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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 AAPL, MSFT, NVDA, GOOG, SPYG, and represent 12.50% of Cary Street Partners Investment Advisory's stock portfolio.
Added to shares of these 10 stocks: XLK (+$5.0M), SPYM, VTV, XLF, VEU, IEI, XLC, EFV, SPDW, EFG.
Started 104 new stock positions in DG, KMX, DFCF, APA, NYT, DIVO, BPRE, USHY, SNOW, IGM.
Reduced shares in these 10 stocks: AstraZeneca, AGG, , ZTS, EHC, , KNTK, TDY, , .
Sold out of its positions in AL, KNTK, ACHR, AstraZeneca, WRB, NET, DEO, EA, EHC, FMC.
Cary Street Partners Investment Advisory was a net buyer of stock by $129M.
Cary Street Partners Investment Advisory has $369M in assets under management (AUM), dropping by 54.29%.
Central Index Key (CIK): 0001766904

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Positions held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cary Street Partners Investment Advisory

Cary Street Partners Investment Advisory holds 681 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Cary Street Partners Investment Advisory has 681 total positions. Only the first 250 positions are shown.

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Download the Cary Street Partners Investment Advisory December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.5	$13M	+5%	47k	271.86	View chart
Microsoft Corp Stock (MSFT)	3.2	$12M	+8%	24k	483.62	View chart
Nvidia Corporation Stock (NVDA)	2.7	$10M	+9%	54k	186.50	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.6	$5.8M	+7%	18k	313.80	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	1.6	$5.7M		54k	106.70	View chart
Amazon Stock (AMZN)	1.5	$5.4M	+13%	23k	230.82	View chart
Technology Select Sector SPDR Fund Etf (XLK)	1.4	$5.3M	+1963%	37k	143.97	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	1.3	$5.0M	+151%	112k	44.41	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.3	$4.9M	+8%	16k	313.00	View chart
Broadcom Stock (AVGO)	1.3	$4.7M		14k	346.10	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	1.3	$4.7M	+6397%	58k	80.22	View chart
Vanguard Value Etf Etf (VTV)	1.2	$4.6M	+3009%	24k	190.99	View chart
Financial Select Sector SPDR Fund Etf (XLF)	1.2	$4.4M	+4269%	80k	54.77	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.1	$4.0M	+4%	71k	56.81	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.0	$3.8M	+214%	5.6k	684.94	View chart
Meta Platforms Inc Cl A Stock (META)	1.0	$3.8M	+2%	5.7k	660.09	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	1.0	$3.8M	+519%	53k	71.41	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	1.0	$3.7M	+49156%	50k	73.56	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.9	$3.5M	+38721%	29k	119.35	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$3.3M	+5%	10k	322.22	View chart
Communication Services Select Sector SPDR Fund Etf (XLC)	0.9	$3.3M	+51044%	28k	117.72	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.9	$3.2M	+265%	35k	92.80	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.8	$3.0M	+6159%	27k	113.92	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.8	$3.0M	+5911%	17k	177.37	View chart
Visa Inc Com Cl A Stock (V)	0.8	$2.9M	+5%	8.3k	350.71	View chart
Eli Lilly & Co Stock (LLY)	0.8	$2.9M	+16%	2.7k	1074.68	View chart
Targa Res Corp Stock (TRGP)	0.8	$2.9M		16k	184.50	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.8	$2.8M	+39008%	35k	79.73	View chart
Health Care Select Sector SPDR Fund Etf (XLV)	0.7	$2.7M	+2697%	18k	154.80	View chart
Mastercard Incorporated Cl A Stock (MA)	0.7	$2.7M	+2%	4.7k	570.88	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.7	$2.6M		157k	16.49	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.7	$2.5M	+9%	20k	123.31	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$2.4M	+3%	4.9k	503.17	View chart
Vanguard Growth Etf Etf (VUG)	0.7	$2.4M	+1617%	4.9k	487.91	View chart
Tcw Flexible Income Etf Etf (FLXR)	0.6	$2.3M	+884%	59k	39.60	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.6	$2.3M	+1411%	86k	26.68	View chart
Ishares Msci Emerging Markets Asia Etf Etf (EEMA)	0.6	$2.2M	NEW	23k	94.02	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.6	$2.2M	+47466%	24k	90.40	View chart
Vanguard Small-cap Etf Etf (VB)	0.6	$2.2M	+3204%	8.5k	257.96	View chart
Enterprise Prods Partners Stock (EPD)	0.6	$2.2M		68k	32.06	View chart
Consumer Staples Select Sector SPDR Fund Etf (XLP)	0.6	$2.1M	+3648%	28k	77.68	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.6	$2.1M	NEW	7.6k	279.14	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.6	$2.1M	+9099%	24k	87.16	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.6	$2.1M	+12964%	31k	66.43	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.6	$2.1M	+4%	23k	91.38	View chart
Jpmorgan Income Etf Etf (JPIE)	0.5	$2.0M	+314%	44k	46.29	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.5	$2.0M	+3%	43k	46.54	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.5	$2.0M	+152%	33k	60.81	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.5	$1.9M	+5%	38k	50.94	View chart
Tesla Stock (TSLA)	0.5	$1.9M	+16%	4.2k	449.72	View chart
Pgim Portfolio Ballast Etf Etf (PBL)	0.5	$1.9M	NEW	60k	30.90	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.5	$1.8M	+517%	32k	57.24	View chart
Western Midstream Partners Lp Com Unit Lp Int Stock (WES)	0.5	$1.8M		47k	39.50	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.5	$1.8M	+15002%	19k	96.16	View chart
Abbvie Stock (ABBV)	0.5	$1.8M	+11%	7.9k	228.49	View chart
Jpmorgan Nasdaq Equity Premium Inncome Etf Etf (JEPQ)	0.5	$1.8M	+424%	31k	58.12	View chart
Williams Cos Stock (WMB)	0.5	$1.8M	+2%	30k	60.11	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.5	$1.8M	+6%	5.8k	303.89	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.5	$1.8M	+97%	14k	123.26	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.5	$1.7M	+158%	8.1k	212.07	View chart
Amphenol Corp Cl A Stock (APH)	0.4	$1.6M	-3%	12k	135.14	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.4	$1.6M	+3360%	31k	50.29	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.4	$1.5M	+40157%	18k	83.75	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.4	$1.5M	+4%	16k	92.43	View chart
Costco Wholesale Corporation Stock (COST)	0.4	$1.5M		1.7k	862.33	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$1.5M	+93%	22k	67.22	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$1.4M	+17554%	12k	120.18	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$1.4M		12k	120.34	View chart
Philip Morris Intl Stock (PM)	0.4	$1.4M	+13%	8.7k	160.40	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.4	$1.4M	+4%	17k	84.65	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.4	$1.4M	+442%	18k	77.88	View chart
Walmart Stock (WMT)	0.4	$1.4M	-5%	12k	111.41	View chart
S&p Global Stock (SPGI)	0.4	$1.4M	-2%	2.6k	522.59	View chart
Uber Technologies Stock (UBER)	0.4	$1.3M	+4%	16k	81.71	View chart
Consumer Discretionary Select Sector SPDR Fund Etf (XLY)	0.3	$1.3M	+2062%	11k	119.41	View chart
Abbott Labs Stock (ABT)	0.3	$1.3M		10k	125.41	View chart
Home Depot Stock (HD)	0.3	$1.2M	-13%	3.6k	344.10	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.3	$1.2M	NEW	14k	90.00	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.3	$1.2M	NEW	25k	48.70	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.3	$1.2M		37k	32.89	View chart
Neuberger Option Strategy Etf Etf (NBOS)	0.3	$1.2M	NEW	44k	27.27	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.3	$1.2M	+426%	8.0k	148.98	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.3	$1.1M	+28%	24k	47.35	View chart
Utilities Select Sector SPDR Fund Etf (XLU)	0.3	$1.1M	+1424%	27k	42.69	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.3	$1.1M	NEW	26k	44.50	View chart
Bank America Corp Stock (BAC)	0.3	$1.1M	+4%	21k	55.00	View chart
Intuit Stock (INTU)	0.3	$1.1M	+7%	1.7k	662.43	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.3	$1.1M	NEW	8.7k	129.16	View chart
Jpmorgan International Hedged Equity Laddered Overlay Etf Etf (HOLA)	0.3	$1.1M	NEW	21k	52.24	View chart
Rtx Corporation Stock (RTX)	0.3	$1.1M	+7%	6.0k	183.40	View chart
Ishares S&p 100 Etf Etf (OEF)	0.3	$1.1M	+110%	3.2k	342.97	View chart
Salesforce Stock (CRM)	0.3	$1.1M	+14%	4.0k	264.91	View chart
Eaton Corp Stock (ETN)	0.3	$1.0M	+5%	3.2k	318.51	View chart
Oracle Corp Stock (ORCL)	0.3	$1.0M	-4%	5.2k	194.91	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.3	$1.0M	+58%	5.1k	198.62	View chart
Ishares Biotechnology Etf Etf (IBB)	0.3	$998k	NEW	5.9k	168.77	View chart
Mcdonalds Corp Stock (MCD)	0.3	$973k	+6%	3.2k	305.63	View chart
WisdomTree Equity Premium Income Fund - WTPI Etf (WTPI)	0.3	$967k	NEW	29k	33.02	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.3	$962k	+19%	9.5k	101.67	View chart
Ge Aerospace Stock (GE)	0.3	$961k	-2%	3.1k	308.03	View chart
Johnson & Johnson Stock (JNJ)	0.3	$961k	+12%	4.6k	206.95	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.3	$957k		894.00	1069.86	View chart
Cisco Sys Stock (CSCO)	0.2	$899k	+18%	12k	77.03	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$893k	NEW	12k	74.07	View chart
Chevron Corp Stock (CVX)	0.2	$891k	-3%	5.8k	152.41	View chart
Marsh & Mclennan Cos Stock	0.2	$890k		4.8k	185.52	View chart
Netflix Stock (NFLX)	0.2	$868k	+996%	9.3k	93.76	View chart
Qualcomm Stock (QCOM)	0.2	$860k	+5%	5.0k	171.05	View chart
Stryker Corporation Stock (SYK)	0.2	$856k	+4%	2.4k	351.47	View chart
Booking Holdings Stock (BKNG)	0.2	$852k	+3%	159.00	5355.50	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.2	$841k	+386%	16k	54.07	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$821k	+247%	30k	27.43	View chart
Tjx Cos Stock (TJX)	0.2	$810k		5.3k	153.61	View chart
Nextera Energy Stock (NEE)	0.2	$800k	+10%	10k	80.28	View chart
Kla Corp Stock (KLAC)	0.2	$798k	-2%	657.00	1215.09	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.2	$788k	+5%	8.7k	90.97	View chart
Fairlead Tactical Sector ETF Etf (TACK)	0.2	$769k	NEW	26k	29.97	View chart
Morgan Stanley Stock (MS)	0.2	$768k	+3%	4.3k	177.55	View chart
Ishares Mbs Etf Etf (MBB)	0.2	$766k	+14%	8.0k	95.22	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.2	$754k	+52980%	11k	70.98	View chart
International Business Machs Stock (IBM)	0.2	$749k	+46%	2.5k	295.86	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.2	$744k	+5%	7.9k	94.19	View chart
Motorola Solutions Stock (MSI)	0.2	$734k	+2%	1.9k	383.46	View chart
Wells Fargo & Co Stock (WFC)	0.2	$722k	+14%	7.7k	93.20	View chart
Automatic Data Processing Stock (ADP)	0.2	$716k		2.8k	257.23	View chart
Caterpillar Stock (CAT)	0.2	$716k	+4%	1.3k	572.88	View chart
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	0.2	$713k	+79%	1.0k	681.92	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.2	$684k	+5%	15k	46.81	View chart
Goldman Sachs Group Stock (GS)	0.2	$681k	+5%	775.00	879.00	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$663k		1.0k	637.38	View chart
Amgen Stock (AMGN)	0.2	$654k	+5%	2.0k	327.30	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.2	$642k	+10%	8.9k	71.72	View chart
Merck & Co Stock (MRK)	0.2	$634k	+20%	6.0k	105.26	View chart
Unitedhealth Group Stock (UNH)	0.2	$630k	+29%	1.9k	330.11	View chart
Nasdaq Stock (NDAQ)	0.2	$622k	+30%	6.4k	97.13	View chart
Blackstone Stock (BX)	0.2	$615k	-3%	4.0k	154.14	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.2	$614k	+111%	16k	38.56	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.2	$613k	NEW	16k	38.05	View chart
American Express Stock (AXP)	0.2	$612k	-4%	1.7k	369.95	View chart
Intercontinental Exchange Stock (ICE)	0.2	$596k		3.7k	161.97	View chart
Linde Stock (LIN)	0.2	$595k	-11%	1.4k	426.40	View chart
Danaher Corporation Stock (DHR)	0.2	$595k	+2%	2.6k	228.92	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.2	$587k	+42%	11k	52.77	View chart
Dt Midstream Stock (DTM)	0.2	$585k		4.9k	119.67	View chart
Sherwin Williams Stock (SHW)	0.2	$580k	+2%	1.8k	324.00	View chart
Eog Res Stock (EOG)	0.2	$573k	-7%	5.5k	105.00	View chart
Broadridge Finl Solutions Stock (BR)	0.2	$572k		2.6k	223.17	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.2	$560k	+84%	725.00	771.88	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$556k	-22%	2.1k	268.30	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.2	$554k	+2664%	11k	50.59	View chart
Procter & Gamble Stock (PG)	0.1	$549k		3.8k	143.31	View chart
Ross Stores Stock (ROST)	0.1	$548k	+5%	3.0k	180.15	View chart
Wabtec Stock (WAB)	0.1	$540k	+31%	2.5k	213.48	View chart
Union Pac Corp Stock (UNP)	0.1	$535k	+86%	2.3k	231.33	View chart
Lowes Cos Stock (LOW)	0.1	$530k	+2%	2.2k	241.16	View chart
Antero Midstream Corp Stock (AM)	0.1	$518k		29k	17.79	View chart
Blackrock Stock (BLK)	0.1	$518k	+8%	484.00	1070.29	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$513k		6.5k	78.81	View chart
Chubb Stock (CB)	0.1	$508k	-17%	1.6k	312.12	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.1	$500k	+5%	6.7k	74.88	View chart
Verizon Communications Stock (VZ)	0.1	$496k	-10%	12k	40.73	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$495k	NEW	10k	48.32	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$495k		858.00	576.57	View chart
Sempra Stock (SRE)	0.1	$493k	+6%	5.6k	88.29	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$490k	+16%	4.9k	99.91	View chart
Pepsico Stock (PEP)	0.1	$488k		3.4k	143.52	View chart
Cencora Stock (COR)	0.1	$486k	+3%	1.4k	337.78	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$482k	-9%	1.9k	257.19	View chart
Advanced Micro Devices Stock (AMD)	0.1	$479k	+42%	2.2k	214.16	View chart
Gilead Sciences Stock (GILD)	0.1	$477k	-5%	3.9k	122.74	View chart
Corteva Stock (CTVA)	0.1	$475k	+47%	7.1k	67.03	View chart
Capital One Finl Corp Stock (COF)	0.1	$472k	-3%	1.9k	242.36	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$469k	NEW	20k	23.67	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$455k	+4%	2.1k	219.71	View chart
Lam Research Corp Stock (LRCX)	0.1	$454k	-4%	2.6k	171.18	View chart
Ishares Gold Trust Etf (IAU)	0.1	$452k	+50%	5.6k	81.17	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$449k	+18%	775.00	579.44	View chart
Coca Cola Stock (KO)	0.1	$449k	+13%	6.4k	69.91	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$442k	+15%	2.5k	177.75	View chart
Steris Plc Shs Usd Stock (STE)	0.1	$441k		1.7k	253.52	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.1	$440k	+47%	13k	33.30	View chart
Cintas Corp Stock (CTAS)	0.1	$438k	+12%	2.3k	188.07	View chart
Welltower Reit (WELL)	0.1	$436k	+10%	2.4k	185.61	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$433k	+17%	915.00	473.30	View chart
Wec Energy Group Stock (WEC)	0.1	$432k		4.1k	105.46	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.1	$423k	+12%	28k	14.94	View chart
Canadian Nat Res Stock (CNQ)	0.1	$418k	-4%	12k	33.85	View chart
Micron Technology Stock (MU)	0.1	$416k	+19%	1.5k	285.41	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$416k	NEW	18k	23.37	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$415k		7.7k	53.83	View chart
Mckesson Corp Stock (MCK)	0.1	$413k	+11%	504.00	820.29	View chart
iShares U.S. Technology ETF Etf (IYW)	0.1	$413k	+845%	2.1k	199.68	View chart
Oneok Stock (OKE)	0.1	$412k	+5%	5.6k	73.50	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.1	$411k		11k	38.11	View chart
Emerson Elec Stock (EMR)	0.1	$409k	+2%	3.1k	132.02	View chart
T-mobile Us Stock (TMUS)	0.1	$408k	-2%	2.0k	203.15	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$407k	-8%	14k	29.89	View chart
Honeywell Intl Stock (HON)	0.1	$407k	+3%	2.1k	195.08	View chart
Citigroup Stock (C)	0.1	$403k	+27%	3.5k	116.69	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$397k	NEW	1.6k	250.31	View chart
Interdigital Stock (IDCC)	0.1	$384k	+2017%	1.2k	318.38	View chart
Equinix Reit (EQIX)	0.1	$382k	+2%	498.00	766.13	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.1	$371k		7.9k	46.80	View chart
Ww Grainger Stock (GWW)	0.1	$370k	+6%	367.00	1009.00	View chart
Cvs Health Corp Stock (CVS)	0.1	$370k	+25%	4.7k	79.36	View chart
American Wtr Wks Stock (AWK)	0.1	$369k		2.8k	130.50	View chart
Ameriprise Finl Stock (AMP)	0.1	$368k	+2%	751.00	490.33	View chart
Intuitive Surgical Stock (ISRG)	0.1	$368k	+51%	650.00	566.36	View chart
Deere & Co Stock (DE)	0.1	$363k	+3%	780.00	465.56	View chart
Republic Svcs Stock (RSG)	0.1	$361k	+4%	1.7k	211.94	View chart
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO)	0.1	$359k	+3%	5.3k	67.67	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.1	$356k		6.8k	52.41	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$354k	-2%	1.2k	288.72	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$351k	+21%	4.8k	73.48	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$350k	-44%	3.5k	99.88	View chart
Nucor Corp Stock (NUE)	0.1	$346k	+5%	2.1k	163.11	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$344k		1.6k	208.73	View chart
Willis Towers Watson Stock (WTW)	0.1	$342k	-4%	1.0k	328.60	View chart
Henry Jack & Assoc Stock (JKHY)	0.1	$341k	+12%	1.9k	182.50	View chart
Truist Finl Corp Stock (TFC)	0.1	$338k	-17%	6.9k	49.21	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$335k	NEW	3.1k	107.11	View chart
Trane Technologies Stock (TT)	0.1	$332k		853.00	389.19	View chart
Ppl Corp Stock (PPL)	0.1	$330k		9.4k	35.02	View chart
Starbucks Corp Stock (SBUX)	0.1	$330k		3.9k	84.21	View chart
Boeing Stock (BA)	0.1	$328k	+39%	1.5k	217.12	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$327k	+16%	1.4k	227.51	View chart
Atmos Energy Corp Stock (ATO)	0.1	$326k		1.9k	167.63	View chart
Ge Vernova Stock (GEV)	0.1	$326k	+22%	498.00	653.58	View chart
Fastenal Stock (FAST)	0.1	$322k	+4%	8.0k	40.13	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.1	$321k	+8%	6.4k	50.01	View chart
Servicenow Stock (NOW)	0.1	$321k	+437%	2.1k	153.19	View chart
Constellation Energy Corp Stock (CEG)	0.1	$320k	+2%	907.00	353.27	View chart
Applovin Corp Com Cl A Stock (APP)	0.1	$319k	+15%	474.00	673.82	View chart
L3harris Technologies Stock (LHX)	0.1	$319k	+12%	1.1k	292.32	View chart
Caseys Gen Stores Stock (CASY)	0.1	$315k	-38%	569.00	552.75	View chart
Travelers Companies Stock (TRV)	0.1	$312k	+38%	1.1k	290.06	View chart
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)	0.1	$310k	-7%	4.3k	72.32	View chart
Prologis Reit (PLD)	0.1	$306k	-11%	2.4k	127.66	View chart
Dimensional Short-duration Fixed Income Etf Etf (DFSD)	0.1	$306k	NEW	6.4k	47.95	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$305k	+5%	984.00	310.24	View chart
Ss&c Technologies Hldgs Stock (SSNC)	0.1	$305k	+19%	3.5k	87.42	View chart
Msci Stock (MSCI)	0.1	$304k	+4%	530.00	573.69	View chart
Hunt J B Trans Svcs Stock (JBHT)	0.1	$303k	+2%	1.6k	194.34	View chart
Novartis Adr (NVS)	0.1	$303k	+14%	2.2k	137.87	View chart
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU)	0.1	$301k	NEW	4.1k	74.09	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$301k	+19%	5.6k	53.94	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.1	$300k	NEW	5.9k	50.58	View chart
Texas Instrs Stock (TXN)	0.1	$299k	-14%	1.7k	173.48	View chart
Cme Group Stock (CME)	0.1	$298k	+339%	1.1k	273.08	View chart
Brown & Brown Stock (BRO)	0.1	$295k		3.7k	79.71	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 Q4 filed Feb. 9, 2026
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

View all past filings

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