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 401–450 of 973
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 19K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 5K | $1M+ | SH |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 22K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC COM | 9K | $500K+ | SH |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | 3K | $500K+ | SH |
| SHYD | VANECK SHORT HIGH YIELD MUNI ETF | 43K | $500K+ | SH |
| PTY | PIMCO CORPORATE & INCOME OPPOR COM | 76K | $500K+ | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 19K | $500K+ | SH |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 38K | $500K+ | SH |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 21K | $500K+ | SH |
| GWW | WW GRAINGER INC COM | 955 | $500K+ | SH |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | 18K | $500K+ | SH |
| RRR | RED ROCK RESORTS INC CL A | 15K | $500K+ | SH |
| AGI | ALAMOS GOLD INC NEW COM CL A | 25K | $500K+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 13K | $500K+ | SH |
| CVS | CVS HEALTH CORP COM | 12K | $500K+ | SH |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | 24K | $500K+ | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 2K | $500K+ | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 4K | $500K+ | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | 4K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP COM | 1K | $500K+ | SH |
| XONE | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | 19K | $500K+ | SH |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 3K | $500K+ | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 7K | $500K+ | SH |
| IRM | IRON MTN INC DEL COM | 11K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 4K | $500K+ | SH |
| CFR | CULLEN FROST BANKERS INC COM | 7K | $500K+ | SH |
| COP | CONOCOPHILLIPS COM | 10K | $500K+ | SH |
| OXY | OCCIDENTAL PETE CORP COM | 22K | $500K+ | SH |
| UGL | PROSHARES ULTRA GOLD | 16K | $500K+ | SH |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | 24K | $500K+ | SH |
| URA | GLOBAL X URANIUM ETF | 21K | $500K+ | SH |
| BSMV | INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | 42K | $500K+ | SH |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 23K | $500K+ | SH |
| MTRX | MATRIX SVC CO COM | 74K | $500K+ | SH |
| XLE | Energy Select Sector SPDR Fund | 19K | $500K+ | SH |
| USMC | PRINCIPAL U.S. MEGA-CAP ETF | 13K | $500K+ | SH |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | 47K | $500K+ | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INCME COM | 73K | $500K+ | SH |
| DFSV | DIMENSIONAL US SMALL CAP VALUE ETF | 26K | $500K+ | SH |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | 18K | $500K+ | SH |
| CSX | CSX CORP COM | 23K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC COM | 2K | $500K+ | SH |
| DOV | DOVER CORP COM | 4K | $500K+ | SH |
| RGLD | ROYAL GOLD INC COM | 4K | $500K+ | SH |
| ELAN | ELANCO ANIMAL HEALTH INC COM | 37K | $500K+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | 56K | $500K+ | SH |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 2K | $500K+ | SH |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 14K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC COM | 7K | $500K+ | SH |