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)
| Stock | Value |
|---|---|
FISFIDELITY NATL INFORMATION SVCS COM | $24K |
TLTISHARES 20 YEAR TREASURY BOND ETF | $24K |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $22K |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $22K |
REEVEREST GROUP LTD COM | $22K |
PSTGPURE STORAGE INC CL A | $22K |
ZBHZIMMER BIOMET HOLDINGS INC COM | $22K |
FCNCAFIRST CTZNS BANCSHARES INC DEL CL A | $21K |
LECOLINCOLN ELEC HLDGS INC COM | $21K |
VTVANGUARD TOTAL WORLD STOCK ETF | $20K |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $20K |
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | $20K |
XLEEnergy Select Sector SPDR Fund | $20K |
IDIINTERDIGITAL INC COM | $20K |
IJHISHARES CORE S&P MID-CAP ETF | $19K |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $19K |
CHKPCHECK POINT SOFTWARE TECH LTD ORD | $18K |
ZSZSCALER INC COM | $18K |
VNQVanguard Real Estate ETF | $17K |
TSNTYSON FOODS INC CL A | $17K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $17K |
AEGAEGON LTD AMER REG 1 CERT | $16K |
SCHXSCHWAB U.S. LARGE-CAP ETF | $16K |
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $16K |
BIIBBIOGEN INC COM | $15K |
TOSTTOAST INC CL A | $15K |
STWDSTARWOOD PPTY TR INC COM | $15K |
SHVISHARES SHORT TREASURY BOND ETF | $15K |
RABROOKFIELD REAL ASSETS INCOME SHS BEN INT | $13K |
JQUAJPMORGAN U.S. QUALITY FACTOR ETF | $13K |
KYNKAYNE ANDERSON ENERGY INFRSTR COM | $12K |
AGIALAMOS GOLD INC NEW COM CL A | $12K |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $12K |
VVVANGUARD LARGE-CAP ETF | $12K |
CAGCONAGRA BRANDS INC COM | $11K |
CEFSSABA CLOSED END FUNDS ETF | $10K |
DOCUDOCUSIGN INC COM | $10K |
SDYSTATE STREET SPDR S&P DIVIDEND ETF | $10K |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $9K |
JPXAEROVIRONMENT INC COM | $9K |
IJRISHARES CORE S&P SMALL CAP ETF | $8K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $8K |
SCHASCHWAB U.S. SMALL-CAP ETF | $7K |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $7K |
XLBMATERIALS SELECT SECTOR SPDR FUND | $7K |
SNNSMITH & NEPHEW PLC SPDN ADR NEW | $7K |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $7K |
MSMMSC INDL DIRECT INC CL A | $7K |
AQLTISHARES CORE MSCI EAFE ETF | $7K |
BCBRUNSWICK CORP COM | $7K |
NEARISHARES SHORT DURATION BOND ACTIVE ETF | $7K |
XLCCommunication Services Select Sector SPDR Fund | $6K |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $6K |
AUBATLANTIC UN BANKSHARES CORP COM | $6K |
DUOLDUOLINGO INC CL A COM | $6K |
URAGLOBAL X URANIUM ETF | $6K |
PJTPJT PARTNERS INC COM CL A | $6K |
HSICHENRY SCHEIN INC COM | $5K |
FMXFOMENTO ECONOMICO MEXICANO SAB (US ADR) | $5K |
AGOASSURED GUARANTY LTD COM | $5K |
VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $5K |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $5K |
HPHELMERICH & PAYNE INC COM | $5K |
VPLVANGUARD FTSE PACIFIC ETF | $4K |
ELANELANCO ANIMAL HEALTH INC COM | $4K |
UDRUDR INC COM | $4K |
RXORXO INC COMMON STOCK | $4K |
FTAIFTAI AVIATION LTD SHS | $4K |
THGHANOVER INS GROUP INC COM | $4K |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $4K |
FMCFMC CORP COM NEW | $4K |
PRMBPRIMO BRANDS CORPORATION CLASS A COM SHS | $4K |
MTGMGIC INVT CORP WIS COM | $4K |
AVNSAVANOS MED INC COM | $4K |
ATRAPTARGROUP INC COM | $3K |
TOWNTOWNEBANK PORTSMOUTH VA COM | $3K |
FT2FIRST HORIZON CORPORATION COM | $3K |
HSIHEIDRICK & STRUGGLES INTL INC COM | $3K |
BBIOBRIDGEBIO PHARMA INC COM | $3K |
HALOHALOZYME THERAPEUTICS INC COM | $3K |
CYBRCYBERARK SOFTWARE LTD SHS | $3K |
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $3K |
NFGNATIONAL FUEL GAS CO COM | $3K |
UVSPUNIVEST FINANCIAL CORPORATION COM | $3K |
INGRINGREDION INC COM | $2K |
ABCBAMERIS BANCORP COM | $2K |
AGNCAGNC INVT CORP COM | $2K |
FBINFORTUNE BRANDS INNOVATIONS INC COM | $2K |
PNFPPINNACLE FINL PARTNERS INC COM | $2K |
RYNRAYONIER INC COM | $2K |
JOYTJPMORGAN EQUITY FOCUS ETF | $2K |
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | $2K |
UVVUNIVERSAL CORP VA COM | $2K |
FLOFLOWERS FOODS INC COM | $2K |
RITMRITHM CAPITAL CORP COM NEW | $2K |
IEURISHARES CORE MSCI EUROPE ETF | $1K |
FRMEFIRST MERCHANTS CORP COM | $1K |
VNOVORNADO RLTY TR SH BEN INT | $1K |
DUHPDIMENSIONAL US HIGH PROFITABILITY ETF | $1K |
FTREFORTREA HLDGS INC COMMON STOCK | $1K |