CARY STREET PARTNERS INVESTMENT ADVISORY LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$152.5M

Holdings

515

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (515 positions)

StockValue
YUMYUM BRANDS INC COM
$172K
JPIEJPMORGAN INCOME ETF
$172K
CEGCONSTELLATION ENERGY CORP COM
$171K
DISDISNEY WALT CO COM
$169K
PYPLPAYPAL HLDGS INC COM
$168K
CSXCSX CORP COM
$167K
EBAEBAY INC. COM
$166K
SAPSAP SE SPON ADR
$165K
KLACKLA CORP COM NEW
$164K
PGRPROGRESSIVE CORP COM
$162K
BROBROWN & BROWN INC COM
$162K
DRIDARDEN RESTAURANTS INC COM
$162K
NUENUCOR CORP COM
$161K
KMIKINDER MORGAN INC DEL COM
$160K
DFSEURDISCOVER FINL SVCS COM
$160K
TAT&T INC COM
$155K
GMGENERAL MTRS CO COM
$155K
CTVACORTEVA INC COM
$154K
TLTISHARES 20 YEAR TREASURY BOND ETF
$153K
AZNASTRAZENECA PLC SPONSORED ADR
$153K
UBERUBER TECHNOLOGIES INC COM
$152K
MCKMCKESSON CORP COM
$152K
COPCONOCOPHILLIPS COM
$151K
VMCVULCAN MATLS CO COM
$150K
XLVHealth Care Select Sector SPDR Fund
$149K
DYHTARGET CORP COM
$148K
UPSUNITED PARCEL SERVICE INC CL B
$147K
TELTE CONNECTIVITY PLC ORD SHS
$146K
TRVTRAVELERS COMPANIES INC COM
$146K
NDSNNORDSON CORP COM
$144K
CWENCLEARWAY ENERGY INC CL C
$143K
PANWPALO ALTO NETWORKS INC COM
$142K
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$140K
DEDEERE & CO COM
$139K
MDTMEDTRONIC PLC SHS
$139K
SNPSSYNOPSYS INC COM
$139K
JCIJOHNSON CTLS INTL PLC SHS
$138K
BABOEING CO COM
$133K
ADIANALOG DEVICES INC COM
$133K
LHXL3HARRIS TECHNOLOGIES INC COM
$132K
AMDADVANCED MICRO DEVICES INC COM
$130K
MOALTRIA GROUP INC COM
$126K
TRVCCITIGROUP INC COM NEW
$123K
CVSCVS HEALTH CORP COM
$121K
MTBM & T BK CORP COM
$121K
CRCCANADIAN NAT RES LTD COM
$120K
TFCTRUIST FINL CORP COM
$120K
DLTRDOLLAR TREE INC COM
$120K
XLYConsumer Discretionary Select Sector SPDR Fund
$119K
XLFFinancial Select Sector SPDR Fund
$115K
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$114K
CHDCHURCH & DWIGHT CO INC COM
$110K
SWSMURFIT WESTROCK PLC SHS
$109K
AMGNAMGEN INC COM
$108K
APDAIR PRODS & CHEMS INC COM
$107K
LHLABCORP HOLDINGS INC COM SHS
$107K
AZOAUTOZONE INC COM
$106K
HALHALLIBURTON CO COM
$102K
EQTEQT CORP COM
$102K
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW
$101K
MCOMOODYS CORP COM
$100K
MCHPMICROCHIP TECHNOLOGY INC. COM
$100K
DOCUDOCUSIGN INC COM
$95K
PHPARKER-HANNIFIN CORP COM
$95K
CLOAISHARES AAA CLO ACTIVE ETF
$92K
VRTXVERTEX PHARMACEUTICALS INC COM
$91K
PFEPFIZER INC COM
$90K
NVONOVO-NORDISK A S ADR
$89K
GDGENERAL DYNAMICS CORP COM
$88K
ORLYOREILLY AUTOMOTIVE INC COM
$87K
ABGCENCORA INC COM
$85K
IWMISHARES RUSSELL 2000 ETF
$83K
OWLBLUE OWL CAPITAL INC COM CL A
$83K
WABWABTEC COM
$83K
KVUEKENVUE INC COM
$82K
LRCXLAM RESEARCH CORP COM NEW
$82K
HSYHERSHEY CO COM
$82K
JMUBJPMORGAN MUNICIPAL ETF
$81K
BDXBECTON DICKINSON & CO COM
$80K
USBUS BANCORP DEL COM NEW
$78K
BGBBLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN
$78K
EFXEQUIFAX INC COM
$78K
PWRQUANTA SVCS INC COM
$77K
GISGENERAL MLS INC COM
$77K
DASHDOORDASH INC CL A
$76K
SYYSYSCO CORP COM
$74K
XLFIConsumer Staples Select Sector SPDR Fund
$71K
MMM3M CO COM
$71K
OBDCBLUE OWL CAPITAL CORPORATION COM
$71K
ECLECOLAB INC COM
$69K
FTVFORTIVE CORP COM
$69K
AFLAFLAC INC COM
$68K
ETRENTERGY CORP NEW COM
$67K
AIGAMERICAN INTL GROUP INC COM NEW
$66K
EFAISHARES MSCI EAFE ETF
$65K
OREALTY INCOME CORP COM
$65K
ESGUISHARES ESG AWARE MSCI USA ETF
$64K
IWDISHARES RUSSELL 1000 VALUE ETF
$63K
AQLTISHARES U.S. TREASURY BOND ETF
$62K
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$61K
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