CARY STREET PARTNERS FINANCIAL LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$3.2B
Holdings
858
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (858 positions)
| Stock | Value |
|---|---|
STLDSTEEL DYNAMICS INC COM | $3.2M |
ITWILLINOIS TOOL WKS INC COM | $3.2M |
WMWASTE MGMT INC DEL COM | $3.2M |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $3.2M |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $3.2M |
VUSBVANGUARD ULTRA-SHORT BOND ETF | $3.2M |
FMXFOMENTO ECONOMICO MEXICANO SAB (US ADR) | $3.2M |
HALHALLIBURTON CO COM | $3.2M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $3.2M |
CAGCONAGRA BRANDS INC COM | $3.2M |
FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COM | $3.1M |
IWDISHARES RUSSELL 1000 VALUE ETF | $3.1M |
JOYTJPMORGAN EQUITY FOCUS ETF | $3.1M |
SYKSTRYKER CORPORATION COM | $3.1M |
PLTRPALANTIR TECHNOLOGIES INC CL A | $3.1M |
XHLFBONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | $3.1M |
LMTLOCKHEED MARTIN CORP COM | $3.1M |
INDAISHARES MSCI INDIA ETF | $3.0M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $3.0M |
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $2.9M |
CYBRCYBERARK SOFTWARE LTD SHS | $2.9M |
FT2FIRST HORIZON CORPORATION COM | $2.9M |
DWDMORGAN STANLEY COM NEW | $2.9M |
ETENERGY TRANSFER L P COM UT LTD PTN | $2.9M |
XJHISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $2.9M |
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $2.9M |
NTRNUTRIEN LTD COM | $2.9M |
JJACOBS SOLUTIONS INC COM | $2.8M |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2.8M |
ETNEATON CORP PLC SHS | $2.8M |
IVWISHARES S&P 500 GROWTH ETF | $2.8M |
DDDUPONT DE NEMOURS INC COM | $2.8M |
CRWDCROWDSTRIKE HLDGS INC CL A | $2.8M |
DYHTARGET CORP COM | $2.8M |
QQQMINVESCO NASDAQ 100 ETF | $2.8M |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $2.8M |
UBERUBER TECHNOLOGIES INC COM | $2.7M |
NXPINXP SEMICONDUCTORS N V COM | $2.7M |
TFCTRUIST FINL CORP COM | $2.7M |
ANETARISTA NETWORKS INC COM SHS | $2.7M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $2.7M |
XLCCommunication Services Select Sector SPDR Fund | $2.6M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $2.6M |
XLFFinancial Select Sector SPDR Fund | $2.6M |
XLUUtilities Select Sector SPDR Fund | $2.6M |
PSTGPURE STORAGE INC CL A | $2.6M |
CBCHUBB LIMITED COM | $2.6M |
FLTRVanEck Investment Grade Floating Rate ETF | $2.6M |
EFAISHARES MSCI EAFE ETF | $2.6M |
AQLTISHARES CORE MSCI EAFE ETF | $2.6M |
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | $2.5M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $2.5M |
RBCAAREPUBLIC BANCORP INC KY CL A | $2.5M |
BLKBLACKROCK INC COM | $2.4M |
MOALTRIA GROUP INC COM | $2.4M |
BXBLACKSTONE INC COM | $2.4M |
USBUS BANCORP DEL COM NEW | $2.4M |
INMDINMODE LTD SHS | $2.4M |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $2.4M |
RYROYAL BK CDA COM | $2.3M |
DFNMDIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $2.3M |
AMATAPPLIED MATLS INC COM | $2.3M |
BKBANK NEW YORK MELLON CORP COM | $2.3M |
AMDADVANCED MICRO DEVICES INC COM | $2.3M |
MARMARRIOTT INTL INC NEW CL A | $2.3M |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $2.3M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $2.3M |
AUBATLANTIC UN BANKSHARES CORP COM | $2.3M |
VBRVANGUARD SMALL CAP VALUE ETF | $2.2M |
ULTAULTA BEAUTY INC COM | $2.2M |
BFSSAUL CTRS INC COM | $2.2M |
XLEEnergy Select Sector SPDR Fund | $2.2M |
TBLLINVESCO SHORT TERM TREASURY ETF | $2.2M |
BDXBECTON DICKINSON & CO COM | $2.2M |
TRVCCITIGROUP INC COM NEW | $2.2M |
MASMASCO CORP COM | $2.1M |
SPLBSPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $2.1M |
NVONOVO-NORDISK A S ADR | $2.1M |
BSVVANGUARD SHORT-TERM BOND ETF | $2.1M |
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $2.1M |
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | $2.1M |
TSLATESLA INC COM | $2.1M |
SCHWSCHWAB CHARLES CORP COM | $2.1M |
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF | $2.0M |
TRVTRAVELERS COMPANIES INC COM | $2.0M |
BPBP PLC SPONSORED ADR | $2.0M |
UNPUNION PAC CORP COM | $2.0M |
VGKVANGUARD FTSE EUROPE ETF | $2.0M |
EFXEQUIFAX INC COM | $2.0M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $2.0M |
METMETLIFE INC COM | $2.0M |
EDCONSOLIDATED EDISON INC COM | $1.9M |
SDYSPDR S&P DIVIDEND ETF | $1.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $1.9M |
ADPAUTOMATIC DATA PROCESSING INC COM | $1.9M |
AGMFEDERAL AGRIC MTG CORP CL C | $1.9M |
XLIIndustrial Select Sector SPDR Fund | $1.9M |
ISPYPROSHARES S&P 500 HIGH INCOME ETF | $1.9M |
HOODROBINHOOD MKTS INC COM CL A | $1.8M |
NFLXNETFLIX INC COM | $1.8M |