CARY STREET PARTNERS FINANCIAL LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$4.0B
Holdings
973
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (973 positions)
| Stock | Value |
|---|---|
MDTMEDTRONIC PLC SHS | $9.7M |
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $9.6M |
DISDISNEY WALT CO COM | $9.5M |
ETNEATON CORP PLC SHS | $9.5M |
FLOTISHARES FLOATING RATE BOND ETF | $9.4M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $9.0M |
VOOVVANGUARD S&P 500 VALUE ETF | $8.9M |
GDGENERAL DYNAMICS CORP COM | $8.9M |
COWZPACER US CASH COWS 100 ETF | $8.8M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $8.8M |
SYYSYSCO CORP COM | $8.8M |
ULUNILEVER PLC (US ADR) | $8.8M |
CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $8.7M |
VEEVVEEVA SYS INC CL A COM | $8.6M |
KOCOCA COLA CO COM | $8.5M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $8.4M |
MLB1MERCADOLIBRE INC COM | $8.4M |
IBMINTERNATIONAL BUSINESS MACHS COM | $8.4M |
CGGRCAPITAL GROUP GROWTH ETF | $8.2M |
VVVANGUARD LARGE-CAP ETF | $8.1M |
VBKVANGUARD SMALL-CAP GROWTH ETF | $8.0M |
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $8.0M |
BNDVANGUARD TOTAL BOND MARKET ETF | $7.9M |
BACBANK AMERICA CORP COM | $7.9M |
IYWiShares U.S. Technology ETF | $7.7M |
SCHMSCHWAB U.S. MID-CAP ETF | $7.7M |
CPCANADIAN PACIFIC KANSAS CITY COM | $7.6M |
MINOPIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $7.5M |
SHOPSHOPIFY INC CL A SUB VTG SHS | $7.4M |
DVNDEVON ENERGY CORP NEW COM | $7.3M |
KMIKINDER MORGAN INC DEL COM | $7.3M |
BABOEING CO COM | $7.2M |
MBBISHARES MBS ETF | $7.2M |
IWMISHARES RUSSELL 2000 ETF | $7.2M |
ORCLORACLE CORP COM | $6.9M |
TTTRANE TECHNOLOGIES PLC SHS | $6.7M |
BACVERIZON COMMUNICATIONS INC COM | $6.7M |
DBNDDOUBLELINE OPPORTUNISTIC CORE BOND ETF | $6.7M |
DWDMORGAN STANLEY COM NEW | $6.7M |
HOODROBINHOOD MKTS INC COM CL A | $6.6M |
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $6.6M |
SPTMSTATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $6.5M |
NEMNEWMONT CORP COM | $6.5M |
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF | $6.4M |
CFGCITIZENS FINL GROUP INC COM | $6.4M |
JAAAJanus Henderson AAA CLO ETF | $6.4M |
PFEPFIZER INC COM | $6.3M |
MUMICRON TECHNOLOGY INC COM | $6.2M |
ABTABBOTT LABS COM | $6.2M |
IJHISHARES CORE S&P MID-CAP ETF | $6.2M |
EFAISHARES MSCI EAFE ETF | $6.2M |
CTVACORTEVA INC COM | $6.1M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $6.0M |
ACNACCENTURE PLC IRELAND SHS CLASS A | $5.9M |
CRMSALESFORCE INC COM | $5.9M |
WMTWALMART INC COM | $5.9M |
FT2FIRST HORIZON CORPORATION COM | $5.9M |
TELTE CONNECTIVITY PLC ORD SHS | $5.8M |
CGMMCAPITAL GROUP U.S. SMALL AND MID CAP ETF | $5.7M |
CDNSCADENCE DESIGN SYSTEM INC COM | $5.7M |
XLVHealth Care Select Sector SPDR Fund | $5.7M |
AQLTISHARES CORE MSCI EAFE ETF | $5.6M |
VBRVANGUARD SMALL CAP VALUE ETF | $5.6M |
LECOLINCOLN ELEC HLDGS INC COM | $5.5M |
WIPSPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | $5.4M |
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $5.4M |
SHELSHELL PLC SPON ADS | $5.3M |
BBARRICK MNG CORP COM SHS | $5.3M |
UJANINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER | $5.3M |
CITHE CIGNA GROUP COM | $5.2M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $5.1M |
AMGNAMGEN INC COM | $5.1M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $5.0M |
JCIJOHNSON CTLS INTL PLC SHS | $4.9M |
PYPLPAYPAL HLDGS INC COM | $4.9M |
MAMASTERCARD INCORPORATED CL A | $4.8M |
AEPAMERICAN ELEC PWR CO INC COM | $4.8M |
DEDEERE & CO COM | $4.8M |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $4.7M |
PLDPROLOGIS INC. COM | $4.7M |
KMBKIMBERLY-CLARK CORP COM | $4.7M |
PNFPPINNACLE FINL PARTNERS INC COM | $4.7M |
SLBSLB LIMITED COM STK | $4.6M |
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | $4.6M |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $4.6M |
TSLATESLA INC COM | $4.5M |
UNPUNION PAC CORP COM | $4.5M |
PSXPHILLIPS 66 COM | $4.5M |
WMWASTE MGMT INC DEL COM | $4.5M |
DASHDOORDASH INC CL A | $4.5M |
DUKDUKE ENERGY CORP NEW COM NEW | $4.5M |
NSCNORFOLK SOUTHN CORP COM | $4.4M |
TFCTRUIST FINL CORP COM | $4.4M |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $4.4M |
UBERUBER TECHNOLOGIES INC COM | $4.4M |
LINLINDE PLC SHS | $4.3M |
CRWDCROWDSTRIKE HLDGS INC CL A | $4.3M |
EVRGEVERGY INC COM | $4.3M |
STLDSTEEL DYNAMICS INC COM | $4.2M |
DOCUDOCUSIGN INC COM | $4.2M |