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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, VUG, MSFT, TACK, and represent 12.17% of Cary Street Partners Financial's stock portfolio.
Added to shares of these 10 stocks: VO (+$13M), FEGE (+$9.3M), EFG (+$8.4M), BWXT (+$7.7M), ETN (+$6.1M), HD (+$5.1M), NVDA, AJG, ROP, ICSH.
Started 70 new stock positions in RACE, CF, GSY, SHYM, WRB, PIPR, NOK, EIX, ETHA, JGLO.
Reduced shares in these 10 stocks: CGDG (-$9.5M), VEEV (-$8.6M), GLW (-$7.3M), CYBR, PYPL, PFE, CGGR, INTU, KJUL, ADBE.
Sold out of its positions in AVNS, BFK, BLE, LCTU, KMX, CLS, CLX, DUOL, ESPR, FBTC.
Cary Street Partners Financial was a net buyer of stock by $74M.
Cary Street Partners Financial has $4.0B in assets under management (AUM), dropping by -0.03%.
Central Index Key (CIK): 0001475045

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Portfolio Holdings for Cary Street Partners Financial

Cary Street Partners Financial holds 985 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Cary Street Partners Financial has 985 total positions. Only the first 250 positions are shown.

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Download the Cary Street Partners Financial March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Value Etf Etf (VTV)	3.2	$129M		659k	196.20	View chart
Apple Stock (AAPL)	3.0	$120M		472k	253.79	View chart
Vanguard Growth Etf Etf (VUG)	2.3	$91M	+4%	241k	378.74	View chart
Microsoft Corp Stock (MSFT)	1.9	$77M	+3%	207k	370.17	View chart
Fairlead Tactical Sector ETF Etf (TACK)	1.8	$75M		2.5M	30.40	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.7	$67M		234k	286.86	View chart
Tcw Flexible Income Etf Etf (FLXR)	1.5	$60M	+4%	1.5M	39.27	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	1.5	$59M	+16%	526k	111.37	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	1.4	$55M	+5%	975k	56.68	View chart
Jpmorgan Income Etf Etf (JPIE)	1.3	$52M	+6%	1.1M	46.07	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	1.3	$52M	+5%	731k	70.92	View chart
Vanguard Small-cap Etf Etf (VB)	1.3	$51M		195k	261.92	View chart
Amazon Stock (AMZN)	1.2	$47M	+2%	226k	208.27	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.1	$45M		156k	287.56	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	1.1	$44M	+8%	525k	84.52	View chart
Nvidia Corporation Stock (NVDA)	1.0	$42M	+13%	238k	174.40	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.0	$41M		127k	320.81	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.0	$39M		82k	479.20	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.0	$39M	+4%	59k	650.33	View chart
Pgim Portfolio Ballast Etf Etf (PBL)	0.9	$38M	+2%	1.3M	29.98	View chart
Jpmorgan Nasdaq Equity Premium Inncome Etf Etf (JEPQ)	0.9	$35M	+6%	628k	55.52	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.9	$35M	+14%	684k	50.62	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.8	$34M		487k	70.10	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.8	$34M		184k	184.28	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.8	$34M		444k	76.54	View chart
Johnson & Johnson Stock (JNJ)	0.8	$34M		139k	244.44	View chart
Jpmorgan Chase & Co Stock (JPM)	0.8	$31M	-2%	105k	294.16	View chart
Vanguard Mid-cap Etf Etf (VO)	0.8	$31M	+77%	106k	287.18	View chart
Rtx Corporation Stock (RTX)	0.7	$30M		155k	192.90	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.7	$28M		132k	215.06	View chart
Abbvie Stock (ABBV)	0.7	$28M		129k	217.49	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.7	$27M	+11%	107k	257.35	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.7	$27M	-3%	41k	653.21	View chart
Williams Cos Stock (WMB)	0.6	$26M		354k	72.78	View chart
Eli Lilly & Co Stock (LLY)	0.6	$25M	-3%	28k	919.78	View chart
Home Depot Stock (HD)	0.6	$24M	+26%	74k	328.89	View chart
Merck & Co Stock (MRK)	0.6	$24M	-2%	201k	120.29	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$24M	+7%	40k	597.54	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.6	$24M	-3%	561k	42.54	View chart
Costco Wholesale Corporation Stock (COST)	0.5	$22M		22k	996.45	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$22M		130k	169.66	View chart
Neuberger Option Strategy Etf Etf (NBOS)	0.5	$21M		783k	26.74	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.5	$21M	+6%	108k	191.92	View chart
Visa Inc Com Cl A Stock (V)	0.5	$20M		67k	302.24	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.5	$20M		136k	148.10	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$20M	+2%	157k	124.31	View chart
United Rentals Stock (URI)	0.5	$19M	-2%	26k	728.56	View chart
Cisco Sys Stock (CSCO)	0.5	$19M		245k	77.59	View chart
Quanta Svcs Stock (PWR)	0.5	$19M		34k	549.02	View chart
Mueller Inds Stock (MLI)	0.5	$18M	-2%	166k	110.80	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.5	$18M	+6%	694k	26.20	View chart
Fedex Corp Stock (FDX)	0.5	$18M	-3%	51k	356.18	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$18M		43k	426.40	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.4	$17M	-4%	598k	29.13	View chart
Chevron Corporation Stock (CVX)	0.4	$17M		83k	206.90	View chart
Eaton Corp Stock (ETN)	0.4	$17M	+56%	47k	357.67	View chart
Cme Group Stock (CME)	0.4	$17M		56k	295.35	View chart
Cboe Global Mkts Stock (CBOE)	0.4	$17M	-3%	59k	281.07	View chart
Thermo Fisher Scientific Stock (TMO)	0.4	$16M		32k	491.53	View chart
Alerian MLP ETF Etf (AMLP)	0.4	$16M	+14%	294k	52.64	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.4	$15M	+8%	292k	52.56	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.4	$15M		12k	1320.83	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.4	$15M	+4%	341k	44.85	View chart
Caterpillar Stock (CAT)	0.4	$15M	+6%	21k	708.48	View chart
Procter & Gamble Stock (PG)	0.4	$15M	-4%	104k	144.44	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.4	$15M		328k	45.65	View chart
Vanguard Large-cap Etf Etf (VV)	0.4	$15M		49k	298.84	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.4	$15M	-2%	26k	577.19	View chart
Texas Instrs Stock (TXN)	0.4	$15M		75k	194.14	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.4	$14M	-7%	223k	63.91	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.4	$14M	-2%	145k	97.91	View chart
Jpmorgan International Hedged Equity Laddered Overlay Etf Etf (HOLA)	0.3	$14M		261k	52.59	View chart
WisdomTree Floating Rate Treasury Fund Etf (USFR)	0.3	$14M	-13%	272k	50.34	View chart
Palo Alto Networks Stock (PANW)	0.3	$13M	+11%	83k	160.32	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$13M	+2%	23k	572.12	View chart
Nasdaq Stock (NDAQ)	0.3	$13M		155k	84.89	View chart
Qualcomm Stock (QCOM)	0.3	$13M		101k	128.78	View chart
Broadcom Stock (AVGO)	0.3	$13M	+6%	41k	309.51	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.3	$12M	-2%	217k	56.58	View chart
Goldman Sachs Group Stock (GS)	0.3	$12M		15k	846.00	View chart
First Eagle Global Equity Etf Etf (FEGE)	0.3	$12M	+332%	258k	47.00	View chart
American Express Stock (AXP)	0.3	$12M	+3%	40k	302.48	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.3	$12M	-3%	344k	34.41	View chart
Bwx Technologies Stock (BWXT)	0.3	$12M	+194%	57k	204.49	View chart
Honeywell Intl Stock (HON)	0.3	$12M		51k	226.03	View chart
Invesco Preferred Etf Etf (PGX)	0.3	$11M	-4%	1.0M	10.88	View chart
Pepsico Stock (PEP)	0.3	$11M		71k	155.29	View chart
Technology Select Sector SPDR Fund Etf (XLK)	0.3	$11M	-2%	80k	132.90	View chart
Wisdomtree Equity Premium Income Fund - Wtpi Etf (WTPI)	0.3	$11M	+8%	328k	31.91	View chart
Dominion Energy Stock (D)	0.3	$10M		169k	61.82	View chart
Devon Energy Corp Stock (DVN)	0.3	$10M	+2%	204k	50.32	View chart
Williams Sonoma Stock (WSM)	0.3	$10M		56k	182.33	View chart
Spdr Gold Shares Etf (GLD)	0.3	$10M	-8%	24k	430.29	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$10M		23k	446.54	View chart
Amphenol Corp Cl A Stock (APH)	0.2	$10M		79k	126.35	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$9.8M		321k	30.68	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.2	$9.8M		89k	109.69	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.2	$9.7M		202k	48.32	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.2	$9.7M		114k	85.15	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$9.6M		188k	50.95	View chart
Janus Henderson AAA CLO ETF Etf (JAAA)	0.2	$9.5M	+49%	189k	50.37	View chart
Akre Focus Etf Etf (AKRE)	0.2	$9.4M		179k	52.85	View chart
Boeing Stock (BA)	0.2	$9.3M	+40%	47k	199.03	View chart
Coca Cola Stock (KO)	0.2	$9.3M		123k	76.05	View chart
Lowes Cos Stock (LOW)	0.2	$9.3M	-6%	39k	236.29	View chart
General Dynamics Corp Stock (GD)	0.2	$9.1M		27k	343.22	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.2	$9.0M	+4%	120k	75.10	View chart
Medtronic Stock (MDT)	0.2	$8.9M		103k	86.65	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.2	$8.9M		44k	203.79	View chart
Disney Walt Stock (DIS)	0.2	$8.9M	+10%	92k	96.38	View chart
Corning Stock (GLW)	0.2	$8.8M	-45%	65k	135.97	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$8.8M	-2%	155k	56.41	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.2	$8.6M	-10%	225k	38.42	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$8.6M	-3%	255k	33.53	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.2	$8.5M	+5%	28k	302.25	View chart
Verizon Communications Stock (VZ)	0.2	$8.4M	+2%	168k	50.20	View chart
Unilever Adr (UL)	0.2	$8.3M	+7%	145k	56.97	View chart
Sysco Corp Stock (SYY)	0.2	$8.2M	-3%	115k	71.33	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.2	$8.1M	-3%	242k	33.37	View chart
Adobe Stock (ADBE)	0.2	$7.9M	-24%	33k	243.08	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$7.8M		107k	73.64	View chart
Spdr Ftse International Government Inflation-protected Bond Etf Etf (WIP)	0.2	$7.8M	+43%	198k	39.60	View chart
Zoetis Inc Cl A Stock (ZTS)	0.2	$7.8M	-20%	66k	118.21	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.2	$7.8M		251k	30.96	View chart
Corteva Stock (CTVA)	0.2	$7.8M		93k	83.71	View chart
Canadian Pacific Kansas City Stock (CP)	0.2	$7.7M	-4%	98k	78.66	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$7.7M		87k	88.46	View chart
Oracle Corp Stock (ORCL)	0.2	$7.6M	+45%	52k	147.11	View chart
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)	0.2	$7.5M		166k	45.17	View chart
Jpmorgan International Value Etf Etf (JIVE)	0.2	$7.5M	+88%	88k	85.64	View chart
Mercadolibre Stock (MELI)	0.2	$7.3M		4.2k	1729.02	View chart
Trane Technologies Stock (TT)	0.2	$7.1M		17k	416.75	View chart
Ishares Mbs Etf Etf (MBB)	0.2	$7.1M		75k	94.95	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$7.1M		29k	248.00	View chart
International Business Machs Stock (IBM)	0.2	$6.8M		28k	242.39	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.2	$6.8M		72k	94.23	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.2	$6.8M	-26%	108k	62.56	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$6.7M	+7%	69k	97.13	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$6.7M	-3%	138k	48.75	View chart
iShares U.S. Technology ETF Etf (IYW)	0.2	$6.7M	-5%	37k	181.42	View chart
Walmart Stock (WMT)	0.2	$6.6M		53k	124.28	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.2	$6.5M		142k	45.81	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$6.4M		95k	67.53	View chart
Citizens Finl Group Stock (CFG)	0.2	$6.3M	-4%	105k	59.97	View chart
Phillips 66 Stock (PSX)	0.2	$6.2M		34k	182.18	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$6.1M	+8%	68k	90.53	View chart
Intuit Stock (INTU)	0.1	$6.0M	-32%	14k	432.38	View chart
Amgen Stock (AMGN)	0.1	$6.0M	+9%	17k	351.86	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$5.9M		60k	99.27	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$5.9M	+3%	27k	217.25	View chart
Capital Group Global Equity Etf Etf (CGGE)	0.1	$5.9M	+112%	194k	30.50	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$5.9M	-5%	75k	79.06	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$5.8M	+30%	96k	60.65	View chart
Lincoln Elec Hldgs Stock (LECO)	0.1	$5.8M		23k	249.08	View chart
Morgan Stanley Stock (MS)	0.1	$5.8M	-6%	35k	164.57	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$5.7M	+2%	92k	62.68	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$5.7M	-7%	112k	51.39	View chart
Micron Technology Stock (MU)	0.1	$5.7M	-22%	17k	337.84	View chart
Deere & Co Stock (DE)	0.1	$5.7M	-2%	10k	563.30	View chart
Newmont Corp Stock (NEM)	0.1	$5.6M	-19%	52k	108.25	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.1	$5.6M	+3%	47k	118.62	View chart
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)	0.1	$5.5M		137k	39.81	View chart
First Horizon Corporation Stock (FHN)	0.1	$5.5M	-2%	240k	22.76	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$5.3M	+7%	8.9k	604.41	View chart
Health Care Select Sector SPDR Fund Etf (XLV)	0.1	$5.3M		37k	146.61	View chart
Capital Group U.s. Small And Mid Cap Etf Etf (CGMM)	0.1	$5.3M	-8%	181k	29.36	View chart
Duke Energy Corp Stock (DUK)	0.1	$5.3M	+6%	41k	130.94	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$5.3M		25k	209.00	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$5.3M	+4%	67k	79.27	View chart
Baker Hughes Company Cl A Stock (BKR)	0.1	$5.3M		86k	61.05	View chart
Prologis Reit (PLD)	0.1	$5.2M	+7%	40k	132.18	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.1	$5.2M	+101%	110k	47.30	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$5.1M	+15%	53k	96.47	View chart
Cadence Design System Stock (CDNS)	0.1	$5.1M		18k	277.87	View chart
American Elec Pwr Stock (AEP)	0.1	$5.0M	-7%	39k	131.08	View chart
Linde Stock (LIN)	0.1	$5.0M		10k	495.76	View chart
Jpmorgan International Bond Opportunities Fund Etf (JPIB)	0.1	$5.0M	+11%	105k	47.82	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$5.0M	-26%	54k	92.94	View chart
Abbott Laboratories Stock (ABT)	0.1	$4.9M	-3%	48k	102.67	View chart
Evergy Stock (EVRG)	0.1	$4.9M		60k	81.92	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.1	$4.9M	+121%	70k	69.71	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$4.8M	+18%	33k	146.28	View chart
The Cigna Group Stock (CI)	0.1	$4.8M	-4%	18k	266.74	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$4.8M	-11%	36k	130.95	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$4.8M		21k	229.79	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$4.7M	+9545%	22k	216.58	View chart
Nutrien Stock (NTR)	0.1	$4.7M	-2%	62k	75.46	View chart
Applied Matls Stock (AMAT)	0.1	$4.7M	-13%	14k	341.79	View chart
Lam Research Corp Stock (LRCX)	0.1	$4.6M	-8%	21k	213.66	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$4.6M	-3%	45k	100.66	View chart
Roper Technologies Stock (ROP)	0.1	$4.5M	NEW	13k	353.86	View chart
Steel Dynamics Stock (STLD)	0.1	$4.5M		25k	180.00	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$4.5M	-39%	111k	40.19	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.1	$4.4M	+13%	62k	71.81	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$4.4M		88k	49.95	View chart
Union Pac Corp Stock (UNP)	0.1	$4.4M	-6%	18k	242.62	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$4.4M	+3%	8.8k	499.65	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$4.3M		15k	287.01	View chart
Carlisle Cos Stock (CSL)	0.1	$4.3M	+47%	13k	333.62	View chart
Utilities Select Sector SPDR Fund Etf (XLU)	0.1	$4.3M	+2%	95k	45.89	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$4.3M	+2%	50k	86.14	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.1	$4.3M	+3%	39k	110.39	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$4.2M	+4%	61k	69.30	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$4.2M	-4%	21k	198.29	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$4.1M	+2%	12k	337.94	View chart
Restaurant Brands Intl Stock (QSR)	0.1	$4.1M	+6%	56k	73.90	View chart
Tjx Cos Stock (TJX)	0.1	$4.1M		26k	159.69	View chart
Salesforce Stock (CRM)	0.1	$4.1M	-2%	22k	186.66	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.1	$4.0M	+17%	63k	64.07	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.1	$4.0M		79k	50.83	View chart
BP Adr (BP)	0.1	$4.0M	+5%	85k	47.00	View chart
Barrick Mng Corp Stock (B)	0.1	$4.0M	-20%	98k	40.79	View chart
Tesla Stock (TSLA)	0.1	$4.0M	+6%	11k	371.75	View chart
Innovator Equity Defined Protection Etf - 1 Yr December Etf (ZDEK)	0.1	$3.9M	-24%	154k	25.62	View chart
Labcorp Holdings Stock (LH)	0.1	$3.9M		15k	266.81	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$3.9M	+9%	10k	390.41	View chart
Pfizer Stock (PFE)	0.1	$3.9M	-44%	140k	28.08	View chart
Harbor Long-term Growers Etf Etf (WINN)	0.1	$3.9M	+47%	141k	27.73	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$3.8M		98k	38.86	View chart
Arista Networks Stock (ANET)	0.1	$3.7M		30k	122.78	View chart
Citigroup Stock (C)	0.1	$3.7M		33k	113.41	View chart
Ingredion Stock (INGR)	0.1	$3.7M	+7%	33k	112.66	View chart
Southern Stock (SO)	0.1	$3.7M		38k	96.52	View chart
Jacobs Solutions Stock (J)	0.1	$3.7M	+8%	29k	127.28	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$3.6M		32k	113.11	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$3.6M	+3%	121k	29.54	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$3.6M	+3%	39k	91.64	View chart
Fomento Economico Mexicano Sab Adr (FMX)	0.1	$3.6M		32k	111.06	View chart
Conagra Brands Stock (CAG)	0.1	$3.5M	+161%	226k	15.72	View chart
Royal Bk Cda Stock (RY)	0.1	$3.5M		22k	161.78	View chart
Mcdonalds Corp Stock (MCD)	0.1	$3.5M	+5%	11k	310.79	View chart
Halliburton Stock (HAL)	0.1	$3.5M		90k	38.99	View chart
Huntington Bancshares Stock (HBAN)	0.1	$3.5M	-2%	224k	15.65	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.1	$3.5M		20k	173.45	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$3.5M		16k	213.68	View chart
Truist Finl Corp Stock (TFC)	0.1	$3.4M	-16%	75k	45.97	View chart
Everpure Inc Cl A Stock (PSTG)	0.1	$3.4M		58k	59.04	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$3.4M	-3%	16k	218.75	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.1	$3.4M	+10%	41k	82.43	View chart
Advanced Micro Devices Stock (AMD)	0.1	$3.4M	+8%	17k	203.43	View chart
Uber Technologies Stock (UBER)	0.1	$3.4M	-12%	47k	71.93	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.1	$3.3M	-2%	74k	45.37	View chart
Illinois Tool Wks Stock (ITW)	0.1	$3.3M		13k	260.30	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$3.3M		64k	50.81	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$3.3M	+8%	66k	49.78	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$3.3M		28k	118.63	View chart
Stryker Corporation Stock (SYK)	0.1	$3.2M		9.8k	328.59	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$3.2M	-5%	30k	106.15	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.1	$3.2M		9.8k	327.07	View chart
Goldman Sachs S&p 500 Premium Income Etf Etf (GPIX)	0.1	$3.2M	+54%	63k	50.04	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 2026 Q1 filed April 29, 2026
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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