CARY STREET PARTNERS FINANCIAL LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$3.1B
Holdings
829
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (829 positions)
| Stock | Value |
|---|---|
VVVANGUARD LARGE-CAP ETF | $7.5M |
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $7.5M |
AXPAMERICAN EXPRESS CO COM | $7.4M |
KOCOCA COLA CO COM | $7.4M |
CGDGCAPITAL GROUP DIVIDEND GROWERS ETF | $7.2M |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $7.2M |
MLB1MERCADOLIBRE INC COM | $7.2M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $7.1M |
VBKVANGUARD SMALL-CAP GROWTH ETF | $6.8M |
CITHE CIGNA GROUP COM | $6.7M |
DTDYNATRACE INC COM NEW | $6.5M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $6.2M |
IBMINTERNATIONAL BUSINESS MACHS COM | $6.2M |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $6.1M |
WTPIWISDOMTREE PUTWRITE STRATEGY FUND | $6.1M |
ABTABBOTT LABS COM | $6.1M |
IVOGVANGUARD S&P MID-CAP 400 GROWTH ETF | $6.0M |
MRSHMARSH & MCLENNAN COS INC COM | $5.9M |
IJHISHARES CORE S&P MID-CAP ETF | $5.9M |
XLKTechnology Select Sector SPDR Fund | $5.9M |
TTTRANE TECHNOLOGIES PLC SHS | $5.9M |
CATCATERPILLAR INC COM | $5.7M |
AMLPAlerian MLP ETF | $5.7M |
PNFPPINNACLE FINL PARTNERS INC COM | $5.7M |
TELTE CONNECTIVITY PLC ORD SHS | $5.6M |
CDNSCADENCE DESIGN SYSTEM INC COM | $5.6M |
DOCUDOCUSIGN INC COM | $5.5M |
XFEBFT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $5.5M |
BNDVANGUARD TOTAL BOND MARKET ETF | $5.4M |
BACBANK AMERICA CORP COM | $5.4M |
SYYSYSCO CORP COM | $5.3M |
CFGCITIZENS FINL GROUP INC COM | $5.2M |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $5.2M |
APHAMPHENOL CORP NEW CL A | $5.1M |
TMSLT. ROWE PRICE SMALL-MID CAP ETF | $5.1M |
SHELSHELL PLC SPON ADS | $5.0M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $5.0M |
IWMISHARES RUSSELL 2000 ETF | $5.0M |
JCIJOHNSON CTLS INTL PLC SHS | $5.0M |
HALOHALOZYME THERAPEUTICS INC COM | $4.7M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $4.7M |
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $4.7M |
LINLINDE PLC SHS | $4.7M |
SHOPSHOPIFY INC CL A | $4.5M |
GDGENERAL DYNAMICS CORP COM | $4.5M |
SNPSSYNOPSYS INC COM | $4.5M |
LECOLINCOLN ELEC HLDGS INC COM | $4.4M |
UPSUNITED PARCEL SERVICE INC CL B | $4.4M |
MOATVANECK MORNINGSTAR WIDE MOAT ETF | $4.4M |
COWZPACER US CASH COWS 100 ETF | $4.4M |
PSXPHILLIPS 66 COM | $4.3M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $4.3M |
OWLBLUE OWL CAPITAL INC COM CL A | $4.3M |
CTVACORTEVA INC COM | $4.3M |
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $4.2M |
ANETARISTA NETWORKS INC COM SHS | $4.2M |
KMBKIMBERLY-CLARK CORP COM | $4.1M |
AMDADVANCED MICRO DEVICES INC COM | $4.0M |
PRUPRUDENTIAL FINL INC COM | $4.0M |
MAMASTERCARD INCORPORATED CL A | $4.0M |
DEDEERE & CO COM | $3.9M |
PANWPALO ALTO NETWORKS INC COM | $3.9M |
CARRCARRIER GLOBAL CORPORATION COM | $3.9M |
XLVHealth Care Select Sector SPDR Fund | $3.8M |
MDTMEDTRONIC PLC SHS | $3.8M |
REEVEREST GROUP LTD COM | $3.8M |
LHLABCORP HOLDINGS INC COM SHS | $3.8M |
BKRBAKER HUGHES COMPANY CL A | $3.7M |
WMTWALMART INC COM | $3.7M |
TJXTJX COS INC NEW COM | $3.7M |
PSTGPURE STORAGE INC CL A | $3.7M |
HBANHUNTINGTON BANCSHARES INC COM | $3.6M |
SHVISHARES SHORT TREASURY BOND ETF | $3.5M |
BABOEING CO COM | $3.5M |
PFFISHARES PREFERRED & INCOME SECURITIES ETF | $3.5M |
NSCNORFOLK SOUTHN CORP COM | $3.4M |
ETNEATON CORP PLC SHS | $3.4M |
PFEPFIZER INC COM | $3.4M |
JOYTJPMORGAN EQUITY FOCUS ETF | $3.4M |
GQ9SPDR GOLD SHARES | $3.4M |
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $3.4M |
CYBRCYBERARK SOFTWARE LTD SHS | $3.3M |
WTWWILLIS TOWERS WATSON PLC LTD SHS | $3.3M |
INDAISHARES MSCI INDIA ETF | $3.3M |
DUKDUKE ENERGY CORP NEW COM NEW | $3.3M |
ITWILLINOIS TOOL WKS INC COM | $3.3M |
SOSOUTHERN CO COM | $3.3M |
DWDMORGAN STANLEY COM NEW | $3.2M |
IWDISHARES RUSSELL 1000 VALUE ETF | $3.2M |
QQQMINVESCO NASDAQ 100 ETF | $3.2M |
AEPAMERICAN ELEC PWR CO INC COM | $3.2M |
AONAON PLC SHS CL A | $3.2M |
MCDMCDONALDS CORP COM | $3.2M |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $3.2M |
VUSBVANGUARD ULTRA-SHORT BOND ETF | $3.2M |
ELVELEVANCE HEALTH INC COM | $3.2M |
TSLATESLA INC COM | $3.2M |
UNPUNION PAC CORP COM | $3.2M |
DASHDOORDASH INC CL A | $3.1M |
CRWDCROWDSTRIKE HLDGS INC CL A | $3.1M |