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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

Q1 2026 · Filed 2026-04-29
Market Value
$4.0B
Holdings
1,020
+20
New Purchases
68
Added To
405
Closed
52
Reduced
374
Top 10 Concentration
19.9%
Turnover
11.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VO 0.77% 0.44% +0.33% $31M
FEGE 0.31% 0.07% +0.24% $12M
BWXT 0.29% 0.08% +0.21% $12M
EFG 1.48% 1.29% +0.18% $59M
ETN 0.42% 0.24% +0.18% $17M
XOM 0.56% 0.39% +0.16% $22M
VTV 3.26% 3.12% +0.14% $129M
JNJ 0.85% 0.73% +0.13% $34M
EFV 1.33% 1.21% +0.13% $53M
AJG 0.12% 0.00% +0.12% $5M
ROP 0.11% 0.00% +0.11% $4M
ICSH 0.87% 0.76% +0.11% $35M
PWR 0.48% 0.36% +0.11% $19M
WMB 0.65% 0.54% +0.11% $26M
CVX 0.43% 0.32% +0.11% $17M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 1.93% 2.43% -0.50% $77M
CGDG 0.01% 0.25% -0.24% $442K
VEEV 0.00% 0.22% -0.22% $0
INTU 0.15% 0.34% -0.19% $6M
GOOG 1.69% 1.88% -0.19% $67M
ADBE 0.20% 0.38% -0.18% $8M
AAPL 3.02% 3.20% -0.18% $120M
VUG 2.42% 2.58% -0.17% $96M
LLY 0.64% 0.77% -0.13% $25M
PYPL 0.00% 0.12% -0.12% $181K
GOOGL 1.13% 1.24% -0.11% $45M
QCOM 0.33% 0.44% -0.11% $13M
AMZN 1.19% 1.29% -0.10% $47M
CYBR 0.00% 0.10% -0.10% $0
JPM 0.78% 0.88% -0.10% $31M

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 78 $1.4B 35.7%
Large Cap 557 $1.8B 45.7%
Mid Cap 193 $387M 9.8%
Small Cap 150 $244M 6.2%
Micro Cap 42 $109M 2.7%

Portfolio Analytics

Avg Market Cap
$92.4B
Median Market Cap
$18.7B
Avg P/E
31.7
Median P/E
22.5
Avg Dividend Yield
0.03%
Avg Beta
0.88
# Stocks
560
# ETFs / Funds
460

Top Holdings (1,020 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTV 3.26% 659,387 $129M $196.20 $6M +11,830 +1.8%
2 AAPL 3.02% 472,162 $120M $253.79 -$7M +5,083 +1.1%
3 VUG 2.42% 240,589 $96M $398.70 -$7M +9,563 +4.1%
4 MSFT 1.93% 207,186 $77M $370.17 -$20M +7,604 +3.8%
5 TACK 1.88% 2,455,932 $75M $30.40 $2M +33,077 +1.4%
6 GOOG 1.69% 233,842 $67M $286.86 -$7M -3,307 -1.4%
7 FLXR 1.52% 1,536,935 $60M $39.27 $2M +65,118 +4.4%
8 EFG 1.48% 526,133 $59M $111.37 $7M +75,432 +16.7%
9 JEPI 1.39% 975,186 $55M $56.68 $2M +46,732 +5.0%
10 EFV 1.33% 731,227 $53M $72.46 $5M +40,713 +5.9%
11 JPIE 1.31% 1,127,724 $52M $46.07 $3M +64,239 +6.0%
12 VB 1.29% 195,276 $51M $261.92 $552K -866 -0.4%
13 AMZN 1.19% 226,418 $47M $208.27 -$4M +4,788 +2.2%
14 GOOGL 1.13% 156,305 $45M $287.56 -$4M -1,188 -0.8%
15 JGRO 1.12% 524,474 $44M $84.52 -$404K +42,444 +8.8%
16 NVDA 1.05% 238,240 $42M $174.40 $2M +28,518 +13.6%
17 VTI 1.03% 127,245 $41M $320.81 -$1M +1,455 +1.2%
18 BRK-B 0.99% 81,797 $39M $479.20 -$2M -259 -0.3%
19 SPY 0.97% 59,371 $39M $650.33 -$295K +2,317 +4.1%
20 JEPQ 0.88% 628,291 $35M $55.52 $663K +39,517 +6.7%
21 ICSH 0.87% 684,435 $35M $50.62 $4M +88,081 +14.8%
22 BIV 0.87% 486,860 $35M $70.96 $40K +4,531 +0.9%
23 SPLG 0.86% 443,672 $34M $76.54 -$2M -4,557 -1.0%
24 JNJ 0.85% 138,667 $34M $244.44 $5M -769 -0.6%
25 JPM 0.78% 105,196 $31M $294.16 -$4M -2,592 -2.4%
26 VO 0.77% 106,434 $31M $287.18 $13M +46,498 +77.6%
27 RTX 0.75% 154,827 $30M $192.90 $897K -3,130 -2.0%
28 VOE 0.75% 184,379 $30M $160.51 $2M +2,585 +1.4%
29 VIG 0.72% 132,258 $28M $215.06 -$762K -627 -0.5%
30 ABBV 0.71% 128,913 $28M $217.49 -$2M -872 -0.7%
31 VOT 0.69% 106,626 $27M $257.35 $861K +11,407 +12.0%
32 IVV 0.67% 40,573 $27M $653.21 -$2M -1,469 -3.5%
33 WMB 0.65% 353,873 $26M $72.78 $4M -318 -0.1%
34 LLY 0.64% 27,573 $25M $919.78 -$5M -970 -3.4%
35 HD 0.61% 73,805 $24M $328.89 $4M +15,591 +26.8%
36 MRK 0.61% 201,187 $24M $120.29 $2M -5,661 -2.7%
37 VOO 0.60% 40,131 $24M $597.54 $636K +2,908 +7.8%
38 CGDV 0.60% 560,496 $24M $42.54 -$1M -17,899 -3.1%
39 COST 0.56% 22,155 $22M $996.45 $3M -74 -0.3%
40 XOM 0.56% 130,031 $22M $169.66 $7M +792 +0.6%
41 NBOS 0.53% 782,769 $21M $26.74 -$39K +13,668 +1.8%
42 RSP 0.52% 108,162 $21M $191.92 $1M +6,840 +6.8%
43 V 0.51% 67,248 $20M $302.24 -$3M +712 +1.1%
44 VYM 0.51% 135,661 $20M $148.10 $448K -1,205 -0.9%
45 IJR 0.49% 156,719 $19M $124.31 $1M +3,675 +2.4%
46 URI 0.48% 26,222 $19M $728.56 -$3M -628 -2.3%
47 CSCO 0.48% 244,842 $19M $77.59 $18K -1,543 -0.6%
48 PWR 0.48% 34,446 $19M $549.02 $4M +216 +0.6%
49 MLI 0.46% 165,963 $18M $110.80 -$1M -4,818 -2.8%
50 PYLD 0.46% 694,247 $18M $26.20 $836K +43,816 +6.7%
51 FDX 0.46% 51,057 $18M $356.18 $3M -1,639 -3.1%
52 IWF 0.46% 42,586 $18M $426.40 -$2M +443 +1.1%
53 SCHG 0.44% 597,767 $17M $29.13 -$3M -29,098 -4.6%
54 CVX 0.43% 82,679 $17M $206.90 $4M -1,145 -1.4%
55 ETN 0.42% 46,748 $17M $357.67 $7M +16,951 +56.9%
56 CME 0.42% 56,301 $17M $295.35 $1M -106 -0.2%
57 0HQN.L 0.42% 59,151 $17M $281.07 $1M -2,443 -4.0%
58 TMO 0.40% 32,283 $16M $491.53 -$3M -204 -0.6%
59 AMLP 0.39% 294,319 $15M $52.64 $3M +37,081 +14.4%
60 IGSB 0.39% 292,190 $15M $52.56 $1M +21,874 +8.1%
61 ASML 0.39% 11,603 $15M $1,320.83 $3M -77 -0.7%
62 DIVO 0.38% 340,733 $15M $44.85 $722K +13,540 +4.1%
63 CAT 0.38% 21,382 $15M $708.48 $4M +1,265 +6.3%
64 PG 0.38% 103,721 $15M $144.44 -$534K -4,543 -4.2%
65 SPDW 0.38% 328,131 $15M $45.65 $441K +777 +0.2%
66 QQQ 0.37% 25,527 $15M $577.19 -$1M -716 -2.7%
67 TXN 0.37% 75,226 $15M $194.14 $2M +26 +0.0%
68 HELO 0.36% 222,792 $14M $63.91 -$2M -18,995 -7.9%
69 SPYG 0.36% 144,979 $14M $97.91 -$2M -3,158 -2.1%
70 HOLA 0.35% 261,232 $14M $52.60 -$10K -1,990 -0.8%
71 USFR 0.34% 271,698 $14M $50.34 -$2M -41,955 -13.4%
72 PANW 0.34% 83,139 $13M $160.32 -$384K +8,695 +11.7%
73 META 0.33% 23,231 $13M $572.12 -$2M +549 +2.4%
74 NDAQ 0.33% 155,145 $13M $84.89 -$2M -278 -0.2%
75 QCOM 0.33% 101,135 $13M $128.78 -$4M +120 +0.1%
76 AVGO 0.32% 41,401 $13M $309.51 -$679K +2,416 +6.2%
77 SPYV 0.31% 216,757 $12M $56.58 -$389K -5,968 -2.7%
78 GS 0.31% 14,465 $12M $845.97 -$452K +28 +0.2%
79 FEGE 0.31% 257,962 $12M $47.00 $9M +198,274 +332.2%
80 AXP 0.30% 39,625 $12M $302.48 -$2M +1,236 +3.2%
81 CGBL 0.30% 343,614 $12M $34.41 -$763K -12,652 -3.5%
82 BWXT 0.29% 57,096 $12M $204.49 $8M +37,678 +194.0%
83 HON 0.29% 51,348 $12M $226.03 $2M +738 +1.5%
84 PGX 0.28% 1,017,472 $11M $10.88 -$911K -48,429 -4.5%
85 PEP 0.28% 70,824 $11M $155.29 $1M +1,370 +2.0%
86 XLK 0.27% 79,636 $11M $132.90 -$1M -2,436 -3.0%
87 WTPI 0.26% 327,587 $10M $31.91 $450K +24,629 +8.1%
88 D 0.26% 168,721 $10M $61.82 $452K -1,580 -0.9%
89 DVN 0.26% 204,421 $10M $50.32 $3M +4,153 +2.1%
90 WSM 0.25% 55,451 $10M $182.33 $230K +127 +0.2%
91 GLD 0.25% 23,495 $10M $430.29 -$37K -2,109 -8.2%
92 VRTX 0.25% 22,467 $10M $446.54 -$102K +112 +0.5%
93 APH 0.25% 78,796 $10M $126.35 -$600K +682 +0.9%
94 SCHD 0.25% 320,543 $10M $30.68 $874K -6,110 -1.9%
95 VONG 0.25% 89,176 $10M $109.69 -$1M -1,759 -1.9%
96 SPSM 0.25% 201,674 $10M $48.32 $179K -2,467 -1.2%
97 MDYV 0.24% 113,733 $10M $85.15 -$82K -1,642 -1.4%
98 FLOT 0.24% 187,573 $10M $50.95 $121K +2,041 +1.1%
99 JAAA 0.24% 189,334 $10M $50.37 $3M +62,956 +49.8%
100 AKRE 0.24% 178,622 $9M $52.85 -$2M +868 +0.5%

New Positions

SymbolValue% Port
ROP $4M 0.11%
MHD $2M 0.06%
SMLF $2M 0.05%
GSY $2M 0.04%
WSC $832K 0.02%
FLO $551K 0.01%
QBTS $551K 0.01%
RACE $506K 0.01%
CNP $429K 0.01%
UITB $328K 0.01%
PMMF $307K 0.01%
JTEK $306K 0.01%
ROIV $281K 0.01%
MTZ $279K 0.01%
AIRR $277K 0.01%

Sold Out Positions

SymbolValue% Port
VEEV —%
HUBS —%
SNOW —%
FTV —%
LDOS —%
KMX —%
CLX —%
KNSL —%
VALE —%
AVNS —%
SAP —%
CLS —%
UBS —%
VNO —%
HUM —%
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