Cary Street Partners Financial LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.07 Trillion distributed in 1247 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $110B, Vanguard Value ETF with a value of $88B, Microsoft Corp with a value of $79.4B, Capitol Ser Tr Fairlead Tactic with a value of $72.3B, and Vanguard Growth ETF with a value of $70.8B.
Examining the 13F form we can see an increase of $3.07T in the current position value.
Cary Street Partners Financial LLC is based out at Richmond, VA
Below you can find more details about Cary Street Partners Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.07 Trillion
Technology: $416 Billion
Financial Services: $246 Billion
Healthcare: $195 Billion
Industrials: $177 Billion
Consumer Cyclical: $126 Billion
Communication Services: $110 Billion
Consumer Defensive: $102 Billion
Energy: $74.3 Billion
Other: $90 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions