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 851–900 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RA | BROOKFIELD REAL ASSETS INCOME SHS BEN INT | 13K | $100K–$500K | SH |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | 26K | $100K–$500K | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & PR COM | 13K | $100K–$500K | SH |
| PBL | PGIM PORTFOLIO BALLAST ETF | 5K | $100K–$500K | SH |
| WELL | WELLTOWER INC COM | 873 | $100K–$500K | SH |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 4K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO COM | 832 | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC COM | 410 | $100K–$500K | SH |
| AGM | FEDERAL AGRIC MTG CORP CL C | 883 | $100K–$500K | SH |
| MCK | MCKESSON CORP COM | 186 | $100K–$500K | SH |
| FRSH | FRESHWORKS INC CLASS A COM | 12K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 3K | $100K–$500K | SH |
| SGU | STAR GROUP LP UNIT LTD PARTNR | 12K | $100K–$500K | SH |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | 659 | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 530 | $100K–$500K | SH |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 7K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 1K | $100K–$500K | SH |
| FTNT | FORTINET INC COM | 2K | $100K–$500K | SH |
| FTV | FORTIVE CORP COM | 2K | $100K–$500K | SH |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY FD COM | 11K | $100K–$500K | SH |
| JBL | JABIL INC COM | 584 | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO COM | 3K | $100K–$500K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME FD COM SHS | 26K | $100K–$500K | SH |
| JMUB | JPMORGAN MUNICIPAL ETF | 3K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 589 | $100K–$500K | SH |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 3K | $100K–$500K | SH |
| EQIX | EQUINIX INC COM | 166 | $100K–$500K | SH |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | 1K | $100K–$500K | SH |
| VALE | VALE S A SPONSORED ADS | 9K | $100K–$500K | SH |
| CHD | CHURCH & DWIGHT CO INC COM | 1K | $100K–$500K | SH |
| PRTA | PROTHENA CORP PLC SHS | 13K | $100K–$500K | SH |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | 5K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 145 | $100K–$500K | SH |
| KMX | CARMAX INC COM | 3K | $100K–$500K | SH |
| UBS | UBS GROUP AG SHS | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP COM | 488 | $100K–$500K | SH |
| MKC | MCCORMICK & CO INC COM NON VTG | 2K | $100K–$500K | SH |
| HAL | HALLIBURTON CO COM | 4K | $100K–$500K | SH |
| SW | SMURFIT WESTROCK PLC SHS | 3K | $100K–$500K | SH |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 2K | $100K–$500K | SH |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | 650 | $100K–$500K | SH |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 103K | $100K–$500K | SH |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 1K | $100K–$500K | SH |
| VRSK | VERISK ANALYTICS INC COM | 453 | $100K–$500K | SH |
| IXN | ISHARES GLOBAL TECH ETF | 951 | $50K–$100K | SH |
| STZ | CONSTELLATION BRANDS INC CL A | 712 | $50K–$100K | SH |
| RR | RICHTECH ROBOTICS INC CL B | 30K | $50K–$100K | SH |
| TRU | TRANSUNION COM | 1K | $50K–$100K | SH |
| VST | VISTRA CORP COM | 585 | $50K–$100K | SH |
| NG | NOVAGOLD RESOURCES INC COM NEW | 10K | $50K–$100K | SH |