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 801–850 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFP | FLAHERTY & CRUMRINE DYNAMIC PF SHS | 10K | $100K–$500K | SH |
| NUV | NUVEEN MUN VALUE FD INC COM | 23K | $100K–$500K | SH |
| BGT | BLACKROCK FLOATING RATE INC TR COM | 19K | $100K–$500K | SH |
| SA | SEABRIDGE GOLD INC COM | 7K | $100K–$500K | SH |
| TSI | TCW STRATEGIC INCOME FD INC COM | 43K | $100K–$500K | SH |
| RITM | RITHM CAPITAL CORP COM NEW | 19K | $100K–$500K | SH |
| AEG | AEGON LTD AMER REG 1 CERT | 27K | $100K–$500K | SH |
| DTD | WISDOMTREE U.S. TOTAL DIVIDEND FUND | 2K | $100K–$500K | SH |
| GFI | GOLD FIELDS LTD SPONSORED ADR | 5K | $100K–$500K | SH |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 4K | $100K–$500K | SH |
| PFFD | GLOBAL X U.S. PREFERRED ETF | 11K | $100K–$500K | SH |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | 8K | $100K–$500K | SH |
| LGI | LAZARD GLOBAL TOTAL RETURN & COM | 12K | $100K–$500K | SH |
| IBMR | ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF | 8K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC COM | 300 | $100K–$500K | SH |
| NZAC | SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | 5K | $100K–$500K | SH |
| FAST | FASTENAL CO COM | 5K | $100K–$500K | SH |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | 16K | $100K–$500K | SH |
| DTM | DT MIDSTREAM INC COMMON STOCK | 2K | $100K–$500K | SH |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | 15K | $100K–$500K | SH |
| NPV | NUVEEN VIRGINIA QLTY MUNCPL FD COM | 18K | $100K–$500K | SH |
| NLR | VANECK URANIUM AND NUCLEAR ETF | 2K | $100K–$500K | SH |
| FISI | FINANCIAL INSTNS INC COM | 6K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC COM | 3K | $100K–$500K | SH |
| RCI | ROGERS COMMUNICATIONS INC CL B | 5K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP COM | 18K | $100K–$500K | SH |
| BHK | BLACKROCK CORE BD TR SHS BEN INT | 20K | $100K–$500K | SH |
| FFC | FLAHERTY & CRUMRIN PFD & INM S COM | 12K | $100K–$500K | SH |
| NXJ | NUVEEN NEW JERSEY QULT MUN FD COM | 15K | $100K–$500K | SH |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 6K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC COM | 848 | $100K–$500K | SH |
| NDSN | NORDSON CORP COM | 791 | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | 2K | $100K–$500K | SH |
| AVNS | AVANOS MED INC COM | 17K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP COM | 2K | $100K–$500K | SH |
| MCO | MOODYS CORP COM | 351 | $100K–$500K | SH |
| IP | INTERNATIONAL PAPER CO COM | 5K | $100K–$500K | SH |
| SPFF | GLOBAL X SUPERINCOME PREFERRED ETF | 19K | $100K–$500K | SH |
| DHI | D R HORTON INC COM | 1K | $100K–$500K | SH |
| XYZ | BLOCK INC CL A | 3K | $100K–$500K | SH |
| PPL | PPL CORP COM | 5K | $100K–$500K | SH |
| BBDC | BARINGS BDC INC COM | 19K | $100K–$500K | SH |
| VLY | VALLEY NATL BANCORP COM | 15K | $100K–$500K | SH |
| WPC | WP CAREY INC COM | 3K | $100K–$500K | SH |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 4K | $100K–$500K | SH |
| OXLC | OXFORD LANE CAP CORP COM | 12K | $100K–$500K | SH |
| CTAS | CINTAS CORP COM | 897 | $100K–$500K | SH |
| EQT | EQT CORP COM | 3K | $100K–$500K | SH |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | 2K | $100K–$500K | SH |
| JBND | JPMORGAN ACTIVE BOND ETF | 3K | $100K–$500K | SH |