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 101–150 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 113K | $1M+ | SH |
| KO | COCA COLA CO COM | 116K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 181K | $1M+ | SH |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 87K | $1M+ | SH |
| SCHM | SCHWAB U.S. MID-CAP ETF | 255K | $1M+ | SH |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 284K | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY COM | 103K | $1M+ | SH |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | 165K | $1M+ | SH |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | 24K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 133K | $1M+ | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 45K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 263K | $1M+ | SH |
| MBB | ISHARES MBS ETF | 76K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 29K | $1M+ | SH |
| BA | BOEING CO COM | 33K | $1M+ | SH |
| VV | VANGUARD LARGE-CAP ETF | 22K | $1M+ | SH |
| DIS | DISNEY WALT CO COM | 60K | $1M+ | SH |
| DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | 144K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC COM CL A | 58K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 162K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 33K | $1M+ | SH |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | 90K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 16K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 21K | $1M+ | SH |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 75K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 93K | $1M+ | SH |
| NEM | NEWMONT CORP COM | 62K | $1M+ | SH |
| JAAA | Janus Henderson AAA CLO ETF | 122K | $1M+ | SH |
| CTVA | CORTEVA INC COM | 91K | $1M+ | SH |
| PFE | PFIZER INC COM | 242K | $1M+ | SH |
| MDT | MEDTRONIC PLC SHS | 62K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL COM | 217K | $1M+ | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 134K | $1M+ | SH |
| UL | UNILEVER PLC (US ADR) | 91K | $1M+ | SH |
| WMT | WALMART INC COM | 52K | $1M+ | SH |
| CGMM | CAPITAL GROUP U.S. SMALL AND MID CAP ETF | 197K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 18K | $1M+ | SH |
| XLV | Health Care Select Sector SPDR Fund | 36K | $1M+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 56K | $1M+ | SH |
| LECO | LINCOLN ELEC HLDGS INC COM | 23K | $1M+ | SH |
| HON | HONEYWELL INTL INC COM | 28K | $1M+ | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 26K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 61K | $1M+ | SH |
| WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | 137K | $1M+ | SH |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | 139K | $1M+ | SH |
| B | BARRICK MNG CORP COM SHS | 123K | $1M+ | SH |
| ZDEK | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER | 204K | $1M+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 54K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW COM | 138K | $1M+ | SH |
| AMGN | AMGEN INC COM | 15K | $1M+ | SH |