| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD VALUE INDEX FUND | 15 | Q2 2024 | 9.1% |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | 15 | Q2 2024 | 4.5% |
| VANGUARD GROWTH INDEX FUND | 15 | Q2 2024 | 4.9% |
| MICROSOFT CORP COM | 15 | Q2 2024 | 2.3% |
| MERCK & CO. INC COM | 15 | Q2 2024 | 2.3% |
| BLACKROCK ULTRA SHORT-TERM BOND ETF | 15 | Q2 2024 | 2.7% |
| JOHNSON & JOHNSON COM | 15 | Q2 2024 | 2.1% |
| LOWES COS INC COM | 15 | Q2 2024 | 2.3% |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 15 | Q2 2024 | 6.2% |
| APPLE INC COM | 15 | Q2 2024 | 1.7% |
View CARY STREET PARTNERS ASSET MANAGEMENT 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 | 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 |
View CARY STREET PARTNERS ASSET MANAGEMENT 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.