CARY STREET PARTNERS FINANCIAL LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$3.9B
Holdings
926
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (926 positions)
| Stock | Value |
|---|---|
MDTMEDTRONIC PLC SHS | $9.4M |
FLOTISHARES FLOATING RATE BOND ETF | $9.1M |
GDGENERAL DYNAMICS CORP COM | $9.1M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $9.0M |
VRTXVERTEX PHARMACEUTICALS INC COM | $9.0M |
ULUNILEVER PLC (US ADR) | $8.9M |
HOODROBINHOOD MKTS INC COM CL A | $8.8M |
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $8.7M |
BNDVANGUARD TOTAL BOND MARKET ETF | $8.5M |
GQ9SPDR GOLD SHARES | $8.5M |
VOOVVANGUARD S&P 500 VALUE ETF | $8.5M |
CATCATERPILLAR INC COM | $8.5M |
CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $8.3M |
KOCOCA COLA CO COM | $8.1M |
IYWiShares U.S. Technology ETF | $8.1M |
CGGRCAPITAL GROUP GROWTH ETF | $8.0M |
VVVANGUARD LARGE-CAP ETF | $7.9M |
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $7.8M |
IWMISHARES RUSSELL 2000 ETF | $7.8M |
CPCANADIAN PACIFIC KANSAS CITY COM | $7.7M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $7.7M |
VBKVANGUARD SMALL-CAP GROWTH ETF | $7.7M |
SCHMSCHWAB U.S. MID-CAP ETF | $7.6M |
MBBISHARES MBS ETF | $7.4M |
MINOPIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $7.4M |
BACBANK AMERICA CORP COM | $7.3M |
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF | $7.3M |
ABTABBOTT LABS COM | $7.3M |
TTTRANE TECHNOLOGIES PLC SHS | $7.2M |
KMIKINDER MORGAN INC DEL COM | $7.2M |
PYPLPAYPAL HLDGS INC COM | $7.2M |
IBMINTERNATIONAL BUSINESS MACHS COM | $7.2M |
HOLAJPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF | $7.1M |
DVNDEVON ENERGY CORP NEW COM | $7.1M |
BABOEING CO COM | $7.0M |
ORCLORACLE CORP COM | $6.9M |
SHOPSHOPIFY INC CL A SUB VTG SHS | $6.8M |
PFEPFIZER INC COM | $6.7M |
DBNDDOUBLELINE OPPORTUNISTIC CORE BOND ETF | $6.6M |
SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $6.5M |
CDNSCADENCE DESIGN SYSTEM INC COM | $6.4M |
KMBKIMBERLY-CLARK CORP COM | $6.3M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $6.3M |
IJHISHARES CORE S&P MID-CAP ETF | $6.2M |
CTVACORTEVA INC COM | $6.1M |
DWDMORGAN STANLEY COM NEW | $6.1M |
CFGCITIZENS FINL GROUP INC COM | $6.0M |
TELTE CONNECTIVITY PLC ORD SHS | $6.0M |
BACVERIZON COMMUNICATIONS INC COM | $5.8M |
CRMSALESFORCE INC COM | $5.8M |
CARRCARRIER GLOBAL CORPORATION COM | $5.6M |
UBERUBER TECHNOLOGIES INC COM | $5.6M |
NEMNEWMONT CORP COM | $5.6M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $5.5M |
CITHE CIGNA GROUP COM | $5.5M |
UJANINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER | $5.5M |
LECOLINCOLN ELEC HLDGS INC COM | $5.5M |
SHELSHELL PLC SPON ADS | $5.5M |
AQLTISHARES CORE MSCI EAFE ETF | $5.4M |
CGMMCAPITAL GROUP U.S. SMALL AND MID CAP ETF | $5.4M |
WIPSPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | $5.4M |
DASHDOORDASH INC CL A | $5.4M |
VBRVANGUARD SMALL CAP VALUE ETF | $5.3M |
LINLINDE PLC SHS | $5.3M |
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $5.2M |
XLVHealth Care Select Sector SPDR Fund | $5.1M |
FT2FIRST HORIZON CORPORATION COM | $5.1M |
JCIJOHNSON CTLS INTL PLC SHS | $5.1M |
PSTGPURE STORAGE INC CL A | $5.0M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $4.9M |
JOYTJPMORGAN EQUITY FOCUS ETF | $4.9M |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $4.8M |
ANETARISTA NETWORKS INC COM SHS | $4.8M |
KJULINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY | $4.8M |
BMYBRISTOL-MYERS SQUIBB CO COM | $4.8M |
PSXPHILLIPS 66 COM | $4.8M |
SNPSSYNOPSYS INC COM | $4.7M |
COINCOINBASE GLOBAL INC COM CL A | $4.7M |
EVRGEVERGY INC COM | $4.6M |
MRSHMARSH & MCLENNAN COS INC COM | $4.6M |
TSLATESLA INC COM | $4.6M |
WMWASTE MGMT INC DEL COM | $4.6M |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $4.6M |
PNFPPINNACLE FINL PARTNERS INC COM | $4.6M |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $4.6M |
LHLABCORP HOLDINGS INC COM SHS | $4.5M |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $4.5M |
DOCUDOCUSIGN INC COM | $4.4M |
NSCNORFOLK SOUTHN CORP COM | $4.4M |
PRUPRUDENTIAL FINL INC COM | $4.3M |
WMTWALMART INC COM | $4.3M |
BKRBAKER HUGHES COMPANY CL A | $4.2M |
SLBSLB LIMITED COM STK | $4.2M |
MUMICRON TECHNOLOGY INC COM | $4.2M |
BBARRICK MNG CORP COM SHS | $4.2M |
DEDEERE & CO COM | $4.2M |
CRWDCROWDSTRIKE HLDGS INC CL A | $4.2M |
AEPAMERICAN ELEC PWR CO INC COM | $4.2M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $4.2M |
CYBRCYBERARK SOFTWARE LTD SHS | $4.2M |