Cary Street Partners Financial LLC Purchases in Q2 2025

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DB
Deutsche Bank Aktiengesellschaft

Financial Services
31.4K
+ 342.75%
$19.5 - $30.4 $613K - $955K
40.6K $1.19B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.7K
+ 4.57%
$40.51 - $71.03 $68.7K - $120K
38.8K $2.73B
IWP
Ishares Russell Mid Cap Growth

ETFs
5.45K
+ 66.61%
$104.34 - $138.68 $569K - $756K
13.6K $1.89B
KMI
Kinder Morgan, Inc.

Energy
25.1K
+ 11.45%
$25.21 - $29.4 $633K - $738K
244K $7.18B
SCHW
Schwab Charles Corp

Financial Services
6.4K
+ 24.33%
$69.06 - $91.24 $442K - $584K
32.7K $2.98B
IAU
Ishares Gold Trust

ETFs
14K
+ 294.48%
$56.1 - $64.74 $784K - $905K
18.7K $1.17B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.02K
+ 4.33%
$219.76 - $276.94 $225K - $284K
24.7K $6.83B
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
16.2K
+ 16.85%
$36.63 - $39.88 $592K - $644K
112K $4.47B
PSTG
Pure Storage, Inc.

Technology
1.06K
+ 1.79%
$37.18 - $57.58 $39.5K - $61.1K
60.3K $3.47B
TSLA
Tesla, Inc.

Consumer Cyclical
1.17K
+ 14.76%
$221.86 - $362.89 $260K - $426K
9.13K $2.9B
NTR
Nutrien Ltd.

Basic Materials
5.39K
+ 9.3%
$46.88 - $62.89 $252K - $339K
63.3K $3.69B
TROW
Price T Rowe Group Inc

Financial Services
7.58K
New
$80.27 - $98.06 $608K - $743K
7.58K $731M
TFC
Truist Financial Corp

Financial Services
14K
+ 21.23%
$34.79 - $42.99 $487K - $602K
79.9K $3.44B
URA
Global X Uranium ETF

ETFs
18.3K
New
$20.26 - $38.81 $372K - $712K
18.3K $712M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
11.3K
New
$54.27 - $63.01 $613K - $712K
11.3K $707M
Jpmorgan International Value ETF
9.77K
New
N/A
9.77K $677M
Jacobs Solutions Inc Com
3.19K
+ 13.6%
N/A
26.7K $3.51B
AMAT
Applied Materials Inc

Technology
287
+ 1.79%
$126.95 - $183.52 $36.4K - $52.7K
16.3K $2.98B
Lam Research Corp Com New
613
+ 2.56%
N/A
24.5K $2.39B
C
Citigroup Inc

Financial Services
2.35K
+ 7.69%
$58.13 - $85.12 $136K - $200K
32.9K $2.8B
VGT
Vanguard Information Technolog

ETFs
167
+ 3.98%
$470.37 - $663.28 $78.6K - $111K
4.36K $2.89B
SHYD
Vaneck Short High Yield Muni E

ETFs
27.1K
New
$21.84 - $22.79 $592K - $617K
27.1K $612M
UNH
Unitedhealth Group Inc

Healthcare
6.66K
+ 95.15%
$274.35 - $599.47 $1.83M - $3.99M
13.7K $4.26B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.7K
+ 37.52%
$50.36 - $50.68 $587K - $591K
42.7K $2.17B
Ishares Bitcoin Trust ETF
2.27K
+ 7.3%
N/A
33.4K $2.04B
XLY
Select Sector Spdr Consumer Di

ETFs
2.07K
+ 30.4%
$176.34 - $218.59 $365K - $453K
8.89K $1.93B
IVW
Ishares S&P 500 Growth ETF

ETFs
528
+ 1.74%
$82.96 - $110.1 $43.8K - $58.1K
30.9K $3.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.7K
+ 9.19%
$72.02 - $73.82 $554K - $568K
91.4K $6.73B
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
24.7K
+ 55.6%
$19.73 - $22.32 $486K - $550K
69K $1.5B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.82K
+ 9.76%
$65.84 - $80.81 $252K - $309K
43K $3.44B
SYY
Sysco Corp

Consumer Defensive
6.21K
+ 5.5%
$68.0 - $75.91 $422K - $471K
119K $9.02B
ASML
Asml Holding Nv

Technology
376
+ 21.29%
$595.37 - $815.24 $224K - $307K
2.14K $1.72B
MET
Metlife Inc

Financial Services
6.55K
+ 26.94%
$68.42 - $82.49 $448K - $540K
30.9K $2.48B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
4.95K
+ 23.83%
N/A
25.7K $2.71B
ACHR
Archer Aviation Inc.

Industrials
13.5K
+ 14.01%
$6.2 - $13.3 $83.9K - $180K
110K $1.19B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5.92K
+ 102.5%
$69.8 - $85.28 $413K - $504K
11.7K $969M
INDA
Ishares Msci India Index Fund

ETFs
4.08K
+ 6.88%
$49.13 - $55.86 $200K - $228K
63.3K $3.52B
ED
Consolidated Edison Inc

Utilities
6.51K
+ 37.02%
$98.05 - $113.3 $639K - $738K
24.1K $2.42B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39.9K
+ 9.97%
$24.32 - $27.87 $970K - $1.11M
440K $11.7B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.42K
+ 12.07%
$62.73 - $78.42 $214K - $268K
31.7K $2.46B
HBAN
Huntington Bancshares Inc

Financial Services
4.08K
+ 1.81%
$12.49 - $16.76 $51K - $68.4K
230K $3.85B
INGR
Ingredion Inc

Consumer Defensive
3.22K
+ 12.06%
$123.22 - $140.95 $397K - $454K
29.9K $4.06B
IWR
Ishares Russell Mid Cap ETF

ETFs
3.66K
+ 24.05%
$74.88 - $91.97 $274K - $336K
18.9K $1.74B
XLI
Industrial Sector Spdr

ETFs
1.31K
+ 9.1%
$116.42 - $147.52 $153K - $194K
15.8K $2.32B
COF
Capital One Financial Corp

Financial Services
1.07K
+ 17.5%
$150.57 - $212.76 $161K - $227K
7.16K $1.52B
LECO
Lincoln Electric Holdings Inc

Industrials
6
+ 0.03%
$167.18 - $211.38 $1K - $1.27K
23.6K $4.9B
NEE
Nextera Energy Inc

Utilities
6.5K
+ 43.93%
$64.11 - $75.0 $417K - $488K
21.3K $1.48B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.11K
+ 6.74%
$72.96 - $90.39 $154K - $190K
33.3K $2.98B
DTE
Dte Energy CO

Utilities
3.18K
New
$127.39 - $139.49 $405K - $443K
3.18K $421M
Activity Summary
Buys All Purchases 455 New Holdings 84 Increased Positions 371 Sells All Sells 351 Reductions 351 Sold out 0 Options Calls 0 Puts 0
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