CARY STREET PARTNERS INVESTMENT ADVISORY LLC Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$173.4M

Holdings

567

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (567 positions)

StockValue
CVSCVS HEALTH CORP COM
$217K
NUENUCOR CORP COM
$217K
MCXMCCORMICK & CO INC COM NON VTG
$215K
DEDEERE & CO COM
$214K
MPWRMONOLITHIC PWR SYS INC COM
$212K
YUMYUM BRANDS INC COM
$208K
WRBBERKLEY W R CORP COM
$208K
AMATAPPLIED MATLS INC COM
$208K
MCKMCKESSON CORP COM
$201K
CPRTCOPART INC COM
$200K
SHELSHELL PLC SPON ADS
$198K
DPZDOMINOS PIZZA INC COM
$198K
CDWCDW CORP COM
$198K
DRIDARDEN RESTAURANTS INC COM
$197K
RCLROYAL CARIBBEAN GROUP COM
$196K
OTISOTIS WORLDWIDE CORP COM
$195K
ISRGINTUITIVE SURGICAL INC COM NEW
$194K
FANGDIAMONDBACK ENERGY INC COM
$191K
ENSGENSIGN GROUP INC COM
$191K
KKRKKR & CO INC COM
$190K
BDXBECTON DICKINSON & CO COM
$190K
MOALTRIA GROUP INC COM
$188K
EBAEBAY INC. COM
$187K
MDTMEDTRONIC PLC SHS
$186K
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
$185K
COPCONOCOPHILLIPS COM
$184K
DISDISNEY WALT CO COM
$183K
IYWiShares U.S. Technology ETF
$182K
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$180K
STZCONSTELLATION BRANDS INC CL A
$179K
AKXANSYS INC COM
$179K
UPSUNITED PARCEL SERVICE INC CL B
$178K
PGRPROGRESSIVE CORP COM
$176K
DGXQUEST DIAGNOSTICS INC COM
$175K
DFSEURDISCOVER FINL SVCS COM
$175K
TRVTRAVELERS COMPANIES INC COM
$172K
CWENCLEARWAY ENERGY INC CL C
$171K
CSXCSX CORP COM
$171K
VOOVANGUARD S&P 500 ETF
$170K
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$169K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$166K
FLXRTCW FLEXIBLE INCOME ETF
$166K
HSYHERSHEY CO COM
$165K
PHPARKER-HANNIFIN CORP COM
$164K
TELTE CONNECTIVITY PLC ORD SHS
$163K
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$161K
IAU*ISHARES GOLD TRUST
$160K
JCIJOHNSON CTLS INTL PLC SHS
$160K
SNPSSYNOPSYS INC COM
$157K
ADIANALOG DEVICES INC COM
$157K
XLYConsumer Discretionary Select Sector SPDR Fund
$153K
TRVCCITIGROUP INC COM NEW
$152K
PANWPALO ALTO NETWORKS INC COM
$152K
APDAIR PRODS & CHEMS INC COM
$151K
AZOAUTOZONE INC COM
$149K
NVONOVO-NORDISK A S ADR
$148K
CEGCONSTELLATION ENERGY CORP COM
$147K
EQTEQT CORP COM
$138K
NDSNNORDSON CORP COM
$138K
OEFISHARES S&P 100 ETF
$137K
VMCVULCAN MATLS CO COM
$136K
VTVVANGUARD VALUE ETF
$136K
ANETARISTA NETWORKS INC COM SHS
$136K
VRTXVERTEX PHARMACEUTICALS INC COM
$132K
XLFIConsumer Staples Select Sector SPDR Fund
$131K
VUGVANGUARD GROWTH ETF
$131K
PYPLPAYPAL HLDGS INC COM
$131K
TFCTRUIST FINL CORP COM
$129K
NVSNNOVARTIS AG SPONSORED ADR
$129K
SWSMURFIT WESTROCK PLC SHS
$128K
ARESARES MANAGEMENT CORPORATION CL A COM STK
$127K
CHDCHURCH & DWIGHT CO INC COM
$126K
LHLABCORP HOLDINGS INC COM SHS
$126K
DYHTARGET CORP COM
$126K
VRTVERTIV HOLDINGS CO COM CL A
$125K
BABOEING CO COM
$125K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$123K
FTNTFORTINET INC COM
$122K
GQ9SPDR GOLD SHARES
$122K
DELLDELL TECHNOLOGIES INC CL C
$121K
MMM3M CO COM
$121K
MCOMOODYS CORP COM
$120K
XLFFinancial Select Sector SPDR Fund
$118K
DLTRDOLLAR TREE INC COM
$116K
AMDADVANCED MICRO DEVICES INC COM
$115K
ORLYOREILLY AUTOMOTIVE INC COM
$115K
DASHDOORDASH INC CL A
$114K
GDGENERAL DYNAMICS CORP COM
$111K
TTENTOTALENERGIES SE SPONSORED ADS
$109K
KVUEKENVUE INC COM
$108K
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$105K
GISGENERAL MLS INC COM
$103K
LRCXLAM RESEARCH CORP COM NEW
$103K
AIGAMERICAN INTL GROUP INC COM NEW
$101K
USBUS BANCORP DEL COM NEW
$100K
CITHE CIGNA GROUP COM
$99K
CA8ACACI INTL INC CL A
$97K
HALHALLIBURTON CO COM
$95K
DFLVDIMENSIONAL US LARGE CAP VALUE ETF
$95K
VRSKVERISK ANALYTICS INC COM
$95K
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