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 51–100 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PWR | QUANTA SVCS INC COM | 34K | $1M+ | SH |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | 283K | $1M+ | SH |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 270K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 74K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 36K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 38K | $1M+ | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 123K | $1M+ | SH |
| ADBE | ADOBE INC COM | 37K | $1M+ | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 46K | $1M+ | SH |
| TXN | TEXAS INSTRS INC COM | 73K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | 356K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 81K | $1M+ | SH |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 11K | $1M+ | SH |
| QCOM | QUALCOMM INC COM | 71K | $1M+ | SH |
| AMLP | Alerian MLP ETF | 257K | $1M+ | SH |
| PGX | INVESCO PREFERRED ETF | 1.1M | $1M+ | SH |
| XLK | Technology Select Sector SPDR Fund | 82K | $1M+ | SH |
| INTU | INTUIT COM | 18K | $1M+ | SH |
| AKRE | AKRE FOCUS ETF | 176K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 20K | $1M+ | SH |
| FDX | FEDEX CORP COM | 40K | $1M+ | SH |
| TACK | Fairlead Tactical Sector ETF | 382K | $1M+ | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 198K | $1M+ | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 89K | $1M+ | SH |
| APH | AMPHENOL CORP CL A | 78K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 16K | $1M+ | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 59K | $1M+ | SH |
| GLW | CORNING INC COM | 119K | $1M+ | SH |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 156K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 22K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 252K | $1M+ | SH |
| D | DOMINION ENERGY INC COM | 170K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC COM | 55K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | 277K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 25K | $1M+ | SH |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 106K | $1M+ | SH |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | 115K | $1M+ | SH |
| PEP | PEPSICO INC COM | 67K | $1M+ | SH |
| ETN | EATON CORP PLC SHS | 30K | $1M+ | SH |
| FLOT | ISHARES FLOATING RATE BOND ETF | 186K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 11K | $1M+ | SH |
| ZTS | ZOETIS INC CL A | 72K | $1M+ | SH |
| COWZ | PACER US CASH COWS 100 ETF | 147K | $1M+ | SH |
| VOOV | VANGUARD S&P 500 VALUE ETF | 43K | $1M+ | SH |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 251K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 158K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 26K | $1M+ | SH |
| VEEV | VEEVA SYS INC CL A COM | 39K | $1M+ | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 182K | $1M+ | SH |
| MELI | MERCADOLIBRE INC COM | 4K | $1M+ | SH |