C
CARY STREET PARTNERS FINANCIAL LLC
CARY STREET PARTNERS FINANCIAL LLC is an institution, managing $3.8B across 916 long positions as of Q3 2025 with 47% ETF concentration.
- Portfolio Value
- $3.8B
- Positions
- 916
- Top Holding
- VTV at 3.17%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CARY STREET PARTNERS FINANCIAL LLC's portfolio (20.6% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $121.5M | 3.17% | +$6.7M Bought | — 651.3K shares | |
Consumer Electronics Technology | $115.9M | 3.03% | -$942.1K Sold | 0.00% 455.1K shares | |
ETF ETF | $102.1M | 2.67% | +$2.0M Bought | — 233.8K shares | |
Software - Infrastructure Technology | $100.6M | 2.63% | -$1.5M Sold | 0.00% 194.2K shares | |
ETF ETF | $78.8M | 2.06% | +$217.9K Bought | — 2.6M shares | |
ETF ETF | $60.4M | 1.58% | +$4.3M Bought | — 1.1M shares | |
Unknown Unknown | $56.6M | 1.48% | +$4.7M Bought | — 1.4M shares | |
Internet Content & Information Communication Services | $55.3M | 1.45% | -$480.8K Sold | 0.00% 227.2K shares | |
ETF ETF | $52.0M | 1.36% | +$4.4M Bought | — 1.1M shares | |
Specialty Retail Consumer Cyclical | $47.1M | 1.23% | +$97.7K Bought | 0.00% 214.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CARY STREET PARTNERS FINANCIAL LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for CARY STREET PARTNERS FINANCIAL LLC
GthenA