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
SNNSMITH & NEPHEW PLC SPDN ADR NEW
$722K
YUMYUM BRANDS INC COM
$719K
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF
$717K
MODLVICTORYSHARES WESTEND U.S. SECTOR ETF
$716K
RGCORGC RES INC COM
$714K
RSGREPUBLIC SVCS INC COM
$712K
IBTKISHARES IBONDS DEC 2030 TERM TREASURY ETF
$711K
RXORXO INC COMMON STOCK
$707K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$705K
BDXBECTON DICKINSON & CO COM
$695K
MIDDMIDDLEBY CORP COM
$679K
NFGNATIONAL FUEL GAS CO COM
$672K
DFSDDIMENSIONAL SHORT-DURATION FIXED INCOME ETF
$669K
MOSMOSAIC CO NEW COM
$667K
CEFSSABA CLOSED END FUNDS ETF
$658K
UVVUNIVERSAL CORP VA COM
$654K
BILZPIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND
$653K
OPPEWISDOMTREE EUROPEAN OPPORTUNITIES FUND
$652K
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$648K
IHIISHARES U.S. MEDICAL DEVICES ETF
$647K
PPAINVESCO AEROSPACE & DEFENSE ETF
$640K
IBTGISHARES IBONDS DEC 2026 TERM TREASURY ETF
$639K
KKRKKR & CO INC COM
$639K
HUMHUMANA INC COM
$636K
NINISOURCE INC COM
$635K
HSIHEIDRICK & STRUGGLES INTL INC COM
$634K
XMARFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH
$632K
DARDARLING INGREDIENTS INC COM
$629K
GILDGILEAD SCIENCES INC COM
$613K
FMCFMC CORP COM NEW
$611K
SMHVANECK SEMICONDUCTOR ETF
$610K
QMARFT VEST NASDAQ-100 BUFFER ETF - MARCH
$609K
KNSLKINSALE CAP GROUP INC COM
$600K
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$597K
SPYINEOS S&P 500 HIGH INCOME ETF
$595K
FDLOFIDELITY LOW VOLATILITY FACTOR ETF
$594K
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF
$593K
FLOFLOWERS FOODS INC COM
$592K
SPTSSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
$592K
MCXMCCORMICK & CO INC COM NON VTG
$586K
SCZISHARES MSCI EAFE SMALL-CAP ETF
$585K
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$577K
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$575K
HSICHENRY SCHEIN INC COM
$572K
VOOGVANGUARD S&P 500 GROWTH ETF
$562K
DUHPDIMENSIONAL US HIGH PROFITABILITY ETF
$559K
CHATROUNDHILL GENERATIVE AI & TECHNOLOGY ETF
$558K
VNOVORNADO RLTY TR SH BEN INT
$557K
JHSHANCOCK JOHN INCOME SECS TR COM
$556K
FMHIFIRST TRUST MUNICIPAL HIGH INCOME ETF
$554K
USRTiShares Core US REIT ETF
$553K
EMOCLEARBRIDGE ENERGY MIDSTRM OPP COM
$550K
LRGFISHARES U.S. EQUITY FACTOR ETF
$549K
BSMVINVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF
$546K
MEDPMEDPACE HLDGS INC COM
$545K
AZOAUTOZONE INC COM
$545K
VNQVanguard Real Estate ETF
$532K
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST
$529K
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$523K
OUSMALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF
$521K
XNOVFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - NOVEMBER
$517K
OEFISHARES S&P 100 ETF
$516K
FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
$515K
OREALTY INCOME CORP COM
$509K
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF
$509K
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$505K
SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
$497K
XMHQINVESCO S&P MIDCAP QUALITY ETF
$493K
LVLNSTATE STREET SPDR S&P REGIONAL BANKING ETF
$492K
FISFIDELITY NATL INFORMATION SVCS COM
$490K
RPVINVESCO S&P 500 PURE VALUE ETF
$489K
ESGUISHARES ESG AWARE MSCI USA ETF
$486K
XFEBFT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY
$484K
THGHANOVER INS GROUP INC COM
$483K
BMOBANK MONTREAL QUE COM
$482K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$481K
THNQROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF
$479K
IWBISHARES RUSSELL 1000 ETF
$477K
IYHISHARES U.S. HEALTHCARE ETF
$476K
BITBBITWISE BITCOIN ETF TRUST
$473K
OTISOTIS WORLDWIDE CORP COM
$472K
SLYGSTATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF
$471K
TMTOYOTA MOTOR CORP ADS
$470K
QUALISHARES MSCI USA QUALITY FACTOR ETF
$464K
FTAIFTAI AVIATION LTD SHS
$464K
IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF
$464K
VTWOVANGUARD RUSSELL 2000 ETF
$464K
GISGENERAL MLS INC COM
$463K
DXJWisdomTree Japan Hedged Equity ETF
$460K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$456K
UTFCOHEN & STEERS INFRASTRUCTURE COM
$455K
BKNGBOOKING HOLDINGS INC COM
$454K
UDRUDR INC COM
$453K
DOWDOW INC COM
$452K
AG8AGILENT TECHNOLOGIES INC COM
$450K
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$450K
CWBSTATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
$449K
DTEDTE ENERGY CO COM
$446K
EEMISHARES MSCI EMERGING MARKETS ETF
$444K
ABCBAMERIS BANCORP COM
$440K
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