Cary Street Partners Investment Advisory LLC Portfolio Holdings
Cary Street Partners Investment Advisory LLC
- $207 Billion
- Q2 2025
Cary Street Partners Investment Advisory LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $207 Billion distributed in 2961 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.99B, Apple Inc. with a value of $8.59B, Nvidia Corp with a value of $7.06B, Spdr Portfolio with a value of $5.13B, and Amazon Com Inc with a value of $3.95B.
Examining the 13F form we can see an increase of $33.2B in the current position value, from $173B to 207B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 2,961
- Current Value $207 Billion
- Prior Value $173 Billion
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 51 stocks
- Additional Purchases 360 stocks
- Sold out of 0 stocks
- Reduced holdings in 141 stocks