Cary Street Partners Investment Advisory LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 2915 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.05B, Microsoft Corp with a value of $6.47B, Nvidia Corp with a value of $4.19B, Spdr Portfolio with a value of $3.81B, and Targa Resources Corp. with a value of $3.06B.
Examining the 13F form we can see an increase of $21B in the current position value, from $152B to 173B.
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
$173 Billion
Technology: $33.4 Billion
ETFs: $32.8 Billion
Financial Services: $20.9 Billion
Energy: $19.3 Billion
Healthcare: $14.4 Billion
Industrials: $11.7 Billion
Consumer Cyclical: $11.3 Billion
Communication Services: $8.83 Billion
Other: $14.3 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
