Cary Street Partner Investment Advisory

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

Tip: Access up to 7 years of quarterly data

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 515 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Cary Street Partners Investment Advisory has 515 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 4.6 $7.0M -93% 28k 250.42
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Microsoft Corp Stock (MSFT) 4.1 $6.3M -92% 15k 421.50
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Nvidia Corporation Stock (NVDA) 2.9 $4.5M -81% 33k 134.29
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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 2.5 $3.8M -86% 43k 87.90
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 2.1 $3.2M -31% 164k 19.59
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Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 1.9 $2.9M -86% 57k 51.14
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Targa Res Corp Stock (TRGP) 1.8 $2.7M 15k 178.50
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Broadcom Stock (AVGO) 1.8 $2.7M -78% 12k 231.84
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Amazon Stock (AMZN) 1.7 $2.6M -94% 12k 219.39
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.5 $2.2M -92% 12k 189.30
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Enterprise Prods Partners Stock (EPD) 1.4 $2.1M -36% 68k 31.36
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Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) 1.3 $2.0M NEW 19k 105.92
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Western Midstream Partners Lp Com Unit Lp Int Stock (WES) 1.2 $1.9M 49k 38.43
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Visa Inc Com Cl A Stock (V) 1.2 $1.8M -87% 5.8k 316.04
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Jpmorgan Chase & Co Stock (JPM) 1.2 $1.8M -92% 7.6k 239.71
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Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 1.1 $1.6M +28% 32k 50.71
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Meta Platforms Inc Cl A Stock (META) 1.1 $1.6M -88% 2.8k 585.51
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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 1.1 $1.6M -33% 18k 91.43
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Eli Lilly & Co Stock (LLY) 1.0 $1.6M -92% 2.0k 772.00
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Home Depot Stock (HD) 1.0 $1.5M -93% 3.9k 388.99
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Williams Cos Stock (WMB) 1.0 $1.5M -92% 27k 54.11
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Mastercard Incorporated Cl A Stock (MA) 0.9 $1.4M -71% 2.7k 526.56
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Ishares Core S&p 500 Etf Etf (IVV) 0.9 $1.4M -91% 2.4k 588.68
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Unitedhealth Group Stock (UNH) 0.9 $1.3M -89% 2.7k 505.86
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Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.9 $1.3M NEW 30k 45.20
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Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.8 $1.3M -83% 38k 34.13
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.8 $1.2M -97% 6.5k 190.44
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.8 $1.2M -86% 3.4k 351.81
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Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.7 $1.1M -74% 13k 86.89
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Abbvie Stock (ABBV) 0.7 $1.1M -95% 6.3k 177.70
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Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.7 $1.1M -91% 14k 80.20
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Tesla Stock (TSLA) 0.7 $1.0M -71% 2.5k 403.84
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Costco Whsl Corp Stock (COST) 0.6 $968k -96% 1.1k 916.27
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Intuit Stock (INTU) 0.6 $967k -93% 1.5k 628.50
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Oneok Stock (OKE) 0.6 $956k -61% 9.5k 100.40
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Walmart Stock (WMT) 0.6 $931k -79% 10k 90.35
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S&p Global Stock (SPGI) 0.6 $929k -61% 1.9k 498.03
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Amphenol Corp New Cl A Stock (APH) 0.6 $913k -26% 13k 69.45
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Abbott Labs Stock (ABT) 0.6 $866k -88% 7.7k 113.11
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $866k -96% 1.9k 453.28
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Exxon Mobil Corp Stock (XOM) 0.5 $829k -94% 7.7k 107.57
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Salesforce Stock (CRM) 0.5 $812k -92% 2.4k 334.33
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Motorola Solutions Stock (MSI) 0.5 $807k -57% 1.7k 462.34
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Mcdonalds Corp Stock (MCD) 0.5 $760k -81% 2.6k 289.89
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Philip Morris Intl Stock (PM) 0.5 $757k -54% 6.3k 120.35
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Eaton Corp Stock (ETN) 0.5 $754k -73% 2.3k 331.88
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Ishares S&p 500 Growth Etf Etf (IVW) 0.5 $748k -74% 7.4k 101.53
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Six Flags Entertainment Corp Stock (FUN) 0.5 $720k -17% 15k 48.19
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Automatic Data Processing Stock (ADP) 0.5 $718k -72% 2.5k 292.73
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Marsh & Mclennan Cos Stock (MMC) 0.5 $714k -89% 3.4k 212.40
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Blackstone Stock (BX) 0.4 $680k -78% 3.9k 172.42
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Qualcomm Stock (QCOM) 0.4 $675k -96% 4.4k 153.62
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Stryker Corporation Stock (SYK) 0.4 $640k -82% 1.8k 360.05
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Chevron Corp Stock (CVX) 0.4 $623k -93% 4.3k 144.84
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Jpmorgan Core Plus Bond Etf Etf (JCPB) 0.4 $618k NEW 13k 46.07
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Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.4 $615k -47% 7.1k 87.25
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Merck & Co Stock (MRK) 0.4 $609k -96% 6.1k 99.48
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Blackrock Stock (BLK) 0.4 $601k -69% 586.00 1025.11
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Sempra Stock (SRE) 0.4 $592k -9% 6.7k 87.72
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Netflix Stock (NFLX) 0.4 $591k -76% 663.00 891.32
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Nextera Energy Stock (NEE) 0.4 $584k -62% 8.2k 71.69
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Eog Res Stock (EOG) 0.4 $583k -23% 4.8k 122.58
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Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.4 $582k -97% 8.4k 68.94
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Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.4 $559k -45% 6.2k 90.35
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Zoetis Inc Cl A Stock (ZTS) 0.4 $553k -96% 3.4k 162.93
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.4 $544k -2% 3.1k 178.08
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Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.4 $534k NEW 10k 51.25
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Broadridge Finl Solutions Stock (BR) 0.3 $527k -29% 2.3k 226.09
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Sherwin Williams Stock (SHW) 0.3 $524k -39% 1.5k 339.93
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Linde Stock (LIN) 0.3 $513k -90% 1.2k 418.67
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Comcast Corp New Cl A Stock (CMCSA) 0.3 $512k -70% 14k 37.53
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Jpmorgan Active Value Etf Etf (JAVA) 0.3 $510k NEW 8.1k 63.30
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Tractor Supply Stock (TSCO) 0.3 $509k +265% 9.6k 53.06
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Vanguard Short-term Bond Etf Etf (BSV) 0.3 $503k -81% 6.5k 77.27
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Jpmorgan Betabuilders International Equity Etf Etf (BBIN) 0.3 $493k NEW 8.6k 57.10
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Equinix Reit (EQIX) 0.3 $489k -10% 519.00 942.89
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Cisco Sys Stock (CSCO) 0.3 $474k -95% 8.0k 59.20
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T-mobile Us Stock (TMUS) 0.3 $470k -40% 2.1k 220.78
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Tjx Cos Stock (TJX) 0.3 $469k -88% 3.9k 120.81
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Msci Stock (MSCI) 0.3 $464k -13% 774.00 600.00
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Lowes Cos Stock (LOW) 0.3 $454k -95% 1.8k 246.80
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Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.3 $453k -25% 12k 38.37
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Bank America Corp Stock (BAC) 0.3 $448k -92% 10k 43.95
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Morgan Stanley Stock (MS) 0.3 $444k -90% 3.5k 125.73
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Technology Select Sector SPDR Fund Etf (XLK) 0.3 $440k -93% 1.9k 232.52
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Antero Midstream Corp Stock (AM) 0.3 $435k 29k 15.09
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Booking Holdings Stock (BKNG) 0.3 $432k -47% 87.00 4968.33
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Rtx Corporation Stock (RTX) 0.3 $424k -97% 3.7k 115.72
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Fiserv Stock (FI) 0.3 $423k -95% 2.1k 205.42
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Jpmorgan Active Growth Etf Etf (JGRO) 0.3 $422k -45% 5.2k 81.03
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Ishares Msci Eafe Growth Etf Etf (EFG) 0.3 $421k -98% 4.4k 96.83
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Ross Stores Stock (ROST) 0.3 $421k -8% 2.8k 151.28
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Nasdaq Stock (NDAQ) 0.3 $411k -96% 5.3k 77.31
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Servicenow Stock (NOW) 0.3 $409k -51% 386.00 1060.12
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Ishares Mbs Etf Etf (MBB) 0.3 $408k -95% 4.5k 91.68
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Caseys Gen Stores Stock (CASY) 0.3 $407k -12% 1.0k 396.33
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Kinetik Holdings Inc Com New Cl A Stock (KNTK) 0.3 $403k -6% 7.1k 56.71
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Honeywell Intl Stock (HON) 0.3 $400k -89% 1.8k 225.89
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Ishares Msci Eafe Value Etf Etf (EFV) 0.3 $398k -97% 7.6k 52.47
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American Express Stock (AXP) 0.3 $394k -94% 1.3k 296.79
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Thermo Fisher Scientific Stock (TMO) 0.3 $391k -97% 752.00 520.23
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Adobe Stock (ADBE) 0.3 $389k -98% 875.00 444.68
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Chubb Stock (CB) 0.3 $387k -86% 1.4k 276.30
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Ameriprise Finl Stock (AMP) 0.3 $386k -67% 725.00 532.43
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Pepsico Stock (PEP) 0.3 $386k -95% 2.5k 152.06
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Union Pac Corp Stock (UNP) 0.3 $385k -87% 1.7k 228.04
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Ge Aerospace Stock (GE) 0.3 $385k -61% 2.3k 166.79
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Ishares S&p 500 Value Etf Etf (IVE) 0.2 $380k -64% 2.0k 190.88
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Caterpillar Stock (CAT) 0.2 $380k -93% 1.0k 362.76
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Constellation Brands Inc Cl A Stock (STZ) 0.2 $359k -54% 1.6k 221.00
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Wec Energy Group Stock (WEC) 0.2 $352k -31% 3.7k 94.05
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Steris Plc Shs Usd Stock (STE) 0.2 $348k -19% 1.7k 205.56
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Johnson & Johnson Stock (JNJ) 0.2 $334k -98% 2.3k 144.62
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Danaher Corporation Stock (DHR) 0.2 $331k -85% 1.4k 229.55
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Jpmorgan Nasdaq Equity Premium Inncome Etf Etf (JEPQ) 0.2 $330k -98% 5.9k 56.38
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Grainger W W Stock (GWW) 0.2 $330k -75% 313.00 1054.05
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Asml Holding N V N Y Registry Adr (ASML) 0.2 $322k -76% 465.00 693.08
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Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO) 0.2 $322k NEW 5.4k 60.04
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Goldman Sachs Group Stock (GS) 0.2 $321k -96% 561.00 572.63
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Texas Instrs Stock (TXN) 0.2 $318k -98% 1.7k 187.52
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Taiwan Semiconductor Mfg Adr (TSM) 0.2 $316k -80% 1.6k 197.49
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Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) 0.2 $316k -4% 5.8k 54.19
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Northrop Grumman Corp Stock (NOC) 0.2 $315k -78% 671.00 469.29
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Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN) 0.2 $315k 6.1k 51.44
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.2 $314k -81% 5.3k 59.73
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Republic Svcs Stock (RSG) 0.2 $314k -66% 1.6k 201.24
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Procter And Gamble Stock (PG) 0.2 $312k -98% 1.9k 167.65
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Wells Fargo Stock (WFC) 0.2 $311k -71% 4.4k 70.24
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Henry Jack & Assoc Stock (JKHY) 0.2 $295k -15% 1.7k 175.38
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Verizon Communications Stock (VZ) 0.2 $284k -86% 7.1k 39.99
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American Wtr Wks Stock (AWK) 0.2 $276k -54% 2.2k 124.49
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Resmed Stock (RMD) 0.2 $271k -2% 1.2k 228.59
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Ishares Flexible Income Active Etf Etf (BINC) 0.2 $271k +29% 5.2k 52.02
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Marriott Intl Inc New Cl A Stock (MAR) 0.2 $266k -92% 952.00 278.99
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Schlumberger Ltd Com Stk Stock (SLB) 0.2 $261k -52% 6.8k 38.34
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Regeneron Pharmaceuticals Stock (REGN) 0.2 $261k -91% 366.00 712.31
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Jpmorgan Active Bond Etf Etf (JBND) 0.2 $258k NEW 4.9k 52.25
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Gilead Sciences Stock (GILD) 0.2 $256k -60% 2.8k 92.37
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Jpmorgan Betabuilders U.s. Aggregate Bond Etf Etf (BBAG) 0.2 $255k NEW 5.7k 45.18
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Atmos Energy Corp Stock (ATO) 0.2 $251k -12% 1.8k 139.27
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Bristol-myers Squibb Stock (BMY) 0.2 $251k -90% 4.4k 56.56
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Watsco Stock (WSO) 0.2 $248k -66% 522.00 474.16
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Vanguard Intermediate-term Bond Etf Etf (BIV) 0.2 $247k -99% 3.3k 74.73
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Intercontinental Exchange Stock (ICE) 0.2 $247k -82% 1.7k 149.01
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Norfolk Southn Corp Stock (NSC) 0.2 $246k -93% 1.0k 234.70
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Oracle Corp Stock (ORCL) 0.2 $245k -91% 1.5k 166.64
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Cheniere Energy Stock (LNG) 0.2 $243k -39% 1.1k 214.92
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Kkr & Co Stock (KKR) 0.2 $243k -68% 1.6k 147.91
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Allstate Corp Stock (ALL) 0.2 $242k -48% 1.3k 192.71
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Gartner Stock (IT) 0.2 $240k -7% 496.00 484.47
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American Tower Corp Reit (AMT) 0.2 $238k -92% 1.3k 183.41
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Waste Mgmt Inc Del Stock (WM) 0.2 $237k -92% 1.2k 201.79
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Elevance Health Stock (ELV) 0.2 $234k -94% 635.00 368.90
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Prologis Reit (PLD) 0.2 $234k -31% 2.2k 105.70
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Schwab Charles Corp Stock (SCHW) 0.2 $234k -96% 3.2k 74.01
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Arch Cap Group Ltd Ord Stock (ACGL) 0.2 $233k -6% 2.5k 92.35
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Hunt J B Trans Svcs Stock (JBHT) 0.2 $229k -2% 1.3k 170.66
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Emerson Elec Stock (EMR) 0.1 $226k -82% 1.8k 123.93
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Snap On Stock (SNA) 0.1 $224k -33% 660.00 339.70
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Ppl Corp Stock (PPL) 0.1 $223k -43% 6.9k 32.46
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Monolithic Pwr Sys Stock (MPWR) 0.1 $222k +8% 376.00 591.16
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Welltower Reit (WELL) 0.1 $221k -46% 1.8k 126.03
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Gallagher Arthur J & Co Stock (AJG) 0.1 $220k -65% 775.00 283.94
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Pool Corp Stock (POOL) 0.1 $220k -25% 645.00 341.10
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Lockheed Martin Corp Stock (LMT) 0.1 $218k -92% 449.00 485.94
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.1 $218k NEW 3.9k 55.45
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Fastenal Stock (FAST) 0.1 $217k -33% 3.0k 71.91
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Kinsale Cap Group Stock (KNSL) 0.1 $213k -78% 457.00 465.14
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Illinois Tool Wks Stock (ITW) 0.1 $212k -93% 837.00 253.55
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Intuitive Surgical Stock (ISRG) 0.1 $212k -45% 406.00 521.93
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Arista Networks Stock (ANET) 0.1 $211k NEW 1.9k 110.53
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International Business Machs Stock (IBM) 0.1 $211k -96% 958.00 219.83
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Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.1 $211k -92% 1.6k 128.70
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Ensign Group Stock (ENSG) 0.1 $210k 1.6k 132.88
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Trane Technologies Stock (TT) 0.1 $207k -96% 559.00 369.35
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Hexcel Corp Stock (HXL) 0.1 $206k NEW 3.3k 62.70
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Pricesmart Stock (PSMT) 0.1 $206k NEW 2.2k 92.17
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Applied Matls Stock (AMAT) 0.1 $205k -89% 1.3k 162.63
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Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.1 $204k -42% 2.1k 99.54
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Waste Connections Stock (WCN) 0.1 $204k -6% 1.2k 171.61
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Diamondback Energy Stock (FANG) 0.1 $201k -17% 1.2k 163.83
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Cdw Corp Stock (CDW) 0.1 $200k -67% 1.2k 174.04
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iShares U.S. Technology ETF Etf (IYW) 0.1 $197k -98% 1.2k 159.52
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Cintas Corp Stock (CTAS) 0.1 $196k -43% 1.1k 182.73
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Capital One Finl Corp Stock (COF) 0.1 $194k -85% 1.1k 178.32
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Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.1 $190k -74% 2.5k 76.23
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Coca Cola Stock (KO) 0.1 $187k -97% 3.0k 62.26
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Dominos Pizza Stock (DPZ) 0.1 $187k -21% 446.00 419.53
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Paychex Stock (PAYX) 0.1 $185k -84% 1.3k 140.22
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Southern Stock (SO) 0.1 $184k -94% 2.2k 82.32
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Royal Caribbean Group Stock (RCL) 0.1 $184k -63% 798.00 230.69
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Pnc Finl Svcs Group Stock (PNC) 0.1 $184k -90% 952.00 192.85
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $182k -42% 3.5k 52.22
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Boston Scientific Corp Stock (BSX) 0.1 $182k -89% 2.0k 89.32
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Starbucks Corp Stock (SBUX) 0.1 $181k -88% 2.0k 91.25
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Keurig Dr Pepper Stock (KDP) 0.1 $175k -25% 5.4k 32.12
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Alexandria Real Estate Eq Reit (ARE) 0.1 $174k -40% 1.8k 97.55
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Duke Energy Corp Stock (DUK) 0.1 $174k -94% 1.6k 107.75
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Factset Resh Sys Stock (FDS) 0.1 $173k NEW 360.00 480.75
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Otis Worldwide Corp Stock (OTIS) 0.1 $172k -73% 1.9k 92.63
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Yum Brands Stock (YUM) 0.1 $172k -76% 1.3k 134.16
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Jpmorgan Income Etf Etf (JPIE) 0.1 $172k -97% 3.8k 45.62
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Constellation Energy Corp Stock (CEG) 0.1 $171k -40% 764.00 223.71
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Disney Walt Stock (DIS) 0.1 $169k -98% 1.5k 111.35
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Paypal Hldgs Stock (PYPL) 0.1 $168k -76% 2.0k 85.35
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Csx Corp Stock (CSX) 0.1 $167k -84% 5.2k 32.27
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Ebay Stock (EBAY) 0.1 $166k -41% 2.7k 61.95
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Sap Se Adr (SAP) 0.1 $165k -42% 669.00 246.21
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Kla Corp Stock (KLAC) 0.1 $165k -80% 261.00 630.12
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Progressive Corp Stock (PGR) 0.1 $162k -53% 677.00 239.62
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Brown & Brown Stock (BRO) 0.1 $162k -23% 1.6k 102.00
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Darden Restaurants Stock (DRI) 0.1 $162k -69% 867.00 186.67
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Nucor Corp Stock (NUE) 0.1 $161k -69% 1.4k 116.71
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Kinder Morgan Inc Del Stock (KMI) 0.1 $160k -93% 5.8k 27.40
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Discover Finl Svcs Stock 0.1 $160k -53% 921.00 173.24
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At&t Stock (T) 0.1 $155k -87% 6.8k 22.77
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General Mtrs Stock (GM) 0.1 $155k -49% 2.9k 53.27
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Corteva Stock (CTVA) 0.1 $154k -96% 2.7k 56.96
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Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $153k -84% 1.8k 87.33
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Astrazeneca Adr (AZN) 0.1 $153k -72% 2.3k 65.52
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Uber Technologies Stock (UBER) 0.1 $152k -55% 2.5k 60.32
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Mckesson Corp Stock (MCK) 0.1 $152k NEW 266.00 569.93
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Conocophillips Stock (COP) 0.1 $151k -86% 1.5k 99.16
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Vulcan Matls Stock (VMC) 0.1 $150k -84% 582.00 257.25
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Health Care Select Sector SPDR Fund Etf (XLV) 0.1 $149k -95% 1.1k 137.57
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Target Corp Stock (TGT) 0.1 $148k -96% 1.1k 135.18
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United Parcel Service Inc Cl B Stock (UPS) 0.1 $147k -97% 1.2k 126.10
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Te Connectivity Plc Ord Stock (TEL) 0.1 $146k -97% 1.0k 142.97
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Travelers Companies Stock (TRV) 0.1 $146k -93% 605.00 240.88
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Nordson Corp Stock (NDSN) 0.1 $144k -54% 689.00 209.30
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Clearway Energy Inc Cl C Stock (CWEN) 0.1 $143k -75% 5.5k 26.00
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Palo Alto Networks Stock (PANW) 0.1 $142k -91% 780.00 181.96
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $140k -97% 1.4k 96.90
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Deere & Co Stock (DE) 0.1 $139k -96% 329.00 423.70
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Medtronic Stock (MDT) 0.1 $139k -96% 1.7k 79.88
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Synopsys Stock (SNPS) 0.1 $139k -97% 286.00 485.36
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Johnson Ctls Intl Stock (JCI) 0.1 $138k -97% 1.7k 78.93
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Boeing Stock (BA) 0.1 $133k -96% 752.00 177.00
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Analog Devices Stock (ADI) 0.1 $133k -93% 624.00 212.46
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L3harris Technologies Stock (LHX) 0.1 $132k -89% 627.00 210.28
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Advanced Micro Devices Stock (AMD) 0.1 $130k -96% 1.1k 120.77
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Altria Group Stock (MO) 0.1 $126k -94% 2.4k 52.29
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Citigroup Stock (C) 0.1 $123k -83% 1.8k 70.39
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Cvs Health Corp Stock (CVS) 0.1 $121k -78% 2.7k 44.89
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M & T Bk Corp Stock (MTB) 0.1 $121k -50% 641.00 188.01
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Canadian Nat Res Stock (CNQ) 0.1 $120k -74% 3.9k 30.87
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Truist Finl Corp Stock (TFC) 0.1 $120k -96% 2.8k 43.38
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Dollar Tree Stock (DLTR) 0.1 $120k -57% 1.6k 74.94
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Consumer Discretionary Select Sector SPDR Fund Etf (XLY) 0.1 $119k -93% 529.00 224.35
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Financial Select Sector SPDR Fund Etf (XLF) 0.1 $115k -94% 2.4k 48.33
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Past Filings by Cary Street Partners Investment Advisory

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

View all past filings