| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 20 | Q2 2024 | 7.3% |
| VANGUARD GROWTH INDEX FUND | 20 | Q2 2024 | 13.1% |
| SPDR S&P 500 TRUST ETF | 20 | Q2 2024 | 3.9% |
| VANGUARD VALUE INDEX FUND | 20 | Q2 2024 | 5.4% |
| TEXAS INSTRUMENTS INC COM | 20 | Q2 2024 | 1.9% |
| SCHWAB US LARGE CAP VALUE ETF | 20 | Q2 2024 | 4.6% |
| SPDR S&P 400 MID CAP GROWTH ETF | 20 | Q2 2024 | 3.9% |
| HOME DEPOT INC COM | 20 | Q2 2024 | 1.3% |
| JPMORGAN CHASE & CO. COM | 20 | Q2 2024 | 1.1% |
| ABBVIE INC COM | 20 | Q2 2024 | 1.3% |
View CARY STREET PARTNERS INVESTMENT ADVISORY LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-30 |
| 13F-HR/A | 2024-02-07 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
View CARY STREET PARTNERS INVESTMENT ADVISORY LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.