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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, NVDA, MSFT, SPDW, VTV, and represent 11.08% of Cary Street Partners Investment Advisory's stock portfolio.
Added to shares of these 10 stocks: IEUR, EFG, VTV, SPDW, PYLD, JPST, VUG, JPIB, JGRO, FLXR.
Started 48 new stock positions in CNP, EIX, ROP, CPRT, ASX, SCHV, CACI, ZBH, XPO, PIPR.
Reduced shares in these 10 stocks: VPL, EEMA, BIL, JMST, TACK, OEF, SPYG, TRGP, APP, BBIN.
Sold out of its positions in APP, AVNS, HIMU, KMX, CLS, CLX, DUOL, FBTC, FTV, FBIN.
Cary Street Partners Investment Advisory was a net buyer of stock by $28M.
Cary Street Partners Investment Advisory has $390M in assets under management (AUM), dropping by 5.58%.
Central Index Key (CIK): 0001766904

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Portfolio Holdings for Cary Street Partners Investment Advisory

Cary Street Partners Investment Advisory holds 689 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Cary Street Partners Investment Advisory has 689 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cary Street Partners Investment Advisory March 31, 2026 positions
Download the Cary Street Partners Investment Advisory March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.2	$13M	+4%	50k	253.79	View chart
Nvidia Corporation Stock (NVDA)	2.4	$9.5M		55k	174.40	View chart
Microsoft Corp Stock (MSFT)	2.3	$9.0M		24k	370.17	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	1.6	$6.1M	+18%	133k	45.65	View chart
Vanguard Value Etf Etf (VTV)	1.5	$6.0M	+26%	31k	196.20	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.4	$5.5M	+5%	19k	286.86	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	1.3	$5.2M	+16%	68k	76.54	View chart
Technology Select Sector SPDR Fund Etf (XLK)	1.3	$5.1M	+4%	38k	132.90	View chart
Amazon Stock (AMZN)	1.3	$4.9M		24k	208.27	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$4.8M	+6%	17k	287.56	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	1.2	$4.8M	-9%	49k	97.91	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	1.2	$4.5M	+16%	61k	74.35	View chart
Broadcom Stock (AVGO)	1.1	$4.3M	+3%	14k	309.51	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	1.1	$4.2M	+43%	38k	111.37	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.1	$4.2M	+16%	6.4k	653.21	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.1	$4.2M	+2%	73k	56.58	View chart
Financial Select Sector SPDR Fund Etf (XLF)	1.1	$4.1M	+3%	84k	49.37	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	1.0	$3.7M	+20%	20k	184.28	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.9	$3.7M	+25%	44k	84.52	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.9	$3.7M	-3%	49k	75.10	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.9	$3.6M	+381%	51k	70.27	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.9	$3.5M	+2%	30k	118.60	View chart
Meta Platforms Inc Cl A Stock (META)	0.9	$3.5M	+6%	6.1k	572.13	View chart
Targa Res Corp Stock (TRGP)	0.9	$3.5M	-11%	14k	250.73	View chart
Tcw Flexible Income Etf Etf (FLXR)	0.8	$3.1M	+31%	78k	39.27	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.8	$3.0M	+35%	116k	26.20	View chart
Jpmorgan Chase & Co Stock (JPM)	0.8	$3.0M		10k	294.16	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.8	$3.0M		157k	19.30	View chart
Communication Services Select Sector SPDR Fund Etf (XLC)	0.8	$3.0M		27k	110.86	View chart
Vanguard Growth Etf Etf (VUG)	0.8	$2.9M	+36%	6.7k	436.82	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.7	$2.9M	+2%	36k	79.27	View chart
Vanguard Small-cap Etf Etf (VB)	0.7	$2.7M	+21%	10k	261.93	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.7	$2.7M	+36%	10k	257.35	View chart
Jpmorgan Income Etf Etf (JPIE)	0.7	$2.7M	+32%	58k	46.07	View chart
Health Care Select Sector SPDR Fund Etf (XLV)	0.7	$2.6M		18k	146.61	View chart
Eli Lilly & Co Stock (LLY)	0.7	$2.6M	+4%	2.8k	919.77	View chart
Enterprise Prods Partners Stock (EPD)	0.7	$2.6M		68k	37.84	View chart
Visa Inc Com Cl A Stock (V)	0.6	$2.5M		8.3k	302.24	View chart
Mastercard Incorporated Cl A Stock (MA)	0.6	$2.4M	+4%	4.9k	499.65	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.6	$2.4M		21k	117.18	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$2.3M	-2%	4.7k	479.93	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.6	$2.2M	+11%	35k	63.91	View chart
Williams Cos Stock (WMB)	0.6	$2.2M		30k	72.78	View chart
Pgim Portfolio Ballast Etf Etf (PBL)	0.6	$2.1M	+18%	72k	29.98	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.5	$2.1M		24k	86.69	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$2.1M	+6%	12k	169.66	View chart
Consumer Staples Select Sector SPDR Fund Etf (XLP)	0.5	$2.1M	-7%	26k	81.98	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.5	$2.1M	+5%	45k	46.19	View chart
Jpmorgan Nasdaq Equity Premium Inncome Etf Etf (JEPQ)	0.5	$2.0M	+17%	36k	55.52	View chart
Jpmorgan International Bond Opportunities Fund Etf (JPIB)	0.5	$2.0M	+65%	41k	47.82	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.5	$2.0M		5.8k	337.95	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.5	$2.0M	+42%	26k	77.18	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.5	$1.9M	+5%	34k	56.68	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.5	$1.9M	+23%	38k	49.89	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.5	$1.8M	+2%	19k	95.44	View chart
Western Midstream Partners Lp Com Unit Lp Int Stock (WES)	0.5	$1.8M	-6%	44k	41.17	View chart
Abbvie Stock (ABBV)	0.5	$1.8M	+3%	8.1k	217.49	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.5	$1.8M	-6%	30k	58.18	View chart
Costco Wholesale Corporation Stock (COST)	0.4	$1.7M		1.7k	996.42	View chart
Tesla Stock (TSLA)	0.4	$1.6M	+2%	4.3k	371.75	View chart
Walmart Stock (WMT)	0.4	$1.6M	+5%	13k	124.28	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.4	$1.6M	-5%	7.6k	211.15	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.4	$1.6M	+2%	17k	95.96	View chart
Philip Morris Intl Stock (PM)	0.4	$1.6M	+9%	9.6k	165.34	View chart
Home Depot Stock (HD)	0.4	$1.6M	+33%	4.8k	328.89	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.4	$1.6M	-4%	14k	113.11	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.4	$1.5M	+18%	44k	35.04	View chart
Neuberger Option Strategy Etf Etf (NBOS)	0.4	$1.5M	+28%	56k	26.74	View chart
Amphenol Corp Cl A Stock (APH)	0.4	$1.5M		12k	126.35	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.4	$1.5M		21k	69.75	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.4	$1.5M	-2%	18k	82.75	View chart
Jpmorgan International Hedged Equity Laddered Overlay Etf Etf (HOLA)	0.4	$1.5M	+30%	28k	52.60	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$1.5M	-2%	12k	124.31	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.4	$1.4M	+2%	17k	85.15	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.4	$1.4M	+22%	30k	47.08	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.4	$1.4M	+6%	15k	94.24	View chart
Chevron Corporation Stock (CVX)	0.3	$1.4M	+12%	6.6k	206.90	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$1.4M	+144%	27k	50.61	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.3	$1.3M	+50%	18k	73.64	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.3M	+17%	5.4k	244.44	View chart
Rtx Corporation Stock (RTX)	0.3	$1.2M	+4%	6.2k	192.90	View chart
Utilities Select Sector SPDR Fund Etf (XLU)	0.3	$1.2M	-2%	26k	45.89	View chart
Uber Technologies Stock (UBER)	0.3	$1.2M	+2%	17k	71.93	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.3	$1.2M		904.00	1320.83	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.3	$1.2M		26k	44.85	View chart
Eaton Corp Stock (ETN)	0.3	$1.1M		3.1k	357.67	View chart
S&p Global Stock (SPGI)	0.3	$1.1M		2.6k	425.34	View chart
Consumer Discretionary Select Sector SPDR Fund Etf (XLY)	0.3	$1.1M	-5%	10k	108.98	View chart
Wisdomtree Equity Premium Income Fund - Wtpi Etf (WTPI)	0.3	$1.1M	+16%	34k	31.91	View chart
Mcdonalds Corp Stock (MCD)	0.3	$1.1M	+8%	3.4k	310.79	View chart
Ishares Biotechnology Etf Etf (IBB)	0.3	$1.0M	+5%	6.2k	168.85	View chart
Bank Of Amer Corp Stock (BAC)	0.3	$1.0M	+3%	21k	48.76	View chart
Cisco Sys Stock (CSCO)	0.3	$1.0M	+13%	13k	77.59	View chart
Kla Corp Stock (KLAC)	0.3	$1000k	+3%	679.00	1472.40	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.3	$998k	-2%	8.4k	118.51	View chart
Tjx Cos Stock (TJX)	0.3	$979k	+16%	6.1k	159.71	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$964k	+4%	31k	30.68	View chart
Ge Aerospace Stock (GE)	0.2	$962k	+8%	3.4k	283.77	View chart
Caterpillar Stock (CAT)	0.2	$943k	+6%	1.3k	708.46	View chart
Nextera Energy Stock (NEE)	0.2	$941k		10k	92.88	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.2	$924k	+10%	17k	53.77	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.2	$906k	-19%	6.4k	141.42	View chart
Netflix Stock (NFLX)	0.2	$904k		9.4k	96.15	View chart
Abbott Laboratories Stock (ABT)	0.2	$886k	-14%	8.6k	103.01	View chart
Motorola Solutions Stock (MSI)	0.2	$883k	+6%	2.0k	433.97	View chart
Eog Res Stock (EOG)	0.2	$870k	+10%	6.0k	144.59	View chart
Goldman Sachs Group Stock (GS)	0.2	$862k	+31%	1.0k	845.99	View chart
Amgen Stock (AMGN)	0.2	$845k	+20%	2.4k	351.85	View chart
Merck & Co Stock (MRK)	0.2	$840k	+15%	7.0k	120.29	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.2	$839k	+2%	8.9k	94.58	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.2	$831k		4.8k	173.45	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.2	$816k	+61%	11k	75.74	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$808k	-16%	4.2k	191.81	View chart
Dt Midstream Stock (DTM)	0.2	$807k	+22%	6.0k	134.67	View chart
Ishares Mbs Etf Etf (MBB)	0.2	$793k	+3%	8.3k	94.95	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.2	$792k	+3%	8.2k	96.62	View chart
Stryker Corporation Stock (SYK)	0.2	$788k		2.4k	328.62	View chart
Linde Stock (LIN)	0.2	$780k	+12%	1.6k	495.77	View chart
Morgan Stanley Stock (MS)	0.2	$760k	+6%	4.6k	164.57	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.2	$755k	+264%	33k	22.91	View chart
Intuit Stock (INTU)	0.2	$735k		1.7k	432.38	View chart
Ishares Msci Emerging Markets Asia Etf Etf (EEMA)	0.2	$731k	-67%	7.6k	95.74	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.2	$731k	-69%	7.5k	97.73	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.2	$713k	NEW	6.7k	106.50	View chart
Ross Stores Stock (ROST)	0.2	$708k	+7%	3.3k	216.64	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.2	$707k	+3%	15k	46.91	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.2	$706k	-66%	7.7k	91.64	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.2	$704k	-26%	7.0k	100.72	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$693k	+108%	6.5k	106.15	View chart
Procter & Gamble Stock (PG)	0.2	$692k	+25%	4.8k	144.44	View chart
Ishares Long-term National Muni Bond Etf Etf (LMUB)	0.2	$687k	NEW	14k	49.93	View chart
Honeywell Intl Stock (HON)	0.2	$686k	+45%	3.0k	226.03	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.2	$681k	-65%	13k	50.98	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$664k	+8%	1.1k	590.47	View chart
Oracle Corp Stock (ORCL)	0.2	$663k	-13%	4.5k	147.11	View chart
Qualcomm Stock (QCOM)	0.2	$661k	+2%	5.1k	128.78	View chart
Antero Midstream Corp Stock (AM)	0.2	$647k	-2%	28k	22.80	View chart
Union Pac Corp Stock (UNP)	0.2	$641k	+14%	2.6k	242.62	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.2	$640k		8.9k	71.75	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.2	$636k	+43%	11k	57.64	View chart
Lam Research Corp Stock (LRCX)	0.2	$632k	+11%	3.0k	213.66	View chart
Northrop Grumman Corp Stock (NOC)	0.2	$630k	+6%	913.00	690.39	View chart
Coca Cola Stock (KO)	0.2	$628k	+28%	8.3k	76.05	View chart
Corteva Stock (CTVA)	0.2	$598k		7.1k	83.71	View chart
Ge Vernova Stock (GEV)	0.2	$598k	+37%	685.00	872.90	View chart
Chubb Ltd Switz Stock (CB)	0.2	$598k	+12%	1.8k	325.93	View chart
Wells Fargo & Co Stock (WFC)	0.2	$595k	-3%	7.5k	79.61	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.2	$589k	+19%	12k	48.05	View chart
Deere & Co Stock (DE)	0.2	$589k	+33%	1.0k	563.31	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.2	$586k		16k	36.22	View chart
Wabtec Stock (WAB)	0.1	$583k	-7%	2.3k	249.93	View chart
Lowes Cos Stock (LOW)	0.1	$576k	+10%	2.4k	236.28	View chart
Canadian Nat Res Ltd Med Term Stock (CNQ)	0.1	$572k	-4%	12k	48.73	View chart
International Business Machs Stock (IBM)	0.1	$569k	-6%	2.4k	241.44	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$565k		731.00	772.65	View chart
Clearway Energy Inc Cl C Stock (CWEN)	0.1	$563k	+154%	14k	39.29	View chart
Automatic Data Processing Stock (ADP)	0.1	$560k		2.8k	203.18	View chart
Pepsico Stock (PEP)	0.1	$560k	+6%	3.6k	155.29	View chart
Verizon Communications Stock (VZ)	0.1	$557k	-8%	11k	50.20	View chart
Sempra Stock (SRE)	0.1	$550k		5.7k	97.17	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$545k	+6%	7.0k	78.41	View chart
Unitedhealth Group Stock (UNH)	0.1	$544k	+5%	2.0k	270.59	View chart
Micron Technology Stock (MU)	0.1	$541k	+9%	1.6k	337.83	View chart
Gilead Sciences Stock (GILD)	0.1	$538k		3.9k	139.37	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$535k	+12%	2.3k	229.79	View chart
Oneok Stock (OKE)	0.1	$535k	+5%	5.9k	90.39	View chart
Blackrock Stock (BLK)	0.1	$530k	+16%	564.00	939.86	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$528k	+14%	5.6k	93.98	View chart
Intercontinental Exchange Stock (ICE)	0.1	$525k	-9%	3.3k	157.29	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$523k	+13%	22k	23.32	View chart
Applied Matls Stock (AMAT)	0.1	$522k	+36%	1.5k	341.81	View chart
Salesforce Stock (CRM)	0.1	$520k	-31%	2.8k	186.67	View chart
Nasdaq Stock (NDAQ)	0.1	$518k	-4%	6.1k	84.86	View chart
Ishares Msci Intl Value Factor Etf Etf (IVLU)	0.1	$514k	-19%	13k	39.68	View chart
American Express Stock (AXP)	0.1	$512k	+2%	1.7k	302.48	View chart
Wec Energy Group Stock (WEC)	0.1	$500k	+5%	4.3k	115.77	View chart
Danaher Corp Del Stock (DHR)	0.1	$496k		2.6k	189.60	View chart
Welltower Reit (WELL)	0.1	$495k	+6%	2.5k	197.71	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$494k	+26%	17k	28.71	View chart
Trane Technologies Stock (TT)	0.1	$491k	+38%	1.2k	416.74	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$490k	+58%	811.00	604.39	View chart
Ww Grainger Stock (GWW)	0.1	$488k	+21%	447.00	1090.75	View chart
Texas Instrs Stock (TXN)	0.1	$487k	+45%	2.5k	194.14	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$486k	+39%	4.9k	99.27	View chart
Mckesson Corp Stock (MCK)	0.1	$486k	+11%	561.00	865.38	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$474k	-30%	725.00	653.70	View chart
Ishares Large Cap Core Active Etf Etf (BLCR)	0.1	$473k	NEW	12k	41.06	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$460k	+12%	2.3k	198.29	View chart
Advanced Micro Devices Stock (AMD)	0.1	$453k		2.2k	203.43	View chart
British Amern Tob Adr (BTI)	0.1	$450k	+49%	7.7k	58.47	View chart
Cencora Stock (COR)	0.1	$446k		1.4k	314.17	View chart
Cintas Corp Stock (CTAS)	0.1	$443k	+12%	2.6k	169.12	View chart
Booking Holdings Stock (BKNG)	0.1	$442k	-33%	105.00	4210.40	View chart
Starbucks Corp Stock (SBUX)	0.1	$442k	+25%	4.9k	89.59	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.1	$442k		6.8k	64.97	View chart
Ishares Defense Industrials Active Etf Etf (IDEF)	0.1	$440k	NEW	13k	32.72	View chart
Air Products And Chemicals Stock (APD)	0.1	$438k	+161%	1.5k	290.49	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.1	$437k		13k	32.95	View chart
Duke Energy Corp Stock (DUK)	0.1	$433k	+46%	3.3k	130.94	View chart
American Wtr Wks Stock (AWK)	0.1	$432k	+12%	3.2k	136.09	View chart
Sherwin Williams Stock (SHW)	0.1	$431k	-24%	1.3k	320.53	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$429k	-25%	8.3k	51.93	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.1	$428k		11k	38.96	View chart
Citigroup Stock (C)	0.1	$428k	+9%	3.8k	113.41	View chart
Caseys Gen Stores Stock (CASY)	0.1	$427k	+2%	586.00	727.88	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$426k	+9%	999.00	426.40	View chart
Emerson Elec Stock (EMR)	0.1	$422k	+4%	3.2k	130.09	View chart
Equinix Reit (EQIX)	0.1	$419k	-14%	427.00	980.29	View chart
Broadridge Finl Solutions Stock (BR)	0.1	$415k		2.6k	162.48	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.1	$415k	+463%	5.0k	82.57	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$413k	+461%	7.1k	58.54	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.1	$413k	NEW	6.9k	59.55	View chart
State Street Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI)	0.1	$408k	NEW	14k	28.66	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.1	$408k	+13%	9.0k	45.12	View chart
Quanta Svcs Stock (PWR)	0.1	$407k	+69%	741.00	549.02	View chart
T-mobile Us Stock (TMUS)	0.1	$404k	-4%	1.9k	210.03	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$402k	-60%	1.3k	318.07	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$401k	+17%	1.9k	208.09	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$400k	-3%	17k	23.22	View chart
Conocophillips Stock (COP)	0.1	$396k		3.0k	132.00	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$396k	-10%	4.3k	93.00	View chart
Ppl Corp Stock (PPL)	0.1	$391k	+8%	10k	38.20	View chart
Nucor Corp Stock (NUE)	0.1	$390k	+8%	2.3k	169.12	View chart
Royal Caribbean Group Stock (RCL)	0.1	$388k	+33%	1.4k	275.19	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.1	$388k	+20%	7.7k	50.04	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$383k	+13%	6.3k	60.65	View chart
Steris Plc Shs Usd Stock (STE)	0.1	$382k		1.7k	221.13	View chart
Jpmorgan Betabuilders U.s. Aggregate Bond Etf Etf (BBAG)	0.1	$381k	+33%	8.3k	46.16	View chart
Capital One Finl Corp Stock (COF)	0.1	$380k	+6%	2.1k	182.43	View chart
Fastenal Stock (FAST)	0.1	$379k		8.2k	46.40	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$378k		769.00	491.54	View chart
Analog Devices Stock (ADI)	0.1	$376k	+35%	1.2k	318.14	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$369k	+4%	1.3k	287.00	View chart
L3harris Technologies Stock (LHX)	0.1	$369k		1.1k	337.74	View chart
Hunt J B Trans Svcs Stock (JBHT)	0.1	$359k	+8%	1.7k	211.90	View chart
At&t Stock (T)	0.1	$357k	+20%	12k	28.99	View chart
Truist Finl Corp Stock (TFC)	0.1	$356k	+12%	7.7k	45.97	View chart
Cme Group Stock (CME)	0.1	$356k	+10%	1.2k	295.35	View chart
Jpmorgan Global Select Equity Etf Global Select Equity Etf Etf (JGLO)	0.1	$355k	+2%	5.4k	65.27	View chart
Novartis Adr (NVS)	0.1	$353k	+5%	2.3k	152.75	View chart
Atmos Energy Corp Stock (ATO)	0.1	$352k	-2%	1.9k	184.72	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$350k	-13%	1.6k	216.59	View chart
Ameriprise Finl Stock (AMP)	0.1	$349k	+4%	786.00	444.40	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$349k	-8%	1.5k	239.99	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$349k	+16%	1.7k	209.02	View chart
iShares U.S. Technology ETF Etf (IYW)	0.1	$348k	-7%	1.9k	181.42	View chart
Roper Technologies Stock (ROP)	0.1	$343k	NEW	968.00	353.86	View chart
Cvs Health Corp Stock (CVS)	0.1	$341k		4.7k	71.82	View chart
Western Digital Corp Stock (WDC)	0.1	$339k		1.3k	270.49	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$339k	+6%	1.4k	250.58	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 2026 Q1 filed April 29, 2026
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

View all past filings

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