Cary Street Partners Investment Advisory LLC
CIK Number: 0001766904
173.45M
Market Value
507
# of Holdings
11 months
Avg. Holding Period
26.79%
Win Rate
121.95%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 202.99 | -0.14% | 27.97K | -93.65% | 7M | 147.2 | 4.59% |
| 2 | MSFT | Microsoft Corpo... | 464.20 | +0.27% | 14.95K | -92.3% | 6.3M | 275.53 | 4.13% |
| 3 | NVDA | NVIDIA Corporat... | 141.94 | +0.51% | 33.39K | -81.11% | 4.48M | 34.2 | 2.94% |
| 4 | SPYG | SPDR Portfolio ... | 91.24 | +0.26% | 43.27K | -86.88% | 3.8M | 61.73 | 2.49% |
| 5 | ET | Energy Transfer... | 17.52 | -2.09% | 163.88K | -31.51% | 3.21M | 15.57 | 2.11% |
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