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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, GOOG, MSFT, and represent 12.06% of Cary Street Partners Financial's stock portfolio.
Added to shares of these 10 stocks: VUG (+$91M), VO (+$27M), Exxon Mobil Corp (+$17M), IWF (+$16M), ROCQ (+$14M), QDVO (+$13M), MLI (+$9.8M), IDVO (+$9.7M), ROCY (+$9.2M), VEU (+$8.7M).
Started 142 new stock positions in LVS, ALKS, FNY, DFTX, IDEF, NZAC, CLSE, DGRW, EXLS, DXYZ.
Reduced shares in these 10 stocks: JGRO (-$32M), , JEPQ (-$19M), Honeywell International (-$12M), SPYM (-$9.7M), SPDW (-$9.2M), ICSH (-$8.8M), JEPI (-$5.2M), QCOM (-$5.1M), SLB (-$5.0M).
Sold out of its positions in OUSM, ARES, BRO, CACI, STZ, DG, DPZ, Dupont De Nemours, ENSG, XOM.
Cary Street Partners Financial was a net buyer of stock by $273M.
Cary Street Partners Financial has $4.6B in assets under management (AUM), dropping by 13.49%.
Central Index Key (CIK): 0001475045

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Portfolio Holdings for Cary Street Partners Financial

Cary Street Partners Financial holds 1085 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Cary Street Partners Financial has 1085 total positions. Only the first 250 positions are shown.

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Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Value Etf Etf (VTV)	3.1	$142M		650k	217.93	View chart
Apple Stock (AAPL)	3.0	$139M	+2%	482k	289.36	View chart
Vanguard Growth Etf Etf (VUG)	2.4	$111M	+451%	1.3M	84.02	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.8	$81M	-2%	229k	353.33	View chart
Microsoft Corp Stock (MSFT)	1.7	$80M	+3%	214k	373.02	View chart
Fairlead Tactical Sector ETF Etf (TACK)	1.7	$77M		2.4M	31.63	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	1.4	$64M		517k	124.42	View chart
Tcw Flexible Income Etf Etf (FLXR)	1.3	$60M		1.5M	39.21	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	1.3	$60M	+11%	814k	73.47	View chart
Vanguard Small-cap Etf Etf (VB)	1.3	$58M	-2%	190k	303.12	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$57M		159k	357.37	View chart
Jpmorgan Income Etf Etf (JPIE)	1.2	$56M	+8%	1.2M	46.05	View chart
Amazon Stock (AMZN)	1.2	$55M		229k	238.34	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	1.1	$50M	-9%	883k	56.48	View chart
Nvidia Corporation Stock (NVDA)	1.1	$50M	+3%	247k	200.09	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.0	$48M		129k	370.04	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.0	$44M		59k	746.77	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.9	$40M	-2%	80k	500.39	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.8	$39M	+19%	127k	306.30	View chart
Pgim Portfolio Ballast Etf Etf (PBL)	0.8	$39M	-7%	1.2M	33.15	View chart
Eli Lilly & Co Stock (LLY)	0.8	$37M	+12%	31k	1199.44	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.8	$36M		184k	197.60	View chart
Jpmorgan Chase & Co Stock (JPM)	0.8	$36M	+4%	110k	327.33	View chart
Vanguard Mid-cap Etf Etf (VO)	0.8	$36M	+316%	443k	80.57	View chart
Johnson & Johnson Stock (JNJ)	0.8	$35M		140k	253.97	View chart
Abbvie Stock (ABBV)	0.7	$33M	+3%	133k	251.64	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.7	$33M	-2%	476k	69.65	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.7	$31M		131k	236.62	View chart
Rtx Corporation Stock (RTX)	0.7	$30M	+2%	159k	189.73	View chart
United Rentals Stock (URI)	0.6	$29M		26k	1132.90	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.6	$29M	-24%	334k	87.88	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$29M	-3%	39k	748.89	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$29M	+5%	43k	686.81	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.6	$28M		571k	49.28	View chart
Palo Alto Networks Stock (PANW)	0.6	$28M	-2%	81k	341.02	View chart
Williams Cos Stock (WMB)	0.6	$26M		351k	74.34	View chart
Merck & Co Stock (MRK)	0.6	$26M		201k	128.50	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.6	$26M	-25%	510k	50.58	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.6	$26M	+10%	120k	212.77	View chart
Cisco Sys Stock (CSCO)	0.6	$25M	-11%	216k	117.46	View chart
Home Depot Stock (HD)	0.5	$24M	-8%	68k	352.68	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$24M		159k	148.31	View chart
Visa Inc Com Cl A Stock (V)	0.5	$23M		68k	343.09	View chart
Quanta Svcs Stock (PWR)	0.5	$23M	-5%	32k	720.04	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.5	$23M	-2%	11k	1989.44	View chart
Texas Instrs Stock (TXN)	0.5	$22M		75k	298.07	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$22M	+14%	29k	736.41	View chart
Caterpillar Stock (CAT)	0.5	$22M	-5%	20k	1064.92	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.5	$21M	+304%	173k	124.17	View chart
Neuberger Option Strategy Etf Etf (NBOS)	0.5	$21M	-3%	759k	28.02	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.5	$21M		134k	158.03	View chart
Costco Wholesale Corporation Stock (COST)	0.5	$21M		22k	935.49	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.4	$20M		600k	33.84	View chart
Mueller Inds Stock (MLI)	0.4	$20M	+92%	320k	63.46	View chart
Eaton Corp Stock (ETN)	0.4	$20M		48k	426.12	View chart
Jpmorgan International Hedged Equity Laddered Overlay Etf Etf (HOLA)	0.4	$20M	+38%	363k	55.37	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.4	$20M	-61%	201k	98.59	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.4	$19M	-49%	315k	61.46	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.4	$19M	+87%	224k	83.75	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.4	$19M		707k	26.52	View chart
Corning Stock (GLW)	0.4	$18M	+9%	71k	255.43	View chart
Exxonmobil Holdings Corp Stock	0.4	$17M	NEW	126k	136.72	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.4	$17M		144k	118.99	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.4	$17M	+10%	324k	52.41	View chart
Vanguard Large-cap Etf Etf (VV)	0.4	$17M		49k	343.91	View chart
Thermo Fisher Scientific Stock (TMO)	0.4	$17M	+3%	33k	501.36	View chart
Micron Technology Stock (MU)	0.4	$16M	-16%	14k	1154.29	View chart
Fedex Corp Stock (FDX)	0.3	$16M	-2%	50k	313.13	View chart
Alerian MLP ETF Etf (AMLP)	0.3	$16M		300k	51.85	View chart
Procter & Gamble Stock (PG)	0.3	$15M		105k	146.64	View chart
Broadcom Stock (AVGO)	0.3	$15M	-3%	40k	377.75	View chart
Technology Select Sector SPDR Fund Etf (XLK)	0.3	$15M		79k	190.52	View chart
Goldman Sachs Group Stock (GS)	0.3	$14M		14k	1011.39	View chart
Janus Henderson AAA CLO ETF Etf (JAAA)	0.3	$14M	+47%	280k	50.49	View chart
Jpmorgan Nasdaq Equity Premium Yield Etf Etf (ROCQ)	0.3	$14M	NEW	245k	57.66	View chart
Amphenol Corp Cl A Stock (APH)	0.3	$14M		80k	176.32	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	0.3	$14M	-9%	308k	45.70	View chart
Chevron Corporation Stock (CVX)	0.3	$14M		84k	165.76	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.3	$14M	-9%	202k	67.58	View chart
American Express Stock (AXP)	0.3	$14M		40k	338.25	View chart
Cboe Global Mkts Stock (CBOE)	0.3	$14M	-5%	56k	242.67	View chart
Qualcomm Stock (QCOM)	0.3	$14M	-27%	73k	184.79	View chart
First Eagle Global Equity Etf Etf (FEGE)	0.3	$14M	+7%	276k	48.92	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$13M		24k	563.29	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.3	$13M		348k	37.96	View chart
Williams Sonoma Stock (WSM)	0.3	$13M		56k	233.10	View chart
Amplify Cwp Growth & Income Etf Etf (QDVO)	0.3	$13M	NEW	431k	29.84	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.3	$13M	-3%	209k	60.79	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.3	$13M	+7%	216k	57.67	View chart
Cme Group Stock (CME)	0.3	$12M		56k	220.83	View chart
Nasdaq Stock (NDAQ)	0.3	$12M		155k	78.82	View chart
Dominion Energy Stock (D)	0.3	$12M	+5%	178k	68.29	View chart
Wisdomtree Equity Premium Income Fund - Wtpi Etf (WTPI)	0.3	$12M	+8%	357k	32.79	View chart
WisdomTree Floating Rate Treasury Fund Etf (USFR)	0.3	$12M	-15%	231k	50.35	View chart
Boeing Stock (BA)	0.3	$12M	+14%	54k	216.47	View chart
Bwx Technologies Stock (BWXT)	0.3	$12M	+3%	59k	194.65	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$11M		23k	496.73	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.2	$11M	+6%	258k	42.33	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.2	$11M	-5%	84k	127.81	View chart
State Street Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.2	$11M		113k	94.85	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.2	$10M		28k	365.71	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$10M	+7%	201k	51.05	View chart
Spdr Gold Shares Etf (GLD)	0.2	$10M	+18%	28k	368.38	View chart
Coca Cola Stock (KO)	0.2	$10M		125k	81.27	View chart
Invesco Preferred Etf Etf (PGX)	0.2	$10M	-8%	933k	10.84	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.2	$10M		226k	44.48	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.2	$9.8M		45k	219.21	View chart
Pepsico Stock (PEP)	0.2	$9.7M		72k	135.40	View chart
Sysco Corp Stock (SYY)	0.2	$9.7M		116k	83.58	View chart
Amplify Cwp International Enhanced Dividend Income Etf Etf (IDVO)	0.2	$9.7M	NEW	230k	42.00	View chart
Akre Focus Etf Etf (AKRE)	0.2	$9.5M		179k	53.19	View chart
Lam Research Corp Stock (LRCX)	0.2	$9.4M		22k	433.34	View chart
Arista Networks Stock (ANET)	0.2	$9.4M	+81%	55k	169.88	View chart
General Dynamics Corp Stock (GD)	0.2	$9.3M		26k	354.25	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$9.2M	+17%	162k	56.98	View chart
Jpmorgan Equity Premium Yield Etf Etf (ROCY)	0.2	$9.2M	NEW	170k	54.17	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.2	$9.2M		249k	36.87	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.2	$9.1M	+35%	147k	62.20	View chart
Jpmorgan International Value Etf Etf (JIVE)	0.2	$9.1M	+13%	99k	91.95	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$9.1M	-5%	146k	62.18	View chart
Disney Walt Stock (DIS)	0.2	$9.0M		94k	96.25	View chart
iShares U.S. Technology ETF Etf (IYW)	0.2	$9.0M	-3%	36k	252.23	View chart
Unilever Adr (UL)	0.2	$8.8M		147k	60.12	View chart
Medtronic Stock (MDT)	0.2	$8.8M	+9%	113k	78.23	View chart
Devon Energy Corp Stock (DVN)	0.2	$8.5M		205k	41.32	View chart
Canadian Pacific Kansas City Stock (CP)	0.2	$8.5M		98k	86.65	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$8.4M		28k	300.45	View chart
Applied Matls Stock (AMAT)	0.2	$8.4M	-14%	12k	723.02	View chart
Lowes Cos Stock (LOW)	0.2	$8.4M	-3%	38k	220.48	View chart
International Business Machs Stock (IBM)	0.2	$8.3M	+4%	30k	281.21	View chart
Trane Technologies Stock (TT)	0.2	$8.3M		17k	491.17	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$8.2M	-19%	259k	31.71	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$8.1M		86k	93.38	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$8.0M		252k	31.97	View chart
Corteva Stock (CTVA)	0.2	$7.9M		94k	84.69	View chart
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)	0.2	$7.9M	+4%	174k	45.76	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.2	$7.9M	-3%	88k	89.85	View chart
State Street Spdr Ftse International Government Inflation-protected Bond Et Etf (WIP)	0.2	$7.9M		200k	39.39	View chart
Morgan Stanley Stock (MS)	0.2	$7.7M	+5%	37k	209.04	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$7.4M		95k	77.11	View chart
Advanced Micro Devices Stock (AMD)	0.2	$7.3M	-23%	13k	580.91	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.2	$7.3M	-55%	146k	50.39	View chart
Verizon Communications Stock (VZ)	0.2	$7.3M	+2%	173k	42.34	View chart
Citizens Finl Group Stock (CFG)	0.2	$7.3M		104k	70.07	View chart
Honeywell Aerospace Stock (HONA)	0.2	$7.3M	NEW	33k	221.08	View chart
Nxp Semiconductors N V Stock (NXPI)	0.2	$7.2M	+96%	26k	281.02	View chart
Mercadolibre Stock (MELI)	0.2	$7.2M		4.3k	1697.39	View chart
Jpmorgan International Bond Opportunities Fund Etf (JPIB)	0.2	$7.1M	+40%	148k	48.35	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.2	$7.1M		69k	103.88	View chart
Oracle Corp Stock (ORCL)	0.2	$7.1M	-6%	49k	146.55	View chart
Cadence Design System Stock (CDNS)	0.2	$7.0M		19k	375.32	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$6.8M	+16%	62k	109.77	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$6.7M		28k	242.99	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$6.7M	-12%	8.8k	763.14	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$6.7M		74k	90.79	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$6.6M	-15%	90k	73.41	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$6.6M	+7%	66k	100.28	View chart
Honeywell Intl Stock (HON)	0.1	$6.6M	NEW	30k	223.90	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$6.6M	-7%	69k	94.52	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$6.5M		67k	96.58	View chart
Doubleline Opportunistic Core Bond Etf Etf (DBND)	0.1	$6.4M		141k	45.59	View chart
Adobe Stock (ADBE)	0.1	$6.4M	-4%	31k	205.02	View chart
Amgen Stock (AMGN)	0.1	$6.3M	+2%	17k	362.12	View chart
Deere & Co Stock (DE)	0.1	$6.3M		9.9k	634.34	View chart
Capital Group U.s. Small And Mid Cap Etf Etf (CGMM)	0.1	$6.3M	+5%	190k	32.97	View chart
Capital Group Global Equity Etf Etf (CGGE)	0.1	$6.2M	-8%	177k	35.24	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$6.2M	+16%	78k	79.03	View chart
Lincoln Elec Hldgs Stock (LECO)	0.1	$6.1M		23k	265.51	View chart
Walmart Stock (WMT)	0.1	$6.1M		54k	113.26	View chart
First Horizon Corporation Stock (FHN)	0.1	$6.0M		236k	25.64	View chart
Tesla Stock (TSLA)	0.1	$6.0M	+33%	14k	420.60	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$6.0M	+9%	104k	57.62	View chart
Duke Energy Corp Stock (DUK)	0.1	$5.9M	+14%	47k	126.58	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$5.9M		59k	98.98	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$5.8M	+29%	12k	509.45	View chart
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)	0.1	$5.8M		136k	42.72	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$5.8M	+49%	49k	116.67	View chart
Phillips 66 Stock (PSX)	0.1	$5.7M		34k	169.05	View chart
Health Care Select Sector SPDR Fund Etf (XLV)	0.1	$5.7M		36k	158.66	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$5.7M	-2%	12k	477.57	View chart
Citigroup Stock (C)	0.1	$5.6M	+22%	40k	139.96	View chart
First Trust Water Etf Etf (FIW)	0.1	$5.6M	NEW	52k	109.52	View chart
The Cigna Group Stock (CI)	0.1	$5.6M	+11%	20k	275.67	View chart
Invesco Large Cap Value Etf Etf (PWV)	0.1	$5.5M	+3%	73k	75.77	View chart
Tractor Supply Stock (TSCO)	0.1	$5.5M	+6469%	174k	31.61	View chart
Linde Stock (LIN)	0.1	$5.4M	+2%	11k	518.94	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$5.4M	+13%	17k	314.60	View chart
Capital Group Growth Etf Etf (CGGR)	0.1	$5.3M		113k	47.20	View chart
Ishares U.s. Smallcap Equity Factor Etf Etf (SMLF)	0.1	$5.3M	+145%	60k	89.14	View chart
Steel Dynamics Stock (STLD)	0.1	$5.3M	-6%	23k	229.46	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$5.3M		36k	146.11	View chart
Prologis Reit (PLD)	0.1	$5.3M		39k	135.47	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$5.3M	-25%	54k	98.20	View chart
Newmont Corp Stock (NEM)	0.1	$5.2M	+6%	56k	93.40	View chart
Carlisle Cos Stock (CSL)	0.1	$5.2M	+9%	14k	362.75	View chart
Ft Vest Laddered Autocallable Barrier & Income Etf Etf (ACYN)	0.1	$5.2M	NEW	249k	20.79	View chart
Gallagher Arthur J & Co Stock (AJG)	0.1	$5.1M	+3%	22k	229.57	View chart
Jpmorgan Equity Focus Etf Etf (JPEF)	0.1	$5.1M	+2%	64k	80.33	View chart
Pinnacle Finl Partners Stock (PNFP)	0.1	$5.1M		50k	100.88	View chart
Union Pac Corp Stock (UNP)	0.1	$5.0M		19k	271.99	View chart
Evergy Stock (EVRG)	0.1	$4.9M	-5%	56k	86.43	View chart
Jpmorgan Short Duration Core Plus Etf Etf (JSCP)	0.1	$4.9M	-6%	103k	47.15	View chart
Harbor Long-term Growers Etf Etf (WINN)	0.1	$4.8M	+6%	149k	32.47	View chart
Baker Hughes Company Cl A Stock (BKR)	0.1	$4.8M		86k	55.50	View chart
Everpure Inc Cl A Stock (P)	0.1	$4.7M	+2%	59k	78.79	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$4.6M	+4%	92k	50.23	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$4.6M	NEW	48k	96.49	View chart
Royal Bk Cda Stock (RY)	0.1	$4.5M		22k	206.97	View chart
Tjx Cos Stock (TJX)	0.1	$4.5M	+15%	30k	151.50	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$4.5M		8.7k	513.62	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$4.5M	-3%	20k	222.88	View chart
Goldman Sachs S&p 500 Premium Income Etf Etf (GPIX)	0.1	$4.4M	+25%	80k	55.57	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.1	$4.4M	+107%	44k	100.81	View chart
Unitedhealth Group Stock (UNH)	0.1	$4.4M	+3%	11k	415.65	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.1	$4.4M	+21%	77k	57.25	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$4.4M		98k	44.36	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$4.3M		32k	137.53	View chart
Te Connectivity Plc Ord Stock (TEL)	0.1	$4.3M	-14%	22k	201.62	View chart
Roper Technologies Stock (ROP)	0.1	$4.3M		13k	338.39	View chart
Jacobs Solutions Stock (J)	0.1	$4.2M	+16%	34k	126.00	View chart
Fomento Economico Mexicano Sab Adr (FMX)	0.1	$4.2M	+3%	33k	127.90	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$4.2M	-7%	42k	100.67	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$4.2M	+11%	17k	242.42	View chart
Conagra Brands Stock (CAG)	0.1	$4.2M	+36%	309k	13.46	View chart
Utilities Select Sector SPDR Fund Etf (XLU)	0.1	$4.1M	-3%	91k	45.34	View chart
Restaurant Brands Intl Stock (QSR)	0.1	$4.1M		57k	72.51	View chart
Labcorp Holdings Stock (LH)	0.1	$4.1M		15k	280.00	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.1	$4.1M	+2%	81k	50.66	View chart
Abbott Laboratories Stock (ABT)	0.1	$4.1M	-6%	45k	90.74	View chart
Nutrien Stock (NTR)	0.1	$4.1M	+3%	64k	62.95	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$4.0M	-4%	52k	77.58	View chart
American Century Large Cap Equity Etf Etf (ACLC)	0.1	$4.0M	NEW	47k	84.11	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.1	$4.0M		28k	144.61	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.1	$4.0M	+3%	76k	52.15	View chart
Huntington Bancshares Stock (HBAN)	0.1	$3.9M		220k	17.73	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$3.9M		16k	242.43	View chart
Doordash Inc Cl A Stock (DASH)	0.1	$3.8M	+4%	21k	184.53	View chart
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)	0.1	$3.8M	-9%	35k	110.35	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$3.8M		65k	58.92	View chart
Mcdonalds Corp Stock (MCD)	0.1	$3.8M	+24%	14k	270.31	View chart
Us Bancorp Stock (USB)	0.1	$3.8M	+7%	63k	60.40	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$3.7M	+14%	75k	49.78	View chart
Pfizer Stock (PFE)	0.1	$3.7M	+10%	154k	24.08	View chart
Ge Aerospace Stock (GE)	0.1	$3.7M	+64%	9.9k	373.72	View chart
Barrick Mng Corp Stock (B)	0.1	$3.7M	+2%	101k	36.73	View chart
Truist Finl Corp Stock (TFC)	0.1	$3.7M		74k	49.82	View chart
First Trust International Developed Capital Strength Etf Etf (FICS)	0.1	$3.7M	NEW	87k	41.78	View chart
Ingredion Stock (INGR)	0.1	$3.7M	+17%	39k	94.71	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$3.6M		121k	30.13	View chart
Southern Stock (SO)	0.1	$3.6M		38k	95.71	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 Q2 filed July 17, 2026
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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