CARY STREET PARTNERS INVESTMENT ADVISORY LLC - Portfolio overview

CARY STREET PARTNERS INVESTMENT ADVISORY LLC has 730 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. SPYM - STATE STREET SPDR PORTFOLIO S&P 500 ETF, 3.66%
2. SPYG - STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF, 3.37%
3. EFV - ISHARES MSCI EAFE VALUE ETF, 3.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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