Cary Street Partners Investment Advisory LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.63 Billion distributed in 2623 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $103M, Microsoft Corp with a value of $83.6M, Vanguard Growth ETF with a value of $56.4M, Vanguard Value ETF with a value of $55M, and Vanguard Bd Index Fd Inc Inter with a value of $42.3M.
Examining the 13F form we can see an increase of $215M in the current position value, from $2.42B to 2.63B.
Cary Street Partners Investment Advisory LLC is based out at Richmond, VA
Below you can find more details about Cary Street Partners Investment Advisory LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.63 Billion
ETFs: $1.05 Billion
Technology: $412 Million
Healthcare: $237 Million
Financial Services: $232 Million
Industrials: $183 Million
Consumer Cyclical: $126 Million
Consumer Defensive: $118 Million
Communication Services: $97 Million
Other: $157 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
