Cary Street Partners Financial LLC Sells in Q2 2025

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-131K
- 82.05%
$70.44 - $86.87 $9.21M - $11.4M
28.6K $2.49B
CGUS
Capital Group Core Equity ETF
-296K
- 53.93%
$29.93 - $36.93 $8.87M - $10.9M
253K $9.35B
SPMD
Spdr Portfolio

ETFs
-167K
- 80.67%
$44.89 - $54.38 $7.5M - $9.09M
40K $2.18B
PG
Procter & Gamble CO

Consumer Defensive
-41.6K
- 27.21%
$157.66 - $172.39 $6.55M - $7.16M
111K $17.7B
First Eagle Global Equity ETF
-172K
- 74.02%
N/A
60.3K $2.44B
Ft Vest U.S. Equity Moderate Buffer ETF July
-127K
- 91.56%
N/A
11.7K $451M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-42.8K
- 73.17%
$91.51 - $113.03 $3.91M - $4.83M
15.7K $1.77B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.73K
- 8.22%
$390.26 - $489.06 $1.07M - $1.34M
30.5K $12.4B
WMT
Walmart Inc.

Consumer Defensive
-45K
- 51.42%
$81.79 - $99.98 $3.68M - $4.5M
42.6K $4.16B
CVX
Chevron Corp

Energy
-8.6K
- 10.06%
$133.73 - $168.51 $1.15M - $1.45M
76.9K $11B
HAL
Halliburton CO

Energy
-85.2K
- 67.67%
$19.26 - $25.7 $1.64M - $2.19M
40.7K $830M
FISV
Fiserv Inc

Technology
-2.49K
- 6.43%
N/A
36.3K $6.25B
MRK
Merck & Co., Inc.

Healthcare
-605
- 0.3%
$73.47 - $87.12 $44.4K - $52.7K
199K $15.7B
CGGR
Capital Group Growth ETF Shs C

ETFs
-90.6K
- 32.71%
$30.53 - $40.65 $2.76M - $3.68M
186K $7.58B
LLY
Eli Lilly & CO

Healthcare
-894
- 3.45%
$713.71 - $898.95 $638K - $804K
25.1K $19.5B
XOM
Exxon Mobil Corp

Energy
-1.99K
- 1.49%
$99.93 - $119.04 $199K - $237K
132K $14.2B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-38.9K
- 13.08%
$45.11 - $52.34 $1.75M - $2.03M
258K $13.5B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-49.2K
- 18.76%
$35.35 - $42.68 $1.74M - $2.1M
213K $9.07B
BDX
Becton Dickinson & CO

Healthcare
-5.56K
- 58.57%
$165.15 - $226.42 $918K - $1.26M
3.93K $677M
CI
Cigna Corp

Healthcare
-4.53K
- 18.97%
$301.89 - $340.04 $1.37M - $1.54M
19.4K $6.4B
USFR
Wisdomtree Floating Rate Treas

ETFs
-27.7K
- 8.08%
$50.28 - $50.47 $1.39M - $1.4M
316K $15.9B
MSM
Msc Industrial Direct CO Inc

Industrials
-18K
- 88.28%
$70.15 - $85.48 $1.26M - $1.53M
2.38K $203M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-25.5K
- 12.01%
$50.1 - $51.02 $1.28M - $1.3M
187K $9.53B
HALO
Halozyme Therapeutics, Inc.

Healthcare
-418
- 0.4%
$47.91 - $70.14 $20K - $29.3K
105K $5.46B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-197
- 0.83%
$421.16 - $509.5 $83K - $100K
23.5K $10.5B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.11K
- 4.4%
$212.1 - $244.27 $235K - $271K
24.1K $5.26B
DE
Deere & CO

Industrials
-2.5K
- 21.97%
$412.99 - $531.48 $1.03M - $1.33M
8.89K $4.52B
MCK
Mckesson Corp

Healthcare
-1.24K
- 87.98%
$652.83 - $732.78 $808K - $906K
169 $124M
CGGO
Capital Group Global Growth Eq

ETFs
-57.8K
- 19.11%
$25.31 - $32.17 $1.46M - $1.86M
245K $7.83B
LOW
Lowes Companies Inc

Consumer Cyclical
-916
- 2.16%
$210.83 - $235.28 $193K - $216K
41.6K $9.22B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-30.8K
- 18.77%
$29.12 - $35.84 $897K - $1.1M
133K $4.77B
UPS
United Parcel Service Inc

Industrials
-2.55K
- 6.35%
$91.92 - $110.2 $234K - $280K
37.5K $3.79B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-11.7K
- 75.48%
$50.08 - $63.14 $585K - $737K
3.79K $239M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-11.7K
- 8.72%
$66.87 - $79.47 $785K - $933K
123K $9.75B
Pimco Ultra Short Government Active Exchange Traded Fund
-5.65K
- 53.66%
N/A
4.88K $494M
NVO
Novo Nordisk A S

Healthcare
-8K
- 26.17%
$58.08 - $81.05 $465K - $649K
22.6K $1.56B
SG
Sweetgreen, Inc.

Consumer Cyclical
-15.9K
- 51.96%
$12.23 - $25.56 $194K - $406K
14.7K $218M
AUB
Atlantic Union Bankshares Corp

Financial Services
-16.8K
- 23.23%
$23.85 - $32.24 $401K - $542K
55.6K $1.74B
OWL
Blue Owl Capital Inc.

Financial Services
-18.6K
- 10.06%
$15.9 - $21.16 $296K - $394K
166K $3.2B
WTW
Willis Towers Watson PLC

Financial Services
-648
- 6.56%
$295.96 - $337.43 $192K - $219K
9.23K $2.83B
AON
Aon PLC

Financial Services
-346
- 3.92%
$335.85 - $398.81 $116K - $138K
8.49K $3.03B
INMD
In Mode Ltd.

Healthcare
-3.65K
- 2.72%
$13.28 - $18.1 $48.4K - $66K
130K $1.88B
FNF
Fidelity National Financial, Inc.

Financial Services
-710
- 1.47%
$53.62 - $66.59 $38.1K - $47.3K
47.5K $2.66B
CME
Cme Group Inc.

Financial Services
-3.95K
- 6.5%
$252.37 - $290.71 $997K - $1.15M
56.8K $15.7B
AMD
Advanced Micro Devices Inc

Technology
-9.4K
- 41.66%
$78.21 - $143.81 $735K - $1.35M
13.2K $1.87B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.28K
- 23.19%
$121.58 - $136.74 $399K - $449K
10.9K $1.47B
AMGN
Amgen Inc

Healthcare
-77
- 0.6%
$262.28 - $309.85 $20.2K - $23.9K
12.8K $3.59B
RPM
Rpm International Inc

Basic Materials
-3.49K
- 58.16%
$96.97 - $117.58 $338K - $410K
2.51K $276M
MAS
Masco Corp

Industrials
-3.56K
- 11.51%
$58.73 - $71.06 $209K - $253K
27.4K $1.76B
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
Track This Portfolio

Track Cary Street Partners Financial LLC Portfolio

Follow Cary Street Partners Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email