500K+ | SH |
| IBTK | ISHARES IBONDS DEC 2030 TERM TREASURY ETF | 27K | $500K+ | SH |
| VHT | Vanguard Health Care Index ETF | 2K | $500K+ | SH |
| XNOV | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER | 14K | $500K+ | SH |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | 6K | $500K+ | SH |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | 23K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 943 | $500K+ | SH |
| BBIO | BRIDGEBIO PHARMA INC COM | 7K | $500K+ | SH |
| TD | TORONTO DOMINION BK ONT COM NEW | 6K | $500K+ | SH |
| OEF | ISHARES S&P 100 ETF | 2K | $500K+ | SH |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | 8K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC CL A | 10K | $500K+ | SH |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | 10K | $500K+ | SH |
| QUBT | QUANTUM COMPUTING INC COM | 50K | $500K+ | SH |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 5K | $500K+ | SH |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 32K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC SHS | 4K | $500K+ | SH |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 3K | $500K+ | SH |
| MIDD | MIDDLEBY CORP COM | 3K | $500K+ | SH |
| HUM | HUMANA INC COM | 2K | $500K+ | SH |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | 22K | $500K+ | SH |
| RPV | INVESCO S&P 500 PURE VALUE ETF | 5K | $100K–$500K | SH |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 5K | $100K–$500K | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 5K | $100K–$500K | SH |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | 4K | $100K–$500K | SH |
| RXO | RXO INC COMMON STOCK | 39K | $100K–$500K | SH |
| OUSM | ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF | 11K | $100K–$500K | SH |
| FIS | FIDELITY NATL INFORMATION SVCS COM | 7K | $100K–$500K | SH |
| — | ASTRAZENECA PLC ORD | 5K | $100K–$500K | SH |
| FHN | FIRST HORIZON CORPORATION COM | 20K | $100K–$500K | SH |
| BMO | BANK MONTREAL MEDIUM COM | 4K | $100K–$500K | SH |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 9K | $100K–$500K | SH |
| USRT | iShares Core US REIT ETF | 8K | $100K–$500K | SH |
| ALCO | ALICO INC COM | 13K | $100K–$500K | SH |
| MOS | MOSAIC CO NEW COM | 20K | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC COM | 8K | $100K–$500K | SH |
| ABNB | AIRBNB INC COM CL A | 3K | $100K–$500K | SH |
| LIND | LINDBLAD EXPEDITIONS HLDGS INC COM | 32K | $100K–$500K | SH |
| CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | 17K | $100K–$500K | SH |
| CWEN | CLEARWAY ENERGY INC CL C | 14K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC COM | 3K | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | 2K | $100K–$500K | SH |
| DXJ | WisdomTree Japan Currency Hedged Equity ETF | 3K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 1K | $100K–$500K | SH |
| O | REALTY INCOME CORP COM | 8K | $100K–$500K | SH |
| CMI | CUMMINS INC COM | 893 | $100K–$500K | SH |
| SRE | SEMPRA COM | 5K | $100K–$500K | SH |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | 8K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC COM | 3K | $100K–$500K | SH |