Cary Street Partners Financial LLC New Holdings in Q2 2025

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SOXX
Ishares Semiconductor ETF

ETFs
868
New
$154.86 - $239.07 $134K - $208K
868 $207M
AVUV
American Centy ETF Tr Avantis

ETFs
2.25K
New
$75.17 - $91.21 $169K - $205K
2.25K $205M
MSTR
Microstrategy Inc

Technology
500
New
$237.95 - $421.61 $119K - $211K
500 $202M
HII
Huntington Ingalls Industries, Inc.

Industrials
774
New
$183.31 - $241.46 $142K - $187K
774 $187M
BHK
Blackrock Core Bond Trust

Financial Services
19K
New
$9.5 - $11.0 $180K - $209K
19K $184M
SPOT
Spotify Technology S.A.

Communication Services
232
New
$503.3 - $775.9 $117K - $180K
232 $178M
VST
Vistra Corp.

Utilities
894
New
$98.07 - $195.04 $87.7K - $174K
894 $173M
DTM
Dt Midstream, Inc.

Energy
1.58K
New
$87.23 - $109.91 $137K - $173K
1.58K $173M
IDXX
Idexx Laboratories Inc

Healthcare
305
New
$361.04 - $536.34 $110K - $164K
305 $164M
EVN
Eaton Vance Municipal Income Trust

Financial Services
15.7K
New
$9.82 - $10.45 $154K - $164K
15.7K $160M
DHI
Horton D R Inc

Consumer Cyclical
1.21K
New
$115.1 - $129.63 $139K - $157K
1.21K $156M
JBL
Jabil Inc

Technology
690
New
$116.88 - $218.1 $80.6K - $150K
690 $151M
HWM
Howmet Aerospace Inc.

Industrials
778
New
$112.33 - $186.13 $87.4K - $145K
778 $145M
CTSH
Cognizant Technology Solutions Corp

Technology
1.83K
New
$66.47 - $81.81 $122K - $150K
1.83K $143M
BFK
Blackrock Municipal Income Trust

Financial Services
14.8K
New
$9.2 - $9.99 $136K - $147K
14.8K $141M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
26K
New
$4.83 - $5.39 $125K - $140K
26K $140M
ROP
Roper Technologies Inc

Industrials
242
New
$519.19 - $590.78 $126K - $143K
242 $137M
WPC
W. P. Carey Inc.

Real Estate
1.84K
New
$56.12 - $64.53 $103K - $119K
1.84K $115M
IBN
Icici Bank LTD

Financial Services
2.24K
New
$30.16 - $34.39 $67.6K - $77K
2.24K $75.4M
HDB
Hdfc Bank LTD

Financial Services
982
New
$63.78 - $77.48 $62.6K - $76.1K
982 $75.3M
TAP
Molson Coors Beverage CO

Consumer Defensive
1.26K
New
$47.24 - $62.46 $59.5K - $78.7K
1.26K $60.6M
Defi Technologies Inc Com
19.4K
New
N/A
19.4K $57M
BSY
Bentley Systems Inc

Technology
943
New
$38.62 - $53.97 $36.4K - $50.9K
943 $50.9M
LEN
Lennar Corp

Consumer Cyclical
425
New
$102.76 - $115.66 $43.7K - $49.2K
425 $47M
BTI
British American Tobacco P.L.C.

Consumer Defensive
628
New
$39.43 - $49.34 $24.8K - $31K
628 $29.7M
Thomson Reuters Corp Com
45
New
N/A
45 $9.05M
Liberty Media Corp Del Com Lbty One S C
86
New
N/A
86 $8.99M
Ishares U.S. Thematic Rotation Active ETF
230
New
N/A
230 $8.18M
EHC
Encompass Health Corp

Healthcare
66
New
$96.12 - $122.63 $6.34K - $8.09K
66 $8.06M
PCAR
Paccar Inc

Industrials
53
New
$86.4 - $99.09 $4.58K - $5.25K
53 $5.04M
JBHT
Hunt J B Transport Services Inc

Industrials
25
New
$124.73 - $152.78 $3.12K - $3.82K
25 $3.59M
JUPW
Jupiter Wellness, Inc.

Healthcare
10K
New
N/A
10K $3.3M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
48
New
$50.09 - $51.09 $2.4K - $2.45K
48 $2.47M
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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