Cary Street Partners Financial LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.85 Trillion distributed in 1373 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $121B, Apple Inc. with a value of $116B, Vanguard Growth ETF with a value of $102B, Microsoft Corp with a value of $101B, and Capitol Ser Tr Fairlead Tactic with a value of $78.8B.
Examining the 13F form we can see an increase of $290B in the current position value, from $3.56T to 3.85T.
Cary Street Partners Financial LLC is based out at Richmond, VA
Below you can find more details about Cary Street Partners Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.85 Trillion
Technology: $503 Billion
Financial Services: $317 Billion
Industrials: $219 Billion
Healthcare: $208 Billion
Communication Services: $147 Billion
Consumer Cyclical: $138 Billion
Consumer Defensive: $112 Billion
Energy: $100 Billion
Other: $125 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
