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
COIN
Coinbase Global, Inc.

Technology
5.52K
+ 121.45%
$151.47 - $375.07 $836K - $2.07M
10.1K $3.53B
MS
Morgan Stanley

Financial Services
15.1K
+ 60.44%
$99.83 - $140.86 $1.51M - $2.13M
40.2K $5.66B
Capital Group Global Equity ETF
91.7K
New
N/A
91.7K $2.68B
APH
Amphenol Corp

Technology
2.08K
+ 2.8%
$59.09 - $98.75 $123K - $206K
76.5K $7.56B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
32.2K
+ 10.57%
$32.66 - $40.75 $1.05M - $1.31M
337K $13.6B
IWM
Ishares Russell 2000 ETF

ETFs
9.07K
+ 34.28%
$174.82 - $215.79 $1.59M - $1.96M
35.5K $7.67B
TOST
Toast, Inc.

Technology
49.2K
+ 393.65%
$30.03 - $45.23 $1.48M - $2.23M
61.8K $2.74B
CSCO
Cisco Systems, Inc.

Technology
6.75K
+ 2.81%
$53.19 - $69.38 $359K - $469K
247K $17.2B
VBR
Vanguard Small Cap Value ETF

ETFs
11.2K
+ 92.93%
$162.76 - $195.77 $1.82M - $2.19M
23.3K $4.54B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.82K
+ 22.99%
$321.63 - $509.31 $584K - $925K
9.71K $4.95B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.1K
+ 9.71%
$90.56 - $109.49 $1.19M - $1.43M
148K $16.2B
BAC
Bank Of America Corp

Financial Services
28.4K
+ 24.0%
$34.39 - $47.46 $977K - $1.35M
147K $6.95B
Capital Group New Geography Equity ETF
66.2K
New
N/A
66.2K $1.91B
XLV
Select Sector Spdr Fund Health

ETFs
16.1K
+ 62.11%
$128.77 - $144.3 $2.07M - $2.32M
42K $5.65B
FHN
First Horizon Corp

Financial Services
74.4K
+ 49.26%
$16.21 - $21.2 $1.21M - $1.58M
225K $4.78B
SPG
Simon Property Group Inc

Real Estate
11.5K
New
$140.37 - $171.44 $1.61M - $1.96M
11.5K $1.84B
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
168K
New
$9.86 - $10.92 $1.65M - $1.83M
168K $1.83B
IEFA
Ishares Tr

ETFs
18.6K
+ 55.26%
$67.83 - $84.09 $1.26M - $1.57M
52.4K $4.37B
CARR
Carrier Global Corp

Industrials
12.9K
+ 15.03%
$55.55 - $75.83 $715K - $976K
98.5K $7.21B
WM
Waste Management Inc

Industrials
7.36K
+ 52.84%
$216.47 - $242.1 $1.59M - $1.78M
21.3K $4.87B
Jpmorgan Hedged Equity Laddered Overlay ETF
14.4K
+ 5.66%
N/A
269K $16.8B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
11.8K
New
$106.81 - $136.49 $1.26M - $1.61M
11.8K $1.61B
CAT
Caterpillar Inc

Industrials
1.59K
+ 9.53%
$273.94 - $388.21 $436K - $618K
18.3K $7.1B
PDI
Pimco Dynamic Income Fund

Financial Services
83.1K
+ 227.56%
$17.02 - $19.87 $1.41M - $1.65M
120K $2.27B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15K
+ 2.95%
$75.05 - $77.34 $1.13M - $1.16M
524K $37.5B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
21.6K
+ 6.79%
$37.18 - $42.55 $803K - $919K
340K $14.5B
MUB
Ishares National Muni Bond ETF

ETFs
14K
+ 137.74%
$102.31 - $105.8 $1.43M - $1.48M
24.2K $2.53B
JEPI
J P Morgan Exchange Traded Fd

ETFs
30.3K
+ 3.19%
$51.14 - $57.0 $1.55M - $1.73M
982K $55.8B
XLU
Utilities Sector Spdr

ETFs
16.5K
+ 49.35%
$73.09 - $82.77 $1.2M - $1.36M
49.9K $4.07B
WFC
Wells Fargo & Company

Financial Services
16.2K
+ 120.03%
$60.98 - $80.12 $990K - $1.3M
29.8K $2.39B
MU
Micron Technology Inc

Technology
5.23K
+ 25.04%
$64.72 - $127.91 $339K - $669K
26.1K $3.22B
PANW
Palo Alto Networks Inc

Technology
2.85K
+ 12.7%
$152.44 - $204.64 $435K - $584K
25.3K $5.18B
GLW
Corning Inc

Technology
8.39K
+ 6.33%
$39.07 - $52.59 $328K - $441K
141K $7.41B
HON
Honeywell International Inc

Industrials
1.55K
+ 3.4%
$182.86 - $232.88 $283K - $361K
47.1K $11B
DASH
Door Dash, Inc.

Communication Services
102
+ 0.52%
$163.16 - $246.51 $16.6K - $25.1K
19.7K $4.87B
XLF
Financial Sector Spdr

ETFs
21.7K
+ 41.1%
$43.92 - $52.37 $955K - $1.14M
74.7K $3.91B
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
5.46K
New
$196.72 - $266.32 $1.07M - $1.46M
5.46K $1.26B
NFLX
Netflix Inc

Communication Services
301
+ 15.26%
$855.86 - $1339.13 $258K - $403K
2.27K $3.05B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.21K
+ 19.12%
$141.37 - $228.57 $312K - $505K
13.8K $3.12B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
14.3K
+ 37.86%
$77.94 - $79.5 $1.11M - $1.14M
52.1K $4.14B
MDT
Medtronic PLC

Healthcare
15.7K
+ 19.04%
$80.68 - $88.86 $1.26M - $1.39M
97.9K $8.54B
NEM
Newmont Corp

Basic Materials
5.51K
+ 6.73%
$44.18 - $59.46 $244K - $328K
87.5K $5.1B
GLD
Spdr Gold Trust

ETFs
2.59K
+ 12.6%
$273.71 - $316.29 $708K - $818K
23.1K $7.05B
ISHG
Ishares Intl Treasury Bond ETF

ETFs
14.7K
New
$70.32 - $76.56 $1.03M - $1.12M
14.7K $1.12B
BLE
Blackrock Municipal Income Trust Ii

Financial Services
111K
New
$9.61 - $10.53 $1.07M - $1.17M
111K $1.12B
WMB
Williams Companies, Inc.

Energy
731
+ 0.21%
$54.33 - $62.87 $39.7K - $46K
349K $21.9B
VEA
Vanguard Ftse Developed Market

ETFs
3.78K
+ 2.35%
$45.65 - $57.01 $173K - $216K
165K $8.37B
Pimco Multisector Bond Active Exchange Traded Fund
39.5K
+ 21.43%
N/A
224K $5.95B
SHOP
Shopify Inc.

Technology
1.13K
+ 2.61%
$76.89 - $115.35 $87K - $131K
44.4K $5.13B
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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