CARY STREET PARTNERS FINANCIAL LLC
Top Portfolio Positions
576 positions ·
$1,922,459,658 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
472,162 | $119,829,993 | 6.23% | |
| MSFT |
Microsoft Corp
Technology
|
207,186 | $76,694,041 | 3.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
226,418 | $47,156,076 | 2.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
156,305 | $44,947,065 | 2.34% | |
| NVDA |
Nvidia Corp
Technology
|
238,240 | $41,549,056 | 2.16% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
81,797 | $39,197,121 | 2.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
59,371 | $38,611,335 | 2.01% | |
| JNJ |
Johnson & Johnson
Healthcare
|
138,667 | $33,895,761 | 1.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
105,196 | $30,944,454 | 1.61% | |
| RTX |
RTX Corp
Industrials
|
154,827 | $29,866,127 | 1.55% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SGU
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $152,886 | 12,450 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $147,408 | 12,450 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $147,283 | 12,450 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $145,665 | 12,450 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $164,091 | 12,450 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $143,673 | 12,450 | Shares | Defined | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||