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Asset Manager ← All Institutions

CARY STREET PARTNERS FINANCIAL LLC

901 EAST BYRD STREET SUITE 1001, RICHMOND, VA 23219 • 804-340-8100

Q4 2025 · Filed 2026-02-09
Market Value
$4.0B
+4.5%
Holdings
1,000
+49
New Purchases
94
Added To
391
Closed
48
Reduced
351
Top 10 Concentration
20.4%
Turnover
14.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NBOS 0.53% 0.00% +0.53% $21M
GOOG 1.88% 1.46% +0.42% $74M
EFV 1.21% 0.84% +0.37% $48M
EFG 1.29% 0.96% +0.34% $51M
AKRE 0.29% 0.00% +0.29% $12M
GOOGL 1.24% 1.01% +0.23% $49M
LLY 0.77% 0.56% +0.21% $31M
PYLD 0.44% 0.23% +0.21% $17M
HOLA 0.35% 0.19% +0.16% $14M
NVDA 0.99% 0.83% +0.15% $39M
AAPL 3.20% 3.05% +0.15% $127M
ETN 0.24% 0.10% +0.14% $9M
VTI 1.06% 0.92% +0.14% $42M
JAAA 0.16% 0.05% +0.11% $6M
V 0.59% 0.48% +0.11% $23M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WTPI 0.25% 0.88% -0.63% $10M
SPLG 0.91% 1.22% -0.31% $36M
JEPI 1.34% 1.59% -0.25% $53M
TACK 1.83% 2.08% -0.25% $73M
UL 0.00% 0.24% -0.24% $0
MSFT 2.43% 2.65% -0.22% $97M
URI 0.55% 0.68% -0.13% $22M
CARR 0.02% 0.15% -0.13% $662K
JPIE 1.24% 1.37% -0.13% $49M
PNFP 0.00% 0.12% -0.12% $0
ZTS 0.26% 0.38% -0.12% $10M
DIS 0.24% 0.35% -0.11% $9M
VUG 2.58% 2.69% -0.11% $102M
HD 0.50% 0.60% -0.10% $20M
HELO 0.40% 0.50% -0.09% $16M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 60.1%
Technology 11.7%
Industrials 6.7%
Healthcare 5.3%
Communication Services 3.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $1.4B 36.2%
Large Cap 537 $1.8B 45.8%
Mid Cap 195 $388M 9.8%
Small Cap 148 $219M 5.5%
Micro Cap 43 $106M 2.7%

Portfolio Analytics

Avg Market Cap
$93.3B
Median Market Cap
$18.2B
Avg P/E
30.6
Median P/E
22.5
Avg Dividend Yield
0.03%
Avg Beta
0.87
# Stocks
541
# ETFs / Funds
459

Top Holdings (1,000 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 3.20% 467,079 $127M $271.86 $11M +11,933 +2.6%
2 VTV 3.12% 647,557 $124M $190.99 $2M -3,791 -0.6%
3 VUG 2.58% 231,026 $102M $443.55 $398K -2,782 -1.2%
4 MSFT 2.43% 199,582 $97M $483.62 -$4M +5,432 +2.8%
5 GOOG 1.88% 237,149 $74M $313.80 $19M +9,986 +4.4%
6 TACK 1.83% 2,422,855 $73M $29.97 -$6M -202,658 -7.7%
7 FLXR 1.47% 1,471,817 $58M $39.60 $2M +49,142 +3.5%
8 JEPI 1.34% 928,454 $53M $57.24 -$7M -129,072 -12.2%
9 EFG 1.29% 450,701 $51M $113.92 $15M +131,783 +41.3%
10 AMZN 1.29% 221,630 $51M $230.82 $4M +7,213 +3.4%
11 VB 1.27% 196,142 $51M $257.95 $5M +17,636 +9.9%
12 GOOGL 1.24% 157,493 $49M $313.00 $11M -701 -0.4%
13 JPIE 1.24% 1,063,485 $49M $46.29 -$3M -56,922 -5.1%
14 EFV 1.21% 690,514 $48M $69.48 $16M +203,148 +41.7%
15 JGRO 1.13% 482,030 $45M $92.80 -$6K +4,819 +1.0%
16 VTI 1.06% 125,790 $42M $335.27 $7M +18,987 +17.8%
17 BRK-B 1.04% 82,056 $41M $502.65 -$101K -186 -0.2%
18 NVDA 0.99% 209,722 $39M $186.50 $8M +40,308 +23.8%
19 SPY 0.98% 57,054 $39M $681.92 $3M +2,926 +5.4%
20 SPLG 0.91% 448,229 $36M $80.22 -$10M -142,097 -24.1%
21 JPM 0.88% 107,788 $35M $322.22 $894K +512 +0.5%
22 BIV 0.87% 482,329 $35M $71.55 -$904K -10,383 -2.1%
23 JEPQ 0.86% 588,774 $34M $58.12 -$355K -12,310 -2.0%
24 LLY 0.77% 28,543 $31M $1,074.69 $9M +492 +1.8%
25 ICSH 0.76% 596,354 $30M $50.58 $444K +10,740 +1.8%
26 ABBV 0.75% 129,785 $30M $228.49 -$867K -2,033 -1.5%
27 VIG 0.74% 132,885 $29M $219.78 $3M +10,154 +8.3%
28 RTX 0.73% 157,957 $29M $183.40 $3M +901 +0.6%
29 JNJ 0.73% 139,436 $29M $206.95 $4M +7,367 +5.6%
30 IVV 0.73% 42,042 $29M $684.94 $3M +2,986 +7.7%
31 VOE 0.71% 181,794 $28M $154.17 -$2M -11,353 -5.9%
32 VOT 0.67% 95,219 $27M $279.14 $4M +19,360 +25.5%
33 CGDV 0.64% 578,395 $25M $43.64 $936K +121 +0.0%
34 VOO 0.59% 37,223 $23M $627.13 $2M +2,269 +6.5%
35 V 0.59% 66,536 $23M $350.71 $5M +13,565 +25.6%
36 MRK 0.55% 206,848 $22M $105.26 $5M +5,577 +2.8%
37 URI 0.55% 26,850 $22M $809.32 -$4M -284 -1.1%
38 WMB 0.54% 354,191 $21M $60.11 -$869K +4,402 +1.3%
39 NBOS 0.53% 769,101 $21M $27.27 +769,101 NEW
40 SCHG 0.52% 626,865 $20M $32.62 -$847K -40,478 -6.1%
41 HD 0.50% 58,214 $20M $344.10 -$3M +1,880 +3.3%
42 IWF 0.50% 42,143 $20M $473.30 $3M +5,773 +15.9%
43 VYM 0.49% 136,866 $20M $143.52 $953K +4,262 +3.2%
44 MLI 0.49% 170,781 $20M $114.80 $2M -2,882 -1.7%
45 RSP 0.49% 101,322 $19M $191.56 $686K +2,624 +2.7%
46 COST 0.48% 22,229 $19M $862.36 -$2M -442 -1.9%
47 CSCO 0.48% 246,385 $19M $77.03 $2M +3,685 +1.5%
48 TMO 0.47% 32,487 $19M $579.45 $4M +1,094 +3.5%
49 IJR 0.46% 153,044 $18M $120.18 $699K +4,146 +2.8%
50 VO 0.44% 59,936 $17M $290.22 $3M +10,109 +20.3%
51 PYLD 0.44% 650,431 $17M $26.68 $9M +324,772 +99.7%
52 QCOM 0.44% 101,015 $17M $171.05 $2M +7,893 +8.5%
53 QQQ 0.41% 26,243 $16M $614.32 $534K +279 +1.1%
54 HELO 0.40% 241,787 $16M $66.43 -$3M -49,188 -16.9%
55 SPYG 0.40% 148,137 $16M $106.70 -$688K -9,692 -6.1%
56 USFR 0.40% 313,653 $16M $50.32 $3M +50,791 +19.3%
57 XOM 0.39% 129,239 $16M $120.34 $2M +4,797 +3.9%
58 PG 0.39% 108,264 $16M $143.31 -$2M -2,966 -2.7%
59 0HQN.L 0.39% 61,594 $15M $251.00 $347K -30 -0.1%
60 CME 0.39% 56,407 $15M $273.08 $202K +145 +0.3%
61 FDX 0.38% 52,696 $15M $288.86 $3M +873 +1.7%
62 ADBE 0.38% 43,254 $15M $349.99 -$1M -3,710 -7.9%
63 NDAQ 0.38% 155,423 $15M $97.13 $1M -1,369 -0.9%
64 META 0.38% 22,682 $15M $660.07 -$2M -278 -1.2%
65 DIVO 0.37% 327,193 $15M $44.50 -$2M -36,396 -10.0%
66 SPDW 0.37% 327,354 $15M $44.41 -$625K -27,008 -7.6%
67 PWR 0.36% 34,230 $14M $422.06 $96K -400 -1.2%
68 IGSB 0.36% 270,316 $14M $52.88 $2M +47,378 +21.2%
69 AXP 0.36% 38,389 $14M $369.95 $1M -1,273 -3.2%
70 HOLA 0.35% 263,222 $14M $52.24 $7M +125,206 +90.7%
71 PANW 0.35% 74,444 $14M $184.20 $95K +7,569 +11.3%
72 INTU 0.34% 20,412 $14M $662.43 $1M +2,111 +11.5%
73 AVGO 0.34% 38,985 $13M $346.10 $771K +423 +1.1%
74 TXN 0.33% 75,200 $13M $173.49 -$2M -4,557 -5.7%
75 CVX 0.32% 83,824 $13M $152.41 $759K +6,444 +8.3%
76 GS 0.32% 14,437 $13M $878.94 $203K -1,243 -7.9%
77 SPYV 0.32% 222,725 $13M $56.81 -$776K -19,976 -8.2%
78 CGBL 0.32% 356,266 $13M $35.33 -$240K -13,165 -3.6%
79 ASML 0.31% 11,680 $12M $1,069.86 $1M -69 -0.6%
80 AMLP 0.30% 257,238 $12M $47.02 $2M +41,186 +19.1%
81 PGX 0.30% 1,065,901 $12M $11.24 -$691K -26,513 -2.4%
82 XLK 0.30% 82,072 $12M $143.97 $201K +40,862 +99.2%
83 AKRE 0.29% 177,754 $12M $65.51 +177,754 NEW
84 CAT 0.29% 20,117 $12M $572.87 $3M +2,379 +13.4%
85 VONG 0.28% 90,935 $11M $121.75 -$485K -4,972 -5.2%
86 APH 0.27% 78,114 $11M $135.14 $948K +475 +0.6%
87 ZTS 0.26% 83,034 $10M $125.82 -$4M -15,626 -15.8%
88 GLW 0.26% 118,845 $10M $87.56 $939K +3,438 +3.0%
89 GLD 0.26% 25,604 $10M $396.31 $2M +1,628 +6.8%
90 VRTX 0.26% 22,355 $10M $453.36 $1M -568 -2.5%
91 CGUS 0.26% 251,861 $10M $40.23 $243K +1,751 +0.7%
92 LOW 0.26% 41,998 $10M $241.16 -$548K -486 -1.1%
93 WTPI 0.25% 302,958 $10M $33.02 -$24M -706,955 -70.0%
94 D 0.25% 170,301 $10M $58.59 -$136K +4,955 +3.0%
95 PEP 0.25% 69,454 $10M $143.52 -$188K -2,862 -4.0%
96 WSM 0.25% 55,324 $10M $178.59 -$1M -763 -1.4%
97 CGDG 0.25% 277,160 $10M $35.64 $278K +106 +0.0%
98 HON 0.25% 50,610 $10M $195.09 -$248K +2,527 +5.3%
99 MDYV 0.25% 115,375 $10M $84.65 -$335K -5,727 -4.7%
100 MDT 0.24% 101,089 $10M $96.06 $336K +2,654 +2.7%

New Positions

SymbolValue% Port
NBOS $21M 0.53%
AKRE $12M 0.29%
BWXT $3M 0.08%
HFSI $2M 0.06%
PWV $2M 0.05%
EUSA $2M 0.04%
AZN $2M 0.04%
ITOT $1M 0.04%
Q $1M 0.04%
MINT $1M 0.03%
SCHB $1M 0.03%
GUMI $1M 0.03%
VONV $747K 0.02%
SH $722K 0.02%
PAAA $620K 0.02%

Sold Out Positions

SymbolValue% Port
ZBH —%
FMC —%
EHC —%
PRMB —%
MSM —%
HPQ —%
ALC —%
UL —%
BCAT —%
TDY —%
WRB —%
PNFP —%
FLO —%
KNTK —%
DEO —%
View SEC EDGAR Filings for CARY STREET PARTNERS FINANCIAL LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms