CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CIK
1766904
City
RICHMOND
State / Country
VA
Top Portfolio Positions
501 positions ·
$204,475,991 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
49,456 | $12,551,428 | 6.14% |
| NVDA |
Nvidia Corp
Technology
|
54,694 | $9,538,628 | 4.66% |
| MSFT |
Microsoft Corp
Technology
|
24,444 | $9,048,426 | 4.43% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,699 | $4,935,782 | 2.41% |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,755 | $4,818,061 | 2.36% |
| AVGO |
Broadcom Inc.
Technology
|
14,015 | $4,337,774 | 2.12% |
| META |
Meta Platforms, Inc.
Communication Services
|
6,066 | $3,470,530 | 1.70% |
| TRGP |
Targa Resources Corp.
Energy
|
13,763 | $3,450,793 | 1.69% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,340 | $3,041,604 | 1.49% |
| ET |
Energy Transfer LP
Energy
|
157,220 | $3,034,346 | 1.48% |
Portfolio Trend
Holdings in MUJ
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,850 | 5,000 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $59,500 | 5,000 | Shares | Other | 2026-02-09 | |
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