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 701–750 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DLTR | DOLLAR TREE INC COM | 2K | $100K–$500K | SH |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | 2K | $100K–$500K | SH |
| IR | INGERSOLL RAND INC COM | 4K | $100K–$500K | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 4K | $100K–$500K | SH |
| JMHI | JPMORGAN HIGH YIELD MUNICIPAL ETF | 6K | $100K–$500K | SH |
| GM | GENERAL MTRS CO COM | 4K | $100K–$500K | SH |
| MTH | MERITAGE HOMES CORP COM | 5K | $100K–$500K | SH |
| HSY | HERSHEY CO COM | 2K | $100K–$500K | SH |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 4K | $100K–$500K | SH |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 3K | $100K–$500K | SH |
| IQQQ | PROSHARES NASDAQ-100 HIGH INCOME ETF | 7K | $100K–$500K | SH |
| IBDX | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | 12K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC COM | 3K | $100K–$500K | SH |
| TIP | ISHARES TIPS BOND ETF | 3K | $100K–$500K | SH |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 4K | $100K–$500K | SH |
| ESI | ELEMENT SOLUTIONS INC COM | 12K | $100K–$500K | SH |
| SSB | SOUTHSTATE BK CORP COM | 3K | $100K–$500K | SH |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | 2K | $100K–$500K | SH |
| BRX | BRIXMOR PPTY GROUP INC COM | 11K | $100K–$500K | SH |
| TLN | TALEN ENERGY CORP COM | 760 | $100K–$500K | SH |
| CLS | CELESTICA INC COM | 959 | $100K–$500K | SH |
| IHE | ISHARES U.S. PHARMACEUTICALS ETF | 3K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP COM | 8K | $100K–$500K | SH |
| TSPA | T. ROWE PRICE U.S. EQUITY RESEARCH ETF | 7K | $100K–$500K | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- COM | 20K | $100K–$500K | SH |
| DUOL | DUOLINGO INC CL A COM | 2K | $100K–$500K | SH |
| KBE | STATE STREET SPDR S&P BANK ETF | 5K | $100K–$500K | SH |
| ENB | ENBRIDGE INC COM | 6K | $100K–$500K | SH |
| SEMG | SUNCOAST SELECT GROWTH ETF | 10K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP COM | 6K | $100K–$500K | SH |
| HCA | HCA HEALTHCARE INC COM | 590 | $100K–$500K | SH |
| PFD | FLAHERTY & CRUMRINE PFD INCOME COM | 23K | $100K–$500K | SH |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | 5K | $100K–$500K | SH |
| TTE | TOTALENERGIES SE ACT | 4K | $100K–$500K | SH |
| SOR | SOURCE CAPITAL COM SHS OF BEN I | 6K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP COM | 1K | $100K–$500K | SH |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 5K | $100K–$500K | SH |
| DCRE | DOUBLELINE COMMERCIAL REAL ESTATE ETF | 5K | $100K–$500K | SH |
| GLOW | VICTORYSHARES WESTEND GLOBAL EQUITY ETF | 8K | $100K–$500K | SH |
| RSPS | INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF | 9K | $100K–$500K | SH |
| IDU | ISHARES U.S. UTILITIES ETF | 2K | $100K–$500K | SH |
| KDP | KEURIG DR PEPPER INC COM | 9K | $100K–$500K | SH |
| NMCO | NUVEEN MUN CR OPPORTUNITIES FD COM | 25K | $100K–$500K | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 11K | $100K–$500K | SH |
| FRME | FIRST MERCHANTS CORP COM | 7K | $100K–$500K | SH |
| TYG | TORTOISE ENERGY INFRSTRCTR CP COM | 6K | $100K–$500K | SH |
| CUBI | CUSTOMERS BANCORP INC COM | 4K | $100K–$500K | SH |
| MTG | MGIC INVT CORP WIS COM | 9K | $100K–$500K | SH |
| PIPR | PIPER SANDLER COMPANIES COM | 751 | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 3K | $100K–$500K | SH |