Cary Street Partners Investment Advisory LLC
CIK Number: 0001766904
152.47M
Market Value
505
# of Holdings
10 months
Avg. Holding Period
27.73%
Win Rate
118.85%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc. | 217.13 | -1.68% | 27.97K | -93.65% | 7M | 147.2 | 4.59% | |
| 2 | Microsoft Corpo... | 383.50 | +0.80% | 14.95K | -92.3% | 6.3M | 275.53 | 4.13% | |
| 3 | NVIDIA Corporat... | 115.79 | +6.46% | 33.39K | -81.11% | 4.48M | 34.2 | 2.94% | |
| 4 | SPDR Portfolio ... | 81.64 | +1.62% | 43.27K | -86.88% | 3.8M | 61.73 | 2.49% | |
| 5 | Energy Transfer... | 18.41 | +3.28% | 163.88K | -31.51% | 3.21M | 15.57 | 2.11% |
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