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 351–400 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MGV | VANGUARD MEGA CAP VALUE ETF | 10K | $1M+ | SH |
| AGO | ASSURED GUARANTY LTD COM | 15K | $1M+ | SH |
| VPL | VANGUARD FTSE PACIFIC ETF | 15K | $1M+ | SH |
| AFL | AFLAC INC COM | 12K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 5K | $1M+ | SH |
| GWX | SPDR S&P INTERNATIONAL SMALL CAP ETF | 32K | $1M+ | SH |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | 15K | $1M+ | SH |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 13K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC COM | 2K | $1M+ | SH |
| PSX | PHILLIPS 66 COM | 10K | $1M+ | SH |
| CLOA | ISHARES AAA CLO ACTIVE ETF | 25K | $1M+ | SH |
| DSEP | FT VEST U.S. EQUITY DEEP BUFFER ETF - SEPTEMBER | 28K | $1M+ | SH |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | 34K | $1M+ | SH |
| HGER | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | 50K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 3K | $1M+ | SH |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | 25K | $1M+ | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 5K | $1M+ | SH |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 22K | $1M+ | SH |
| UPS | UNITED PARCEL SVCS INC CL B | 12K | $1M+ | SH |
| SMG | SCOTTS MIRACLE-GRO CO CL A | 20K | $1M+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC COM | 68K | $1M+ | SH |
| IDCC | INTERDIGITAL INC COM | 4K | $1M+ | SH |
| SBUX | STARBUCKS CORP COM | 14K | $1M+ | SH |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 11K | $1M+ | SH |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | 44K | $1M+ | SH |
| BKLN | INVESCO SENIOR LOAN ETF | 55K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 4K | $1M+ | SH |
| TGT | TARGET CORP COM | 11K | $1M+ | SH |
| OKE | ONEOK INC NEW COM | 15K | $1M+ | SH |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | 15K | $1M+ | SH |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 46K | $1M+ | SH |
| MPC | MARATHON PETE CORP COM | 7K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC COM | 11K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 16K | $1M+ | SH |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 23K | $1M+ | SH |
| HP | HELMERICH & PAYNE INC COM | 38K | $1M+ | SH |
| VPU | VANGUARD UTILITIES ETF | 6K | $1M+ | SH |
| AVY | AVERY DENNISON CORP COM | 6K | $1M+ | SH |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | 41K | $1M+ | SH |
| ETR | ENTERGY CORP NEW COM | 12K | $1M+ | SH |
| INOD | INNODATA INC COM NEW | 21K | $1M+ | SH |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 46K | $1M+ | SH |
| TMUS | T-MOBILE US INC COM | 5K | $1M+ | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | 131K | $1M+ | SH |
| GUMI | GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF | 21K | $1M+ | SH |
| PJT | PJT PARTNERS INC COM CL A | 6K | $1M+ | SH |
| BGB | BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | 88K | $1M+ | SH |
| DFVX | DIMENSIONAL US LARGE CAP VECTOR ETF | 14K | $1M+ | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 5K | $1M+ | SH |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | 9K | $1M+ | SH |