Long-term investor
Cary Street Partners Financial LLC @carystreetpartnersfinanc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001475045).
Record
- Tracked since 2025-06-30 (441 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +14.4% · all +14.4%
- Max drawdown n/a · win rate 28% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTV · 3.1% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- VUG · 2.5% · long · since 2025-06-30
- GOOG · 1.8% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- TACK · 1.7% · long · since 2025-06-30
- EFG · 1.4% · long · since 2025-06-30
- EFV · 1.3% · long · since 2025-06-30
- FLXR · 1.3% · long · since 2025-06-30
- VB · 1.3% · long · since 2025-06-30
- GOOGL · 1.2% · long · since 2025-06-30
- JPIE · 1.2% · long · since 2025-06-30