CARY STREET PARTNERS INVESTMENT ADVISORY LLC
•CIK: 1766904•Filing: Q4 2025
**CARY STREET PARTNERS INVESTMENT ADVISORY LLC** manages $371M across a diversified portfolio of 681 positions. The strategy exhibits a significant concentration in mega-cap technology names, highlighted by top holdings including AAPL ($12.9M) and MSFT ($11.7M). Further allocations are notable in NVDA ($10.0M), GOOG ($5.8M), and AMZN ($5.4M). This positioning reflects a clear, technology-forward mandate within the current market structure.
Total AUM
$370.6M
QoQ Performance
+54.9%
Positions
681
Top 10 Concentration
23.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.5%
MSFT3.2%
NVDA2.7%
GOOGL1.6%
SPYG1.6%
AMZN1.5%
XLK1.4%
SPDW1.3%
📈 Biggest Buys
XLK
Technology Select Sector SPDR Fund
+1963.3%
1.4% of portfolio
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+6397.9%
1.3% of portfolio
VTV
VANGUARD VALUE ETF
+3009.8%
1.2% of portfolio
XLF
Financial Select Sector SPDR Fund
+4269.1%
1.2% of portfolio
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+49156.9%
1.0% of portfolio
📉 Biggest Sells
Sector Breakdown
Other61.4%
Technology19.6%
Financial5.0%
Consumer4.8%
Healthcare3.3%
ETF1.7%
Industrial1.2%
Energy0.9%
🚪 Exited Positionssold since Q3 2025
+421 more exited positions
Changes from Q3 2025
NEW17 new positions
↑152 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022