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 151–200 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 28K | $1M+ | SH |
| USFR | WisdomTree Floating Rate Treasury Fund | 97K | $1M+ | SH |
| IYW | iShares U.S. Technology ETF | 24K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC COM | 83K | $1M+ | SH |
| DE | DEERE & CO COM | 10K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 41K | $1M+ | SH |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 47K | $1M+ | SH |
| PLD | PROLOGIS INC. COM | 37K | $1M+ | SH |
| PNFP | PINNACLE FINL PARTNERS INC COM | 49K | $1M+ | SH |
| SLB | SLB LIMITED COM STK | 121K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP COM | 45K | $1M+ | SH |
| TSLA | TESLA INC COM | 10K | $1M+ | SH |
| DASH | DOORDASH INC CL A | 20K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 38K | $1M+ | SH |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 89K | $1M+ | SH |
| TFC | TRUIST FINL CORP COM | 90K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP COM | 15K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC COM | 53K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 8K | $1M+ | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 59K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 9K | $1M+ | SH |
| EVRG | EVERGY INC COM | 59K | $1M+ | SH |
| STLD | STEEL DYNAMICS INC COM | 25K | $1M+ | SH |
| DOCU | DOCUSIGN INC COM | 61K | $1M+ | SH |
| SYY | SYSCO CORP COM | 56K | $1M+ | SH |
| WM | WASTE MGMT INC DEL COM | 19K | $1M+ | SH |
| LIN | LINDE PLC SHS | 10K | $1M+ | SH |
| JPEF | JPMORGAN EQUITY FOCUS ETF | 55K | $1M+ | SH |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | 37K | $1M+ | SH |
| AMAT | APPLIED MATLS INC COM | 16K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 31K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 8K | $1M+ | SH |
| NTR | NUTRIEN LTD COM | 64K | $1M+ | SH |
| PSTG | PURE STORAGE INC CL A | 58K | $1M+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 99K | $1M+ | SH |
| MS | MORGAN STANLEY COM NEW | 22K | $1M+ | SH |
| XLU | Utilities Select Sector SPDR Fund | 91K | $1M+ | SH |
| BKR | BAKER HUGHES COMPANY CL A | 85K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 72K | $1M+ | SH |
| CYBR | CYBERARK SOFTWARE LTD SHS | 9K | $1M+ | SH |
| RY | ROYAL BK CDA COM | 22K | $1M+ | SH |
| COIN | COINBASE GLOBAL INC COM CL A | 16K | $1M+ | SH |
| CRM | SALESFORCE INC COM | 14K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 30K | $1M+ | SH |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | 45K | $1M+ | SH |
| LH | LABCORP HOLDINGS INC COM SHS | 14K | $1M+ | SH |
| QSR | RESTAURANT BRANDS INTL INC COM | 52K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 12K | $1M+ | SH |
| J | JACOBS SOLUTIONS INC COM | 27K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 5K | $1M+ | SH |