Cary Street Partners Investment Advisory LLC
CIK Number: 0001766904
2.71B
Market Value
700
# of Holdings
9 months
Avg. Holding Period
75.85%
Win Rate
171.04%
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 | 248.21 | +0.10% | 440.62K | +0.72% | 102.66M | 147.41 | 3.79% | |
| 2 | Microsoft Corp ... | 447.43 | -0.47% | 194.22K | +1.02% | 83.57M | 275.53 | 3.08% | |
| 3 | Vanguard Value ... | 175.10 | +0.23% | 314.83K | +8.12% | 54.96M | 146.66 | 2.03% | |
| 4 | Vanguard Growth... | 423.78 | -0.13% | 146.77K | +0.76% | 48.30M | 271.29 | 1.78% | |
| 5 | Alphabet Inc Ca... | 191.51 | -1.09% | 235.81K | +0.92% | 39.42M | 116.7 | 1.45% |
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