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 601–650 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SFEB | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - FEBRUARY | 19K | $100K–$500K | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 2K | $100K–$500K | SH |
| MTB | M & T BK CORP COM | 2K | $100K–$500K | SH |
| ESLT | ELBIT SYS LTD ORD | 769 | $100K–$500K | SH |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 5K | $100K–$500K | SH |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | 18K | $100K–$500K | SH |
| ACWI | ISHARES MSCI ACWI ETF | 3K | $100K–$500K | SH |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 15K | $100K–$500K | SH |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 15K | $100K–$500K | SH |
| AZO | AUTOZONE INC COM | 128 | $100K–$500K | SH |
| DTE | DTE ENERGY CO COM | 3K | $100K–$500K | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 16K | $100K–$500K | SH |
| UDR | UDR INC COM | 12K | $100K–$500K | SH |
| THG | HANOVER INS GROUP INC COM | 2K | $100K–$500K | SH |
| VNO | VORNADO RLTY TR SH BEN INT | 13K | $100K–$500K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | 1K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 5K | $100K–$500K | SH |
| IEUR | ISHARES CORE MSCI EUROPE ETF | 6K | $100K–$500K | SH |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 5K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP COM | 5K | $100K–$500K | SH |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | 10K | $100K–$500K | SH |
| BXMT | BLACKSTONE MTG TR INC COM CL A | 21K | $100K–$500K | SH |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 5K | $100K–$500K | SH |
| SIMS | STATE STREET SPDR S&P KENSHO INTELLIGENT STRUCTURES ETF | 10K | $100K–$500K | SH |
| HUBS | HUBSPOT INC COM | 1K | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC COM | 2K | $100K–$500K | SH |
| NUE | NUCOR CORP COM | 2K | $100K–$500K | SH |
| DOW | DOW INC COM | 17K | $100K–$500K | SH |
| BN | BROOKFIELD CORP CL A LTD VT SH | 9K | $100K–$500K | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 3K | $100K–$500K | SH |
| TAFM | AB TAX-AWARE INTERMEDIATE MUNICIPAL ETF | 16K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC COM | 2K | $100K–$500K | SH |
| QTOC | INNOVATOR GROWTH ACCELERATED PLUS ETF - OCTOBER | 12K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S ADR | 8K | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | 32K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC COM | 74 | $100K–$500K | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 3K | $100K–$500K | SH |
| F | FORD MTR CO COM | 30K | $100K–$500K | SH |
| CNOB | CONNECTONE BANCORP INC COM | 15K | $100K–$500K | SH |
| IBTL | ISHARES IBONDS DEC 2031 TERM TREASURY ETF | 19K | $100K–$500K | SH |
| HTB | HOMETRUST BANCSHARES INC COM | 9K | $100K–$500K | SH |
| SOFI | SOFI TECHNOLOGIES INC COM | 15K | $100K–$500K | SH |
| GIS | GENERAL MLS INC COM | 8K | $100K–$500K | SH |
| COR | CENCORA INC COM | 1K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP COM | 1K | $100K–$500K | SH |
| CSL | CARLISLE COS INC COM | 1K | $100K–$500K | SH |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 8K | $100K–$500K | SH |
| EXC | EXELON CORP COM | 9K | $100K–$500K | SH |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 17K | $100K–$500K | SH |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 15K | $100K–$500K | SH |