Cary Street Partners Investment Advisory LLC
CIK Number: 0001766904
152.47M
Market Value
704
# of Holdings
10 months
Avg. Holding Period
77.33%
Win Rate
118.88%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc Com | 238.04 | -1.57% | 440.62K | +0.72% | 102.66M | 147.2 | 3.79% | |
| 2 | Microsoft Corp ... | 387.92 | -2.29% | 194.22K | +1.02% | 83.57M | 275.53 | 3.08% | |
| 3 | Vanguard Value ... | 176.33 | -1.01% | 314.83K | +8.12% | 54.96M | 146.66 | 2.03% | |
| 4 | Vanguard Growth... | 395.15 | -2.61% | 146.77K | +0.76% | 48.3M | 271.29 | 1.78% | |
| 5 | Alphabet Inc Ca... | 168.44 | -2.20% | 235.81K | +0.92% | 39.42M | 116.7 | 1.45% |
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