Cary Street Partners Financial LLC Top Holdings and 13F Report (2025) About Cary Street Partners Financial LLCInvestment ActivityCary Street Partners Financial LLC has $3.07 billion in total holdings as of December 31, 2024.Cary Street Partners Financial LLC owns shares of 829 different stocks, but just 169 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $109,975,227Vanguard Value ETF $87,956,090Microsoft $79,401,292Fairlead Tactical Sector ETF $72,322,819Vanguard Growth ETF $70,785,727 Sector AllocationMap of 500 Largest Holdings ofCary Street Partners Financial LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$109,975,227439,1633.6%Computer and TechnologyVTVVanguard Value ETF$87,956,090519,5282.9%ETFMSFTMicrosoft$79,401,292188,3782.6%Computer and TechnologyTACKFairlead Tactical Sector ETF$72,322,8192,644,3452.4%ETFVUGVanguard Growth ETF$70,785,727193,4392.3%ETFJEPIJPMorgan Equity Premium Income ETF$53,536,847930,5901.7%ETFAMZNAmazon.com$45,581,892207,7671.5%Retail/WholesaleGOOGAlphabet$45,232,376237,5161.5%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$39,858,096572,5691.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$38,714,151440,4341.3%ETFSPLGSPDR Portfolio S&P 500 ETF$34,756,579504,1571.1%ETFSPYSPDR S&P 500 ETF Trust$34,399,03658,6931.1%FinanceEFGiShares MSCI EAFE Growth ETF$33,955,260350,6691.1%ETFTCW FLEXIBLE INCOME ETF$33,246,242859,5201.1%ETFVTIVanguard Total Stock Market ETF$31,195,810107,6421.0%ETFNEUBERGER BERMAN OPTION STRATEGY ETF$29,936,5471,136,1121.0%ETFGOOGLAlphabet$29,671,162156,7421.0%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$29,488,252523,0271.0%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$28,697,729638,8630.9%ETFJPIEJPMorgan Income ETF$28,384,786622,2010.9%ETFVONGVanguard Russell 1000 Growth ETF$27,208,893263,3970.9%ETFBRK.BBerkshire Hathaway$26,189,46457,7780.9%FinancePGProcter & Gamble$25,789,954153,8320.8%Consumer StaplesJPMJPMorgan Chase & Co.$25,403,937105,9780.8%FinanceCOSTCostco Wholesale$22,973,91725,0730.7%Retail/WholesaleADBEAdobe$21,985,75949,4420.7%Computer and TechnologyABBVAbbVie$21,859,263123,0130.7%MedicalNVDANVIDIA$21,639,515161,1400.7%Computer and TechnologyHDHome Depot$20,969,79453,9080.7%Retail/WholesaleCGDVCapital Group Dividend Value ETF$20,955,741594,3210.7%ETFVOEVanguard Mid-Cap Value ETF$20,541,177150,7410.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$20,409,676732,3180.7%ETFICSHiShares Ultra Short-Term Bond Active ETF$20,382,315404,1700.7%ETFURIUnited Rentals$20,373,10928,9210.7%ConstructionLLYEli Lilly and Company$20,333,32526,3390.7%MedicalIVViShares Core S&P 500 ETF$20,228,18334,3620.7%ETFRTXRTX$19,669,193169,9720.6%AerospaceSPYVSPDR Portfolio S&P 500 Value ETF$19,576,819382,8080.6%ETFEFViShares MSCI EAFE Value ETF$19,062,372381,8210.6%ETFWMBWilliams Companies$18,812,663347,6100.6%EnergyMRKMerck & Co., Inc.$17,799,478178,9250.6%MedicalVOOVanguard S&P 500 ETF$17,338,66932,1800.6%ETFVONVVanguard Russell 1000 Value$17,149,448211,0700.6%ETFTMOThermo Fisher Scientific$16,658,18332,0210.5%MedicalJNJJohnson & Johnson$16,263,257112,4550.5%MedicalQCOMQUALCOMM$16,218,005105,5720.5%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$15,890,590315,7910.5%FinanceTXNTexas Instruments$15,865,58984,6120.5%Computer and TechnologyPBLPGIM Portfolio Ballast ETF$15,746,748560,2230.5%ETFZTSZoetis$15,694,56796,3270.5%MedicalRSPInvesco S&P 500 Equal Weight ETF$15,180,30686,6310.5%ETFIWFiShares Russell 1000 Growth ETF$14,920,87537,1550.5%ETFCRMSalesforce$14,704,30143,9810.5%Computer and TechnologyMLIMueller Industries$14,650,729184,6110.5%IndustrialsCMECME Group$14,358,42261,8280.5%FinanceVVisa$14,206,22544,9510.5%Business ServicesMDYGSPDR S&P 400 Mid Cap Growth ETF$14,076,829162,0070.5%ETFIJRiShares Core S&P Small-Cap ETF$14,070,151122,1160.5%ETFJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$13,693,514220,7210.4%ETFXOMExxon Mobil$13,626,162126,6720.4%EnergyINTUIntuit$13,393,76821,3110.4%Computer and TechnologyMETAMeta Platforms$13,300,06022,7290.4%Computer and TechnologyNDAQNasdaq$12,747,541164,8890.4%FinanceCBOECboe Global Markets$12,614,03564,5550.4%Financial ServicesDIVOAmplify YieldShares CWP Dividend & Option Income ETF$12,363,780305,4300.4%ETFCGGRCapital Group Growth ETF$11,937,276321,1540.4%ETFUNHUnitedHealth Group$11,476,76122,6880.4%MedicalMDYVSPDR S&P 400 Mid Cap Value ETF$11,447,313142,7350.4%ETFSCHDSchwab US Dividend Equity ETF$11,323,536414,4780.4%ETFDISWalt Disney$11,050,07699,2380.4%Consumer DiscretionaryVBVanguard Small-Cap ETF$10,817,46445,0200.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$10,805,791197,5830.4%ETFWSMWilliams-Sonoma$10,694,14557,7500.3%Retail/WholesalePWRQuanta Services$10,484,98033,1750.3%ConstructionFDXFedEx$10,221,81836,3340.3%TransportationCGGOCapital Group Global Growth Equity ETF$10,194,157348,8760.3%ETFFLOTiShares Floating Rate Bond ETF$10,163,089199,7460.3%ETFAVGOBroadcom$10,123,62143,6660.3%Computer and TechnologyCSCOCisco Systems$10,085,389170,3610.3%Computer and TechnologyLOWLowe's Companies$10,059,09640,7580.3%Retail/WholesaleQQQInvesco QQQ$10,051,64519,6620.3%FinanceGSThe Goldman Sachs Group$9,959,57217,3930.3%FinanceVRTXVertex Pharmaceuticals$9,620,10023,8890.3%MedicalCPCanadian Pacific Kansas City$9,409,041130,0130.3%TransportationDDominion Energy$9,404,178174,6040.3%UtilitiesSPDWSPDR Portfolio Developed World ex-US ETF$9,356,808274,1520.3%ETFULUnilever$9,270,997163,5090.3%Consumer StaplesCVXChevron$9,222,28763,6720.3%EnergyHONHoneywell International$9,024,25239,9500.3%Multi-Sector ConglomeratesCGUSCapital Group Core Equity ETF$9,018,877257,9030.3%ETFVEEVVeeva Systems$8,692,36641,3430.3%MedicalFIFiserv$8,298,91740,4000.3%Business ServicesSCHMSchwab U.S. Mid-Cap ETF$8,253,710297,8600.3%ETFVOTVanguard Mid-Cap Growth ETF$8,098,98931,9170.3%ETFMBBiShares MBS ETF$7,989,90087,1500.3%ETFVOVanguard Mid-Cap ETF$7,811,07929,5720.3%ETFPEPPepsiCo$7,763,04251,0530.3%Consumer StaplesIYWiShares U.S. Technology ETF$7,619,02447,7630.2%ManufacturingACNAccenture$7,558,62321,4860.2%Computer and TechnologyVOOVVanguard S&P 500 Value ETF$7,538,30440,8560.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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