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 751–800 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VICI | VICI PPTYS INC COM | 9K | $100K–$500K | SH |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 9K | $100K–$500K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 2K | $100K–$500K | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 5K | $100K–$500K | SH |
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | 11K | $100K–$500K | SH |
| GSK | GSK PLC SPONSORED ADR | 5K | $100K–$500K | SH |
| UTES | VIRTUS REAVES UTILITIES ETF | 3K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP COM | 12K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW COM | 2K | $100K–$500K | SH |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | 5K | $100K–$500K | SH |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | 5K | $100K–$500K | SH |
| FRST | PRIMIS FINANCIAL CORP COM | 18K | $100K–$500K | SH |
| NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | 4K | $100K–$500K | SH |
| PNR | PENTAIR PLC SHS | 2K | $100K–$500K | SH |
| RPM | RPM INTL INC COM | 2K | $100K–$500K | SH |
| SOUN | SOUNDHOUND AI INC CLASS A COM | 25K | $100K–$500K | SH |
| MNTN | MNTN INC CL A | 20K | $100K–$500K | SH |
| HOLA | JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF | 5K | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 3K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC COM | 3K | $100K–$500K | SH |
| QTUM | DEFIANCE QUANTUM ETF | 2K | $100K–$500K | SH |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 5K | $100K–$500K | SH |
| CLX | CLOROX CO DEL COM | 2K | $100K–$500K | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | 3K | $100K–$500K | SH |
| ATR | APTARGROUP INC COM | 2K | $100K–$500K | SH |
| BIIB | BIOGEN INC COM | 1K | $100K–$500K | SH |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 3K | $100K–$500K | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 10K | $100K–$500K | SH |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 2K | $100K–$500K | SH |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | 13K | $100K–$500K | SH |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 7K | $100K–$500K | SH |
| HII | HUNTINGTON INGALLS INDS INC COM | 669 | $100K–$500K | SH |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | 11K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC COM | 1K | $100K–$500K | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | 103 | $100K–$500K | SH |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | 9K | $100K–$500K | SH |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 5K | $100K–$500K | SH |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | 6K | $100K–$500K | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 678 | $100K–$500K | SH |
| HBNC | HORIZON BANCORP INC COM | 13K | $100K–$500K | SH |
| BFK | BLACKROCK MUN INCOME TR SH BEN INT | 22K | $100K–$500K | SH |
| IYR | ISHARES U.S. REAL ESTATE ETF | 2K | $100K–$500K | SH |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | 2K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY COM | 3K | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | 18K | $100K–$500K | SH |
| ALLE | ALLEGION PLC ORD SHS | 1K | $100K–$500K | SH |
| JPME | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | 2K | $100K–$500K | SH |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 3K | $100K–$500K | SH |
| XLRE | Real Estate Select Sector SPDR Fund | 5K | $100K–$500K | SH |
| FTRE | FORTREA HLDGS INC COMMON STOCK | 12K | $100K–$500K | SH |