Cary Street Partners Financial LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.16 Trillion distributed in 1331 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $101B, Vanguard Value ETF with a value of $99.2B, Vanguard Growth ETF with a value of $74.1B, Microsoft Corp with a value of $74B, and Capitol Ser Tr Fairlead Tactic with a value of $71B.
Examining the 13F form we can see an increase of $86.6B in the current position value, from $3.07T to 3.16T.
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
$3.16 Trillion
Technology: $394 Billion
Financial Services: $262 Billion
Healthcare: $220 Billion
Industrials: $179 Billion
Consumer Defensive: $128 Billion
Consumer Cyclical: $115 Billion
Energy: $102 Billion
Communication Services: $102 Billion
Other: $114 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
