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 |
|---|---|
DUKDUKE ENERGY CORP NEW COM NEW | $4.2M |
XLUUtilities Select Sector SPDR Fund | $4.1M |
MAMASTERCARD INCORPORATED CL A | $4.1M |
PLDPROLOGIS INC. COM | $4.1M |
HBANHUNTINGTON BANCSHARES INC COM | $4.0M |
JJACOBS SOLUTIONS INC COM | $4.0M |
MKLMARKEL GROUP INC COM | $4.0M |
TFCTRUIST FINL CORP COM | $4.0M |
NEARISHARES SHORT DURATION BOND ACTIVE ETF | $3.9M |
TJXTJX COS INC NEW COM | $3.9M |
UNHUNITEDHEALTH GROUP INC COM | $3.9M |
FISVFISERV INC COM | $3.8M |
IVWISHARES S&P 500 GROWTH ETF | $3.8M |
UNPUNION PAC CORP COM | $3.8M |
AMGNAMGEN INC COM | $3.8M |
XLFFinancial Select Sector SPDR Fund | $3.8M |
LMTLOCKHEED MARTIN CORP COM | $3.8M |
ETNEATON CORP PLC SHS | $3.7M |
SHVISHARES SHORT TREASURY BOND ETF | $3.7M |
NTRNUTRIEN LTD COM | $3.7M |
INGRINGREDION INC COM | $3.7M |
QCJAFT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY | $3.6M |
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $3.6M |
CSLCARLISLE COS INC COM | $3.6M |
ITWILLINOIS TOOL WKS INC COM | $3.6M |
CAGCONAGRA BRANDS INC COM | $3.6M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $3.6M |
SOSOUTHERN CO COM | $3.5M |
REEVEREST GROUP LTD COM | $3.5M |
JPXAEROVIRONMENT INC COM | $3.4M |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $3.4M |
QSRRESTAURANT BRANDS INTL INC COM | $3.4M |
STLDSTEEL DYNAMICS INC COM | $3.4M |
IDIINTERDIGITAL INC COM | $3.3M |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $3.3M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $3.3M |
INDAISHARES MSCI INDIA ETF | $3.3M |
XJHISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $3.3M |
TSNTYSON FOODS INC CL A | $3.3M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $3.3M |
LRCXLAM RESEARCH CORP COM NEW | $3.3M |
AMATAPPLIED MATLS INC COM | $3.3M |
IWDISHARES RUSSELL 1000 VALUE ETF | $3.2M |
EFAISHARES MSCI EAFE ETF | $3.2M |
XHLFBONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | $3.2M |
PFFISHARES PREFERRED & INCOME SECURITIES ETF | $3.2M |
FMXFOMENTO ECONOMICO MEXICANO SAB (US ADR) | $3.2M |
BXBLACKSTONE INC COM | $3.2M |
SCHWSCHWAB CHARLES CORP COM | $3.1M |
MCDMCDONALDS CORP COM | $3.1M |
TRVCCITIGROUP INC COM NEW | $3.0M |
ULTAULTA BEAUTY INC COM | $3.0M |
NXPINXP SEMICONDUCTORS N V COM | $3.0M |
XLCCommunication Services Select Sector SPDR Fund | $3.0M |
WTWWILLIS TOWERS WATSON PLC LTD SHS | $3.0M |
BKBANK NEW YORK MELLON CORP COM | $3.0M |
MUBISHARES NATIONAL MUNI BOND ETF | $3.0M |
VUSBVANGUARD ULTRA-SHORT BOND ETF | $2.9M |
VGKVANGUARD FTSE EUROPE ETF | $2.9M |
SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $2.9M |
AMTAMERICAN TOWER CORP NEW COM | $2.9M |
RYROYAL BK CDA COM | $2.9M |
NFLXNETFLIX INC COM | $2.9M |
SYKSTRYKER CORPORATION COM | $2.9M |
AONAON PLC SHS CL A | $2.9M |
FNFFIDELITY NATIONAL FINANCIAL IN COM SHS | $2.9M |
BLKBLACKROCK INC COM | $2.9M |
RBCAAREPUBLIC BANCORP INC KY CL A | $2.9M |
DDDUPONT DE NEMOURS INC COM | $2.9M |
CGGECAPITAL GROUP GLOBAL EQUITY ETF | $2.8M |
METMETLIFE INC COM | $2.8M |
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $2.8M |
USBUS BANCORP DEL COM NEW | $2.8M |
ETENERGY TRANSFER L P COM UT LTD PTN | $2.8M |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $2.8M |
ARKKARK INNOVATION ETF | $2.7M |
DFNMDIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $2.7M |
BFSSAUL CTRS INC COM | $2.7M |
BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2.7M |
DYHTARGET CORP COM | $2.7M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $2.7M |
FEGEFIRST EAGLE GLOBAL EQUITY ETF | $2.6M |
FLTRVanEck Investment Grade Floating Rate ETF | $2.6M |
OWLBLUE OWL CAPITAL INC COM CL A | $2.6M |
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $2.6M |
MDYGSTATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $2.6M |
BPBP PLC SPONSORED ADR | $2.6M |
BTZBLACKROCK CR ALLOCATION INCOME COM | $2.6M |
AMDADVANCED MICRO DEVICES INC COM | $2.6M |
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | $2.5M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $2.5M |
JNKSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $2.5M |
GEVGE VERNOVA INC COM | $2.4M |
WFCWELLS FARGO CO NEW COM | $2.4M |
SPLBSPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $2.4M |
MOALTRIA GROUP INC COM | $2.4M |
EDCONSOLIDATED EDISON INC COM | $2.4M |
HALHALLIBURTON CO COM | $2.4M |
MARMARRIOTT INTL INC NEW CL A | $2.4M |
FBCGFIDELITY BLUE CHIP GROWTH ETF | $2.3M |