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
TMOTHERMO FISHER SCIENTIFIC INC COM
$391K
ADBEADOBE INC COM
$389K
CBCHUBB LIMITED COM
$387K
A4SAMERIPRISE FINL INC COM
$386K
PEPPEPSICO INC COM
$386K
UNPUNION PAC CORP COM
$384K
GEGE AEROSPACE COM NEW
$384K
IVEISHARES S&P 500 VALUE ETF
$380K
CATCATERPILLAR INC COM
$380K
STZCONSTELLATION BRANDS INC CL A
$359K
WECWEC ENERGY GROUP INC COM
$352K
STESTERIS PLC SHS USD
$348K
JNJJOHNSON & JOHNSON COM
$334K
DHRDANAHER CORPORATION COM
$331K
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INNCOME ETF
$330K
GWWGRAINGER W W INC COM
$330K
ASMLASML HOLDING N V N Y REGISTRY SHS
$322K
JGLOJPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF
$322K
GSGOLDMAN SACHS GROUP INC COM
$321K
TXNTEXAS INSTRS INC COM
$318K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$316K
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
$316K
NOCNORTHROP GRUMMAN CORP COM
$315K
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP
$315K
MDLZMONDELEZ INTL INC CL A
$314K
RSGREPUBLIC SVCS INC COM
$314K
PGPROCTER AND GAMBLE CO COM
$312K
WFCWELLS FARGO CO NEW COM
$311K
JKHYHENRY JACK & ASSOC INC COM
$295K
BACVERIZON COMMUNICATIONS INC COM
$283K
AWCAMERICAN WTR WKS CO INC NEW COM
$276K
RMERESMED INC COM
$271K
BINCISHARES FLEXIBLE INCOME ACTIVE ETF
$271K
MARMARRIOTT INTL INC NEW CL A
$266K
SLBSCHLUMBERGER LTD COM STK
$261K
REGNREGENERON PHARMACEUTICALS COM
$261K
JBNDJPMORGAN ACTIVE BOND ETF
$258K
GILDGILEAD SCIENCES INC COM
$256K
BBAGJPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
$255K
ATOATMOS ENERGY CORP COM
$251K
BMYBRISTOL-MYERS SQUIBB CO COM
$251K
WSOWATSCO INC COM
$247K
BIVVANGUARD INTERMEDIATE-TERM BOND ETF
$247K
ICEINTERCONTINENTAL EXCHANGE INC COM
$246K
NSCNORFOLK SOUTHN CORP COM
$246K
ORCLORACLE CORP COM
$245K
LNGCHENIERE ENERGY INC COM NEW
$243K
KKRKKR & CO INC COM
$243K
ALSALLSTATE CORP COM
$242K
ITGARTNER INC COM
$240K
AMTAMERICAN TOWER CORP NEW COM
$238K
WMWASTE MGMT INC DEL COM
$237K
ELVELEVANCE HEALTH INC COM
$234K
PLDPROLOGIS INC. COM
$234K
SCHWSCHWAB CHARLES CORP COM
$234K
ACGLARCH CAP GROUP LTD ORD
$233K
JBHTHUNT J B TRANS SVCS INC COM
$229K
EMREMERSON ELEC CO COM
$226K
SNASNAP ON INC COM
$224K
PPLPPL CORP COM
$223K
MPWRMONOLITHIC PWR SYS INC COM
$222K
WELLWELLTOWER INC COM
$221K
AJGGALLAGHER ARTHUR J & CO COM
$220K
POOLPOOL CORP COM
$220K
LMTLOCKHEED MARTIN CORP COM
$218K
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF
$218K
FASTFASTENAL CO COM
$217K
KNSLKINSALE CAP GROUP INC COM
$213K
ITWILLINOIS TOOL WKS INC COM
$212K
ISRGINTUITIVE SURGICAL INC COM NEW
$212K
ANETARISTA NETWORKS INC COM SHS
$211K
IBMINTERNATIONAL BUSINESS MACHS COM
$211K
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
$211K
ENSGENSIGN GROUP INC COM
$210K
TTTRANE TECHNOLOGIES PLC SHS
$206K
HXLHEXCEL CORP NEW COM
$206K
PSMTPRICESMART INC COM
$206K
AMATAPPLIED MATLS INC COM
$205K
TLHISHARES 10-20 YEAR TREASURY BOND ETF
$204K
WCNWASTE CONNECTIONS INC COM
$204K
FANGDIAMONDBACK ENERGY INC COM
$201K
CDWCDW CORP COM
$200K
IYWiShares U.S. Technology ETF
$197K
CITCINTAS CORP COM
$196K
COFCAPITAL ONE FINL CORP COM
$194K
MCXMCCORMICK & CO INC COM NON VTG
$190K
KOCOCA COLA CO COM
$187K
DPZDOMINOS PIZZA INC COM
$187K
PAYXPAYCHEX INC COM
$185K
SOSOUTHERN CO COM
$184K
RCLROYAL CARIBBEAN GROUP COM
$184K
PNCPNC FINL SVCS GROUP INC COM
$184K
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$182K
BSXBOSTON SCIENTIFIC CORP COM
$182K
SBUXSTARBUCKS CORP COM
$181K
KDPKEURIG DR PEPPER INC COM
$175K
AREALEXANDRIA REAL ESTATE EQ INC COM
$174K
DUKDUKE ENERGY CORP NEW COM NEW
$174K
FDSFACTSET RESH SYS INC COM
$173K
OTISOTIS WORLDWIDE CORP COM
$172K
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