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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

CARY STREET PARTNER INVESTMENT ADVISORY LLC INSTITUTION : CARY STREET PARTNER INVESTMENT ADVISORY LLC
CARY STREET PARTNER INVESTMENT ADVISORY LLC Portfolio (reported on 2020-04-21)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES EDGE MSCI ETF    (COM) USMV 2,738,000 50,702 6.38%
VANGUARD GROWTH ETF    (COM) VUG 2,627,000 16,770 6.12%
ISHARES ETF    (COM) EFAV 2,278,000 36,724 5.31%
PROSHARES TR ETF    (COM) 1,976,000 71,469 4.61%
SCHWAB US LARGE CAP    (COM) SCHV 1,969,000 44,477 4.59%
APPLE INC    (COM) AAPL 1,682,000 6,614 3.92%
SPDR S&P 400 MID CAP    (COM) EMG 1,674,000 39,113 3.90%
PIMCO ETF TRUST ETF    (COM) MINT 1,521,000 15,370 3.54%
VANGUARD VALUE ETF    (COM) VTV 1,504,000 16,889 3.50%
ABERDEEN STANDARD ETF    (COM) 1,276,000 84,266 2.97%
T ROWE PRICE SUMMIT    (COM) 1,241,000 103,988 2.89%
SPDR S&P 400 MID CAP    (COM) EMV 1,088,000 30,870 2.53%
INVESCO TR II ETF    (COM) 985,000 21,001 2.29%
VANGUARD FUNDS    (COM) VEIRX 961,000 15,862 2.24%
ISHARES TRUST 0-5YR INVT GR CP ETF    (COM) SLQD 753,000 15,028 1.75%
ISHARES CORE MSCI ETF    (COM) IEFA 710,000 14,242 1.65%
VANGUARD MID-CAP ETF    (COM) VOT 697,000 5,507 1.62%
VANECK VECTORS TR ETF    (COM) 686,000 15,685 1.60%
SELECT SECTOR SPDR T ETF    (COM) XLU 669,000 10,670 1.56%
ISHARES MSCI EAFE GROWTH    (COM) EFG 637,000 8,960 1.48%
ISHARES ETF    (COM) IWD 615,000 6,202 1.43%
VANGUARD SMALL CP ETF    (COM) VB 574,000 4,974 1.33%
ISHARES TRUST IBOXX INV CP ETF    (COM) LQD 536,000 4,341 1.25%
SPDR TRUST PRTFlO SHORT ETF    (COM) SCPB 517,000 17,114 1.20%
VANGUARD INDEX FDS ETF    (COM) VNQ 481,000 6,890 1.12%
VERIZON COMMUNICATIONS    (COM) VZ 472,000 8,797 1.10%
VANGUARD STAR FD TL INTL STK F ETF    (COM) VXUS 444,000 10,603 1.03%
INVESCO ETF I BULSHS 2021 CB ETF    (COM) 438,000 20,908 1.02%
SPDR S&P 500 TRUST ETF    (COM) SPY 432,000 1,677 1.00%
INVESCO ETF I BULSHS 2020 CB ETF    (COM) 431,000 20,515 1.00%
UNITEDHEALTH GROUP    (COM) UNH 428,000 1,718 0.99%
FIRST TRUST CLOUD ETF    (COM) SKYY 407,000 7,476 0.94%
J P MORGAN CHASE & CO    (COM) JPM 398,000 4,422 0.92%
MARKEL CORP    (COM) MKL 371,000 400 0.86%
INVESCO TR II ETF    (COM) 370,000 9,313 0.86%
INVESCO QQQ TRUST UNIT SER 1 ETF    (COM) 335,000 1,760 0.78%
T ROWE PRICE MID-CAP    (COM) RPMGX 333,000 4,559 0.77%
NUVEEN VA QUALITY MUNI    (COM) NPV 332,000 25,727 0.77%
ISHARES ULTRA SHORT ETF    (COM) ICSH 317,000 6,359 0.73%
VANGUARD LONG TERM COR    (COM) VCLT 315,000 3,246 0.73%
BANK OF AMERICA CORP    (COM) BAC 312,000 14,716 0.72%
JPMORGAN ULTRA SHORT    (COM) 301,000 6,065 0.70%
AMGEN INC    (COM) AMGN 284,000 1,402 0.66%
SCHWAB EMERGING MARKETS    (COM) SCHE 284,000 13,774 0.66%
SPDR TRUST PRTFLO S&P500 ETF    (COM) ELG 273,000 7,666 0.63%
BERKSHIRE HATHAWAY INC    (COM) BRK.A 272,000 1 0.63%
EXXON MOBIL CORP    (COM) XOM 256,000 6,747 0.59%
ABBVIE INC    (COM) ABBV 255,000 3,359 0.59%
FLAHERTY CRUMRINE DYN PR    (COM) DFP 252,000 12,460 0.58%
HOME DEPOT INC    (COM) HD 251,000 1,347 0.58%
BRISTOL MYERS SQUIBB    (COM) BMY 244,000 4,383 0.56%
ISHARES S&P500 VALUE ETF    (COM) IVE 243,000 2,528 0.56%
VISA INC CLASS A    (COM) V 243,000 1,511 0.56%
TEXAS INSTRUMENTS INC    (COM) TXN 242,000 2,429 0.56%
PIMCO 0-5 YEAR HIGH YLD    (COM) HYS 241,000 2,820 0.56%
ISHARES S&P 500 ETF    (COM) IVW 238,000 1,448 0.55%
SPDR TRUST PRTFLO S&P500 VL ETF    (COM) ELV 219,000 8,508 0.51%
ROYAL BANK CANADA    (COM) RY 213,000 3,467 0.49%
FLAHERTY & CRMRN PRF INC    (COM) FFC 212,000 12,715 0.49%
AMERICAN TOWER CORP    (COM) AMT 210,000 967 0.49%
VANGUARD ALLWRLD EX US ETF    (COM) VEU 209,000 5,116 0.48%
WALMART INC    (COM) WMT 206,000 1,820 0.48%
PEPSICO INCORPORATED    (COM) PEP 205,000 1,710 0.47%
ALTRIA GROUP INC    (COM) MO 203,000 5,264 0.47%
THE RANGER EQUITY ETF    (COM) HDGE 155,000 22,400 0.36%
BLACKROCK ENHANCED    (COM) CII 151,000 11,700 0.35%
NUVEEN PREFERRED    (COM) JPS 111,000 15,311 0.25%
COMMUNITY BANKERS TR    (COM) BTC 97,000 20,160 0.22%
ABERDEEN TOTAL DYNAMIC    (COM) 90,000 13,700 0.21%
PIMCO INCOME STRATEGY    (COM) PFN 86,000 11,350 0.20%
PROSPECT CAPITAL 4.95    (COM) 43,000 40,010 0.10%
NIO INC ADR    (COM) 38,000 14,003 0.08%
Total Value As 2020-03-31: 42,857,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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