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 251–300 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | 54K | $1M+ | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 28K | $1M+ | SH |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 55K | $1M+ | SH |
| SHEL | SHELL PLC SPON ADS | 36K | $1M+ | SH |
| NFLX | NETFLIX INC. COM | 28K | $1M+ | SH |
| XLC | Communication Services Select Sector SPDR Fund | 22K | $1M+ | SH |
| GEV | GE VERNOVA INC COM | 4K | $1M+ | SH |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | 48K | $1M+ | SH |
| WFC | WELLS FARGO & CO COM | 28K | $1M+ | SH |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | 55K | $1M+ | SH |
| TBLL | INVESCO SHORT TERM TREASURY ETF | 24K | $1M+ | SH |
| XLI | Industrial Select Sector SPDR Fund | 16K | $1M+ | SH |
| BLK | BLACKROCK INC COM | 2K | $1M+ | SH |
| IGLD | FT VEST GOLD STRATEGY TARGET INCOME ETF | 99K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC COM | 13K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC COM | 25K | $1M+ | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 31K | $1M+ | SH |
| CB | CHUBB LIMITED COM | 8K | $1M+ | SH |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | 24K | $1M+ | SH |
| GDX | VANECK GOLD MINERS ETF | 28K | $1M+ | SH |
| HFSI | HARTFORD STRATEGIC INCOME ETF | 66K | $1M+ | SH |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | 102K | $1M+ | SH |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 40K | $1M+ | SH |
| MO | ALTRIA GROUP INC COM | 39K | $1M+ | SH |
| AVAV | AEROVIRONMENT INC COM | 9K | $1M+ | SH |
| ARKK | ARK INNOVATION ETF | 29K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC COM | 7K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC COM | 27K | $1M+ | SH |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | 41K | $1M+ | SH |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | 23K | $1M+ | SH |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 18K | $1M+ | SH |
| DB | DEUTSCHE BANK A G NAMEN AKT | 55K | $1M+ | SH |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 36K | $1M+ | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 23K | $1M+ | SH |
| PWV | INVESCO LARGE CAP VALUE ETF | 32K | $1M+ | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | 162K | $1M+ | SH |
| XLY | Consumer Discretionary Select Sector SPDR Fund | 17K | $1M+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | 64K | $1M+ | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 15K | $1M+ | SH |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 83K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW COM | 11K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 21K | $1M+ | SH |
| XLP | Consumer Staples Select Sector SPDR Fund | 26K | $1M+ | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 120K | $1M+ | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 14K | $1M+ | SH |
| UPWK | UPWORK INC COM | 99K | $1M+ | SH |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 51K | $1M+ | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 14K | $1M+ | SH |
| ADI | ANALOG DEVICES INC COM | 7K | $1M+ | SH |
| BLE | BLACKROCK MUNI INCOME TR II COM | 181K | $1M+ | SH |