Cary Street Partners Financial LLC Purchases in Q1 2025

Cary Street Partners Financial LLC

  • $3.16 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Smurfit Westrock PLC Shs
414
+ 19.02%
N/A
2.59K $117M
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.04%
$185.78 - $198.58 $372 - $397
5.22K $996M
NEE
Nextera Energy Inc

Utilities
140
+ 0.96%
$66.96 - $76.16 $9.37K - $10.7K
14.8K $1.05B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
22
+ 0.65%
$408.78 - $448.82 $8.99K - $9.87K
3.38K $1.42B
CEG
Constellation Energy Corp

Utilities
14
+ 2.47%
$201.63 - $347.44 $2.82K - $4.86K
581 $117M
VT
Vanguard Total World Stk Index

ETFs
70
+ 0.59%
$115.08 - $123.97 $8.06K - $8.68K
11.9K $1.39B
MUB
Ishares National Muni Bond ETF

ETFs
11
+ 0.11%
$104.71 - $107.69 $1.15K - $1.18K
10.2K $1.07B
QUAL
Ishares Msci Usa Quality Facto

ETFs
40
+ 1.62%
$168.16 - $186.21 $6.73K - $7.45K
2.51K $429M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
125
+ 3.13%
$89.18 - $104.04 $11.1K - $13K
4.12K $377M
UPS
United Parcel Service Inc

Industrials
4.96K
+ 14.11%
$109.66 - $136.26 $544K - $675K
40.1K $4.41B
IWR
Ishares Russell Mid Cap ETF

ETFs
287
+ 1.92%
$82.81 - $92.93 $23.8K - $26.7K
15.2K $1.29B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
700
+ 3.25%
$32.49 - $37.99 $22.7K - $26.6K
22.2K $744M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.18%
$318.51 - $391.75 $319 - $392
560 $182M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.25K
+ 13.51%
$39.97 - $48.7 $170K - $207K
35.7K $1.43B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
203
+ 3.17%
$80.73 - $94.96 $16.4K - $19.3K
6.61K $548M
DOV
Dover Corp

Industrials
236
+ 3.77%
$174.65 - $206.43 $41.2K - $48.7K
6.5K $1.14B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
445
+ 5.6%
$77.33 - $90.16 $34.4K - $40.1K
8.39K $658M
FIS
Fidelity National Information Services, Inc.

Technology
63
+ 0.83%
$68.12 - $83.42 $4.29K - $5.26K
7.63K $570M
TT
Trane Technologies PLC

Industrials
1.41K
+ 8.85%
$332.0 - $400.86 $469K - $567K
17.4K $5.86B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
88
+ 4.31%
$211.47 - $267.17 $18.6K - $23.5K
2.13K $451M
ITW
Illinois Tool Works Inc

Industrials
89
+ 0.69%
$244.9 - $274.48 $21.8K - $24.4K
13K $3.23B
A
Agilent Technologies, Inc.

Healthcare
103
+ 2.87%
$116.69 - $152.6 $12K - $15.7K
3.69K $431M
PANW
Palo Alto Networks Inc

Technology
1.11K
+ 5.18%
$167.82 - $208.28 $186K - $231K
22.5K $3.83B
DOW
Dow Inc.

Basic Materials
1.76K
+ 7.72%
$34.36 - $41.92 $60.6K - $73.9K
24.6K $859M
RPG
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.02%
$37.33 - $45.03 $112 - $135
19.9K $760M
VO
Vanguard Mid Cap ETF

ETFs
400
+ 1.35%
$251.87 - $277.95 $101K - $111K
30K $7.75B
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.1%
$307.43 - $357.48 $615 - $715
2.1K $648M
IWP
Ishares Russell Mid Cap Growth

ETFs
19
+ 0.23%
$114.9 - $139.6 $2.18K - $2.65K
8.18K $961M
AMP
Ameriprise Financial Inc

Financial Services
10
+ 0.61%
$472.29 - $575.13 $4.72K - $5.75K
1.66K $801M
DELL
Dell Technologies Inc.

Technology
116
+ 2.75%
$90.34 - $124.66 $10.5K - $14.5K
4.34K $395M
APO
Apollo Global Management, Inc.

Financial Services
456
+ 7.71%
$126.01 - $172.06 $57.5K - $78.5K
6.37K $872M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
236
+ 1.67%
$62.43 - $84.12 $14.7K - $19.9K
14.4K $936M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
320
+ 0.41%
$53.6 - $58.97 $17.2K - $18.9K
78.7K $4.31B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
97
+ 0.57%
$77.67 - $90.15 $7.53K - $8.74K
17.2K $1.35B
VBR
Vanguard Small Cap Value ETF

ETFs
78
+ 0.65%
$183.02 - $207.75 $14.3K - $16.2K
12.1K $2.25B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.18K
+ 3.68%
$497.6 - $606.74 $587K - $715K
33.2K $16.5B
Blackrock Inc Com
55
+ 2.18%
N/A
2.58K $2.44B
Ishares Bitcoin Trust ETF
882
+ 2.92%
N/A
31.1K $1.46B
LOW
Lowes Companies Inc

Consumer Cyclical
1.71K
+ 4.2%
$222.66 - $268.42 $381K - $460K
42.5K $9.91B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
814
+ 1.7%
N/A
48.6K $4.27B
HBAN
Huntington Bancshares Inc

Financial Services
7.16K
+ 3.28%
$14.28 - $17.39 $102K - $124K
226K $3.39B
VV
Vanguard Large Cap ETF

ETFs
695
+ 1.36%
$253.32 - $282.66 $176K - $196K
51.9K $7.34B
CAT
Caterpillar Inc

Industrials
1.03K
+ 6.58%
$326.75 - $407.63 $337K - $420K
16.7K $5.51B
TGT
Target Corp

Consumer Defensive
4.66K
+ 21.16%
$103.65 - $142.5 $483K - $664K
26.7K $2.78B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
225
+ 0.3%
$38.41 - $44.06 $8.64K - $9.91K
74.2K $2.9B
SPMD
Spdr Portfolio

ETFs
9.62K
+ 4.87%
$50.21 - $57.73 $483K - $555K
207K $10.6B
IVW
Ishares S&P 500 Growth ETF

ETFs
505
+ 1.69%
$92.45 - $106.69 $46.7K - $53.9K
30.4K $2.82B
PKG
Packaging Corp Of America

Consumer Cyclical
59
+ 0.68%
$192.03 - $242.13 $11.3K - $14.3K
8.76K $1.73B
APH
Amphenol Corp

Technology
614
+ 0.83%
$61.62 - $78.55 $37.8K - $48.2K
74.4K $4.88B
Activity Summary
Buys All Purchases 366 New Holdings 81 Increased Positions 285 Sells All Sells 413 Reductions 413 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