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Home > Institutional Investor > Cary Street Partners Financial Llc > Profile

Instuitional Investor - Cary Street Partners Financial Llc

Fund Profile
Filing Period:
Fund Name: Cary Street Partners Financial Llc
Portfolio Value $4,576,274,294
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Value Etf - ETF
 650,283 $141,716,100 3.1%
2.
Apple Inc.
 AAPL 481,881 $139,437,032 3.05%
3.
Vanguard Growth Etf - ETF
 1,325,972 $112,428,977 2.46%
4.
Alphabet Inc.
 GOOGL 228,525 $80,744,794 1.76%
5.
Microsoft Corp
 MSFT 213,728 $79,724,733 1.74%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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