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 651–700 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CRBN | ISHARES LOW CARBON OPTIMIZED MSCI ACWI ETF | 2K | $100K–$500K | SH |
| CGV | CONDUCTOR GLOBAL EQUITY VALUE ETF | 25K | $100K–$500K | SH |
| ABCB | AMERIS BANCORP COM | 5K | $100K–$500K | SH |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | 6K | $100K–$500K | SH |
| BUFQ | FT VEST LADDERED NASDAQ BUFFER ETF | 10K | $100K–$500K | SH |
| PGEN | PRECIGEN INC COM | 88K | $100K–$500K | SH |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | 628 | $100K–$500K | SH |
| KIE | STATE STREET SPDR S&P INSURANCE ETF | 6K | $100K–$500K | SH |
| EVN | EATON VANCE MUN INCOME TR SH BEN INT | 34K | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC COM NEW | 4K | $100K–$500K | SH |
| MKTN | FEDERATED HERMES MDT MARKET NEUTRAL ETF | 14K | $100K–$500K | SH |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 7K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO COM | 1K | $100K–$500K | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 4K | $100K–$500K | SH |
| CIEN | CIENA CORP COM NEW | 2K | $100K–$500K | SH |
| TRGP | TARGA RES CORP COM | 2K | $100K–$500K | SH |
| XIDE | FT VEST U.S. EQUITY BUFFER & PREMIUM INCOME ETF - DECEMBER | 12K | $100K–$500K | SH |
| VFH | VANGUARD FINANCIALS ETF | 3K | $100K–$500K | SH |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 3K | $100K–$500K | SH |
| BILZ | PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | 3K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 4K | $100K–$500K | SH |
| RIO | RIO TINTO PLC (US ADR) | 4K | $100K–$500K | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 1K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC COM | 964 | $100K–$500K | SH |
| BUFR | FT VEST LADDERED BUFFER ETF | 10K | $100K–$500K | SH |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 15K | $100K–$500K | SH |
| ADSK | AUTODESK INC COM | 1K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD COM | 2K | $100K–$500K | SH |
| EBAY | EBAY INC. COM | 4K | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP COM | 614 | $100K–$500K | SH |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | 10K | $100K–$500K | SH |
| IBTM | ISHARES IBONDS DEC 2032 TERM TREASURY ETF | 15K | $100K–$500K | SH |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 3K | $100K–$500K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | 7K | $100K–$500K | SH |
| TM | TOYOTA MOTOR CORP ADS | 2K | $100K–$500K | SH |
| SMMD | ISHARES RUSSELL 2500 ETF | 4K | $100K–$500K | SH |
| RFG | INVESCO S&P MIDCAP 400 PURE GROWTH ETF | 6K | $100K–$500K | SH |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | 11K | $100K–$500K | SH |
| NRK | NUVEEN NEW YORK AMT QLT MUNICP COM | 32K | $100K–$500K | SH |
| APA | APA CORPORATION COM | 13K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO COM | 8K | $100K–$500K | SH |
| XVV | ISHARES ESG SELECT SCREENED S&P 500 ETF | 6K | $100K–$500K | SH |
| GMAR | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MARCH | 8K | $100K–$500K | SH |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | 20K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 2K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC COM | 3K | $100K–$500K | SH |
| WSO | WATSCO INC COM | 920 | $100K–$500K | SH |
| BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN IN | 14K | $100K–$500K | SH |
| AB | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | 8K | $100K–$500K | SH |
| CG | CARLYLE GROUP INC COM | 5K | $100K–$500K | SH |