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Home > Institutional Investor > Cary Street Partner Investment Advisory Llc > Profile

Instuitional Investor - Cary Street Partner Investment Advisory Llc

Fund Profile
Filing Period:
Fund Name: Cary Street Partner Investment Advisory Llc
Portfolio Value $2,101,308,682
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 438,485 $84,421,449 4.01%
2.
Microsoft Corp
 MSFT 188,682 $70,951,830 3.37%
3.
Vanguard Growth Etf
 134,951 $35,437,694 1.68%
4.
Vanguard Bond Index Funds
 BND 468,544 $32,791,825 1.56%
5.
Alphabet Inc.
 GOOG 222,348 $31,335,495 1.49%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)