CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13F Holdings
CIK 0001766904 · RICHMOND, VA
As of Sep 30, 2025, CARY STREET PARTNERS INVESTMENT ADVISORY LLC reported 2,923 positions worth
CIK 0001766904 · RICHMOND, VA
As of Sep 30, 2025, CARY STREET PARTNERS INVESTMENT ADVISORY LLC reported 2,923 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 21,670 | 1.2M | 8.59% |
| APPLE INC | AAPL | Technology | 42,313 | 0.8M | 8.24% |
| NVIDIA CORP | NVDA | Technology | 48,167 | $9.0M | 6.87% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 52,956 | $5.5M | 4.23% |
| AMAZON.COM INC | AMZN | Equity | 18,738 | $4.1M | 3.15% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 67,906 | $3.8M | 2.87% |
| BROADCOM INC | AVGO | Technology | 11,109 | $3.7M | 2.80% |
| ALPHABET INC | GOOG | Equity | 13,158 | $3.2M | 2.45% |
| META PLATFORMS INC | META | Communication Services | 3,818 | $2.8M | 2.14% |
| ALPHABET INC | GOOGL | Equity | 11,410 | $2.8M | 2.12% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 8,690 | $2.7M | 2.10% |
| ENERGY TRANSFER LP | ET | Energy | 157,220 | $2.7M | 2.06% |
| TARGA RESOURCES CORP | TRGP | Energy | 15,130 | $2.5M | 1.94% |
| JPMORGAN BETABUILDERS US EQUITY ETF | BBUS | — | 18,741 | $2.3M | 1.73% |
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 67,900 | $2.1M | 1.62% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 21,610 | $2.0M | 1.52% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 41,070 | .9M | 1.47% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 44,513 | .9M | 1.46% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,767 | .9M | 1.45% |
| WESTERN MIDSTREAM PARTNERS LP | WES | Energy | 46,680 | .8M | 1.40% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 35,177 | .8M | 1.37% |
| WILLIAMS COMPANIES INC | WMB | Energy | 26,770 | .7M | 1.30% |
| VISA INC-CLASS A SHARES | V | Financial Services | 4,258 | .5M | 1.11% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF | MDYG | — | 15,445 | .4M | 1.08% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 43,089 | .4M | 1.03% |