CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Top Portfolio Positions
502 positions ·
$206,745,956 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
49,456 | $12,551,428 | 6.07% | |
| NVDA |
Nvidia Corp
Technology
|
54,694 | $9,538,628 | 4.61% | |
| MSFT |
Microsoft Corp
Technology
|
24,444 | $9,048,426 | 4.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,699 | $4,935,782 | 2.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,755 | $4,818,061 | 2.33% | |
| AVGO |
Broadcom Inc.
Technology
|
14,015 | $4,337,774 | 2.10% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,066 | $3,470,530 | 1.68% | |
| TRGP |
Targa Resources Corp.
Energy
|
13,763 | $3,450,793 | 1.67% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,340 | $3,041,604 | 1.47% | |
| ET |
Energy Transfer LP
Energy
|
157,220 | $3,034,346 | 1.47% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VLY
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,537 | 451 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $4,975 | 426 | Shares | Other | 2026-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||