Cary Street Partners Investment Advisory LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 1955 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7B, Microsoft Corp with a value of $6.3B, Nvidia Corp with a value of $4.48B, Spdr Portfolio with a value of $3.8B, and Energy Transfer LP with a value of $3.21B.
Examining the 13F form we can see an increase of $150B in the current position value, from $2.63B to 152B.
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
$152 Billion
Technology: $32.6 Billion
ETFs: $30.3 Billion
Energy: $17.2 Billion
Financial Services: $16.2 Billion
Healthcare: $11.5 Billion
Consumer Cyclical: $10.6 Billion
Industrials: $10.1 Billion
Communication Services: $7.36 Billion
Other: $11.9 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
