Cary Street Partners Financial LLC New Holdings in Q4 2024

Cary Street Partners Financial LLC

  • $3.07 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SJNK
Spdr Bloomberg Short Term High

ETFs
8.47K
New
$25.09 - $25.69 $212K - $218K
8.47K $214M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
8.71K
New
$24.45 - $24.62 $213K - $214K
8.71K $213M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.01K
New
$70.1 - $76.53 $211K - $230K
3.01K $213M
BR
Broadridge Financial Solutions, Inc.

Technology
937
New
$209.64 - $236.44 $196K - $222K
937 $212M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.22K
New
$63.1 - $67.29 $203K - $216K
3.22K $212M
ROK
Rockwell Automation, Inc

Industrials
739
New
$264.65 - $302.92 $196K - $224K
739 $211M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
8.95K
New
$23.48 - $23.73 $210K - $212K
8.95K $211M
Yieldmax Nvda Option Income Strategy ETF
9K
New
N/A
9K $210M
VCR
Vanguard Consumer Discretionar

ETFs
559
New
$328.51 - $401.37 $184K - $224K
559 $210M
INFY
Infosys LTD

Technology
9.55K
New
$20.71 - $23.42 $198K - $224K
9.55K $209M
MTG
Mgic Investment Corp

Financial Services
8.8K
New
$23.32 - $26.4 $205K - $232K
8.8K $209M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.06K
New
$41.17 - $43.34 $208K - $219K
5.06K $209M
UBSI
United Bankshares Inc

Financial Services
5.52K
New
$35.53 - $43.29 $196K - $239K
5.52K $207M
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
16.4K
New
$12.65 - $13.62 $207K - $223K
16.4K $207M
CGXU
Capital Group Intl Focus Equit

ETFs
8.39K
New
$24.67 - $26.94 $207K - $226K
8.39K $207M
Aegon LTD Amer Reg 1 Cert
35.1K
New
N/A
35.1K $207M
UE
Urban Edge Properties

Real Estate
9.56K
New
$20.94 - $23.6 $200K - $226K
9.56K $206M
PEG
Public Service Enterprise Group Inc

Utilities
2.42K
New
$81.87 - $94.51 $198K - $229K
2.42K $205M
KR
Kroger CO

Consumer Defensive
3.34K
New
$55.21 - $63.3 $184K - $211K
3.34K $204M
DFIV
Dimensional ETF Tr

ETFs
5.7K
New
$34.86 - $37.97 $199K - $216K
5.7K $202M
HYMU
Blackrock ETF Tr Ii High Yield
8.92K
New
$22.59 - $23.2 $202K - $207K
8.92K $202M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
23.5K
New
$8.51 - $9.15 $200K - $215K
23.5K $202M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.96K
New
$25.06 - $25.59 $199K - $204K
7.96K $200M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
15.7K
New
$11.18 - $13.68 $176K - $215K
15.7K $200M
DFS
Discover Financial Services

Financial Services
1.14K
New
$136.3 - $182.67 $156K - $209K
1.14K $198M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
10K
New
$19.47 - $20.95 $195K - $210K
10K $195M
WPC
W. P. Carey Inc.

Real Estate
3.57K
New
$53.44 - $61.33 $191K - $219K
3.57K $194M
EOG
Eog Resources Inc

Energy
1.57K
New
$118.22 - $136.54 $186K - $214K
1.57K $192M
NU
Nu Holdings Ltd.

Financial Services
18.6K
New
$10.24 - $15.89 $190K - $295K
18.6K $192M
MNST
Monster Beverage Corp

Consumer Defensive
3.65K
New
$49.24 - $56.38 $180K - $206K
3.65K $192M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.78K
New
$19.42 - $19.76 $190K - $193K
9.78K $191M
CTSH
Cognizant Technology Solutions Corp

Technology
2.47K
New
$74.37 - $82.32 $184K - $204K
2.47K $190M
HCA
Hca Healthcare, Inc.

Healthcare
623
New
$297.52 - $415.61 $185K - $259K
623 $187M
BCAT
Black Rock Capital Allocation Trust

ETFs
12.3K
New
$15.1 - $16.65 $186K - $205K
12.3K $186M
MCO
Moodys Corp

Financial Services
393
New
$454.04 - $500.88 $178K - $197K
393 $186M
OCFC
Oceanfirst Financial Corp

Financial Services
10.1K
New
$17.54 - $21.27 $178K - $215K
10.1K $183M
HLN
Haleon PLC

Healthcare
19.2K
New
$9.23 - $10.71 $177K - $205K
19.2K $183M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
11.8K
New
$15.43 - $16.42 $182K - $193K
11.8K $183M
XEL
Xcel Energy Inc

Utilities
2.71K
New
$62.16 - $72.92 $168K - $197K
2.71K $183M
VLO
Valero Energy Corp

Energy
1.48K
New
$118.59 - $144.02 $175K - $212K
1.48K $181M
LNG
Cheniere Energy, Inc.

Energy
840
New
$181.07 - $225.92 $152K - $190K
840 $181M
TSCO
Tractor Supply CO

Consumer Cyclical
3.35K
New
$52.59 - $303.74 $176K - $1.02M
3.35K $178M
GM
General Motors CO

Consumer Cyclical
3.31K
New
$44.82 - $60.2 $148K - $199K
3.31K $176M
USA
Liberty All Star Equity Fund

Financial Services
25.1K
New
$6.82 - $7.46 $171K - $187K
25.1K $175M
PPL
Ppl Corp

Utilities
5.35K
New
$31.47 - $35.0 $168K - $187K
5.35K $174M
DOX
Amdocs LTD

Technology
2.04K
New
$82.94 - $92.86 $169K - $189K
2.04K $173M
PRTA
Prothena Corp Public LTD CO

Healthcare
12.5K
New
$11.95 - $18.35 $149K - $229K
12.5K $173M
NDSN
Nordson Corp

Industrials
827
New
$208.83 - $264.36 $173K - $219K
827 $173M
WEC
Wec Energy Group, Inc.

Utilities
1.81K
New
$92.94 - $101.82 $168K - $184K
1.81K $170M
Activity Summary
Buys All Purchases 829 New Holdings 829 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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