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
GDGENERAL DYNAMICS CORP COM
$162K
NDQINVESCO QQQ TRUST SERIES I
$161K
CWENCLEARWAY ENERGY INC CL C
$159K
APDAIR PRODS & CHEMS INC COM
$157K
NDSNNORDSON CORP COM
$157K
MCOMOODYS CORP COM
$156K
INTCINTEL CORP COM
$154K
VRTXVERTEX PHARMACEUTICALS INC COM
$154K
XLUUtilities Select Sector SPDR Fund
$153K
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
$152K
GQ9SPDR GOLD SHARES
$150K
GDXVANECK GOLD MINERS ETF
$149K
EQTEQT CORP COM
$149K
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
$147K
EAELECTRONIC ARTS INC COM
$146K
CRWDCROWDSTRIKE HLDGS INC CL A
$146K
NEMNEWMONT CORP COM
$145K
VTVVANGUARD VALUE ETF
$145K
MLMMARTIN MARIETTA MATLS INC COM
$144K
URIUNITED RENTALS INC COM
$143K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$142K
CSLCARLISLE COS INC COM
$140K
RYROYAL BK CDA COM
$140K
PYPLPAYPAL HLDGS INC COM
$139K
ULUNILEVER PLC (US ADR)
$138K
HWMHOWMET AEROSPACE INC COM
$138K
VUGVANGUARD GROWTH ETF
$138K
SHOPSHOPIFY INC CL A SUB VTG SHS
$137K
OBDCBLUE OWL CAPITAL CORPORATION COM
$135K
MPCMARATHON PETE CORP COM
$135K
XELXCEL ENERGY INC COM
$133K
DFNMDIMENSIONAL NATIONAL MUNICIPAL BOND ETF
$133K
TRUTRANSUNION COM
$132K
TMTOYOTA MOTOR CORP ADS
$130K
OREALTY INCOME CORP COM
$127K
ALLEALLEGION PLC ORD SHS
$126K
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW
$124K
ECLECOLAB INC COM
$123K
HCAHCA HEALTHCARE INC COM
$119K
CSXCSX CORP COM
$118K
GSKGSK PLC SPONSORED ADR
$118K
EFXEQUIFAX INC COM
$117K
CDNSCADENCE DESIGN SYSTEM INC COM
$117K
XLYConsumer Discretionary Select Sector SPDR Fund
$117K
MEDPMEDPACE HLDGS INC COM
$115K
KRKROGER CO COM
$114K
IDXXIDEXX LABS INC COM
$111K
STZCONSTELLATION BRANDS INC CL A
$111K
STIPISHARES 0-5 YEAR TIPS BOND ETF
$110K
NXPINXP SEMICONDUCTORS N V COM
$110K
VOVANGUARD MID-CAP ETF
$109K
SYYSYSCO CORP COM
$109K
CBOECBOE GLOBAL MKTS INC COM
$108K
BKBANK NEW YORK MELLON CORP COM
$107K
JIVEJPMORGAN INTERNATIONAL VALUE ETF
$107K
CHDCHURCH & DWIGHT CO INC COM
$106K
HBANHUNTINGTON BANCSHARES INC COM
$105K
CMICUMMINS INC COM
$105K
METMETLIFE INC COM
$104K
EWEDWARDS LIFESCIENCES CORP COM
$103K
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
$103K
DFLVDIMENSIONAL US LARGE CAP VALUE ETF
$102K
FTNTFORTINET INC COM
$102K
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF
$100K
ETRENTERGY CORP NEW COM
$99K
XLFFinancial Select Sector SPDR Fund
$99K
GMGENERAL MTRS CO COM
$99K
KMBKIMBERLY-CLARK CORP COM
$97K
BMOBANK MONTREAL QUE COM
$96K
AIGAMERICAN INTL GROUP INC COM NEW
$95K
VRSKVERISK ANALYTICS INC COM
$95K
WPCWP CAREY INC COM
$95K
CITHE CIGNA GROUP COM
$94K
IWMISHARES RUSSELL 2000 ETF
$94K
CLOAISHARES AAA CLO ACTIVE ETF
$92K
MNSTMONSTER BEVERAGE CORP NEW COM
$92K
SPGSIMON PPTY GROUP INC NEW COM
$90K
BGBBLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN
$90K
MPLXMPLX LP COM UNIT REP LTD
$90K
NKENIKE INC CL B
$89K
VIGVANGUARD DIVIDEND APPRECIATION ETF
$88K
XLVHealth Care Select Sector SPDR Fund
$88K
DEODIAGEO PLC SPON ADR NEW
$85K
ABNBAIRBNB INC COM CL A
$84K
IRINGERSOLL RAND INC COM
$84K
OXLCOXFORD LANE CAP CORP COM
$83K
SLBSLB LIMITED COM STK
$83K
MLB1MERCADOLIBRE INC COM
$82K
GPCGENUINE PARTS CO COM
$82K
UPSUNITED PARCEL SERVICE INC CL B
$78K
DDOMINION ENERGY INC COM
$78K
GISGENERAL MLS INC COM
$77K
AFLAFLAC INC COM
$77K
COINCOINBASE GLOBAL INC COM CL A
$76K
CLCOLGATE PALMOLIVE CO COM
$76K
VFHVANGUARD FINANCIALS ETF
$75K
PSAPUBLIC STORAGE OPER CO COM
$75K
EVRGEVERGY INC COM
$74K
BBARRICK MNG CORP COM SHS
$74K
PSXPHILLIPS 66 COM
$73K
PreviousPage 4 of 7Next