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Cary Street Partners Asset Management

Latest statistics and disclosures from Cary Street Partners Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are TACK, Neuberger Berman Etf Trust, VTV, VUG, SPYG, and represent 27.45% of Cary Street Partners Asset Management's stock portfolio.
Added to shares of these 10 stocks: Neuberger Berman Etf Trust (+$37M), VUG (+$6.5M), JEPI, MS, JBBB, BDX, TACK, JPIE, ICSH, SPDW.
Started 8 new stock positions in BIL, SCHP, MS, IWM, JBBB, MCHI, Neuberger Berman Etf Trust, VZ.
Reduced shares in these 10 stocks: VTV (-$5.8M), SPMD (-$5.0M), EFV, TM, SPSM, SPYG, IYW, LRCX, SPY, PSX.
Sold out of its positions in KMX, C, PFFD, AGG, PFF, GXC, MGV.
Cary Street Partners Asset Management was a net buyer of stock by $16M.
Cary Street Partners Asset Management has $645M in assets under management (AUM), dropping by 10.60%.
Central Index Key (CIK): 0001845445

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Portfolio Holdings for Cary Street Partners Asset Management

Cary Street Partners Asset Management holds 193 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fairlead Tactical Sector ETF Etf (TACK)	9.5	$62M		2.3M	26.44	View chart
Neuberger Berman Option Strategy Etf Etf	5.7	$37M	NEW	1.4M	26.04	View chart
Vanguard Value Etf Etf (VTV)	5.3	$34M	-14%	210k	162.86	View chart
Vanguard Growth Etf Etf (VUG)	3.5	$23M	+40%	66k	344.20	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	3.4	$22M	-11%	297k	73.15	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	2.6	$17M	+2%	214k	78.64	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	2.4	$16M	+16%	268k	57.86	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	2.3	$15M	-3%	168k	86.67	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	1.8	$12M	-19%	273k	43.04	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	1.8	$12M	+8%	228k	50.56	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	1.8	$11M	+2%	97k	117.60	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	1.6	$10M	+5%	165k	61.53	View chart
Microsoft Corp Stock (MSFT)	1.6	$10M	-2%	24k	420.71	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	1.5	$9.8M	+5%	352k	27.94	View chart
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO)	1.5	$9.7M	+5%	251k	38.88	View chart
JPMorgan Nasdaq Equity Premium Income ETF Etf (JEPQ)	1.4	$8.9M	+3%	163k	54.24	View chart
Merck & Co Stock (MRK)	1.2	$7.7M	-2%	58k	131.95	View chart
Lowes Cos Stock (LOW)	1.1	$7.3M	-4%	29k	254.73	View chart
Qualcomm Stock (QCOM)	1.0	$6.5M		39k	169.30	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	1.0	$6.4M	-44%	120k	53.34	View chart
Sysco Corp Stock (SYY)	1.0	$6.3M	+3%	78k	81.18	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	1.0	$6.3M	+7%	61k	103.79	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$6.2M	-3%	31k	200.30	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	1.0	$6.2M	-43%	113k	54.40	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.9	$6.1M	-17%	12k	523.07	View chart
Lincoln Elec Hldgs Stock (LECO)	0.9	$6.0M		24k	255.44	View chart
Cvs Health Corp Stock (CVS)	0.9	$5.6M	-3%	70k	79.76	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.9	$5.6M		37k	152.26	View chart
Apple Stock (AAPL)	0.9	$5.5M	-6%	32k	171.48	View chart
WisdomTree Floating Rate Treasury Fund Etf (USFR)	0.8	$5.5M	-14%	109k	50.29	View chart
Jpmorgan Income Etf Etf (JPIE)	0.8	$5.5M	+19%	120k	45.56	View chart
Johnson & Johnson Stock (JNJ)	0.8	$5.4M	+13%	34k	158.19	View chart
Johnson Ctls Intl Stock (JCI)	0.8	$5.3M		81k	65.32	View chart
Phillips 66 Stock (PSX)	0.8	$5.2M	-17%	32k	163.34	View chart
iShares U.S. Technology ETF Etf (IYW)	0.8	$5.2M	-23%	39k	135.06	View chart
Citizens Finl Group Stock (CFG)	0.7	$4.6M	-2%	127k	36.29	View chart
Texas Instrs Stock (TXN)	0.7	$4.5M	-3%	26k	174.21	View chart
Lam Research Corp Stock (LRCX)	0.7	$4.5M	-24%	4.6k	971.65	View chart
Abbvie Stock (ABBV)	0.7	$4.3M		24k	182.10	View chart
Spdr Portfolio Mortgage Backed Bond Etf Etf (SPMB)	0.6	$4.1M	+4%	190k	21.72	View chart
Devon Energy Corp Stock (DVN)	0.6	$4.0M	-5%	80k	50.18	View chart
Fedex Corp Stock (FDX)	0.6	$3.8M		13k	289.74	View chart
Fiserv Stock (FI)	0.6	$3.7M		23k	159.82	View chart
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)	0.6	$3.7M		82k	45.10	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.6	$3.6M		34k	105.03	View chart
Halliburton Stock (HAL)	0.5	$3.5M	+12%	90k	39.42	View chart
Kenvue Stock (KVUE)	0.5	$3.4M	-3%	160k	21.46	View chart
The Cigna Group Stock (CI)	0.5	$3.4M	-4%	9.3k	363.21	View chart
Amazon Stock (AMZN)	0.5	$3.3M	+3%	18k	180.38	View chart
Cisco Sys Stock (CSCO)	0.5	$3.2M	-4%	64k	49.91	View chart
Shell Plc Spon Ads Adr (SHEL)	0.5	$3.2M	-9%	47k	67.02	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$3.1M		6.4k	485.54	View chart
Thermo Fisher Scientific Stock (TMO)	0.5	$3.1M		5.3k	581.18	View chart
Nxp Semiconductors N V Stock (NXPI)	0.5	$3.1M		12k	247.77	View chart
Toyota Motor Corp Ads Adr (TM)	0.5	$3.1M	-48%	12k	251.68	View chart
Everest Group Stock (EG)	0.5	$3.0M	-3%	7.5k	397.47	View chart
Rtx Corporation Stock (RTX)	0.5	$2.9M	+9%	30k	97.53	View chart
Unilever Adr (UL)	0.5	$2.9M	-6%	58k	50.19	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.4	$2.8M	-18%	19k	148.44	View chart
Disney Walt Stock (DIS)	0.4	$2.8M		23k	122.36	View chart
Adobe Stock (ADBE)	0.4	$2.8M	-18%	5.5k	504.58	View chart
American Tower Corp Reit (AMT)	0.4	$2.7M	-4%	14k	197.59	View chart
Prudential Finl Stock (PRU)	0.4	$2.7M	-7%	23k	117.40	View chart
Nvidia Corporation Stock (NVDA)	0.4	$2.6M	+2%	2.9k	903.56	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.4	$2.6M	+46%	74k	35.84	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.4	$2.6M	-5%	17k	148.63	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.4	$2.6M	+15%	34k	76.67	View chart
Janus Henderson AAA CLO ETF Etf (JAAA)	0.4	$2.6M		51k	50.74	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$2.5M	+19%	31k	80.63	View chart
Huntington Bancshares Stock (HBAN)	0.4	$2.5M	-6%	179k	13.95	View chart
Becton Dickinson & Co Stock (BDX)	0.4	$2.5M	+104%	10k	247.45	View chart
Tjx Cos Stock (TJX)	0.4	$2.5M		24k	101.42	View chart
Goldman Sachs Group Stock (GS)	0.4	$2.3M	+4%	5.6k	417.65	View chart
Fidelity National Financial In Fnf Group Stock (FNF)	0.4	$2.3M	+14%	43k	53.10	View chart
Target Corp Stock (TGT)	0.4	$2.3M	-4%	13k	177.21	View chart
Stryker Corporation Stock (SYK)	0.3	$2.3M		6.3k	357.86	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.3	$2.2M	-8%	23k	97.04	View chart
International Business Machs Stock (IBM)	0.3	$2.2M	-8%	12k	190.96	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.3	$2.2M	-32%	8.6k	252.30	View chart
Willis Towers Watson Stock (WTW)	0.3	$2.1M		7.7k	275.00	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.3	$2.0M	+42%	5.9k	346.62	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.3	$2.0M	-9%	20k	102.28	View chart
Akamai Technologies Stock (AKAM)	0.3	$2.0M	+13%	18k	108.76	View chart
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG)	0.3	$2.0M	-21%	17k	113.45	View chart
Medtronic Stock (MDT)	0.3	$1.9M		22k	87.15	View chart
Morgan Stanley Stock (MS)	0.3	$1.9M	NEW	21k	94.16	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	0.3	$1.9M	-18%	76k	25.05	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.3	$1.9M	-9%	76k	24.81	View chart
Boeing Stock (BA)	0.3	$1.9M	-13%	9.6k	192.99	View chart
Marsh & Mclennan Cos Stock (MMC)	0.3	$1.8M		8.9k	205.97	View chart
Silvercrest Asset Mgmt Group I Cl A Stock (SAMG)	0.3	$1.8M	-7%	116k	15.81	View chart
Abbott Labs Stock (ABT)	0.3	$1.8M	+7%	16k	113.66	View chart
Federal Agric Mtg Corp Cl C Stock (AGM)	0.3	$1.8M	-34%	9.2k	196.88	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$1.8M	-6%	10k	169.36	View chart
Advanced Micro Devices Stock (AMD)	0.3	$1.8M	-26%	9.7k	180.48	View chart
Janus Henderson B-bbb Clo Etf Etf (JBBB)	0.3	$1.8M	NEW	36k	48.89	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.2	$1.6M	+22%	23k	68.80	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.2	$1.6M	-13%	66k	23.85	View chart
Vanguard Large-cap Etf Etf (VV)	0.2	$1.5M		30k	51.66	View chart
Western Asset Total Return Etf Etf (WBND)	0.2	$1.5M	+18%	75k	20.17	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$1.5M	+39%	6.4k	235.79	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$1.4M	+10%	6.2k	228.58	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.2	$1.3M	-40%	26k	50.10	View chart
Kinder Morgan Inc Del Stock (KMI)	0.2	$1.2M	-7%	64k	18.34	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.2	$1.1M		9.4k	114.14	View chart
Colgate Palmolive Stock (CL)	0.2	$1.0M		11k	90.05	View chart
Zoetis Inc Cl A Stock (ZTS)	0.2	$1.0M		6.0k	169.21	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$998k	+24%	4.0k	249.84	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.2	$983k	-25%	13k	75.40	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$957k		14k	67.86	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.1	$957k	+3%	7.2k	131.98	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$936k	-4%	5.8k	161.60	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$912k	+17%	39k	23.46	View chart
Jpmorgan International Bond Opportunities Etf Etf (JPIB)	0.1	$909k	+17%	19k	47.62	View chart
Ulta Beauty Stock (ULTA)	0.1	$880k		1.7k	522.92	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$812k	+4%	7.0k	116.23	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$797k	-5%	10k	79.86	View chart
Ecolab Stock (ECL)	0.1	$787k		3.4k	230.90	View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.1	$760k	-51%	26k	28.92	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.1	$756k	+33%	15k	49.16	View chart
Financial Select Sector SPDR Fund Etf (XLF)	0.1	$724k	-5%	17k	42.12	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.1	$708k	-6%	16k	45.61	View chart
Energy Select Sector SPDR Fund Etf (XLE)	0.1	$697k	-20%	7.4k	94.41	View chart
American Express Stock (AXP)	0.1	$692k		3.0k	227.67	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$689k	+74%	7.4k	92.72	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$665k	-9%	2.0k	337.05	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.1	$654k		2.5k	260.72	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$632k	+50%	11k	57.57	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$616k	NEW	12k	52.16	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$611k	+74%	8.4k	72.63	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$597k	+78%	6.5k	91.86	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.1	$595k	+22%	11k	55.97	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$589k	-11%	25k	23.80	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$585k	-11%	7.6k	77.31	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.1	$572k	-4%	16k	35.19	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.1	$558k	-4%	4.3k	131.24	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$548k		1.0k	524.34	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$547k		1.3k	420.52	View chart
Visa Inc Com Cl A Stock (V)	0.1	$543k		1.9k	279.12	View chart
Novartis Adr (NVS)	0.1	$533k		5.5k	96.73	View chart
Bank America Corp Stock (BAC)	0.1	$529k	-2%	14k	37.92	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$528k	-4%	11k	50.17	View chart
Avery Dennison Corp Stock (AVY)	0.1	$524k		2.3k	223.22	View chart
Wisdomtree Putwrite Strategy Fund Etf (PUTW)	0.1	$518k	+18%	16k	33.30	View chart
Nestle S A Adr (NSRGY)	0.1	$517k		4.9k	106.37	View chart
Mcdonalds Corp Stock (MCD)	0.1	$503k		1.8k	281.96	View chart
Intel Corp Stock (INTC)	0.1	$488k	-2%	11k	44.17	View chart
Pfizer Stock (PFE)	0.1	$481k	+5%	17k	27.75	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$481k		3.2k	150.91	View chart
Procter And Gamble Stock (PG)	0.1	$469k	+3%	2.9k	162.26	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.1	$467k	+11%	3.0k	154.93	View chart
Quadratic Interest Rate Volatility & Inflation Hedge Etf Etf (IVOL)	0.1	$460k	-56%	24k	18.93	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$453k		1.7k	259.90	View chart
Ishares Msci China Etf Etf (MCHI)	0.1	$443k	NEW	11k	39.73	View chart
Pepsico Stock (PEP)	0.1	$433k		2.5k	174.98	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$429k	-33%	2.4k	179.11	View chart
Apollo Global Mgmt Stock (APO)	0.1	$423k		3.8k	112.45	View chart
Trane Technologies Stock (TT)	0.1	$412k	-5%	1.4k	300.20	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.1	$411k		5.4k	76.81	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$402k	-52%	6.3k	64.15	View chart
Toast Inc Cl A Stock (TOST)	0.1	$385k		16k	24.92	View chart
Coca Cola Stock (KO)	0.1	$384k		6.3k	61.18	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.1	$381k		4.1k	93.15	View chart
Parker-hannifin Corp Stock (PH)	0.1	$375k		675.00	555.79	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$366k		1.7k	213.15	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$364k	-3%	8.4k	43.35	View chart
Union Pac Corp Stock (UNP)	0.1	$358k	-3%	1.5k	245.93	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$349k		5.0k	70.00	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$331k	-8%	629.00	525.73	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$323k		1.1k	286.61	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$320k	+6%	6.5k	49.19	View chart
Danaher Corporation Stock (DHR)	0.0	$306k		1.2k	249.72	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$301k	NEW	1.4k	210.30	View chart
3M Stock (MMM)	0.0	$299k		2.8k	106.07	View chart
Chevron Corp Stock (CVX)	0.0	$289k	+4%	1.8k	157.74	View chart
Us Bancorp Del Stock (USB)	0.0	$285k		6.4k	44.70	View chart
Nu Hldgs Ltd Ord Shs Cl A Stock (NU)	0.0	$281k		24k	11.93	View chart
Linde Stock (LIN)	0.0	$272k		585.00	464.32	View chart
Verizon Communications Stock (VZ)	0.0	$270k	NEW	6.4k	41.96	View chart
Freshworks Inc Class A Stock (FRSH)	0.0	$263k		14k	18.21	View chart
Jpmorgan Betabuilders Japan Fund Betabuilders Japan Fund Etf (BBJP)	0.0	$255k	-35%	4.4k	58.55	View chart
General Dynamics Corp Stock (GD)	0.0	$237k		841.00	282.32	View chart
Diageo Adr (DEO)	0.0	$230k		1.5k	148.77	View chart
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)	0.0	$228k	-35%	9.5k	23.94	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$225k	-17%	4.1k	54.23	View chart
Analog Devices Stock (ADI)	0.0	$223k		1.1k	197.79	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$222k		3.3k	67.34	View chart
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM)	0.0	$217k		8.4k	25.95	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$216k	-4%	1.7k	129.32	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$211k	-59%	5.3k	39.66	View chart
Skyworks Solutions Stock (SWKS)	0.0	$210k		1.9k	108.32	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$208k	-35%	4.1k	51.06	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$204k	NEW	2.2k	91.80	View chart

Past Filings by Cary Street Partners Asset Management

SEC 13F filings are viewable for Cary Street Partners Asset Management going back to 2020

Cary Street Partners Asset Management 2024 Q1 filed April 30, 2024
Cary Street Partners Asset Management 2023 Q4 filed Feb. 5, 2024
Cary Street Partners Asset Management 2023 Q3 filed Nov. 13, 2023
Cary Street Partners Asset Management 2023 Q2 filed Aug. 10, 2023
Cary Street Partners Asset Management 2023 Q1 filed May 12, 2023
Cary Street Partners Asset Management 2022 Q4 filed Feb. 14, 2023
Cary Street Partners Asset Management 2022 Q3 filed Nov. 14, 2022
Cary Street Partners Asset Management 2022 Q2 filed Aug. 15, 2022
Cary Street Partners Asset Management 2022 Q1 filed May 16, 2022
Cary Street Partners Asset Management 2021 Q4 filed Feb. 14, 2022
Cary Street Partners Asset Management 2021 Q3 filed Nov. 15, 2021
Cary Street Partners Asset Management 2021 Q2 filed Aug. 16, 2021
Cary Street Partners Asset Management 2021 Q1 filed May 17, 2021
Cary Street Partners Asset Management 2020 Q4 filed Feb. 11, 2021

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