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 301–350 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WTPI | WisdomTree Equity Premium Income Fund - WTPI | 56K | $1M+ | SH |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | 13K | $1M+ | SH |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | 15K | $1M+ | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 19K | $1M+ | SH |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 61K | $1M+ | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 60K | $1M+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | 48K | $1M+ | SH |
| VRP | INVESCO VARIABLE RATE PREFERRED ETF | 73K | $1M+ | SH |
| HAE | HAEMONETICS CORP MASS COM | 22K | $1M+ | SH |
| AUB | ATLANTIC UN BANKSHARES CORP COM | 49K | $1M+ | SH |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 52K | $1M+ | SH |
| EFX | EQUIFAX INC COM | 8K | $1M+ | SH |
| T | AT&T INC COM | 68K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 10K | $1M+ | SH |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | 17K | $1M+ | SH |
| GE | GE AEROSPACE COM NEW | 5K | $1M+ | SH |
| NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | 32K | $1M+ | SH |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 17K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 33K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 51K | $1M+ | SH |
| ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | 22K | $1M+ | SH |
| TOST | TOAST INC CL A | 46K | $1M+ | SH |
| LDOS | LEIDOS HOLDINGS INC COM | 9K | $1M+ | SH |
| EUSA | ISHARES MSCI USA EQUAL WEIGHTED ETF | 15K | $1M+ | SH |
| MKL | MARKEL GROUP INC COM | 726 | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP COM | 6K | $1M+ | SH |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 21K | $1M+ | SH |
| FBND | FIDELITY TOTAL BOND ETF | 34K | $1M+ | SH |
| UNP | UNION PAC CORP COM | 7K | $1M+ | SH |
| SYK | STRYKER CORPORATION COM | 4K | $1M+ | SH |
| DHR | DANAHER CORPORATION COM | 7K | $1M+ | SH |
| NKE | NIKE INC CL B | 24K | $1M+ | SH |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | 25K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 2K | $1M+ | SH |
| CAG | CONAGRA BRANDS INC COM | 86K | $1M+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 3K | $1M+ | SH |
| IAU | ISHARES GOLD TRUST | 18K | $1M+ | SH |
| PKG | PACKAGING CORP AMER COM | 7K | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 10K | $1M+ | SH |
| QCJA | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY | 66K | $1M+ | SH |
| QBUF | INNOVATOR NASDAQ-100 10 BUFFER ETF QUARTERLY | 50K | $1M+ | SH |
| DD | DUPONT DE NEMOURS INC COM | 36K | $1M+ | SH |
| PPG | PPG INDS INC COM | 14K | $1M+ | SH |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | 35K | $1M+ | SH |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 21K | $1M+ | SH |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | 6K | $1M+ | SH |
| Q | QNITY ELECTRONICS INC COMMON STOCK | 17K | $1M+ | SH |
| SLV | ISHARES SILVER TRUST | 22K | $1M+ | SH |
| HALO | HALOZYME THERAPEUTICS INC COM | 20K | $1M+ | SH |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 27K | $1M+ | SH |