0001766904-20-000003.txt : 20200210 0001766904-20-000003.hdr.sgml : 20200210 20200210095133 ACCESSION NUMBER: 0001766904-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200210 DATE AS OF CHANGE: 20200210 EFFECTIVENESS DATE: 20200210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CARY STREET PARTNER INVESTMENT ADVISORY LLC CENTRAL INDEX KEY: 0001766904 IRS NUMBER: 260070474 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19037 FILM NUMBER: 20589999 BUSINESS ADDRESS: STREET 1: 901 EAST BYRD STREET STREET 2: SUITE 1001 CITY: RICHMOND STATE: VA ZIP: 23219 BUSINESS PHONE: 8043408100 MAIL ADDRESS: STREET 1: 901 EAST BYRD STREET STREET 2: SUITE 1001 CITY: RICHMOND STATE: VA ZIP: 23219 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001766904 XXXXXXXX 12-31-2019 12-31-2019 CARY STREET PARTNER INVESTMENT ADVISORY LLC

901 EAST BYRD STREET SUITE 1001 RICHMOND VA 23219

13F HOLDINGS REPORT 028-19037 N Kevin Spence 8043408100 Kevin Spence Richmond VA 02-10-2020 0 122 91257 false INFORMATION TABLE 2 q1.20201.xml VANGUARD VALUE ETF COM 922908744 4961 41394 SH SOLE 0 0 41394 VANGUARD INTERMEDIAT ETF COM 921937819 4323 49562 SH SOLE 0 0 49562 SCHWAB US LARGE-CAP ETF COM 808524300 4220 45424 SH SOLE 0 0 45424 VANGUARD GROWTH ETF COM 922908736 3944 21648 SH SOLE 0 0 21648 ISHARES MIN VOL EAFE ETF COM 46429B689 2924 3880 SH SOLE 0 0 3880 SCHWAB US LARGE CAP COM 808524409 2530 42082 SH SOLE 0 0 42082 SPDR S&P 400 MID CAP ETF COM 78464A821 2373 41561 SH SOLE 0 0 41561 ISHARES ETF COM 464287689 2206 12035 SH SOLE 0 0 12035 APPLE INC COM 037833100 2205 7508 SH SOLE 0 0 7508 ISHARES CORE MSCI ETF COM 46432F842 1851 28219 SH SOLE 0 0 28219 ISHARS EDG MSCI USA QLTY COM 46432F339 1791 17731 SH SOLE 0 0 17731 SCHWAB US SMALL CAP ETF COM 808524607 1759 23261 SH SOLE 0 0 23261 VANGUARD SMALL CAP ETF COM 922908751 1756 10603 SH SOLE 0 0 10603 PIMCO ETF TRUST ETF COM 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8619 SH SOLE 0 0 8619 BERKSHIRE HATHAWAY INC COM 084670702 524 814 SH SOLE 0 0 814 UNITEDHEALTH GROUP COM 91324P102 509 1732 SH SOLE 0 0 1732 DISNEY WALT COMPANY COM 254687106 496 3427 SH SOLE 0 0 3427 FIRST TRUST CLOUD ETF COM 33734X192 493 8159 SH SOLE 0 0 8159 BANK OF AMERICA CORP COM 060505104 473 13422 SH SOLE 0 0 13422 AMAZON COM INC COM 023135106 462 250 SH SOLE 0 0 250 MARKEL CORP COM 570535104 457 400 SH SOLE 0 0 400 INVESCO QQQ TR ETF COM 46090E107 453 2130 SH SOLE 0 0 2130 ALPHABET INC COM CL A COM 02079K305 446 333 SH SOLE 0 0 333 INVESCO I BULSHS 2021 CB ETF COM 46138J700 444 20908 SH SOLE 0 0 20908 INVESCO I BULSHS 2020 CB ETF COM 46138J502 437 20515 SH SOLE 0 0 20515 ISHARES ETF COM 464287887 435 2454 SH SOLE 0 0 2454 INVESCO S&P 500 EQUAL COM 46137V357 430 3712 SH SOLE 0 0 3712 DOMINION ENERGY INC COM 25746U109 428 5172 SH SOLE 0 0 5172 JOHNSON & JOHNSON COM 478160104 414 2835 SH SOLE 0 0 2835 ISHARES SHORT TREASURY COM 464288679 393 3557 SH SOLE 0 0 3557 INVESCO TR II 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SH SOLE 0 0 3249 VANGUARD TOTAL INTERNATL COM 92203J407 206 3636 SH SOLE 0 0 3636 VANGUARD DIVIDEND ETF COM 921908844 205 1641 SH SOLE 0 0 1641 AMERICAN TOWER CORP COM 03027X100 203 883 SH SOLE 0 0 883 AUTOMATIC DATA COM 053015103 203 1188 SH SOLE 0 0 1188 MERCK & CO INC NEW COM 58933Y105 201 2213 SH SOLE 0 0 2213 COMMUNITY BANKERS TR COM 203612106 179 20160 SH SOLE 0 0 20160 COHEN STEERS QUAL INCOME COM 19247L106 179 12000 SH SOLE 0 0 12000 PIMCO INCOME STRATEGY II COM 72201J104 112 10600 SH SOLE 0 0 10600 THE RANGER EQUITY ETF COM 00768Y883 93 17400 SH SOLE 0 0 17400 NIO INC ADR COM 62914V106 56 14003 SH SOLE 0 0 14003