CARY STREET PARTNERS INVESTMENT ADVISORY LLC Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$239.3M

Holdings

609

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (609 positions)

StockValue
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
$271K
TELTE CONNECTIVITY PLC ORD SHS
$270K
IAU*ISHARES GOLD TRUST
$269K
ANETARISTA NETWORKS INC COM SHS
$268K
ITWILLINOIS TOOL WKS INC COM
$268K
ACGLARCH CAP GROUP LTD ORD
$266K
EBAEBAY INC. COM
$264K
VMCVULCAN MATLS CO COM
$262K
FUNSIX FLAGS ENTERTAINMENT CORP COM
$260K
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$260K
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$258K
WSOWATSCO INC COM
$256K
CFGCITIZENS FINL GROUP INC COM
$255K
POOLPOOL CORP COM
$255K
ENSGENSIGN GROUP INC COM
$253K
AMDADVANCED MICRO DEVICES INC COM
$253K
MTBM & T BK CORP COM
$252K
DHID R HORTON INC COM
$252K
GEVGE VERNOVA INC COM
$250K
SNASNAP ON INC COM
$248K
NVSNNOVARTIS AG SPONSORED ADR
$247K
JKHYHENRY JACK & ASSOC INC COM
$247K
RMERESMED INC COM
$247K
AMTAMERICAN TOWER CORP NEW COM
$244K
MARMARRIOTT INTL INC NEW CL A
$244K
ELVELEVANCE HEALTH INC FORMERLY A COM
$244K
PHPARKER-HANNIFIN CORP COM
$242K
KMIKINDER MORGAN INC DEL COM
$241K
FLXRTCW FLEXIBLE INCOME ETF
$240K
KKRKKR & CO INC COM
$240K
VSTVISTRA CORP COM
$236K
SCHDSCHWAB US DIVIDEND EQUITY ETF
$235K
BABOEING CO COM
$234K
BDXBECTON DICKINSON & CO COM
$233K
PANWPALO ALTO NETWORKS INC COM
$232K
DASHDOORDASH INC CL A
$229K
MDTMEDTRONIC PLC SHS
$229K
PAYXPAYCHEX INC COM
$228K
CDWCDW CORP COM
$227K
PCARPACCAR INC COM
$226K
FANGDIAMONDBACK ENERGY INC COM
$225K
DELLDELL TECHNOLOGIES INC CL C
$225K
EHCENCOMPASS HEALTH CORP COM
$223K
REGNREGENERON PHARMACEUTICALS COM
$222K
ESGUISHARES ESG AWARE MSCI USA ETF
$221K
JMUBJPMORGAN MUNICIPAL ETF
$220K
SNPSSYNOPSYS INC COM
$219K
ALAIR LEASE CORP CL A
$219K
TRVTRAVELERS COMPANIES INC COM
$218K
PFEPFIZER INC COM
$214K
KNTKKINETIK HOLDINGS INC COM NEW CL A
$214K
DISDISNEY WALT CO COM
$213K
TDYTELEDYNE TECHNOLOGIES INC COM
$213K
TTENTOTALENERGIES SE SPONSORED ADS
$212K
BMYBRISTOL-MYERS SQUIBB CO COM
$211K
MOALTRIA GROUP INC COM
$211K
WCNWASTE CONNECTIONS INC COM
$210K
DRIDARDEN RESTAURANTS INC COM
$208K
YUMYUM BRANDS INC COM
$206K
IBNICICI BANK LIMITED ADR
$206K
BSXBOSTON SCIENTIFIC CORP COM
$206K
KNSLKINSALE CAP GROUP INC COM
$205K
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK
$205K
WRBBERKLEY W R CORP COM
$204K
JBHTHUNT J B TRANS SVCS INC COM
$204K
MUMICRON TECHNOLOGY INC COM
$204K
PSMTPRICESMART INC COM
$202K
JCIJOHNSON CTLS INTL PLC SHS
$202K
FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C
$201K
AMATAPPLIED MATLS INC COM
$200K
DPZDOMINOS PIZZA INC COM
$199K
ADIANALOG DEVICES INC COM
$199K
RGLDROYAL GOLD INC COM
$198K
SPOTSPOTIFY TECHNOLOGY S A SHS
$198K
ARESARES MANAGEMENT CORPORATION CL A COM STK
$197K
HOODROBINHOOD MKTS INC COM CL A
$195K
MMM3M CO COM
$193K
KDPKEURIG DR PEPPER INC COM
$192K
RSRELIANCE INC COM
$192K
ISRGINTUITIVE SURGICAL INC COM NEW
$191K
AEPAMERICAN ELEC PWR CO INC COM
$184K
USBUS BANCORP DEL COM NEW
$182K
SAPSAP SE SPON ADR
$180K
AQLTISHARES U.S. TREASURY BOND ETF
$179K
ORLYOREILLY AUTOMOTIVE INC COM
$179K
LHLABCORP HOLDINGS INC COM SHS
$178K
AOSSMITH A O CORP COM
$178K
PGRPROGRESSIVE CORP COM
$178K
SWSMURFIT WESTROCK PLC SHS
$178K
MCXMCCORMICK & CO INC COM NON VTG
$177K
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$177K
HSYHERSHEY CO COM
$174K
JBNDJPMORGAN ACTIVE BOND ETF
$173K
BHPBHP GROUP LTD SPONSORED ADS
$172K
AZOAUTOZONE INC COM
$172K
AMLPAlerian MLP ETF
$171K
AONAON PLC SHS CL A
$170K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$169K
PWRQUANTA SVCS INC COM
$163K
ENBENBRIDGE INC COM
$162K
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