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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 AAPL, VTV, VUG, MSFT, GOOG, and represent 12.84% of Cary Street Partners Financial's stock portfolio.
Added to shares of these 10 stocks: NBOS (+$21M), EFG (+$15M), EFV (+$14M), AKRE (+$12M), UL (+$8.8M), PYLD (+$8.7M), NVDA (+$7.5M), HOLA (+$6.5M), VTI (+$6.4M), ETN (+$6.3M).
Started 102 new stock positions in SH, AMCR, UMC, FTHI, FVD, CIEN, KMX, GRNY, LPLA, SOLS.
Reduced shares in these 10 stocks: WTPI (-$23M), SPYM (-$11M), Unilever (-$8.9M), JEPI (-$7.4M), TACK (-$6.1M), , CARR, DIS, HELO, SCHD.
Sold out of its positions in KNTK, AstraZeneca, WRB, BCAT, THRO, Boxlight Corp, Clearbridge Energy Midstrm O, NET, Cohen & Steers Infrastructur, DEO.
Cary Street Partners Financial was a net buyer of stock by $135M.
Cary Street Partners Financial has $4.0B in assets under management (AUM), dropping by 4.79%.
Central Index Key (CIK): 0001475045

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Portfolio Holdings for Cary Street Partners Financial

Cary Street Partners Financial holds 973 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Cary Street Partners Financial has 973 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cary Street Partners Financial Dec. 31, 2025 positions
Download the Cary Street Partners Financial December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	3.1	$127M	+2%	467k	271.86	View chart
Vanguard Value Etf Etf (VTV)	3.1	$124M		648k	190.99	View chart
Vanguard Growth Etf Etf (VUG)	2.4	$97M		231k	420.65	View chart
Microsoft Corp Stock (MSFT)	2.4	$97M	+2%	200k	483.62	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.8	$74M	+4%	237k	313.80	View chart
Fairlead Tactical Sector ETF Etf (TACK)	1.8	$73M	-7%	2.4M	29.97	View chart
Tcw Flexible Income Etf Etf (FLXR)	1.4	$58M	+3%	1.5M	39.60	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	1.3	$53M	-12%	929k	57.24	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	1.3	$51M	+41%	451k	113.92	View chart
Amazon Stock (AMZN)	1.3	$51M	+3%	222k	230.82	View chart
Vanguard Small-cap Etf Etf (VB)	1.3	$51M	+9%	196k	257.95	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$49M		158k	313.00	View chart
Jpmorgan Income Etf Etf (JPIE)	1.2	$49M	-5%	1.1M	46.29	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	1.2	$47M	+41%	691k	67.65	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	1.1	$45M		482k	92.80	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.0	$42M	+17%	126k	335.27	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.0	$41M		82k	502.65	View chart
Nvidia Corporation Stock (NVDA)	1.0	$39M	+23%	210k	186.50	View chart
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	1.0	$39M	+5%	57k	681.91	View chart
Pgim Portfolio Ballast Etf Etf (PBL)	0.9	$38M	+4%	1.2M	30.90	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.9	$36M	-24%	448k	80.22	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$35M		108k	322.22	View chart
Jpmorgan Nasdaq Equity Premium Inncome Etf Etf (JEPQ)	0.8	$34M	-2%	589k	58.12	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.8	$34M	-2%	482k	70.71	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.8	$32M	-5%	182k	177.37	View chart
Eli Lilly & Co Stock (LLY)	0.8	$31M		29k	1074.69	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.7	$30M		596k	50.58	View chart
Abbvie Stock (ABBV)	0.7	$30M		130k	228.49	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.7	$29M	+8%	133k	219.78	View chart
Rtx Corporation Stock (RTX)	0.7	$29M		158k	183.40	View chart
Johnson & Johnson Stock (JNJ)	0.7	$29M	+5%	139k	206.95	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.7	$29M	+7%	42k	684.94	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.7	$27M	+25%	95k	279.14	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.6	$25M		578k	43.64	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$23M	+6%	37k	627.13	View chart
Visa Inc Com Cl A Stock (V)	0.6	$23M	+25%	67k	350.71	View chart
Merck & Co Stock (MRK)	0.5	$22M	+2%	207k	105.26	View chart
United Rentals Stock (URI)	0.5	$22M		27k	809.32	View chart
Williams Cos Stock (WMB)	0.5	$21M		354k	60.11	View chart
Neuberger Option Strategy Etf Etf (NBOS)	0.5	$21M	NEW	769k	27.27	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.5	$20M	-6%	627k	32.62	View chart
Home Depot Stock (HD)	0.5	$20M	+3%	58k	344.10	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$20M	+15%	42k	473.30	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.5	$20M	+3%	137k	143.52	View chart
Mueller Inds Stock (MLI)	0.5	$20M		171k	114.80	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$19M	+2%	101k	191.56	View chart
Costco Wholesale Corporation Stock (COST)	0.5	$19M		22k	862.35	View chart
Cisco Sys Stock (CSCO)	0.5	$19M		246k	77.03	View chart
Thermo Fisher Scientific Stock (TMO)	0.5	$19M	+3%	33k	579.45	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$18M	+2%	153k	120.18	View chart
Vanguard Mid-cap Etf Etf (VO)	0.4	$17M	+20%	60k	290.22	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.4	$17M	+99%	650k	26.68	View chart
Qualcomm Stock (QCOM)	0.4	$17M	+8%	101k	171.05	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.4	$16M		26k	614.32	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.4	$16M	-16%	242k	66.43	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.4	$16M	-6%	148k	106.70	View chart
WisdomTree Floating Rate Treasury Fund Etf (USFR)	0.4	$16M	+19%	314k	50.32	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$16M	+3%	129k	120.34	View chart
Procter & Gamble Stock (PG)	0.4	$16M	-2%	108k	143.31	View chart
Cboe Global Mkts Stock (CBOE)	0.4	$16M		62k	251.00	View chart
Vanguard Large-cap Etf Etf (VV)	0.4	$15M		49k	314.80	View chart
Cme Group Stock (CME)	0.4	$15M		56k	273.08	View chart
Fedex Corp Stock (FDX)	0.4	$15M		53k	288.86	View chart
Adobe Stock (ADBE)	0.4	$15M	-7%	43k	349.99	View chart
Nasdaq Stock (NDAQ)	0.4	$15M		155k	97.13	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$15M		23k	660.07	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.4	$15M	-10%	327k	44.50	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.4	$15M	-7%	327k	44.41	View chart
Quanta Svcs Stock (PWR)	0.4	$14M		34k	422.06	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.4	$14M	+21%	270k	52.88	View chart
American Express Stock (AXP)	0.4	$14M	-3%	38k	369.95	View chart
Jpmorgan International Hedged Equity Laddered Overlay Etf Etf (HOLA)	0.3	$14M	+90%	263k	52.23	View chart
Palo Alto Networks Stock (PANW)	0.3	$14M	+11%	74k	184.20	View chart
Intuit Stock (INTU)	0.3	$14M	+11%	20k	662.42	View chart
Broadcom Stock (AVGO)	0.3	$14M		39k	346.10	View chart
Texas Instrs Stock (TXN)	0.3	$13M	-5%	75k	173.49	View chart
Chevron Corp Stock (CVX)	0.3	$13M	+8%	84k	152.41	View chart
Goldman Sachs Group Stock (GS)	0.3	$13M	-7%	14k	878.96	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.3	$13M	-8%	223k	56.81	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.3	$13M	-3%	356k	35.33	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.3	$13M		12k	1069.86	View chart
Alerian MLP ETF Etf (AMLP)	0.3	$12M	+19%	257k	47.02	View chart
Invesco Preferred Etf Etf (PGX)	0.3	$12M	-2%	1.1M	11.24	View chart
Technology Select Sector SPDR Fund Etf (XLK)	0.3	$12M	+99%	82k	143.97	View chart
Akre Focus Etf Etf (AKRE)	0.3	$12M	NEW	178k	65.51	View chart
Caterpillar Stock (CAT)	0.3	$12M	+13%	20k	572.87	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.3	$11M	-5%	91k	121.75	View chart
Amphenol Corp Cl A Stock (APH)	0.3	$11M		78k	135.14	View chart
Zoetis Inc Cl A Stock (ZTS)	0.3	$10M	-15%	83k	125.82	View chart
Corning Stock (GLW)	0.3	$10M	+2%	119k	87.56	View chart
Spdr Gold Shares Etf (GLD)	0.3	$10M	+6%	26k	396.31	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.3	$10M	-2%	22k	453.36	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.3	$10M		252k	40.23	View chart
Lowes Cos Stock (LOW)	0.3	$10M		42k	241.16	View chart
WisdomTree Equity Premium Income Fund - WTPI Etf (WTPI)	0.2	$10M	-70%	303k	33.02	View chart
Dominion Energy Stock (D)	0.2	$10M	+2%	170k	58.59	View chart
Pepsico Stock (PEP)	0.2	$10M	-3%	70k	143.52	View chart
Williams Sonoma Stock (WSM)	0.2	$9.9M		55k	178.59	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	0.2	$9.9M		277k	35.64	View chart
Honeywell Intl Stock (HON)	0.2	$9.9M	+5%	51k	195.09	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.2	$9.8M	-4%	115k	84.65	View chart
Medtronic Stock (MDT)	0.2	$9.7M	+2%	101k	96.06	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.2	$9.6M	-5%	204k	46.86	View chart
Disney Walt Stock (DIS)	0.2	$9.5M	-27%	84k	113.77	View chart
Eaton Corp Stock (ETN)	0.2	$9.5M	+199%	30k	318.51	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$9.4M	+4%	186k	50.86	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$9.0M	-25%	327k	27.43	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.2	$8.9M	+2%	44k	204.85	View chart
General Dynamics Corp Stock (GD)	0.2	$8.9M		26k	336.66	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.2	$8.8M	-21%	147k	60.17	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$8.8M	-5%	159k	55.19	View chart
Sysco Corp Stock (SYY)	0.2	$8.8M	+2%	119k	73.69	View chart
Unilever Adr (UL)	0.2	$8.8M	NEW	134k	65.40	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.2	$8.7M	+3%	251k	34.65	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.2	$8.6M		39k	223.23	View chart
Coca Cola Stock (KO)	0.2	$8.5M		122k	69.91	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.2	$8.4M	+6%	115k	73.56	View chart
Mercadolibre Stock (MELI)	0.2	$8.4M		4.2k	2014.26	View chart
International Business Machs Stock (IBM)	0.2	$8.4M	+12%	28k	296.22	View chart
Capital Group Growth Etf Etf (CGGR)	0.2	$8.2M		184k	44.47	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.2	$8.0M	+2%	27k	302.11	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$8.0M		87k	91.45	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$7.9M	-6%	107k	74.07	View chart
Bank America Corp Stock (BAC)	0.2	$7.9M		143k	55.00	View chart
iShares U.S. Technology ETF Etf (IYW)	0.2	$7.7M	-6%	39k	199.68	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.2	$7.7M		255k	30.07	View chart
Canadian Pacific Kansas City Stock (CP)	0.2	$7.6M		103k	73.63	View chart
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)	0.2	$7.5M		165k	45.32	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.2	$7.4M		46k	160.97	View chart
Devon Energy Corp Stock (DVN)	0.2	$7.3M		200k	36.63	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$7.3M	+3%	266k	27.49	View chart
Boeing Stock (BA)	0.2	$7.2M	+2%	33k	217.12	View chart
Ishares Mbs Etf Etf (MBB)	0.2	$7.2M	-2%	76k	95.22	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$7.2M	-8%	29k	246.16	View chart
Oracle Corp Stock (ORCL)	0.2	$6.9M	+44%	36k	194.91	View chart
Trane Technologies Stock (TT)	0.2	$6.7M		17k	389.21	View chart
Verizon Communications Stock (VZ)	0.2	$6.7M	+23%	164k	40.73	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.2	$6.7M		144k	46.36	View chart
Morgan Stanley Stock (MS)	0.2	$6.7M	-2%	38k	177.53	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.2	$6.6M	-5%	59k	113.10	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.2	$6.6M	+71%	73k	90.00	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.2	$6.5M		79k	82.50	View chart
Newmont Corp Stock (NEM)	0.2	$6.5M	-2%	65k	99.85	View chart
Citizens Finl Group Stock (CFG)	0.2	$6.4M	-2%	110k	58.41	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$6.4M	-6%	90k	71.45	View chart
Janus Henderson AAA CLO ETF Etf (JAAA)	0.2	$6.4M	+256%	126k	50.58	View chart
Pfizer Stock (PFE)	0.2	$6.3M	-3%	252k	24.90	View chart
Micron Technology Stock (MU)	0.2	$6.2M	-13%	22k	285.41	View chart
Abbott Labs Stock (ABT)	0.2	$6.2M	-8%	50k	125.29	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$6.2M		94k	66.00	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$6.2M	+85%	64k	96.03	View chart
Corteva Stock (CTVA)	0.2	$6.1M		91k	67.03	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$6.0M	+22%	60k	99.88	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$5.9M	-13%	22k	268.30	View chart
Salesforce Stock (CRM)	0.1	$5.9M	-8%	22k	264.91	View chart
Walmart Stock (WMT)	0.1	$5.9M	+26%	53k	111.41	View chart
First Horizon Corporation Stock (FHN)	0.1	$5.9M	+9%	245k	23.90	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$5.8M	-6%	25k	227.49	View chart
Capital Group U.s. Small And Mid Cap Etf Etf (CGMM)	0.1	$5.7M	+3%	197k	28.84	View chart
Health Care Select Sector SPDR Fund Etf (XLV)	0.1	$5.7M		37k	154.80	View chart
Cadence Design System Stock (CDNS)	0.1	$5.7M		18k	312.58	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$5.6M		62k	89.46	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$5.6M	+3%	26k	211.79	View chart
Lincoln Elec Hldgs Stock (LECO)	0.1	$5.5M		23k	239.64	View chart
Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP)	0.1	$5.4M		137k	39.39	View chart
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)	0.1	$5.4M		139k	38.89	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$5.4M	-4%	73k	73.48	View chart
Barrick Mng Corp Stock (B)	0.1	$5.3M	-4%	123k	43.55	View chart
Innovator Equity Defined Protection Etf - 1 Yr December Etf (ZDEK)	0.1	$5.3M	-6%	204k	25.74	View chart
The Cigna Group Stock (CI)	0.1	$5.2M		19k	275.23	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$5.1M	+22%	64k	79.73	View chart
Amgen Stock (AMGN)	0.1	$5.1M	+15%	16k	327.32	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$5.0M	-8%	28k	177.75	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$4.9M	-10%	41k	119.75	View chart
Paypal Hldgs Stock (PYPL)	0.1	$4.9M	-22%	84k	58.38	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$4.8M	+17%	8.5k	570.86	View chart
American Elec Pwr Stock (AEP)	0.1	$4.8M	+11%	42k	115.31	View chart
Deere & Co Stock (DE)	0.1	$4.8M	+11%	10k	465.57	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$4.7M	+4%	47k	100.38	View chart
Prologis Reit (PLD)	0.1	$4.7M	+3%	37k	127.66	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$4.7M	-8%	46k	100.89	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$4.7M	NEW	49k	95.41	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$4.6M	-2%	121k	38.38	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.1	$4.6M	+83%	95k	48.70	View chart
Tesla Stock (TSLA)	0.1	$4.5M	-3%	10k	449.73	View chart
Union Pac Corp Stock (UNP)	0.1	$4.5M	+20%	20k	231.33	View chart
Phillips 66 Stock (PSX)	0.1	$4.5M		35k	129.03	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$4.5M	-3%	20k	219.71	View chart
Duke Energy Corp Stock (DUK)	0.1	$4.5M	+13%	38k	117.21	View chart
Doordash Inc Cl A Stock (DASH)	0.1	$4.5M		20k	226.48	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$4.4M	+5%	15k	288.72	View chart
Truist Finl Corp Stock (TFC)	0.1	$4.4M	+4%	90k	49.21	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$4.4M		90k	49.46	View chart
Uber Technologies Stock (UBER)	0.1	$4.4M	-7%	54k	81.71	View chart
Linde Stock (LIN)	0.1	$4.3M	-8%	10k	426.39	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$4.3M	+7%	9.2k	468.76	View chart
Evergy Stock (EVRG)	0.1	$4.3M	-2%	59k	72.49	View chart
Steel Dynamics Stock (STLD)	0.1	$4.2M	+3%	25k	169.45	View chart
Docusign Stock (DOCU)	0.1	$4.2M		61k	68.40	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.1	$4.1M	-17%	55k	74.69	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.1	$4.1M	+10%	37k	110.15	View chart
Applied Matls Stock (AMAT)	0.1	$4.1M		16k	257.00	View chart
Arista Networks Stock (ANET)	0.1	$4.0M	-6%	31k	131.03	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.1	$4.0M	+2%	79k	51.10	View chart
Lam Research Corp Stock (LRCX)	0.1	$4.0M	-3%	24k	171.19	View chart
Huntington Bancshares Stock (HBAN)	0.1	$4.0M		231k	17.35	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$4.0M	+9%	8.2k	483.64	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$4.0M	-31%	73k	53.94	View chart
Tjx Cos Stock (TJX)	0.1	$3.9M	-4%	26k	153.60	View chart
Baker Hughes Company Cl A Stock (BKR)	0.1	$3.9M		87k	45.54	View chart
Nutrien Stock (NTR)	0.1	$3.9M		64k	61.72	View chart
Utilities Select Sector SPDR Fund Etf (XLU)	0.1	$3.9M	+93%	92k	42.69	View chart
Pure Storage Inc Cl A Stock (PSTG)	0.1	$3.9M		58k	67.01	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$3.9M	-20%	99k	39.59	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$3.9M		31k	123.26	View chart
Cyberark Software Stock (CYBR)	0.1	$3.9M		8.6k	446.06	View chart
Citigroup Stock (C)	0.1	$3.8M	+8%	33k	116.69	View chart
Royal Bk Cda Stock (RY)	0.1	$3.8M	+12%	22k	170.49	View chart
Marsh & Mclennan Cos Stock	0.1	$3.8M	-12%	20k	185.51	View chart
Jpmorgan International Value Etf Etf (JIVE)	0.1	$3.7M	+257%	46k	80.28	View chart
Financial Select Sector SPDR Fund Etf (XLF)	0.1	$3.7M	-2%	68k	54.77	View chart
Labcorp Holdings Stock (LH)	0.1	$3.7M	-6%	15k	250.88	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.1	$3.7M	+17%	16k	226.14	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$3.6M	-6%	12k	303.88	View chart
Restaurant Brands Intl Stock (QSR)	0.1	$3.6M		52k	68.23	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$3.6M	+5%	4.7k	753.84	View chart
Jacobs Solutions Stock (J)	0.1	$3.5M		27k	132.46	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$3.5M		117k	30.04	View chart
Ishares Msci India Etf Etf (INDA)	0.1	$3.5M		65k	54.05	View chart
Stryker Corporation Stock (SYK)	0.1	$3.5M	+26%	9.9k	351.47	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$3.4M		16k	214.69	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$3.4M	+26%	38k	91.38	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$3.4M	+14%	32k	107.11	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$3.4M	+2%	16k	210.34	View chart
Ingredion Stock (INGR)	0.1	$3.4M		31k	110.26	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.1	$3.4M		75k	44.65	View chart
Bwx Technologies Stock (BWXT)	0.1	$3.4M	NEW	19k	172.84	View chart
Blackstone Stock (BX)	0.1	$3.3M	+16%	22k	154.14	View chart
Innovator U.s. Small Cap Power Buffer Etf - July Etf (KJUL)	0.1	$3.3M	-32%	105k	31.70	View chart
Southern Stock (SO)	0.1	$3.3M		38k	87.20	View chart
Us Bancorp Del Stock (USB)	0.1	$3.3M	+7%	62k	53.36	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$3.3M		33k	99.91	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$3.3M	+5%	106k	30.96	View chart
Mcdonalds Corp Stock (MCD)	0.1	$3.3M	+5%	11k	305.63	View chart
Advanced Micro Devices Stock (AMD)	0.1	$3.3M	-3%	15k	214.16	View chart
Ulta Beauty Stock (ULTA)	0.1	$3.2M	-3%	5.3k	605.01	View chart
Fomento Economico Mexicano Sab Adr (FMX)	0.1	$3.2M		32k	101.07	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$3.2M		27k	116.09	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$3.2M	-2%	59k	53.76	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.1	$3.1M	-11%	54k	58.62	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 Q4 filed Feb. 9, 2026
Cary Street Partners Financial 2025 Q3 filed Nov. 10, 2025
Cary Street Partners Financial 2025 Q2 filed Aug. 13, 2025

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