CARY STREET PARTNERS FINANCIAL LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$4.0B
Holdings
973
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (973 positions)
| Stock | Value |
|---|---|
JOYTJPMORGAN EQUITY FOCUS ETF | $4.1M |
SHVISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $4.1M |
AMATAPPLIED MATLS INC COM | $4.1M |
ANETARISTA NETWORKS INC COM SHS | $4.0M |
NEARISHARES SHORT DURATION BOND ACTIVE ETF | $4.0M |
LRCXLAM RESEARCH CORP COM NEW | $4.0M |
HBANHUNTINGTON BANCSHARES INC COM | $4.0M |
LMTLOCKHEED MARTIN CORP COM | $4.0M |
BMYBRISTOL-MYERS SQUIBB CO COM | $4.0M |
TJXTJX COS INC NEW COM | $3.9M |
BKRBAKER HUGHES COMPANY CL A | $3.9M |
NTRNUTRIEN LTD COM | $3.9M |
XLUUtilities Select Sector SPDR Fund | $3.9M |
PSTGPURE STORAGE INC CL A | $3.9M |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $3.9M |
IVWISHARES S&P 500 GROWTH ETF | $3.9M |
CYBRCYBERARK SOFTWARE LTD SHS | $3.9M |
TRVCCITIGROUP INC COM NEW | $3.8M |
RYROYAL BK CDA COM | $3.8M |
MRSHMARSH & MCLENNAN COS INC COM | $3.8M |
JIVEJPMORGAN INTERNATIONAL VALUE ETF | $3.7M |
XLFFinancial Select Sector SPDR Fund | $3.7M |
LHLABCORP HOLDINGS INC COM SHS | $3.7M |
COINCOINBASE GLOBAL INC COM CL A | $3.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $3.6M |
QSRRESTAURANT BRANDS INTL INC COM | $3.6M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $3.6M |
JJACOBS SOLUTIONS INC COM | $3.5M |
INDAISHARES MSCI INDIA ETF | $3.5M |
SYKSTRYKER CORPORATION COM | $3.5M |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $3.4M |
MUBISHARES NATIONAL MUNI BOND ETF | $3.4M |
BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $3.4M |
IWDISHARES RUSSELL 1000 VALUE ETF | $3.4M |
INGRINGREDION INC COM | $3.4M |
BWXTBWX TECHNOLOGIES INC COM | $3.4M |
XJHISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $3.4M |
BXBLACKSTONE INC COM | $3.3M |
KJULINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JULY | $3.3M |
SOSOUTHERN CO COM | $3.3M |
USBUS BANCORP DEL COM NEW | $3.3M |
SCHWSCHWAB CHARLES CORP COM | $3.3M |
PFFISHARES PREFERRED & INCOME SECURITIES ETF | $3.3M |
MCDMCDONALDS CORP COM | $3.3M |
AMDADVANCED MICRO DEVICES INC COM | $3.3M |
ULTAULTA BEAUTY INC COM | $3.2M |
FMXFOMENTO ECONOMICO MEXICANO SAB (US ADR) | $3.2M |
BKBANK NEW YORK MELLON CORP COM | $3.2M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $3.2M |
TSNTYSON FOODS INC CL A | $3.1M |
ITWILLINOIS TOOL WKS INC COM | $3.1M |
UNHUNITEDHEALTH GROUP INC COM | $3.1M |
SNPSSYNOPSYS INC COM | $3.1M |
VGKVANGUARD FTSE EUROPE ETF | $3.1M |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $3.1M |
OBDCBLUE OWL CAPITAL CORPORATION COM | $3.1M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $3.1M |
MARMARRIOTT INTL INC NEW CL A | $3.1M |
VUSBVANGUARD ULTRA-SHORT BOND ETF | $3.0M |
WINNHARBOR LONG-TERM GROWERS ETF | $3.0M |
SPYINEOS S&P 500 HIGH INCOME ETF | $2.9M |
BFSSAUL CTRS INC COM | $2.9M |
CGGECAPITAL GROUP GLOBAL EQUITY ETF | $2.9M |
PRUPRUDENTIAL FINL INC COM | $2.9M |
METMETLIFE INC COM | $2.9M |
REEVEREST GROUP LTD COM | $2.9M |
OWLBLUE OWL CAPITAL INC COM CL A | $2.8M |
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $2.8M |
NXPINXP SEMICONDUCTORS N V COM | $2.8M |
CSLCARLISLE COS INC COM | $2.8M |
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $2.8M |
WTWWILLIS TOWERS WATSON PLC LTD SHS | $2.8M |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $2.8M |
BPBP PLC SPONSORED ADR | $2.8M |
ETENERGY TRANSFER L P COM UT LTD PTN | $2.8M |
BTZBLACKROCK CR ALLOCATION COM | $2.8M |
AONAON PLC SHS CL A | $2.8M |
NFLXNETFLIX INC. COM | $2.7M |
FEGEFIRST EAGLE GLOBAL EQUITY ETF | $2.7M |
RBCAAREPUBLIC BANCORP INC KY CL A | $2.7M |
PDIPIMCO DYNAMIC INCOME FD SHS | $2.7M |
FLTRVanEck Investment Grade Floating Rate ETF | $2.7M |
XHLFBONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | $2.7M |
SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $2.7M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $2.7M |
XLCCommunication Services Select Sector SPDR Fund | $2.7M |
DFNMDIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $2.7M |
GEVGE VERNOVA INC COM | $2.7M |
FBCGFIDELITY BLUE CHIP GROWTH ETF | $2.6M |
WFCWELLS FARGO & CO COM | $2.6M |
BLKBLACKROCK INC COM | $2.6M |
HALHALLIBURTON CO COM | $2.6M |
JSCPJPMORGAN SHORT DURATION CORE PLUS ETF | $2.6M |
IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $2.6M |
TBLLINVESCO SHORT TERM TREASURY ETF | $2.6M |
FNFFIDELITY NATIONAL FINANCIAL IN COM SHS | $2.6M |
CBCHUBB LIMITED COM | $2.6M |
XLIIndustrial Select Sector SPDR Fund | $2.5M |
AMTAMERICAN TOWER CORP COM | $2.5M |
IGLDFT VEST GOLD STRATEGY TARGET INCOME ETF | $2.5M |