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Cary Street Partners Financial

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

Top 5 stock holdings are VTV, AAPL, MSFT, VUG, TACK, and represent 13.30% of Cary Street Partners Financial's stock portfolio.
Added to shares of these 10 stocks: ASML (+$9.3M), PANW (+$8.5M), J P Morgan Exchange Traded F (+$7.1M), VTV (+$6.7M), ICSH (+$5.5M), AXP (+$5.3M), FLXR, JPIE, PBL, JEPI.
Started 74 new stock positions in EEMV, HGER, GM, BSMV, MIDD, NLR, IQQQ, PDBC, SOR, AGI.
Reduced shares in these 10 stocks: DT (-$6.2M), HALO (-$6.2M), CRM, DUK, MOAT, ORCL, B, USFR, ITA, BRK.A.
Sold out of its positions in ANSS, ARCC, BSY, GIB, CACI, CASY, CHH, CLX, CTSH, DT.
Cary Street Partners Financial was a net buyer of stock by $65M.
Cary Street Partners Financial has $3.9B in assets under management (AUM), dropping by 8.15%.
Central Index Key (CIK): 0001475045

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Portfolio Holdings for Cary Street Partners Financial

Cary Street Partners Financial holds 926 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Cary Street Partners Financial has 926 total positions. Only the first 250 positions are shown.

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Download the Cary Street Partners Financial September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Value Etf Etf (VTV)	3.1	$122M	+5%	651k	186.49	View chart
Apple Stock (AAPL)	3.0	$116M		455k	254.63	View chart
Microsoft Corp Stock (MSFT)	2.6	$101M		194k	517.95	View chart
Vanguard Growth Etf Etf (VUG)	2.5	$96M	+2%	234k	412.20	View chart
Fairlead Tactical Sector ETF Etf (TACK)	2.0	$79M		2.6M	30.01	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	1.6	$60M	+7%	1.1M	57.10	View chart
Tcw Flexible Income Etf Etf (FLXR)	1.5	$57M	+9%	1.4M	39.80	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.4	$55M		227k	243.55	View chart
Jpmorgan Income Etf Etf (JPIE)	1.3	$52M	+9%	1.1M	46.41	View chart
Amazon Stock (AMZN)	1.2	$47M		214k	219.57	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)	1.2	$46M		590k	78.34	View chart
Vanguard Small-cap Etf Etf (VB)	1.2	$45M	+6%	179k	254.28	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	1.2	$45M	+3%	477k	93.75	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.1	$41M		82k	502.74	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.0	$39M		158k	243.10	View chart
Pgim Portfolio Ballast Etf Etf (PBL)	0.9	$37M	+13%	1.2M	31.01	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.9	$36M	+3%	319k	113.88	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.9	$36M		54k	666.17	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.9	$35M		107k	328.17	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.9	$35M	-5%	493k	71.08	View chart
Jpmorgan Nasdaq Equity Premium Inncome Etf Etf (JEPQ)	0.9	$35M	+10%	601k	57.52	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$34M		107k	315.43	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.9	$34M	+5%	193k	174.58	View chart
WisdomTree Equity Premium Income Fund - WTPI Etf (WTPI)	0.9	$34M		1.0M	33.27	View chart
Nvidia Corporation Stock (NVDA)	0.8	$32M	-3%	169k	186.58	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.8	$31M	+8%	487k	63.58	View chart
Abbvie Stock (ABBV)	0.8	$31M		132k	231.54	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.8	$30M	+22%	586k	50.75	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.7	$27M		123k	215.79	View chart
Rtx Corporation Stock (RTX)	0.7	$26M		157k	167.33	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.7	$26M		39k	669.29	View chart
United Rentals Stock (URI)	0.7	$26M	-2%	27k	954.66	View chart
Johnson & Johnson Stock (JNJ)	0.6	$25M		132k	185.42	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.6	$24M		578k	42.03	View chart
Home Depot Stock (HD)	0.6	$23M		56k	405.19	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.6	$22M	+5%	76k	293.79	View chart
Williams Cos Stock (WMB)	0.6	$22M		350k	63.35	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$21M		35k	612.37	View chart
Eli Lilly & Co Stock (LLY)	0.6	$21M	+11%	28k	763.00	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.6	$21M		667k	31.91	View chart
Costco Whsl Corp Stock (COST)	0.5	$21M		23k	925.62	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.5	$19M	+8%	291k	65.00	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$19M		99k	189.70	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.5	$19M		133k	140.95	View chart
Visa Inc Com Cl A Stock (V)	0.5	$18M		53k	341.38	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$18M		149k	118.83	View chart
Mueller Inds Stock (MLI)	0.5	$18M	-2%	174k	101.11	View chart
Procter And Gamble Stock (PG)	0.4	$17M		111k	153.65	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$17M		36k	468.41	View chart
Merck & Co Stock (MRK)	0.4	$17M		201k	83.93	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$17M		23k	734.37	View chart
Cisco Sys Stock (CSCO)	0.4	$17M		243k	68.42	View chart
Adobe Stock (ADBE)	0.4	$17M	+2%	47k	352.75	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.4	$17M	-6%	158k	104.51	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.4	$16M	+7%	364k	44.57	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.4	$16M	-2%	26k	600.37	View chart
Qualcomm Stock (QCOM)	0.4	$16M		93k	166.36	View chart
Thermo Fisher Scientific Stock (TMO)	0.4	$15M	+3%	31k	485.02	View chart
Cme Group Stock (CME)	0.4	$15M		56k	270.19	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.4	$15M	+5%	354k	42.79	View chart
Cboe Global Mkts Stock (CBOE)	0.4	$15M		62k	245.25	View chart
Vanguard Large-cap Etf Etf (VV)	0.4	$15M	-4%	49k	307.86	View chart
Texas Instrs Stock (TXN)	0.4	$15M		80k	183.73	View chart
Vanguard Mid-cap Etf Etf (VO)	0.4	$15M		50k	293.74	View chart
Zoetis Inc Cl A Stock (ZTS)	0.4	$14M		99k	146.32	View chart
Quanta Svcs Stock (PWR)	0.4	$14M		35k	414.42	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$14M	-5%	124k	112.75	View chart
Nasdaq Stock (NDAQ)	0.4	$14M	-2%	157k	88.45	View chart
Palo Alto Networks Stock (PANW)	0.4	$14M	+164%	67k	203.62	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.3	$13M	-6%	243k	55.33	View chart
Disney Walt Stock (DIS)	0.3	$13M	-4%	116k	114.50	View chart
WisdomTree Floating Rate Treasury Fund Etf (USFR)	0.3	$13M	-16%	263k	50.27	View chart
American Express Stock (AXP)	0.3	$13M	+68%	40k	332.16	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.3	$13M		369k	34.72	View chart
Broadcom Stock (AVGO)	0.3	$13M		39k	329.91	View chart
Invesco Preferred Etf Etf (PGX)	0.3	$13M	+5%	1.1M	11.60	View chart
Intuit Stock (INTU)	0.3	$13M	-3%	18k	682.91	View chart
Goldman Sachs Group Stock (GS)	0.3	$13M	-6%	16k	796.34	View chart
Fedex Corp Stock (FDX)	0.3	$12M		52k	235.81	View chart
Chevron Corp Stock (CVX)	0.3	$12M		77k	155.29	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.3	$12M		439k	27.30	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.3	$12M	+32%	223k	53.03	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.3	$12M	-2%	39k	297.91	View chart
Technology Select Sector SPDR Fund Etf (XLK)	0.3	$12M		41k	281.86	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.3	$12M	-5%	96k	120.50	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.3	$11M	+448%	12k	968.09	View chart
Williams Sonoma Stock (WSM)	0.3	$11M		56k	195.45	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.3	$11M	+11%	187k	57.47	View chart
Lowes Cos Stock (LOW)	0.3	$11M	+2%	43k	251.30	View chart
Pepsico Stock (PEP)	0.3	$10M	+2%	72k	140.44	View chart
Alerian MLP ETF Etf (AMLP)	0.3	$10M		216k	46.93	View chart
Honeywell Intl Stock (HON)	0.3	$10M	+2%	48k	210.50	View chart
Dominion Energy Stock (D)	0.3	$10M		165k	61.17	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.3	$10M		121k	83.41	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.3	$10M		217k	46.32	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.3	$9.9M		250k	39.54	View chart
Mercadolibre Stock (MELI)	0.3	$9.8M		4.2k	2336.94	View chart
Amphenol Corp New Cl A Stock (APH)	0.2	$9.6M		78k	123.75	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	0.2	$9.6M		277k	34.65	View chart
Sysco Corp Stock (SYY)	0.2	$9.6M	-2%	116k	82.34	View chart
Corning Stock (GLW)	0.2	$9.5M	-18%	115k	82.03	View chart
Medtronic Stock (MDT)	0.2	$9.4M		98k	95.24	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$9.1M	-4%	178k	51.09	View chart
General Dynamics Corp Stock (GD)	0.2	$9.1M		27k	341.00	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$9.0M	+2%	169k	53.25	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$9.0M	-2%	23k	391.64	View chart
Unilever Adr (UL)	0.2	$8.9M	-2%	151k	59.28	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.2	$8.8M		62k	143.18	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.2	$8.7M	+45%	326k	26.84	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$8.5M	+25%	115k	74.37	View chart
Spdr Gold Shares Etf (GLD)	0.2	$8.5M	+3%	24k	355.48	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.2	$8.5M	+5%	43k	199.47	View chart
Caterpillar Stock (CAT)	0.2	$8.5M	-2%	18k	477.15	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.2	$8.3M		242k	34.17	View chart
Coca Cola Stock (KO)	0.2	$8.1M	+8%	123k	66.32	View chart
iShares U.S. Technology ETF Etf (IYW)	0.2	$8.1M		41k	195.86	View chart
Capital Group Growth Etf Etf (CGGR)	0.2	$8.0M		183k	43.92	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$7.8M		87k	89.57	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$7.8M	-9%	32k	241.96	View chart
Canadian Pacific Kansas City Stock (CP)	0.2	$7.7M		103k	74.49	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.2	$7.7M	+2%	108k	71.37	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.2	$7.7M	+4%	26k	297.62	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.2	$7.6M	-3%	257k	29.64	View chart
Ishares Mbs Etf Etf (MBB)	0.2	$7.4M		78k	95.15	View chart
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)	0.2	$7.4M		162k	45.31	View chart
Bank America Corp Stock (BAC)	0.2	$7.3M	-3%	142k	51.59	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$7.3M	-5%	96k	76.01	View chart
Abbott Labs Stock (ABT)	0.2	$7.3M		54k	133.94	View chart
Trane Technologies Stock (TT)	0.2	$7.2M		17k	421.97	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$7.2M	+4%	255k	28.31	View chart
Paypal Hldgs Stock (PYPL)	0.2	$7.2M		108k	67.06	View chart
International Business Machs Stock (IBM)	0.2	$7.2M	-3%	25k	282.15	View chart
Jpmorgan International Hedged Equity Laddered Overlay Etf Etf	0.2	$7.1M	NEW	138k	51.57	View chart
Devon Energy Corp Stock (DVN)	0.2	$7.1M	+2%	203k	35.06	View chart
Boeing Stock (BA)	0.2	$7.0M	+2%	32k	215.83	View chart
Oracle Corp Stock (ORCL)	0.2	$6.9M	-32%	25k	281.24	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.2	$6.8M	+3%	46k	148.61	View chart
Pfizer Stock (PFE)	0.2	$6.7M	+6%	262k	25.48	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.2	$6.6M	+7%	143k	46.53	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.2	$6.5M	-2%	80k	80.65	View chart
Cadence Design System Stock (CDNS)	0.2	$6.4M		18k	351.26	View chart
Kimberly-clark Corp Stock (KMB)	0.2	$6.3M	-2%	51k	124.34	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$6.3M	+23%	26k	246.60	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$6.2M		95k	65.26	View chart
Corteva Stock (CTVA)	0.2	$6.1M		91k	67.63	View chart
Morgan Stanley Stock (MS)	0.2	$6.1M	-4%	39k	158.96	View chart
Citizens Finl Group Stock (CFG)	0.2	$6.0M		113k	53.16	View chart
Te Connectivity Plc Ord Stock (TEL)	0.2	$6.0M	-23%	27k	219.50	View chart
Verizon Communications Stock (VZ)	0.2	$5.8M		133k	43.95	View chart
Salesforce Stock (CRM)	0.2	$5.8M	-44%	24k	237.00	View chart
Carrier Global Corporation Stock (CARR)	0.1	$5.6M	-3%	95k	59.70	View chart
Uber Technologies Stock (UBER)	0.1	$5.6M	-4%	58k	97.97	View chart
Newmont Corp Stock (NEM)	0.1	$5.6M	-23%	67k	84.31	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$5.5M	-14%	30k	182.42	View chart
The Cigna Group Stock (CI)	0.1	$5.5M		19k	288.26	View chart
Innovator Equity Defined Protection Etf - 1 Yr December Etf (ZDEK)	0.1	$5.5M	-3%	217k	25.26	View chart
Lincoln Elec Hldgs Stock (LECO)	0.1	$5.5M	-2%	23k	235.83	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$5.5M	-3%	76k	71.53	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$5.4M	+18%	62k	87.31	View chart
Capital Group U.s. Small And Mid Cap Etf Etf (CGMM)	0.1	$5.4M		190k	28.39	View chart
Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP)	0.1	$5.4M	+22%	137k	39.21	View chart
Doordash Inc Cl A Stock (DASH)	0.1	$5.4M		20k	271.99	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$5.3M	+9%	25k	208.71	View chart
Linde Stock (LIN)	0.1	$5.3M		11k	475.00	View chart
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)	0.1	$5.2M		139k	37.31	View chart
Health Care Select Sector SPDR Fund Etf (XLV)	0.1	$5.1M	-12%	37k	139.17	View chart
First Horizon Corporation Stock (FHN)	0.1	$5.1M		225k	22.61	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$5.1M		46k	109.95	View chart
Pure Storage Inc Cl A Stock (PSTG)	0.1	$5.0M	-2%	59k	83.81	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$4.9M		49k	100.25	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.1	$4.9M	+34%	66k	74.09	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$4.8M	-6%	125k	38.57	View chart
Arista Networks Stock (ANET)	0.1	$4.8M		33k	145.71	View chart
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL)	0.1	$4.8M		155k	30.96	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$4.8M	+11%	106k	45.10	View chart
Phillips 66 Stock (PSX)	0.1	$4.8M		35k	136.02	View chart
Synopsys Stock (SNPS)	0.1	$4.7M	+4%	9.5k	493.39	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.1	$4.7M	+37%	14k	337.49	View chart
Evergy Stock (EVRG)	0.1	$4.6M		61k	76.02	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$4.6M	-4%	23k	201.53	View chart
Tesla Stock (TSLA)	0.1	$4.6M	+14%	10k	444.72	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$4.6M		21k	220.83	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$4.6M	+40%	91k	50.63	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$4.6M		49k	93.79	View chart
Labcorp Holdings Stock (LH)	0.1	$4.5M		16k	287.06	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$4.5M		45k	100.70	View chart
Docusign Stock (DOCU)	0.1	$4.4M		62k	72.09	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$4.4M		15k	300.41	View chart
Prudential Finl Stock (PRU)	0.1	$4.3M	+14%	42k	103.74	View chart
Walmart Stock (WMT)	0.1	$4.3M		42k	103.06	View chart
Baker Hughes Company Cl A Stock (BKR)	0.1	$4.2M		87k	48.72	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$4.2M	+13%	123k	34.37	View chart
Micron Technology Stock (MU)	0.1	$4.2M	-3%	25k	167.32	View chart
Barrick Mng Corp Stock (B)	0.1	$4.2M	-40%	129k	32.77	View chart
Deere & Co Stock (DE)	0.1	$4.2M	+3%	9.2k	457.26	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$4.2M	-11%	8.6k	490.38	View chart
American Elec Pwr Stock (AEP)	0.1	$4.2M	+8%	37k	112.50	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$4.2M		52k	79.93	View chart
Cyberark Software Stock (CYBR)	0.1	$4.2M		8.6k	483.15	View chart
Duke Energy Corp Stock (DUK)	0.1	$4.2M	-45%	34k	123.75	View chart
Utilities Select Sector SPDR Fund Etf (XLU)	0.1	$4.1M	-4%	47k	87.21	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$4.1M	+3%	7.2k	568.84	View chart
Prologis Reit (PLD)	0.1	$4.1M	+3922%	35k	114.52	View chart
Huntington Bancshares Stock (HBAN)	0.1	$4.0M		234k	17.27	View chart
Jacobs Solutions Stock (J)	0.1	$4.0M		27k	149.86	View chart
Markel Group Stock (MKL)	0.1	$4.0M	+516%	2.1k	1911.36	View chart
Truist Finl Corp Stock (TFC)	0.1	$4.0M	+8%	87k	45.72	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.1	$3.9M	+10%	77k	51.28	View chart
Tjx Cos Stock (TJX)	0.1	$3.9M	-2%	27k	144.53	View chart
Unitedhealth Group Stock (UNH)	0.1	$3.9M	-17%	11k	345.28	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$3.9M	+22%	115k	33.54	View chart
Fiserv Stock (FI)	0.1	$3.8M	-18%	30k	128.93	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$3.8M	+2%	32k	120.72	View chart
Union Pac Corp Stock (UNP)	0.1	$3.8M	+97%	16k	236.35	View chart
Amgen Stock (AMGN)	0.1	$3.8M	+4%	13k	282.21	View chart
Financial Select Sector SPDR Fund Etf (XLF)	0.1	$3.8M	-6%	70k	53.87	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$3.8M	+9%	7.5k	499.20	View chart
Eaton Corp Stock (ETN)	0.1	$3.7M		10k	374.25	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.1	$3.7M	-6%	34k	110.49	View chart
Nutrien Stock (NTR)	0.1	$3.7M		63k	58.71	View chart
Ingredion Stock (INGR)	0.1	$3.7M		30k	122.11	View chart
Ft Vest Nasdaq-100 Conservative Buffer Etf - January Etf (QCJA)	0.1	$3.6M	+926%	170k	21.43	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$3.6M		43k	84.69	View chart
Carlisle Cos Stock (CSL)	0.1	$3.6M	+90%	11k	328.96	View chart
Illinois Tool Wks Stock (ITW)	0.1	$3.6M		14k	260.77	View chart
Conagra Brands Stock (CAG)	0.1	$3.6M	+46%	195k	18.31	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$3.6M	-7%	13k	279.28	View chart
Southern Stock (SO)	0.1	$3.5M	+2%	37k	94.77	View chart
Everest Group Stock (EG)	0.1	$3.5M		10k	350.23	View chart
Aerovironment Stock (AVAV)	0.1	$3.4M		11k	314.89	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$3.4M	-42%	16k	209.26	View chart
Restaurant Brands Intl Stock (QSR)	0.1	$3.4M	+2%	52k	64.14	View chart
Steel Dynamics Stock (STLD)	0.1	$3.4M	-3%	24k	139.43	View chart
Interdigital Stock (IDCC)	0.1	$3.3M	NEW	9.7k	345.23	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$3.3M	+75%	70k	47.63	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$3.3M	+2%	4.5k	746.62	View chart
Ishares Msci India Etf Etf (INDA)	0.1	$3.3M		64k	52.06	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.1	$3.3M		75k	43.85	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.1	$3.3M		61k	54.30	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$3.3M	+4%	60k	54.18	View chart
Lam Research Corp Stock (LRCX)	0.1	$3.3M		24k	133.90	View chart
Applied Matls Stock (AMAT)	0.1	$3.3M	-2%	16k	204.74	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$3.2M	-7%	16k	203.59	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$3.2M	+3%	35k	93.37	View chart
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)	0.1	$3.2M	-3%	63k	50.42	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$3.2M	-12%	100k	31.62	View chart
Fomento Economico Mexicano Sab Adr (FMX)	0.1	$3.2M	-2%	32k	98.63	View chart
Blackstone Stock (BX)	0.1	$3.2M		19k	170.85	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$3.1M		33k	95.47	View chart
Mcdonalds Corp Stock (MCD)	0.1	$3.1M	+2%	10k	303.89	View chart

Past Filings by Cary Street Partners Financial

SEC 13F filings are viewable for Cary Street Partners Financial going back to 2025

Cary Street Partners Financial 2025 Q3 filed Nov. 10, 2025
Cary Street Partners Financial 2025 Q2 filed Aug. 13, 2025

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