Cary Street Partner Investment Advisory Llc

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$23.4M3.8755,649+0.67%+$156,012.920.89
Cboe Global Markets, Inc.
CBOE
$12.14M0.0666,093-0.72%-$88,741.570.46
United Rentals, Inc.
URI
$22.08M0.0530,616-1.66%-$372,813.870.84
The Williams Companies, Inc.
WMB
$14.71M0.03377,472+6.44%+$890,270.140.56
Zoetis Inc.
ZTS
$16.72M0.0298,840+2.1%+$343,497.610.64
CME Group Inc.
CME
$13.7M0.0263,642-0.49%-$66,955.390.52
CVS Health Corporation
CVS
$14.17M0.01177,629+1.88%+$261,851.540.54
Canadian Pacific Railway Limited
CP
$11.83M0.01134,225-1.71%-$205,436.100.45
Texas Instruments Incorporated
TXN
$20.05M0.01115,067-0.59%-$118,637.670.76
Raytheon Technologies Corporation
RTX
$16.1M0.01165,098+26.1%+$3.33M0.61
Adobe Inc.
ADBE
$23.65M0.0146,862-2.87%-$698,362.700.9
QUALCOMM Incorporated
QCOM
$16.15M0.0195,376+2.4%+$378,723.680.61
Intuit Inc.
INTU
$15.88M0.0124,429-10.32%-$1.83M0.6
Thermo Fisher Scientific Inc.
TMO
$17.53M0.0130,166+1.39%+$239,456.790.67
AbbVie Inc.
ABBV
$22.23M0.01122,096+1.42%+$311,755.810.85
Merck & Co., Inc.
MRK
$23.68M0.01179,468+0.08%+$19,132.820.9
The Walt Disney Company
DIS
$13.87M0.01113,343-4.37%-$633,824.460.53
Costco Wholesale Corporation
COST
$19.37M0.0126,441-5.24%-$1.07M0.74
Johnson & Johnson
JNJ
$18.77M0.01118,643+3.62%+$656,328.310.71
The Home Depot, Inc.
HD
$20.59M0.0153,673+0.91%+$185,282.800.78
JPMorgan Chase & Co.
JPM
$20.44M<0.01102,070-0.16%-$33,650.450.78
Eli Lilly and Company
LLY
$20.41M<0.0126,241-1.94%-$403,763.210.78
Apple Inc.
AAPL
$75.03M<0.01437,558-0.21%-$158,961.942.85
Microsoft Corporation
MSFT
$80.03M<0.01190,215+0.81%+$644,964.253.04
Exxon Mobil Corporation
XOM
$14.49M<0.01124,661+1.32%+$188,307.790.55
Alphabet Inc.
GOOG
$34.01M<0.01223,389+0.47%+$158,502.551.29
Amazon.com, Inc.
AMZN
$33.32M<0.01184,746+1.85%+$604,451.611.27
NVIDIA Corporation
NVDA
$15.28M<0.0116,913-8.81%-$1.48M0.58
Alphabet Inc.
GOOGL
$23.55M<0.01156,049+0.5%+$117,272.370.9
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$233.58M<0.0129,927+5.69%+$12.57M8.88
SPDR S&P 500 ETF Trust
SPY
$30.87M<0.0159,011+5.15%+$1.51M1.17
Vanguard Intermediate-Term Bond Index Fund
BIV
$34.95M<0.01502,774+7.31%+$2.38M1.33
Vanguard Growth Index Fund
VUG
$40.93M<0.01139,891+3.66%+$1.45M1.56
Vanguard ESG U.S. Stock ETF
ESGV
$103.43M<0.01103,4310%+$03.93
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.03M<0.01302,749+34.33%+$3.33M0.5
Vanguard Value Index Fund
VTV
$42.35M<0.01260,050+42.34%+$12.6M1.61
iShares MSCI EAFE Growth ETF
EFG
$33.58M<0.01323,584+21.04%+$5.84M1.28
SPDR Portfolio S&P 500 ETF
SPLG
$12.02M<0.01195,416+8.54%+$945,714.880.46
Vanguard Total Stock Market Index Fund
VTI
$26.76M<0.01102,967+2.4%+$627,661.191.02
Schwab U.S. Large-Cap Growth ETF
SCHG
$16.99M<0.01183,197-8.78%-$1.64M0.65
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$11.76M<0.01216,870+21.14%+$2.05M0.45
Vanguard 500 Index Fund
VOO
$14.47M<0.0130,108+62.67%+$5.58M0.55
JPMorgan Equity Premium Income ETF
JEPI
$31.52M<0.01544,749+11.67%+$3.29M1.2
Vanguard Russell 1000 Growth Index Fund
VONG
$14.71M<0.01169,710+6.78%+$933,691.800.56
iShares Russell 1000 Growth ETF
IWF
$12.05M<0.0135,751+12.38%+$1.33M0.46
iShares Core S&P Small-Cap ETF
IJR
$11.92M<0.01107,832-0.66%-$78,911.180.45
Capital Group Dividend Value ETF
CGDV
$16.85M<0.01518,598+1.6%+$265,719.750.64
SPDR Portfolio S&P 500 Value ETF
SPYV
$20.34M<0.01406,024+6.84%+$1.3M0.77
SPDR S&P 400 Mid Cap Value ETF
MDYV
$17.58M<0.01231,300+1.64%+$282,872.190.67
SPDR Portfolio S&P 500 Growth ETF
SPYG
$21.55M<0.01294,569+18.61%+$3.38M0.82