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Cary Street Partners Investment Advisory LLC

CIK:0001766904
Investment Adviser
$0 AUM
591 holdings
Richmond, VA, United States
Founded:2005
133 employees
Latest filing:Jun 30, 2025

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 Buys
M
MSFTMICROSOFT CORP COM
+$3.5M
N
NVDANVIDIA CORPORATION COM
+$2.9M
A
AVGOBROADCOM INC COM
+$1.7M
A
AAPLAPPLE INC COM
+$1.5M
M
METAMETA PLATFORMS INC CL A
+$1.4M
Top Sells
U
UNHUNITEDHEALTH GROUP INC COM
-$670.0K
I
IVVISHARES CORE S&P 500 ETF
-$537.6K
T
TRGPTARGA RES CORP COM
-$398.0K
E
EPDENTERPRISE PRODS PARTNERS L P COM
-$212.5K
C
CPRTCOPART INC COM
-$200.0K

Top Holdings

M
MSFTMICROSOFT CORP COM
+4.8%$10.0M
A
AAPLAPPLE INC COM
+4.2%$8.6M
N
NVDANVIDIA CORPORATION COM
+3.4%$7.1M
S
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
+2.5%$5.1M
A
AMZNAMAZON COM INC COM
+1.9%$4.0M

Equity Positions (587)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP COM4.84%$10.0M20,089$318.40$497.41+$3.5M
APPLE INC COM4.16%$8.6M41,880$167.97$205.17+$1.5M
NVIDIA CORPORATION COM3.42%$7.1M44,705$59.66$157.99+$2.9M
SPDR PORTFOLIO S&P 500 GROWTH ETF2.48%$5.1M53,789$67.17$95.32+$1.3M
AMAZON COM INC COM1.91%$4.0M18,021$152.65$219.39+$1.2M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+7.3%
SEMICONDUCTORS & RELATED DEVICES
+7.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.8%
NATURAL GAS TRANSMISSION
+5.3%
ELECTRONIC COMPUTERS
+4.9%