CARY STREET PARTNERS FINANCIAL LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$3.2B
Holdings
858
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (858 positions)
| Stock | Value |
|---|---|
ABTABBOTT LABS COM | $7.5M |
MBBISHARES MBS ETF | $7.5M |
SCHMSCHWAB U.S. MID-CAP ETF | $7.4M |
VOOVVANGUARD S&P 500 VALUE ETF | $7.4M |
MDTMEDTRONIC PLC SHS | $7.4M |
VVVANGUARD LARGE-CAP ETF | $7.3M |
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $7.3M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $7.3M |
DUKDUKE ENERGY CORP NEW COM NEW | $7.2M |
AVGOBROADCOM INC COM | $7.0M |
PYPLPAYPAL HLDGS INC COM | $7.0M |
GDGENERAL DYNAMICS CORP COM | $7.0M |
IBMINTERNATIONAL BUSINESS MACHS COM | $7.0M |
DVNDEVON ENERGY CORP NEW COM | $7.0M |
KMBKIMBERLY-CLARK CORP COM | $6.9M |
HALOHALOZYME THERAPEUTICS INC COM | $6.7M |
AXPAMERICAN EXPRESS CO COM | $6.5M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $6.4M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $6.3M |
KMIKINDER MORGAN INC DEL COM | $6.3M |
IYWiShares U.S. Technology ETF | $6.2M |
AMLPAlerian MLP ETF | $6.2M |
BNDVANGUARD TOTAL BOND MARKET ETF | $6.1M |
MRSHMARSH & MCLENNAN COS INC COM | $6.1M |
GLWCORNING INC COM | $6.1M |
IVOGVANGUARD S&P MID-CAP 400 GROWTH ETF | $6.0M |
SOSOUTHERN CO COM | $6.0M |
VBKVANGUARD SMALL-CAP GROWTH ETF | $5.9M |
GQ9SPDR GOLD SHARES | $5.9M |
TTTRANE TECHNOLOGIES PLC SHS | $5.9M |
PFEPFIZER INC COM | $5.8M |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $5.7M |
BMYBRISTOL-MYERS SQUIBB CO COM | $5.7M |
CTVACORTEVA INC COM | $5.7M |
SHELSHELL PLC SPON ADS | $5.6M |
BACVERIZON COMMUNICATIONS INC COM | $5.5M |
CATCATERPILLAR INC COM | $5.5M |
IJHISHARES CORE S&P MID-CAP ETF | $5.5M |
CARRCARRIER GLOBAL CORPORATION COM | $5.4M |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $5.4M |
DTDYNATRACE INC COM NEW | $5.4M |
DEDEERE & CO COM | $5.3M |
IWMISHARES RUSSELL 2000 ETF | $5.3M |
PNFPPINNACLE FINL PARTNERS INC COM | $5.2M |
TELTE CONNECTIVITY PLC ORD SHS | $5.1M |
LINLINDE PLC SHS | $5.1M |
XLKTechnology Select Sector SPDR Fund | $5.0M |
DOCUDOCUSIGN INC COM | $5.0M |
XFEBFT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $5.0M |
ORCLORACLE CORP COM | $5.0M |
BACBANK AMERICA CORP COM | $4.9M |
APHAMPHENOL CORP NEW CL A | $4.9M |
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $4.9M |
CFGCITIZENS FINL GROUP INC COM | $4.8M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $4.8M |
TMSLT. ROWE PRICE SMALL-MID CAP ETF | $4.7M |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $4.7M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $4.7M |
CDNSCADENCE DESIGN SYSTEM INC COM | $4.7M |
JCIJOHNSON CTLS INTL PLC SHS | $4.6M |
PSXPHILLIPS 66 COM | $4.6M |
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $4.6M |
LECOLINCOLN ELEC HLDGS INC COM | $4.5M |
UPSUNITED PARCEL SERVICE INC CL B | $4.4M |
COWZPACER US CASH COWS 100 ETF | $4.3M |
MOATVANECK MORNINGSTAR WIDE MOAT ETF | $4.3M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $4.3M |
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $4.3M |
SHOPSHOPIFY INC CL A SUB VTG SHS | $4.1M |
PRUPRUDENTIAL FINL INC COM | $4.1M |
AMGNAMGEN INC COM | $4.0M |
SNPSSYNOPSYS INC COM | $4.0M |
NEMNEWMONT CORP COM | $4.0M |
AEPAMERICAN ELEC PWR CO INC COM | $3.9M |
EVRGEVERGY INC COM | $3.9M |
BKRBAKER HUGHES COMPANY CL A | $3.9M |
ABXBARRICK GOLD CORP COM | $3.8M |
PANWPALO ALTO NETWORKS INC COM | $3.8M |
XLVHealth Care Select Sector SPDR Fund | $3.8M |
SHVISHARES SHORT TREASURY BOND ETF | $3.8M |
LHLABCORP HOLDINGS INC COM SHS | $3.7M |
REEVEREST GROUP LTD COM | $3.7M |
TRXTRX GOLD CORPORATION COM | $3.7M |
OWLBLUE OWL CAPITAL INC COM CL A | $3.7M |
SLBSCHLUMBERGER LTD COM STK | $3.7M |
UNHUNITEDHEALTH GROUP INC COM | $3.7M |
BABOEING CO COM | $3.7M |
MAMASTERCARD INCORPORATED CL A | $3.6M |
INGRINGREDION INC COM | $3.6M |
NEARISHARES SHORT DURATION BOND ACTIVE ETF | $3.6M |
TJXTJX COS INC NEW COM | $3.6M |
WIPSPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | $3.6M |
DASHDOORDASH INC CL A | $3.6M |
AONAON PLC SHS CL A | $3.5M |
ELVELEVANCE HEALTH INC COM | $3.5M |
TSNTYSON FOODS INC CL A | $3.5M |
NSCNORFOLK SOUTHN CORP COM | $3.4M |
HBANHUNTINGTON BANCSHARES INC COM | $3.4M |
AMTAMERICAN TOWER CORP NEW COM | $3.4M |
WTWWILLIS TOWERS WATSON PLC LTD SHS | $3.3M |