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
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
5.96K
+ 32.36%
$32.99 - $38.56 $197K - $230K
24.4K $926M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
4.86K
+ 7.98%
N/A
65.7K $3.31B
Ft Vest U.S. Equity Buffer & Premium Income ETF December
7.93K
New
N/A
7.93K $241M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.29K
+ 4.81%
$96.84 - $99.46 $221K - $227K
49.8K $4.94B
PEG
Public Service Enterprise Group Inc

Utilities
2.85K
New
$77.13 - $84.18 $220K - $240K
2.85K $240M
IWD
Ishares Russell 1000 Val ETF

ETFs
711
+ 4.29%
$166.82 - $194.23 $119K - $138K
17.3K $3.36B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.83K
+ 10.26%
$82.21 - $83.12 $233K - $235K
30.5K $2.52B
OXLC
Oxford Lane Capital Corp.

Financial Services
56.5K
New
$4.01 - $4.96 $226K - $280K
56.5K $237M
DFAX
Dimensional ETF Tr
3.24K
+ 7.43%
$23.37 - $29.39 $75.6K - $95.1K
46.8K $1.37B
IDU
Ishares Tr U S Utils ETF

ETFs
2.23K
New
$93.98 - $106.11 $209K - $236K
2.23K $233M
QTUM
ETF Ser Solutions Defiance Qua
2.48K
New
N/A
2.48K $228M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.49K
+ 89.54%
$73.0 - $85.5 $182K - $213K
5.27K $443M
ZS
Zscaler, Inc.

Technology
712
New
$174.67 - $315.32 $124K - $225K
712 $224M
ZBRA
Zebra Technologies Corp

Technology
426
+ 12.06%
$213.54 - $309.26 $91K - $132K
3.96K $1.22B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.99K
New
$17.76 - $22.1 $177K - $221K
9.99K $221M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
7.37K
New
N/A
7.37K $221M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
903
+ 1.22%
$34.28 - $41.6 $31K - $37.6K
75.1K $3.12B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
662
+ 2.22%
$41.45 - $54.46 $27.4K - $36.1K
30.5K $1.59B
RGLD
Royal Gold Inc

Basic Materials
987
+ 34.84%
$155.48 - $186.71 $153K - $184K
3.82K $679M
VZ
Verizon Communications Inc

Communication Services
10.9K
+ 8.9%
$41.67 - $45.62 $454K - $497K
133K $5.77B
AIQ
Global X Funds Global X Artifi

ETFs
4.9K
New
$31.5 - $43.69 $154K - $214K
4.9K $214M
SHV
Ishares Tr

ETFs
1.95K
+ 5.73%
$110.06 - $110.46 $215K - $215K
36K $3.97B
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.09K
New
$37.08 - $42.26 $189K - $215K
5.09K $211M
ES
Eversource Energy

Utilities
3.3K
New
$54.25 - $65.89 $179K - $218K
3.3K $210M
UTG
Reaves Utility Income Fund

Financial Services
5.81K
New
$29.08 - $36.18 $169K - $210K
5.81K $210M
SOXX
Ishares Semiconductor ETF

ETFs
868
New
$154.86 - $239.07 $134K - $208K
868 $207M
NOW
Service Now, Inc.

Technology
2
+ 0.23%
$721.65 - $1040.18 $1.44K - $2.08K
883 $908M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.16K
+ 55.86%
$29.36 - $35.56 $152K - $184K
14.4K $512M
VNQ
Vanguard Specialized Funds Van

ETFs
2.38K
+ 57.04%
$79.79 - $91.42 $190K - $218K
6.56K $584M
AVUV
American Centy ETF Tr Avantis

ETFs
2.25K
New
$75.17 - $91.21 $169K - $205K
2.25K $205M
BK
Bank Of New York Mellon Corp

Financial Services
28
+ 0.1%
$73.31 - $91.62 $2.05K - $2.57K
27.7K $2.52B
MSTR
Microstrategy Inc

Technology
500
New
$237.95 - $421.61 $119K - $211K
500 $202M
DAR
Darling Ingredients Inc.

Consumer Defensive
2.52K
+ 15.98%
$27.63 - $38.64 $69.5K - $97.2K
18.3K $693M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
807
+ 16.71%
$104.23 - $134.39 $84.1K - $108K
5.64K $757M
VOOV
Vanguard S&P 500 Value ETF

ETFs
73
+ 0.18%
$162.65 - $188.71 $11.9K - $13.8K
40.3K $7.6B
MOS
Mosaic CO

Basic Materials
659
+ 3.7%
$22.76 - $36.95 $15K - $24.4K
18.5K $674M
USB
Us Bancorp \De\

Financial Services
461
+ 0.82%
$36.4 - $45.76 $16.8K - $21.1K
56.9K $2.58B
HSII
Heidrick & Struggles International Inc

Industrials
3.39K
+ 29.11%
$37.18 - $45.76 $126K - $155K
15K $687M
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
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
1.43K
+ 11.35%
$37.6 - $52.03 $53.8K - $74.4K
14K $730M
ELAN
Elanco Animal Health Inc

Healthcare
525
+ 1.16%
$8.1 - $14.3 $4.25K - $7.51K
45.8K $653M
BGB
Blackstone Strategic Credit Fund

Financial Services
14.4K
+ 16.91%
$10.85 - $12.12 $157K - $175K
99.8K $1.21B
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.3K
+ 30.45%
$24.21 - $29.47 $128K - $156K
22.7K $668M
SPOT
Spotify Technology S.A.

Communication Services
232
New
$503.3 - $775.9 $117K - $180K
232 $178M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
110
+ 8.28%
$177.93 - $313.14 $19.6K - $34.4K
1.44K $450M
MGK
Vanguard Mega Cap Growth ETF

ETFs
150
+ 7.16%
$273.67 - $366.17 $41.1K - $54.9K
2.25K $823M
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
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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