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 | 17 | Q3 2023 | 7.3% |
VANGUARD GROWTH INDEX FUND | 17 | Q3 2023 | 13.1% |
SPDR S&P 500 TRUST ETF | 17 | Q3 2023 | 3.9% |
VANGUARD VALUE INDEX FUND | 17 | Q3 2023 | 5.4% |
SCHWAB US LARGE CAP VALUE ETF | 17 | Q3 2023 | 4.6% |
TEXAS INSTRUMENTS INC COM | 17 | Q3 2023 | 1.9% |
SPDR S&P 400 MID CAP GROWTH ETF | 17 | Q3 2023 | 3.9% |
HOME DEPOT INC COM | 17 | Q3 2023 | 1.3% |
ISHARES TRUST MSCI USA MIN VOL ETF | 17 | Q3 2023 | 6.4% |
SPDR S&P 400 MID CAP VALUE ETF | 17 | Q3 2023 | 2.5% |
View CARY STREET PARTNERS INVESTMENT ADVISORY LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
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.