Cary Street Partners Investment Advisory LLC Portfolio Holdings
Cary Street Partners Investment Advisory LLC
- $2.63 Billion
- Q3 2024
Cary Street Partners Investment Advisory LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.63 Billion distributed in 2623 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $103M, Microsoft Corp with a value of $83.6M, Vanguard Growth ETF with a value of $56.4M, Vanguard Value ETF with a value of $55M, and Vanguard Bd Index Fd Inc Inter with a value of $42.3M.
Examining the 13F form we can see an increase of $215M in the current position value, from $2.42B to 2.63B.
Cary Street Partners Investment Advisory LLC is based out at Richmond, VA
Below you can find more details about Cary Street Partners Investment Advisory LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,623
- Current Value $2.63 Billion
- Prior Value $2.42 Billion
- Filing
- Period Q3 2024
- Filing Date October 30, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 52 stocks
- Additional Purchases 325 stocks
- Sold out of 0 stocks
- Reduced holdings in 324 stocks