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 201–250 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| C | CITIGROUP INC COM NEW | 30K | $1M+ | SH |
| INDA | ISHARES MSCI INDIA ETF | 64K | $1M+ | SH |
| ABT | ABBOTT LABS COM | 27K | $1M+ | SH |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | 16K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 32K | $1M+ | SH |
| CI | THE CIGNA GROUP COM | 12K | $1M+ | SH |
| INGR | INGREDION INC COM | 31K | $1M+ | SH |
| XJH | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | 75K | $1M+ | SH |
| BWXT | BWX TECHNOLOGIES INC COM | 19K | $1M+ | SH |
| LOW | LOWES COS INC COM | 14K | $1M+ | SH |
| KJUL | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY | 105K | $1M+ | SH |
| SO | SOUTHERN CO COM | 38K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP COM | 33K | $1M+ | SH |
| BX | BLACKSTONE INC COM | 21K | $1M+ | SH |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 105K | $1M+ | SH |
| FMX | FOMENTO ECONOMICO MEXICANO SAB (US ADR) | 32K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC COM | 11K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 15K | $1M+ | SH |
| XLF | Financial Select Sector SPDR Fund | 58K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP COM | 27K | $1M+ | SH |
| TSN | TYSON FOODS INC CL A | 54K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC COM | 13K | $1M+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 58K | $1M+ | SH |
| VGK | VANGUARD FTSE EUROPE ETF | 37K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | 248K | $1M+ | SH |
| USB | US BANCORP DEL COM NEW | 58K | $1M+ | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 61K | $1M+ | SH |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 64K | $1M+ | SH |
| SNPS | SYNOPSYS INC COM | 6K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 14K | $1M+ | SH |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | 60K | $1M+ | SH |
| WINN | HARBOR LONG-TERM GROWERS ETF | 95K | $1M+ | SH |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | 56K | $1M+ | SH |
| BFS | SAUL CTRS INC COM | 92K | $1M+ | SH |
| CGGE | CAPITAL GROUP GLOBAL EQUITY ETF | 91K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 9K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 9K | $1M+ | SH |
| OWL | BLUE OWL CAPITAL INC COM CL A | 191K | $1M+ | SH |
| MET | METLIFE INC COM | 36K | $1M+ | SH |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 47K | $1M+ | SH |
| BP | BP PLC SPONSORED ADR | 81K | $1M+ | SH |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 40K | $1M+ | SH |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 33K | $1M+ | SH |
| BTZ | BLACKROCK CR ALLOCATION COM | 254K | $1M+ | SH |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | 60K | $1M+ | SH |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 34K | $1M+ | SH |
| RBCAA | REPUBLIC BANCORP INC KY CL A | 39K | $1M+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD SHS | 153K | $1M+ | SH |
| FLTR | VanEck Investment Grade Floating Rate ETF | 106K | $1M+ | SH |
| AON | AON PLC SHS CL A | 8K | $1M+ | SH |