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 |
|---|---|
CSXCSX CORP COM | $911K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $906K |
ZBHZIMMER BIOMET HOLDINGS INC COM | $899K |
GDXVANECK GOLD MINERS ETF | $893K |
TMTOYOTA MOTOR CORP ADS | $889K |
MMM3M CO COM | $877K |
A4SAMERIPRISE FINL INC COM | $876K |
REGNREGENERON PHARMACEUTICALS COM | $865K |
TOWNTOWNEBANK PORTSMOUTH VA COM | $859K |
ECLECOLAB INC COM | $852K |
ETRENTERGY CORP NEW COM | $844K |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $842K |
WFCWELLS FARGO CO NEW COM | $834K |
INODINNODATA INC COM NEW | $830K |
IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF | $829K |
VMCVULCAN MATLS CO COM | $825K |
RPGINVESCO S&P 500 PURE GROWTH ETF | $820K |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $818K |
IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $816K |
SPYINEOS S&P 500 HIGH INCOME ETF | $815K |
JPCNUVEEN PFD & INCOME OPPORTUNIT COM | $814K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $809K |
IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF | $806K |
IBMSISHARES IBONDS DEC 2029 TERM TREASURY ETF | $797K |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $794K |
NVSNNOVARTIS AG SPONSORED ADR | $792K |
USMCPRINCIPAL U.S. MEGA-CAP ETF | $786K |
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $786K |
ESGUISHARES ESG AWARE MSCI USA ETF | $779K |
FRSTPRIMIS FINANCIAL CORP COM | $778K |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $772K |
IWBISHARES RUSSELL 1000 ETF | $772K |
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $771K |
CEFSSABA CLOSED END FUNDS ETF | $768K |
KKRKKR & CO INC COM | $757K |
XJUNFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE | $751K |
INTCINTEL CORP COM | $749K |
CLSECONVERGENCE LONG/SHORT EQUITY ETF | $747K |
GEVGE VERNOVA INC COM | $747K |
KNSLKINSALE CAP GROUP INC COM | $746K |
DEODIAGEO PLC SPON ADR NEW | $740K |
GPIXS&P 500 CORE PREMIUM INCOME ETF | $722K |
MGKVANGUARD MEGA CAP GROWTH ETF | $719K |
VPUVANGUARD UTILITIES ETF | $704K |
NKENIKE INC CL B | $700K |
KLACKLA CORP COM NEW | $700K |
MPLXMPLX LP COM UNIT REP LTD | $699K |
BXMTBLACKSTONE MTG TR INC COM CL A | $697K |
HUMHUMANA INC COM | $694K |
SLYVSPDR S&P 600 SMALL CAP VALUE ETF | $694K |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $681K |
PDIPIMCO DYNAMIC INCOME FD SHS | $670K |
RGCORGC RES INC COM | $668K |
IUSBISHARES CORE TOTAL USD BOND MARKET ETF | $661K |
GEGE AEROSPACE COM NEW | $655K |
CTASIMPLIFY MANAGED FUTURES STRATEGY ETF | $654K |
RSGREPUBLIC SVCS INC COM | $651K |
IBTKISHARES IBONDS DEC 2030 TERM TREASURY ETF | $651K |
APDAIR PRODS & CHEMS INC COM | $650K |
WABWABTEC COM | $648K |
CVSCVS HEALTH CORP COM | $647K |
VOOGVANGUARD S&P 500 GROWTH ETF | $639K |
MKLMARKEL GROUP INC COM | $637K |
FDLOFIDELITY LOW VOLATILITY FACTOR ETF | $634K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $633K |
TTDTHE TRADE DESK INC COM CL A | $629K |
STWDSTARWOOD PPTY TR INC COM | $627K |
NOWSERVICENOW INC COM | $625K |
DFVXDIMENSIONAL US LARGE CAP VECTOR ETF | $623K |
ARCCARES CAPITAL CORP COM | $621K |
IGLDFT VEST GOLD STRATEGY TARGET INCOME ETF | $620K |
PRMBPRIMO BRANDS CORPORATION CLASS A COM SHS | $617K |
IBTGISHARES IBONDS DEC 2026 TERM TREASURY ETF | $615K |
FISFIDELITY NATL INFORMATION SVCS COM | $611K |
FMHIFIRST TRUST MUNICIPAL HIGH INCOME ETF | $604K |
JPXAEROVIRONMENT INC COM | $599K |
YUMYUM BRANDS INC COM | $598K |
AKXANSYS INC COM | $598K |
UDRUDR INC COM | $597K |
TTENTOTALENERGIES SE SPONSORED ADS | $590K |
VNOVORNADO RLTY TR SH BEN INT | $590K |
XMARFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | $587K |
GILDGILEAD SCIENCES INC COM | $586K |
OPPEWISDOMTREE EUROPE HEDGED SMALLCAP EQUITY FUND | $586K |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $582K |
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF | $579K |
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF | $576K |
QMARFT VEST NASDAQ-100 BUFFER ETF - MARCH | $571K |
RHCRH PLC ORD | $570K |
EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM | $570K |
XBISPDR S&P BIOTECH ETF | $566K |
MCXMCCORMICK & CO INC COM NON VTG | $564K |
USRTiShares Core US REIT ETF | $560K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $553K |
VXFVANGUARD EXTENDED MARKET ETF | $552K |
PYPLPAYPAL HLDGS INC COM | $545K |
PPAINVESCO AEROSPACE & DEFENSE ETF | $543K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $542K |
AJGGALLAGHER ARTHUR J & CO COM | $541K |
SLVISHARES SILVER TRUST | $535K |