Cary Street Partner Investment Advisory

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

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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 1752 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Cary Street Partners Investment Advisory has 1752 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) 4.7 $74M +10% 379k 193.97
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Microsoft Corp Stock (MSFT) 3.2 $50M +2% 148k 340.54
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.4 $22M +7% 180k 120.97
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Vanguard Intermediate-term Bond Etf Etf (BIV) 1.4 $22M +256% 286k 75.23
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 1.4 $21M +15% 384k 55.33
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Vanguard Total Stock Market Etf Etf (VTI) 1.3 $21M +8% 94k 220.28
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Vanguard Growth Etf Etf (VUG) 1.3 $21M +51% 73k 282.96
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Adobe Systems Incorporated Stock (ADBE) 1.3 $20M 41k 488.99
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Vanguard Value Etf Etf (VTV) 1.2 $19M +3% 137k 142.10
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Amazon Stock (AMZN) 1.2 $19M +11% 144k 130.36
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Spdr S&p 500 Etf Trust Etf (SPY) 1.2 $18M 41k 443.28
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.1 $18M +5% 52k 341.00
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.1 $16M +5% 137k 119.70
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Texas Instrs Stock (TXN) 1.0 $16M 88k 180.02
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Home Depot Stock (HD) 1.0 $15M 49k 310.64
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Zoetis Inc Cl A Stock (ZTS) 1.0 $15M 87k 172.21
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Ishares Msci Eafe Growth Etf Etf (EFG) 0.9 $15M +87% 154k 95.41
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Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.9 $15M +2% 194k 74.95
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Costco Whsl Corp Stock (COST) 0.9 $14M 26k 538.39
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United Rentals Stock (URI) 0.9 $14M 31k 445.37
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Johnson & Johnson Stock (JNJ) 0.9 $14M 84k 165.52
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Merck & Co Stock (MRK) 0.9 $13M +2% 117k 115.39
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Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.9 $13M -37% 264k 50.30
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Thermo Fisher Scientific Stock (TMO) 0.8 $13M -2% 24k 521.75
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Abbvie Stock (ABBV) 0.8 $13M 93k 134.73
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Intuit Stock (INTU) 0.8 $12M +3% 27k 458.19
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Eli Lilly & Co Stock (LLY) 0.8 $12M -5% 26k 468.98
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Cme Group Stock (CME) 0.7 $12M 63k 185.29
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Williams Cos Stock (WMB) 0.7 $12M -4% 353k 32.63
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Ishares Floating Rate Bond Etf Etf (FLOT) 0.7 $12M 226k 50.82
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Exxon Mobil Corp Stock (XOM) 0.7 $11M 106k 107.25
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Ishares Mbs Etf Etf (MBB) 0.7 $11M 121k 93.27
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Canadian Pacific Kansas City Stock (CP) 0.7 $11M 137k 80.77
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Rtx Corporation Stock (RTX) 0.7 $11M -2% 111k 97.96
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Schwab U.s. Mid-cap Etf Etf (SCHM) 0.7 $11M -35% 153k 71.03
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Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.6 $9.9M -7% 132k 75.09
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Jpmorgan Chase & Co Stock (JPM) 0.6 $9.8M +15% 68k 145.44
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Unitedhealth Group Stock (UNH) 0.6 $9.6M 20k 480.64
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Pepsico Stock (PEP) 0.6 $9.5M +5% 51k 185.22
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Vanguard Energy Etf Etf (VDE) 0.6 $9.5M -3% 84k 112.89
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Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.6 $9.3M +5114% 239k 38.84
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Cboe Global Mkts Stock (CBOE) 0.6 $9.2M 67k 138.01
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Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.6 $9.2M +275% 134k 68.78
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Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.6 $9.1M +253% 210k 43.20
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Disney Walt Stock (DIS) 0.6 $8.9M +12% 99k 89.28
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Mueller Inds Stock (MLI) 0.5 $8.5M 98k 87.28
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.5 $8.1M 50k 162.43
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Dominion Energy Stock (D) 0.5 $7.9M 153k 51.79
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Vertex Pharmaceuticals Stock (VRTX) 0.5 $7.8M +37% 22k 351.91
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Old Rep Intl Corp Stock (ORI) 0.5 $7.7M -2% 306k 25.17
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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.5 $7.6M -21% 124k 61.01
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Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.5 $7.5M -2% 144k 52.11
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Cvs Health Corp Stock (CVS) 0.5 $7.4M 107k 69.13
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Procter And Gamble Stock (PG) 0.5 $7.2M +2% 47k 151.74
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.4 $6.8M +152% 69k 99.65
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Cisco Sys Stock (CSCO) 0.4 $6.8M 131k 51.74
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Chevron Corp Stock (CVX) 0.4 $6.7M +8% 42k 157.35
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.4 $6.6M +3% 92k 72.62
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Starbucks Corp Stock (SBUX) 0.4 $6.5M 66k 99.06
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Bristol-myers Squibb Stock (BMY) 0.4 $6.4M -4% 101k 63.95
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Fairlead Tactical Sector ETF Etf (TACK) 0.4 $6.3M +12% 266k 23.77
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Qualcomm Stock (QCOM) 0.4 $6.2M 52k 119.04
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Vanguard S&p 500 Etf Etf (VOO) 0.4 $6.1M +4% 15k 407.27
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Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.4 $6.1M 113k 54.44
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Fedex Corp Stock (FDX) 0.4 $6.1M +3% 25k 247.90
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Coca Cola Stock (KO) 0.4 $6.0M 100k 60.22
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Invesco Qqq Trust Series I Etf (QQQ) 0.4 $5.9M +62% 16k 369.42
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Franklin International Core Dividend Tilt Index Etf Etf (DIVI) 0.4 $5.9M NEW 202k 29.23
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Unilever Adr (UL) 0.4 $5.9M 113k 52.13
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Dover Corp Stock (DOV) 0.4 $5.9M +58% 40k 147.65
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Vanguard Short-term Treasury Etf Etf (VGSH) 0.4 $5.7M -50% 99k 57.73
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Vanguard Russell 1000 Growth Etf Etf (VONG) 0.4 $5.6M +531% 80k 70.76
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Schwab International Equity Etf Etf (SCHF) 0.4 $5.6M -52% 156k 35.65
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Salesforce Stock (CRM) 0.4 $5.6M +4% 26k 211.26
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Elevance Health Stock (ELV) 0.4 $5.5M 12k 444.28
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Solaredge Technologies Stock (SEDG) 0.4 $5.5M -5% 20k 269.05
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Pfizer Stock (PFE) 0.3 $5.3M +2% 145k 36.68
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.3 $5.2M +111% 19k 275.18
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Ishares Msci Eafe Value Etf Etf (EFV) 0.3 $5.1M -57% 104k 48.94
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Ft Cboe Vest U.s. Equity Enhance & Moderate Buffer Etf - March Etf (XMAR) 0.3 $5.1M NEW 162k 31.46
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JPMorgan Nasdaq Equity Premium Income ETF Etf (JEPQ) 0.3 $5.1M +30% 105k 48.37
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The Cigna Group Stock (CI) 0.3 $4.9M 18k 280.60
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Schwab Charles Corp Stock (SCHW) 0.3 $4.9M +30% 87k 56.68
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Goldman Sachs Group Stock (GS) 0.3 $4.9M +30% 15k 322.53
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Vaneck Gold Miners Etf Etf (GDX) 0.3 $4.9M -2% 162k 30.11
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Ishares Core S&p 500 Etf Etf (IVV) 0.3 $4.9M +123% 11k 445.73
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Vanguard Large-cap Etf Etf (VV) 0.3 $4.8M +3% 24k 202.72
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Fomento Economico Mexicano Sab Adr (FMX) 0.3 $4.8M +4% 43k 110.84
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Vanguard Mid-cap Value Etf Etf (VOE) 0.3 $4.7M -4% 34k 138.38
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WisdomTree Floating Rate Treasury Fund Etf (USFR) 0.3 $4.6M -12% 92k 50.32
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Capital Group Dividend Value Etf Etf (CGDV) 0.3 $4.5M -11% 167k 27.04
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Corteva Stock (CTVA) 0.3 $4.5M 79k 57.30
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Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.3 $4.5M +36% 166k 27.15
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Baker Hughes Company Cl A Stock (BKR) 0.3 $4.5M 142k 31.61
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Utilities Select Sector SPDR Fund Etf (XLU) 0.3 $4.5M -46% 69k 65.44
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $4.5M +27% 30k 149.64
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Kimberly-clark Corp Stock (KMB) 0.3 $4.4M 32k 138.06
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Broadcom Stock (AVGO) 0.3 $4.4M -9% 5.1k 867.43
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Bank America Corp Stock (BAC) 0.3 $4.4M +32% 153k 28.69
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Nvidia Corporation Stock (NVDA) 0.3 $4.4M +11% 10k 423.03
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Technology Select Sector SPDR Fund Etf (XLK) 0.3 $4.3M +276% 25k 173.86
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Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.3 $4.2M 89k 47.42
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Msci Stock (MSCI) 0.3 $4.2M 9.0k 469.29
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.3 $4.2M -4% 39k 106.07
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Boeing Stock (BA) 0.3 $4.2M +28% 20k 211.16
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Vanguard Mid-cap Etf Etf (VO) 0.3 $4.2M -19% 19k 220.16
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Cadence Design System Stock (CDNS) 0.3 $4.1M 18k 234.52
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American Express Stock (AXP) 0.3 $4.1M 24k 174.20
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Norfolk Southn Corp Stock (NSC) 0.3 $4.0M +2% 18k 226.76
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iShares U.S. Technology ETF Etf (IYW) 0.3 $3.9M 36k 108.87
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.2 $3.9M +68% 15k 261.47
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Linde Stock (LIN) 0.2 $3.9M 10k 381.08
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Abbott Labs Stock (ABT) 0.2 $3.8M +13% 35k 109.02
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Synopsys Stock (SNPS) 0.2 $3.8M 8.7k 435.41
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $3.8M +8% 82k 46.18
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Capital Group Growth Etf Etf (CGGR) 0.2 $3.8M +2% 150k 25.23
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Vanguard Small-cap Etf Etf (VB) 0.2 $3.8M 19k 198.89
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Laboratory Corp Amer Hldgs Stock (LH) 0.2 $3.7M 16k 241.33
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Caterpillar Stock (CAT) 0.2 $3.6M +36% 15k 246.04
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Innovator U.s. Small Cap Power Buffer Etf - April Etf (KAPR) 0.2 $3.6M NEW 132k 27.54
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Ishares Russell 2000 Etf Etf (IWM) 0.2 $3.6M +273% 19k 187.27
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Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.2 $3.5M +2% 49k 71.65
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Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.2 $3.5M +4% 44k 79.79
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.2 $3.5M +447% 64k 54.41
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Williams Sonoma Stock (WSM) 0.2 $3.4M 28k 125.14
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Innovator Growth Accelerated Plus Etf - October Etf (QTOC) 0.2 $3.4M +17% 150k 22.68
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Capital Group Global Growth Equity Etf Etf (CGGO) 0.2 $3.4M 138k 24.29
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United Parcel Service Inc Cl B Stock (UPS) 0.2 $3.4M 19k 179.25
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Marsh & Mclennan Cos Stock (MMC) 0.2 $3.3M +9% 18k 188.08
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Mcdonalds Corp Stock (MCD) 0.2 $3.3M +7% 11k 298.41
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General Dynamics Corp Stock (GD) 0.2 $3.3M 15k 215.15
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Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.2 $3.3M 49k 67.09
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Mercadolibre Stock (MELI) 0.2 $3.2M +2338% 2.7k 1184.60
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Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $3.1M -12% 20k 157.83
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Tegna Stock (TGNA) 0.2 $3.1M +20% 191k 16.24
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Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.2 $3.1M 95k 32.54
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Lowes Cos Stock (LOW) 0.2 $3.1M 14k 225.70
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Southern Stock (SO) 0.2 $3.1M +3% 44k 70.25
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Illinois Tool Wks Stock (ITW) 0.2 $3.0M +4% 12k 250.16
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Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.2 $3.0M -2% 60k 50.17
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Aon Plc Shs Cl A Stock (AON) 0.2 $3.0M 8.6k 345.20
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Health Care Select Sector SPDR Fund Etf (XLV) 0.2 $3.0M +704% 22k 132.73
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Fiserv Stock (FI) 0.2 $2.9M -5% 23k 126.15
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Fidelity Total Bond Etf Etf (FBND) 0.2 $2.9M -12% 65k 45.42
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VanEck Investment Grade Floating Rate ETF Etf (FLTR) 0.2 $2.9M -2% 113k 25.25
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Steel Dynamics Stock (STLD) 0.2 $2.8M 26k 108.93
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Airbnb Inc Com Cl A Stock (ABNB) 0.2 $2.8M 22k 128.16
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Clearway Energy Inc Cl C Stock (CWEN) 0.2 $2.7M 95k 28.56
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First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.2 $2.7M +17% 58k 47.10
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Duke Energy Corp Stock (DUK) 0.2 $2.7M -4% 30k 89.74
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Capital Group Core Equity Etf Etf (CGUS) 0.2 $2.7M +7052% 104k 25.68
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Vanguard Total Bond Market Etf Etf (BND) 0.2 $2.7M +103% 37k 72.69
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $2.6M -12% 53k 50.22
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Dupont De Nemours Stock (DD) 0.2 $2.6M 37k 71.44
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Meta Platforms Inc Cl A Stock (META) 0.2 $2.6M +19% 9.0k 286.98
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Deere & Co Stock (DE) 0.2 $2.6M +54% 6.4k 405.19
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Ishares Msci India Etf Etf (INDA) 0.2 $2.5M 58k 43.70
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Visa Inc Com Cl A Stock (V) 0.2 $2.5M +21% 11k 237.48
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Vanguard Mid-cap Growth Etf Etf (VOT) 0.2 $2.5M +11% 12k 205.78
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Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 0.2 $2.5M -6% 51k 48.21
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Saul Ctrs Reit (BFS) 0.2 $2.5M 67k 36.83
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Vanguard Mega Cap Value Etf Etf (MGV) 0.2 $2.4M +21% 24k 103.76
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Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.2 $2.4M +78% 50k 47.87
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Cyberark Software Stock (CYBR) 0.1 $2.3M 15k 156.33
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Vanguard Short-term Bond Etf Etf (BSV) 0.1 $2.3M -30% 31k 75.57
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $2.3M +55% 7.5k 308.58
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Truist Finl Corp Stock (TFC) 0.1 $2.3M +51% 75k 30.35
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Equifax Stock (EFX) 0.1 $2.3M 9.6k 235.29
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Verizon Communications Stock (VZ) 0.1 $2.2M -49% 60k 37.19
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Intel Corp Stock (INTC) 0.1 $2.1M -7% 64k 33.44
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Ppg Inds Stock (PPG) 0.1 $2.1M -3% 14k 148.30
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Royal Bk Cda Stock (RY) 0.1 $2.1M 22k 95.51
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International Business Machs Stock (IBM) 0.1 $2.1M +2% 16k 133.81
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Waste Mgmt Inc Del Stock (WM) 0.1 $2.1M +10% 12k 173.42
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Shell Plc Spon Ads Adr (SHEL) 0.1 $2.0M 34k 60.38
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Trane Technologies Stock (TT) 0.1 $2.0M 11k 191.26
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Spdr Gold Shares Etf (GLD) 0.1 $2.0M -4% 11k 178.27
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Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $2.0M 28k 70.48
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Genuine Parts Stock (GPC) 0.1 $2.0M -3% 12k 169.23
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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $2.0M -35% 21k 91.82
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Netflix Stock (NFLX) 0.1 $2.0M +129% 4.4k 440.49
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American Elec Pwr Stock (AEP) 0.1 $1.9M 23k 84.20
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Republic Bancorp Inc Ky Cl A Stock (RBCAA) 0.1 $1.9M 44k 42.50
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Amgen Stock (AMGN) 0.1 $1.9M 8.4k 222.02
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Danaher Corporation Stock (DHR) 0.1 $1.9M -8% 7.8k 240.01
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Vanguard Ftse Europe Etf Etf (VGK) 0.1 $1.9M 30k 61.70
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Honeywell Intl Stock (HON) 0.1 $1.8M +12% 8.8k 207.49
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Communication Services Select Sector SPDR Fund Etf (XLC) 0.1 $1.8M +274% 28k 65.08
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Consolidated Edison Stock (ED) 0.1 $1.8M 20k 90.40
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Shopify Inc Cl A Stock (SHOP) 0.1 $1.8M +4% 28k 64.60
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Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.1 $1.8M -44% 29k 62.27
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Walmart Stock (WMT) 0.1 $1.8M +19% 11k 157.18
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Vanguard Small Cap Value Etf Etf (VBR) 0.1 $1.7M +90% 11k 165.41
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $1.7M +3% 24k 72.94
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Analog Devices Stock (ADI) 0.1 $1.7M +18% 8.7k 194.81
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Travelers Companies Stock (TRV) 0.1 $1.7M 9.8k 173.66
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Invesco Treasury Collateral Etf Etf (CLTL) 0.1 $1.7M +4% 16k 105.47
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Jpmorgan Income Etf Etf (JPIE) 0.1 $1.7M +3% 37k 45.20
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $1.6M +45% 24k 67.50
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Invesco Senior Loan Etf Etf (BKLN) 0.1 $1.6M 78k 21.04
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Tesla Stock (TSLA) 0.1 $1.6M +234% 6.2k 261.77
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Avery Dennison Corp Stock (AVY) 0.1 $1.6M +19% 9.4k 171.80
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Regeneron Pharmaceuticals Stock (REGN) 0.1 $1.6M +777% 2.2k 718.54
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $1.6M -31% 38k 40.68
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Chubb Stock (CB) 0.1 $1.6M +24% 8.1k 192.57
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $1.6M +19% 19k 81.08
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Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP) 0.1 $1.5M +11% 62k 24.62
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Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO) 0.1 $1.5M +11% 61k 25.29
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Proshares Short Qqq Etf (PSQ) 0.1 $1.5M -6% 144k 10.57
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Ishares National Muni Bond Etf Etf (MUB) 0.1 $1.5M 14k 106.73
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Consumer Staples Select Sector SPDR Fund Etf (XLP) 0.1 $1.5M +903% 20k 74.17
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Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $1.5M +55% 16k 95.09
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Vanguard Total International Bond Etf Etf (BNDX) 0.1 $1.5M +124% 30k 48.88
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $1.5M +45% 15k 97.95
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Air Prods & Chems Stock (APD) 0.1 $1.5M +13% 4.9k 299.53
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Ishares Select Dividend Etf Etf (DVY) 0.1 $1.5M -15% 13k 113.30
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Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD) 0.1 $1.5M 23k 62.16
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Lockheed Martin Corp Stock (LMT) 0.1 $1.4M +24% 3.1k 460.38
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Vanguard Ftse Pacific Etf Etf (VPL) 0.1 $1.4M NEW 21k 69.72
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Morgan Stanley Stock (MS) 0.1 $1.4M +390% 17k 85.40
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Target Corp Stock (TGT) 0.1 $1.4M +2% 11k 131.90
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Automatic Data Processing Stock (ADP) 0.1 $1.4M +45% 6.5k 219.80
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Devon Energy Corp Stock (DVN) 0.1 $1.4M +4% 29k 48.34
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Assured Guaranty Stock (AGO) 0.1 $1.4M +4% 25k 55.80
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Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.1 $1.4M +7% 57k 24.38
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Spdr S&p Dividend Etf Etf (SDY) 0.1 $1.4M 11k 122.58
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Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.1 $1.4M 12k 114.93
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Ford Mtr Co Del Stock (F) 0.1 $1.4M -5% 90k 15.13
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Consumer Discretionary Select Sector SPDR Fund Etf (XLY) 0.1 $1.4M +402% 8.0k 169.81
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Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.1 $1.4M +7% 58k 23.47
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Ishares Msci Global Sustainable Development Goals Etf Etf (SDG) 0.1 $1.3M 17k 79.05
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Schwab Short-term Us Treasury Etf Etf (SCHO) 0.1 $1.3M 28k 48.06
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Blackrock Short Maturity Bond Etf Etf (NEAR) 0.1 $1.3M -5% 27k 49.72
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Nuveen Esg International Developed Markets Equity Etf Etf (NUDM) 0.1 $1.3M 45k 28.96
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3M Stock (MMM) 0.1 $1.3M -16% 13k 100.09
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Spdr Portfolio Tips Etf Etf (SPIP) 0.1 $1.3M -52% 50k 25.84
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Union Pac Corp Stock (UNP) 0.1 $1.3M +11% 6.2k 204.63
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Bank New York Mellon Corp Stock (BK) 0.1 $1.2M 27k 44.52
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Diageo Adr (DEO) 0.1 $1.2M -5% 6.9k 173.48
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Citigroup Stock (C) 0.1 $1.2M 26k 46.04
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Phillips 66 Stock (PSX) 0.1 $1.2M -4% 13k 95.38
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Vanguard Small-cap Growth Etf Etf (VBK) 0.1 $1.2M +33% 5.1k 229.74
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Atlantic Un Bankshares Corp Stock (AUB) 0.1 $1.2M 45k 25.95
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Mastercard Incorporated Cl A Stock (MA) 0.1 $1.1M +76% 2.9k 393.35
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Altria Group Stock (MO) 0.1 $1.1M +36% 25k 45.30
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Dow Stock (DOW) 0.1 $1.1M +6% 21k 53.26
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Everest Group Stock (RE) 0.1 $1.1M +10% 3.2k 341.86
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Alerian MLP ETF Etf (AMLP) 0.1 $1.1M +14% 27k 39.21
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $1.0M 2.00 517810.00
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Ferguson Stock (FERG) 0.1 $1.0M +6422% 6.5k 157.31
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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