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 901–950 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NML | NEUBERGER ENGY INFRSTR & INC COM | 11K | $50K–$100K | SH |
| DGX | QUEST DIAGNOSTICS INC COM | 525 | $50K–$100K | SH |
| ROK | ROCKWELL AUTOMATION INC COM | 229 | $50K–$100K | SH |
| NGD | NEW GOLD INC CDA COM | 10K | $50K–$100K | SH |
| VRT | VERTIV HOLDINGS CO COM CL A | 534 | $50K–$100K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC COM | 944 | $50K–$100K | SH |
| KR | KROGER CO COM | 1K | $50K–$100K | SH |
| NBOS | NEUBERGER OPTION STRATEGY ETF | 3K | $50K–$100K | SH |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | 41K | $50K–$100K | SH |
| ATO | ATMOS ENERGY CORP COM | 475 | $50K–$100K | SH |
| MLM | MARTIN MARIETTA MATLS INC COM | 123 | $50K–$100K | SH |
| EOG | EOG RES INC COM | 696 | $50K–$100K | SH |
| IHD | Voya Emerging Markets High Dividend Equity Fund | 11K | $50K–$100K | SH |
| MIN | MFS INTER INCOME TR SH BEN INT | 26K | $50K–$100K | SH |
| ECL | ECOLAB INC COM | 255 | $50K–$100K | SH |
| NRG | NRG ENERGY INC COM NEW | 401 | $50K–$100K | SH |
| JCPB | JPMORGAN CORE PLUS BOND ETF | 1K | $50K–$100K | SH |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | 2K | $50K–$100K | SH |
| MSCI | MSCI INC COM | 103 | $50K–$100K | SH |
| EOD | ALLSPRING GLOBAL DIVIDEND OPPO COM | 10K | $50K–$100K | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 224 | $50K–$100K | SH |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 2K | $50K–$100K | SH |
| WAB | WABTEC COM | 256 | $50K–$100K | SH |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | 1K | $50K–$100K | SH |
| NB | NIOCORP DEVS LTD COM NEW | 10K | $50K–$100K | SH |
| CDW | CDW CORP COM | 381 | $50K–$100K | SH |
| BHP | BHP GROUP LTD SPONSORED ADS | 855 | $50K–$100K | SH |
| LEN | LENNAR CORP CL A | 499 | $50K–$100K | SH |
| SNA | SNAP ON INC COM | 144 | $15K–$50K | SH |
| SAP | SAP SE SPON ADR | 198 | $15K–$50K | SH |
| HLN | Haleon PLC ADR | 5K | $15K–$50K | SH |
| JKHY | HENRY JACK & ASSOC INC COM | 260 | $15K–$50K | SH |
| LOAN | MANHATTAN BRDG CAP INC COM | 41K | $15K–$50K | SH |
| DPZ | DOMINOS PIZZA INC COM | 109 | $15K–$50K | SH |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | 619 | $15K–$50K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 809 | $15K–$50K | SH |
| DG | DOLLAR GEN CORP NEW COM | 306 | $15K–$50K | SH |
| EEMA | ISHARES MSCI EMERGING MARKETS ASIA ETF | 431 | $15K–$50K | SH |
| CNQ | CANADIAN NAT RES LTD COM | 1K | $15K–$50K | SH |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | 1K | $15K–$50K | SH |
| ESPR | ESPERION THERAPEUTICS INC NEW COM | 10K | $15K–$50K | SH |
| OMEX | ODYSSEY MARINE EXPL INC COM NEW | 19K | $15K–$50K | SH |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | 284 | $15K–$50K | SH |
| STE | STERIS PLC SHS USD | 140 | $15K–$50K | SH |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 358 | $15K–$50K | SH |
| ROST | ROSS STORES INC COM | 185 | $15K–$50K | SH |
| BRO | BROWN & BROWN INC COM | 403 | $15K–$50K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 174 | $15K–$50K | SH |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 99 | $15K–$50K | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | 450 | $15K–$50K | SH |