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Cary Street Partners Investment Advisory LLC
Cary Street Partners is a prominent independent wealth management firm providing comprehensive services including investments, planning, and financial advice. It serves individuals, families, and institutions.
Investment Strategy
Comprehensive wealth management focusing on investment, estate planning, and financial advice tailored to client objectives.
Latest 13F Filing Activity
Cary Street Partners Investment Advisory LLC filed their most recent 13F report on Jun 30, 2025 disclosing 587 equity positions with a total 13F market value of $207M. The fund increased holdings in Microsoft Corp. Com, Nvidia Corporation Com, Broadcom Inc. Com among other positions. Cary Street Partners Investment Advisory LLC reduced exposure to Unitedhealth Group Inc. Com, Ishares Core S&P 500 Etf, Targa Res Corp. Com among others.
Top Holdings
Equity Positions (587)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 4.84% | $10.0M | 20,089 | $318.40 | $497.41 | +$3.5M |
A AAPL | APPLE INC COM | 4.16% | $8.6M | 41,880 | $167.97 | $205.17 | +$1.5M |
N NVDA | NVIDIA CORPORATION COM | 3.42% | $7.1M | 44,705 | $59.66 | $157.99 | +$2.9M |
S SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF | 2.48% | $5.1M | 53,789 | $67.17 | $95.32 | +$1.3M |
A AMZN | AMAZON COM INC COM | 1.91% | $4.0M | 18,021 | $152.65 | $219.39 | +$1.2M |
Industry Allocation
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