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Cary Street Partner Investment Advisory

Latest statistics and disclosures from Cary Street Partners Investment Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, NVDA, SPYG, AMZN, and represent 17.68% of Cary Street Partners Investment Advisory's stock portfolio.
Added to shares of these 10 stocks: MSFT, AAPL, NVDA, AMZN, IUSB, DTM, ORCL, BRK.B, IVV, VOO.
Started 50 new stock positions in DFAU, AGI, GFI, AMCR, BC, RITM, GDX, IWR, VOE, USMV.
Reduced shares in these 10 stocks: BBIN, OKE, ACN, , EFG, UNH, IT, TRI, BSY, IYW.
Sold out of its positions in ANSS, BSY, GIB, CACI, CHH, CLX, CTSH, DT, IT, HDB.
Cary Street Partners Investment Advisory was a net buyer of stock by $21M.
Cary Street Partners Investment Advisory has $239M in assets under management (AUM), dropping by 15.78%.
Central Index Key (CIK): 0001766904

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Portfolio Holdings for Cary Street Partners Investment Advisory

Cary Street Partners Investment Advisory holds 609 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Cary Street Partners Investment Advisory has 609 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cary Street Partners Investment Advisory Sept. 30, 2025 positions
Download the Cary Street Partners Investment Advisory September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corp Stock (MSFT)	4.8	$12M	+11%	22k	517.95	View chart
Apple Stock (AAPL)	4.8	$12M	+7%	45k	254.63	View chart
Nvidia Corporation Stock (NVDA)	3.8	$9.2M	+9%	49k	186.58	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	2.3	$5.5M		53k	104.51	View chart
Amazon Stock (AMZN)	1.9	$4.5M	+14%	21k	219.57	View chart
Broadcom Stock (AVGO)	1.8	$4.4M	+2%	13k	329.91	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.7	$4.1M	+10%	17k	243.55	View chart
Meta Platforms Inc Cl A Stock (META)	1.7	$4.1M	+7%	5.6k	734.38	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.6	$3.8M		68k	55.33	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.5	$3.5M	+12%	15k	243.10	View chart
Jpmorgan Chase & Co Stock (JPM)	1.3	$3.0M	+5%	9.6k	315.43	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	1.1	$2.7M		157k	17.16	View chart
Visa Inc Com Cl A Stock (V)	1.1	$2.7M	+2%	7.8k	341.38	View chart
Mastercard Incorporated Cl A Stock (MA)	1.1	$2.6M	+19%	4.5k	568.86	View chart
Targa Res Corp Stock (TRGP)	1.1	$2.6M		15k	167.54	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.0	$2.4M	+24%	4.7k	502.72	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.9	$2.3M	-2%	19k	120.66	View chart
Enterprise Prods Partners Stock (EPD)	0.9	$2.1M		68k	31.27	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.8	$2.0M		22k	91.75	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.8	$1.9M	+38%	41k	46.71	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.8	$1.9M	+2%	45k	42.79	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.8	$1.9M	+3%	36k	51.04	View chart
Western Midstream Partners Lp Com Unit Lp Int Stock (WES)	0.8	$1.8M		47k	39.29	View chart
Williams Cos Stock (WMB)	0.8	$1.8M	-3%	29k	63.35	View chart
Eli Lilly & Co Stock (LLY)	0.7	$1.8M		2.3k	763.00	View chart
Home Depot Stock (HD)	0.7	$1.7M	+3%	4.2k	405.19	View chart
Abbvie Stock (ABBV)	0.7	$1.6M	+3%	7.1k	231.54	View chart
Tesla Stock (TSLA)	0.7	$1.6M	+8%	3.6k	444.72	View chart
Costco Whsl Corp Stock (COST)	0.7	$1.6M	+15%	1.7k	925.64	View chart
Oracle Corp Stock (ORCL)	0.6	$1.5M	+46%	5.5k	281.24	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.6	$1.5M	+17%	5.5k	279.33	View chart
Uber Technologies Stock (UBER)	0.6	$1.5M	+7%	16k	97.97	View chart
Amphenol Corp New Cl A Stock (APH)	0.6	$1.5M		12k	123.75	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.6	$1.4M		15k	91.56	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.6	$1.4M		43k	31.38	View chart
Walmart Stock (WMT)	0.6	$1.3M	+4%	13k	103.06	View chart
Abbott Labs Stock (ABT)	0.6	$1.3M	+4%	10k	133.94	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.6	$1.3M		16k	83.41	View chart
S&p Global Stock (SPGI)	0.5	$1.3M	+4%	2.7k	486.70	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$1.3M	+12%	12k	112.76	View chart
Philip Morris Intl Stock (PM)	0.5	$1.3M	+5%	7.7k	162.20	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$1.2M	+59%	1.8k	669.30	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.5	$1.2M		36k	31.84	View chart
Eaton Corp Stock (ETN)	0.5	$1.1M		3.0k	374.25	View chart
Intuit Stock (INTU)	0.4	$1.1M		1.6k	682.91	View chart
Netflix Stock (NFLX)	0.4	$1.0M	+2%	844.00	1198.93	View chart
Bank America Corp Stock (BAC)	0.4	$1.0M	+19%	20k	51.58	View chart
Ge Aerospace Stock (GE)	0.4	$967k	+16%	3.2k	300.86	View chart
Marsh & Mclennan Cos Stock (MMC)	0.4	$964k	+22%	4.8k	201.53	View chart
Chevron Corp Stock (CVX)	0.4	$944k	+17%	6.1k	155.25	View chart
Rtx Corporation Stock (RTX)	0.4	$931k	+10%	5.6k	167.33	View chart
Mcdonalds Corp Stock (MCD)	0.4	$911k		3.0k	303.89	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.4	$893k	-7%	9.5k	93.75	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.4	$893k	+21%	19k	47.55	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.4	$877k	+2%	7.3k	120.72	View chart
Stryker Corporation Stock (SYK)	0.4	$860k	+10%	2.3k	369.67	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.4	$857k	+20%	885.00	968.09	View chart
Motorola Solutions Stock (MSI)	0.4	$856k		1.9k	457.47	View chart
Salesforce Stock (CRM)	0.3	$835k	-3%	3.5k	237.00	View chart
Booking Holdings Stock (BKNG)	0.3	$832k	+32%	154.00	5399.26	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.3	$815k	+50%	7.9k	102.99	View chart
Automatic Data Processing Stock (ADP)	0.3	$803k		2.7k	293.50	View chart
Qualcomm Stock (QCOM)	0.3	$793k	+3%	4.8k	166.36	View chart
Tjx Cos Stock (TJX)	0.3	$770k	+13%	5.3k	144.54	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.3	$764k	+17%	13k	59.20	View chart
Johnson & Johnson Stock (JNJ)	0.3	$763k	+20%	4.1k	185.42	View chart
Linde Stock (LIN)	0.3	$747k	+12%	1.6k	475.00	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$738k	+23%	11k	65.92	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.3	$731k		8.2k	88.65	View chart
Kla Corp Stock (KLAC)	0.3	$725k	+55%	672.00	1078.60	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.3	$708k	+2%	7.5k	94.31	View chart
Blackstone Stock (BX)	0.3	$708k	+3%	4.1k	170.85	View chart
Nextera Energy Stock (NEE)	0.3	$678k	+2%	9.0k	75.50	View chart
Cisco Sys Stock (CSCO)	0.3	$673k	+2%	9.8k	68.42	View chart
Ishares Mbs Etf Etf (MBB)	0.3	$668k	+63%	7.0k	95.15	View chart
Morgan Stanley Stock (MS)	0.3	$665k	+3%	4.2k	158.95	View chart
Eog Res Stock (EOG)	0.3	$662k	+10%	5.9k	112.12	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$661k	-29%	2.7k	246.60	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.3	$648k		14k	46.81	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$646k	+7%	3.1k	206.51	View chart
Gallagher Arthur J & Co Stock (AJG)	0.3	$644k	+2%	2.1k	309.74	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$632k	+212%	1.0k	612.38	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.3	$628k	+30%	6.3k	100.25	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.3	$622k	-14%	3.2k	194.50	View chart
Intercontinental Exchange Stock (ICE)	0.3	$613k	+21%	3.6k	168.48	View chart
Sherwin Williams Stock (SHW)	0.3	$605k	+3%	1.7k	346.47	View chart
Broadridge Finl Solutions Stock (BR)	0.3	$600k	+3%	2.5k	238.17	View chart
Verizon Communications Stock (VZ)	0.3	$599k	+24%	14k	43.95	View chart
Goldman Sachs Group Stock (GS)	0.2	$588k	+3%	738.00	796.37	View chart
American Express Stock (AXP)	0.2	$579k	+7%	1.7k	332.16	View chart
Procter And Gamble Stock (PG)	0.2	$578k		3.8k	153.65	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$576k	-11%	8.5k	67.83	View chart
Caterpillar Stock (CAT)	0.2	$572k	+18%	1.2k	477.15	View chart
Wells Fargo Stock (WFC)	0.2	$566k	+10%	6.7k	83.82	View chart
Antero Midstream Corp Stock (AM)	0.2	$563k		29k	19.44	View chart
Chubb Stock (CB)	0.2	$557k	+2%	2.0k	282.25	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.2	$556k	+2%	8.1k	68.96	View chart
Dt Midstream Stock (DTM)	0.2	$552k	+1544%	4.9k	113.07	View chart
Zoetis Inc Cl A Stock (ZTS)	0.2	$541k	-3%	3.7k	146.32	View chart
Lowes Cos Stock (LOW)	0.2	$540k	+5%	2.1k	251.31	View chart
Amgen Stock (AMGN)	0.2	$532k	+27%	1.9k	282.20	View chart
Northrop Grumman Corp Stock (NOC)	0.2	$532k	+14%	873.00	609.32	View chart
Caseys Gen Stores Stock (CASY)	0.2	$520k	-9%	919.00	565.58	View chart
Blackrock Stock (BLK)	0.2	$519k	+6%	445.00	1165.86	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.2	$514k		6.5k	78.91	View chart
Unitedhealth Group Stock (UNH)	0.2	$508k	-31%	1.5k	345.29	View chart
Danaher Corporation Stock (DHR)	0.2	$503k	+41%	2.5k	198.26	View chart
Ishares S&p 100 Etf Etf (OEF)	0.2	$501k	+118%	1.5k	332.84	View chart
Technology Select Sector SPDR Fund Etf (XLK)	0.2	$501k	-9%	1.8k	281.85	View chart
T-mobile Us Stock (TMUS)	0.2	$492k	+2%	2.1k	239.48	View chart
Jpmorgan Income Etf Etf (JPIE)	0.2	$489k	+10%	11k	46.41	View chart
International Business Machs Stock (IBM)	0.2	$487k		1.7k	282.16	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.2	$484k		7.8k	62.47	View chart
Sempra Stock (SRE)	0.2	$474k	-15%	5.3k	89.98	View chart
Pepsico Stock (PEP)	0.2	$474k	+20%	3.4k	140.44	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.2	$468k	-5%	15k	31.42	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.2	$467k	+121%	6.3k	73.54	View chart
Wec Energy Group Stock (WEC)	0.2	$461k	+5%	4.0k	114.62	View chart
Gilead Sciences Stock (GILD)	0.2	$457k	+15%	4.1k	111.00	View chart
Ross Stores Stock (ROST)	0.2	$441k		2.9k	152.39	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$436k	+15%	2.0k	220.83	View chart
Cencora Stock (COR)	0.2	$435k	+9%	1.4k	312.53	View chart
Nasdaq Stock (NDAQ)	0.2	$435k		4.9k	88.47	View chart
Capital One Finl Corp Stock (COF)	0.2	$430k	+10%	2.0k	212.58	View chart
Steris Plc Shs Usd Stock (STE)	0.2	$428k		1.7k	247.44	View chart
Cintas Corp Stock (CTAS)	0.2	$426k		2.1k	205.29	View chart
Honeywell Intl Stock (HON)	0.2	$426k	+3%	2.0k	210.50	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.2	$425k	+33%	25k	16.93	View chart
Merck & Co Stock (MRK)	0.2	$418k	+5%	5.0k	83.93	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.2	$416k	+16%	7.8k	53.24	View chart
Canadian Nat Res Stock (CNQ)	0.2	$412k		13k	31.96	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$403k		4.2k	95.47	View chart
Emerson Elec Stock (EMR)	0.2	$397k	+19%	3.0k	131.18	View chart
American Wtr Wks Stock (AWK)	0.2	$395k		2.8k	139.19	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.2	$392k	NEW	11k	36.35	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$391k	+49%	2.1k	182.42	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$388k	-21%	582.00	666.61	View chart
Oneok Stock (OKE)	0.2	$388k	-45%	5.3k	72.97	View chart
Wabtec Stock (WAB)	0.2	$385k	+13%	1.9k	200.51	View chart
Welltower Reit (WELL)	0.2	$380k	+13%	2.1k	178.14	View chart
Equinix Reit (EQIX)	0.2	$380k		485.00	783.21	View chart
Truist Finl Corp Stock (TFC)	0.2	$379k	+27%	8.3k	45.73	View chart
Norfolk Southn Corp Stock (NSC)	0.2	$378k		1.3k	300.41	View chart
Fastenal Stock (FAST)	0.2	$378k		7.7k	49.04	View chart
Willis Towers Watson Stock (WTW)	0.2	$377k	+33%	1.1k	345.45	View chart
Republic Svcs Stock (RSG)	0.2	$375k		1.6k	229.57	View chart
Coca Cola Stock (KO)	0.2	$375k	+4%	5.6k	66.32	View chart
Tractor Supply Stock (TSCO)	0.2	$374k	-32%	6.6k	56.87	View chart
Lam Research Corp Stock (LRCX)	0.2	$372k	+132%	2.8k	133.90	View chart
Texas Instrs Stock (TXN)	0.2	$371k	+2%	2.0k	183.71	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$365k	NEW	779.00	468.41	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.2	$363k	NEW	7.9k	45.76	View chart
Ameriprise Finl Stock (AMP)	0.2	$361k		735.00	491.25	View chart
Servicenow Stock (NOW)	0.1	$358k		389.00	920.28	View chart
Royal Caribbean Group Stock (RCL)	0.1	$358k	+6%	1.1k	323.67	View chart
Trane Technologies Stock (TT)	0.1	$357k	+4%	845.00	421.96	View chart
Mckesson Corp Stock (MCK)	0.1	$350k	+23%	453.00	772.56	View chart
Ppl Corp Stock (PPL)	0.1	$349k	+11%	9.4k	37.16	View chart
Deere & Co Stock (DE)	0.1	$346k		757.00	457.26	View chart
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO)	0.1	$346k	-19%	5.1k	67.77	View chart
Brown & Brown Stock (BRO)	0.1	$345k	+88%	3.7k	93.79	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.1	$340k	+11%	6.8k	50.01	View chart
Starbucks Corp Stock (SBUX)	0.1	$337k	+5%	4.0k	84.60	View chart
Jpmorgan Nasdaq Equity Premium Inncome Etf Etf (JEPQ)	0.1	$337k		5.9k	57.52	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$337k	+31%	1.7k	200.93	View chart
Atmos Energy Corp Stock (ATO)	0.1	$333k	+2%	1.9k	170.75	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$329k	+22%	1.8k	178.73	View chart
Grainger W W Stock (GWW)	0.1	$327k	-5%	343.00	952.97	View chart
At&t Stock (T)	0.1	$326k	-8%	12k	28.24	View chart
Corteva Stock (CTVA)	0.1	$325k	+4%	4.8k	67.63	View chart
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)	0.1	$324k	-53%	4.6k	70.13	View chart
British Amern Tob Adr (BTI)	0.1	$322k	+40%	6.1k	53.08	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$317k	+18%	653.00	485.02	View chart
Prologis Reit (PLD)	0.1	$312k	+26%	2.7k	114.52	View chart
Astrazeneca Adr (AZN)	0.1	$307k	+27%	4.0k	76.72	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.1	$306k	NEW	9.0k	34.16	View chart
Fiserv Stock (FI)	0.1	$306k	+2%	2.4k	128.93	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.1	$304k	+18%	5.9k	51.23	View chart
Duke Energy Corp Stock (DUK)	0.1	$303k	+30%	2.4k	123.75	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$299k		5.2k	57.10	View chart
Adobe Stock (ADBE)	0.1	$297k	-7%	843.00	352.75	View chart
Southern Stock (SO)	0.1	$297k	+16%	3.1k	94.77	View chart
Allstate Corp Stock (ALL)	0.1	$297k		1.4k	214.63	View chart
Applovin Corp Com Cl A Stock (APP)	0.1	$296k	NEW	412.00	718.54	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$296k		592.00	499.21	View chart
L3harris Technologies Stock (LHX)	0.1	$295k	+13%	967.00	305.40	View chart
Union Pac Corp Stock (UNP)	0.1	$294k	-4%	1.2k	236.37	View chart
Constellation Energy Corp Stock (CEG)	0.1	$292k	+10%	886.00	329.07	View chart
Quest Diagnostics Stock (DGX)	0.1	$291k	+41%	1.5k	190.58	View chart
Msci Stock (MSCI)	0.1	$289k	+4%	509.00	567.43	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.1	$285k	+5%	7.5k	37.86	View chart
Lennar Corp Cl A Stock (LEN)	0.1	$283k	+7%	2.2k	126.04	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$282k	+28%	3.9k	71.54	View chart
Cvs Health Corp Stock (CVS)	0.1	$281k	+7%	3.7k	75.40	View chart
Citigroup Stock (C)	0.1	$276k	+4%	2.7k	101.50	View chart
Conocophillips Stock (COP)	0.1	$275k	+13%	2.9k	94.59	View chart
Cheniere Energy Stock (LNG)	0.1	$275k	+3%	1.2k	235.08	View chart
Monolithic Pwr Sys Stock (MPWR)	0.1	$274k	+3%	298.00	919.63	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$274k	-19%	1.8k	150.86	View chart
Nucor Corp Stock (NUE)	0.1	$272k	+11%	2.0k	135.33	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.1	$271k	-14%	4.8k	56.94	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$271k	+5%	1.2k	219.53	View chart
Ishares Gold Trust Etf (IAU)	0.1	$269k	+96%	3.7k	72.77	View chart
Arista Networks Stock (ANET)	0.1	$268k	-11%	1.8k	145.85	View chart
Illinois Tool Wks Stock (ITW)	0.1	$268k	+3%	1.0k	260.60	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.1	$266k	+3%	2.9k	90.73	View chart
Ebay Stock (EBAY)	0.1	$264k	-10%	2.9k	90.95	View chart
Vulcan Matls Stock (VMC)	0.1	$263k	+6%	853.00	307.68	View chart
Six Flags Entertainment Corp Stock (FUN)	0.1	$260k	-23%	12k	22.72	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$260k	+67%	2.9k	88.76	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.1	$258k		3.3k	78.09	View chart
Watsco Stock (WSO)	0.1	$256k	+19%	633.00	404.58	View chart
Citizens Finl Group Stock (CFG)	0.1	$256k	+287%	4.8k	53.16	View chart
Pool Corp Stock (POOL)	0.1	$255k	-2%	823.00	310.32	View chart
Ensign Group Stock (ENSG)	0.1	$253k		1.5k	172.76	View chart
Advanced Micro Devices Stock (AMD)	0.1	$253k	+26%	1.6k	161.77	View chart
M & T Bk Corp Stock (MTB)	0.1	$252k	+3%	1.3k	197.50	View chart
D R Horton Stock (DHI)	0.1	$252k	+156%	1.5k	169.33	View chart
Ge Vernova Stock (GEV)	0.1	$250k	+52%	406.00	614.90	View chart
Snap On Stock (SNA)	0.1	$248k	+2%	716.00	346.32	View chart
Novartis Adr (NVS)	0.1	$247k	+34%	1.9k	128.21	View chart
Henry Jack & Assoc Stock (JKHY)	0.1	$247k		1.7k	148.87	View chart
Resmed Stock (RMD)	0.1	$247k	-13%	901.00	273.60	View chart
American Tower Corp Reit (AMT)	0.1	$244k	-3%	1.3k	192.32	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$244k	+2%	936.00	260.44	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.1	$244k	-5%	754.00	323.12	View chart
Parker-hannifin Corp Stock (PH)	0.1	$243k		320.00	758.15	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$241k	+2%	8.5k	28.31	View chart
Tcw Flexible Income Etf Etf (FLXR)	0.1	$240k		6.0k	39.80	View chart
Kkr & Co Stock (KKR)	0.1	$240k	+3%	1.8k	129.95	View chart
Vistra Corp Stock (VST)	0.1	$236k	+22%	1.2k	195.92	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$235k	+363%	8.6k	27.30	View chart
Boeing Stock (BA)	0.1	$234k	+18%	1.1k	215.83	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$233k	+49%	1.2k	187.31	View chart
Palo Alto Networks Stock (PANW)	0.1	$232k	+11%	1.1k	203.62	View chart
Doordash Inc Cl A Stock (DASH)	0.1	$229k	+8%	843.00	271.99	View chart
Medtronic Stock (MDT)	0.1	$229k	+9%	2.4k	95.24	View chart
Paychex Stock (PAYX)	0.1	$228k	+4%	1.8k	126.76	View chart
Cdw Corp Stock (CDW)	0.1	$228k		1.4k	159.28	View chart
Paccar Stock (PCAR)	0.1	$226k	+5%	2.3k	98.32	View chart
Diamondback Energy Stock (FANG)	0.1	$225k	+17%	1.6k	143.10	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$225k	+2%	1.6k	141.76	View chart
Encompass Health Corp Stock (EHC)	0.1	$224k		1.8k	127.04	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$222k	+12%	394.00	562.33	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.1	$221k	+590%	1.5k	145.60	View chart
Jpmorgan Municipal Etf Etf (JMUB)	0.1	$220k	+189%	4.4k	50.47	View chart
Air Lease Corp Cl A Stock (AL)	0.1	$219k		3.4k	63.66	View chart
Synopsys Stock (SNPS)	0.1	$219k		444.00	493.39	View chart
Travelers Companies Stock (TRV)	0.1	$218k	+7%	779.00	279.21	View chart
Pfizer Stock (PFE)	0.1	$214k	+69%	8.4k	25.48	View chart

Past Filings by Cary Street Partners Investment Advisory

SEC 13F filings are viewable for Cary Street Partners Investment Advisory going back to 2018

Cary Street Partners Investment Advisory 2025 Q3 filed Nov. 10, 2025
Cary Street Partners Investment Advisory 2025 Q2 filed Aug. 13, 2025
Cary Street Partners Investment Advisory 2025 Q1 filed May 9, 2025
Cary Street Partners Investment Advisory 2024 Q4 filed Feb. 14, 2025
Cary Street Partners Investment Advisory 2024 Q3 filed Oct. 30, 2024
Cary Street Partners Investment Advisory 2024 Q2 filed July 22, 2024
Cary Street Partners Investment Advisory 2024 Q1 filed April 30, 2024
Cary Street Partners Investment Advisory 2023 Q4 restated filed Feb. 7, 2024
Cary Street Partners Investment Advisory 2023 Q4 filed Feb. 5, 2024
Cary Street Partners Investment Advisory 2023 Q3 filed Nov. 13, 2023
Cary Street Partners Investment Advisory 2023 Q2 filed Aug. 10, 2023
Cary Street Partners Investment Advisory 2023 Q1 filed May 12, 2023
Cary Street Partners Investment Advisory 2022 Q4 filed Feb. 14, 2023
Cary Street Partners Investment Advisory 2022 Q3 filed Nov. 14, 2022
Cary Street Partners Investment Advisory 2022 Q2 filed Aug. 15, 2022
Cary Street Partners Investment Advisory 2022 Q1 filed May 16, 2022

View all past filings

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