CARY STREET PARTNERS FINANCIAL LLC Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$3.9B

Holdings

926

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (926 positions)

StockValue
NOCNORTHROP GRUMMAN CORP COM
$1.2M
SMGSCOTTS MIRACLE-GRO CO CL A
$1.2M
JVALJPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND
$1.2M
SPGIS&P GLOBAL INC COM
$1.1M
OKEONEOK INC NEW COM
$1.1M
DFVXDIMENSIONAL US LARGE CAP VECTOR ETF
$1.1M
BKLNINVESCO SENIOR LOAN ETF
$1.1M
PJTPJT PARTNERS INC COM CL A
$1.1M
XBISTATE STREET SPDR S&P BIOTECH ETF
$1.1M
GSEWGOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF
$1.1M
JPCNUVEEN PFD & INCOME OPPORTUNIT COM
$1.0M
NOWSERVICENOW INC COM
$1.0M
VXFVANGUARD EXTENDED MARKET ETF
$1.0M
ETRENTERGY CORP NEW COM
$1.0M
OBDCBLUE OWL CAPITAL CORPORATION COM
$1.0M
FFORD MTR CO COM
$1.0M
DOVDOVER CORP COM
$1.0M
SPIPSTATE STREET SPDR PORTFOLIO TIPS ETF
$1.0M
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$1.0M
IVEISHARES S&P 500 VALUE ETF
$1.0M
MMM3M CO COM
$989K
LHXL3HARRIS TECHNOLOGIES INC COM
$989K
EMREMERSON ELEC CO COM
$988K
PAYXPAYCHEX INC COM
$980K
DFAWDIMENSIONAL WORLD EQUITY ETF
$979K
JIVEJPMORGAN INTERNATIONAL VALUE ETF
$978K
SHYDVANECK SHORT HIGH YIELD MUNI ETF
$976K
COPCONOCOPHILLIPS COM
$973K
MSIMOTOROLA SOLUTIONS INC COM NEW
$965K
VMCVULCAN MATLS CO COM
$964K
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
$958K
OXYOCCIDENTAL PETE CORP COM
$957K
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF
$950K
RPGINVESCO S&P 500 PURE GROWTH ETF
$949K
RRRRED ROCK RESORTS INC CL A
$943K
ACHRARCHER AVIATION INC COM CL A
$937K
QUBTQUANTUM COMPUTING INC COM
$935K
MTRXMATRIX SVC CO COM
$933K
MDLZMONDELEZ INTL INC CL A
$932K
XONEBONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF
$928K
VIOOVANGUARD S&P SMALL-CAP 600 ETF
$927K
ECLECOLAB INC COM
$926K
SLVISHARES SILVER TRUST
$925K
IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF
$923K
IWYISHARES RUSSELL TOP 200 GROWTH ETF
$913K
MGKVANGUARD MEGA CAP GROWTH ETF
$905K
CSXCSX CORP COM
$899K
TROWPRICE T ROWE GROUP INC COM
$894K
TLTISHARES 20 YEAR TREASURY BOND ETF
$894K
USMCPRINCIPAL U.S. MEGA-CAP ETF
$893K
ZOMDFZOMEDICA CORP COM
$892K
IBMSISHARES IBONDS DEC 2029 TERM TREASURY ETF
$884K
URAGLOBAL X URANIUM ETF
$883K
XNEAXNUVEEN AMT FREE QLTY MUN INCME COM
$877K
VBILVANGUARD 0-3 MONTH TREASURY BILL ETF
$876K
CTASIMPLIFY MANAGED FUTURES STRATEGY ETF
$872K
CFRCULLEN FROST BANKERS INC COM
$869K
TOWNTOWNEBANK PORTSMOUTH VA COM
$866K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$865K
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$856K
RPRXROYALTY PHARMA PLC SHS CLASS A
$852K
AGIALAMOS GOLD INC NEW COM CL A
$850K
GWWGRAINGER W W INC COM
$849K
VPUVANGUARD UTILITIES ETF
$848K
GPCGENUINE PARTS CO COM
$844K
CMCSACOMCAST CORP NEW CL A
$844K
HPHELMERICH & PAYNE INC COM
$840K
XLBMATERIALS SELECT SECTOR SPDR FUND
$834K
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP
$829K
EUFNISHARES MSCI EUROPE FINANCIALS ETF
$826K
LNGCHENIERE ENERGY INC COM NEW
$823K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$820K
ERIIENERGY RECOVERY INC COM
$814K
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$814K
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$812K
A4SAMERIPRISE FINL INC COM
$805K
XJUNFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE
$803K
DFATDIMENSIONAL U.S. TARGETED VALUE ETF
$803K
GPIXGOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
$791K
NVSNNOVARTIS AG SPONSORED ADR
$790K
APOAPOLLO GLOBAL MGMT INC COM
$782K
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
$782K
DFSVDIMENSIONAL US SMALL CAP VALUE ETF
$778K
ELANELANCO ANIMAL HEALTH INC COM
$775K
PKNREVVITY INC COM
$771K
HGERHARBOR ALL-WEATHER INFLATION FOCUS ETF
$765K
STWDSTARWOOD PPTY TR INC COM
$765K
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$754K
RYNRAYONIER INC COM
$752K
CVSCVS HEALTH CORP COM
$748K
INTCINTEL CORP COM
$746K
KLACKLA CORP COM NEW
$743K
RGLDROYAL GOLD INC COM
$742K
UGLPROSHARES ULTRA GOLD
$737K
RHCRH PLC ORD
$735K
RLRALPH LAUREN CORP CL A
$729K
MPLXMPLX LP COM UNIT REP LTD
$729K
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$729K
BINCISHARES FLEXIBLE INCOME ACTIVE ETF
$727K
IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF
$727K
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