Cary Street Partners Financial LLC Incresed Positions in Q1 2025

Cary Street Partners Financial LLC

  • $3.16 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JGRO
J P Morgan Exchange Traded Fd
386K
+ 1339.28%
N/A
415K $30.6B
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
847K
+ 456.92%
$30.75 - $33.98 $26M - $28.8M
1.03M $32.1B
VB
Vanguard Small Cap ETF

ETFs
82.7K
+ 183.62%
$217.89 - $252.64 $18M - $20.9M
128K $28.3B
JPIE
J P Morgan Exchange Traded Fd
268K
+ 43.09%
$45.46 - $46.18 $12.2M - $12.4M
890K $41B
Tcw Flexible Income ETF
288K
+ 33.49%
N/A
1.15M $44.9B
VTV
Vanguard Value ETF

ETFs
54.6K
+ 10.51%
$167.73 - $179.21 $9.16M - $9.79M
574K $99.2B
CGUS
Capital Group Core Equity ETF
292K
+ 113.12%
$33.08 - $36.62 $9.65M - $10.7M
550K $18.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.66K
+ 6.33%
$442.66 - $534.52 $1.62M - $1.95M
61.4K $32.7B
PYPL
Pay Pal Holdings, Inc.

Financial Services
100K
+ 1571.41%
$65.15 - $91.81 $6.54M - $9.22M
107K $6.97B
DVN
Devon Energy Corp

Energy
135K
+ 267.18%
$33.15 - $38.55 $4.49M - $5.22M
186K $6.96B
ABBV
Abb Vie Inc.

Healthcare
6.39K
+ 5.2%
$169.2 - $216.66 $1.08M - $1.39M
129K $27.1B
CVX
Chevron Corp

Energy
21.9K
+ 34.33%
$146.71 - $167.97 $3.21M - $3.67M
85.5K $14.3B
CSCO
Cisco Systems, Inc.

Technology
70.2K
+ 41.23%
$58.74 - $64.87 $4.13M - $4.56M
241K $14.8B
KMI
Kinder Morgan, Inc.

Energy
139K
+ 173.47%
$26.1 - $31.22 $3.63M - $4.34M
219K $6.25B
WMT
Walmart Inc.

Consumer Defensive
46.3K
+ 112.02%
$84.5 - $105.05 $3.91M - $4.86M
87.6K $7.69B
DUK
Duke Energy Corp

Utilities
28.6K
+ 93.94%
$105.87 - $121.97 $3.03M - $3.49M
59.1K $7.21B
VZ
Verizon Communications Inc

Communication Services
77.2K
+ 171.02%
$37.81 - $46.49 $2.92M - $3.59M
122K $5.55B
MDT
Medtronic PLC

Healthcare
35K
+ 74.0%
$79.84 - $94.5 $2.79M - $3.31M
82.3K $7.39B
SLB
Schlumberger Limited

Energy
80.2K
+ 950.72%
$38.4 - $43.74 $3.08M - $3.51M
88.6K $3.71B
BMY
Bristol Myers Squibb CO

Healthcare
52.5K
+ 128.97%
$53.9 - $63.11 $2.83M - $3.31M
93.2K $5.68B
EFV
Msci Eafe Value ETF

ETFs
17.1K
+ 4.48%
$51.88 - $60.73 $887K - $1.04M
399K $22.4B
VUG
Vanguard Growth ETF

ETFs
27.4K
+ 14.18%
$369.1 - $427.61 $10.1M - $11.7M
221K $74.1B
SYY
Sysco Corp

Consumer Defensive
43.4K
+ 62.37%
$70.0 - $77.13 $3.04M - $3.35M
113K $8.47B
GLW
Corning Inc

Technology
71.1K
+ 115.5%
$44.91 - $54.25 $3.19M - $3.86M
133K $6.07B
SO
Southern CO

Utilities
25.7K
+ 64.6%
$80.96 - $92.96 $2.08M - $2.39M
65.5K $6.02B
KMB
Kimberly Clark Corp

Consumer Defensive
16.7K
+ 52.94%
$124.46 - $147.4 $2.08M - $2.46M
48.2K $6.86B
Pgim Portfolio Ballast ETF
113K
+ 20.18%
N/A
673K $18.5B
FHN
First Horizon Corp

Financial Services
132K
+ 713.34%
$17.7 - $22.43 $2.34M - $2.97M
151K $2.93B
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 300.0%
$663000.0 - $801950.0 $1.99M - $2.41M
4 $3.19B
GLD
Spdr Gold Trust

ETFs
6.46K
+ 45.93%
$243.19 - $288.14 $1.57M - $1.86M
20.5K $5.91B
GD
General Dynamics Corp

Industrials
8.37K
+ 48.71%
$241.94 - $272.58 $2.02M - $2.28M
25.5K $6.96B
Pimco Multisector Bond Active Exchange Traded Fund
90.4K
+ 96.07%
N/A
185K $4.86B
PFE
Pfizer Inc

Healthcare
101K
+ 78.36%
$25.01 - $27.13 $2.53M - $2.75M
230K $5.84B
PEP
Pepsico Inc

Consumer Defensive
16.8K
+ 32.89%
$142.64 - $156.42 $2.4M - $2.63M
67.8K $10.2B
ORCL
Oracle Corp

Technology
20.1K
+ 131.59%
$139.81 - $186.47 $2.81M - $3.75M
35.4K $4.95B
PLTR
Palantir Technologies Inc.

Technology
25.8K
+ 240.98%
$64.98 - $124.62 $1.68M - $3.21M
36.5K $3.08B
XOM
Exxon Mobil Corp

Energy
6.93K
+ 5.47%
$105.44 - $118.93 $730K - $824K
134K $15.9B
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.9K
+ 16.08%
$169.43 - $182.84 $2.36M - $2.55M
101K $17.4B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
27.3K
+ 260.04%
$77.7 - $78.94 $2.12M - $2.15M
37.8K $2.98B
FDX
Fedex Corp

Industrials
13.8K
+ 38.03%
$230.33 - $281.53 $3.18M - $3.89M
50.2K $12.2B
WMB
Williams Companies, Inc.

Energy
716
+ 0.21%
$54.02 - $61.09 $38.7K - $43.7K
348K $20.8B
HALO
Halozyme Therapeutics, Inc.

Healthcare
6.25K
+ 6.3%
$47.74 - $65.16 $298K - $407K
105K $6.73B
NEAR
Blackrock Short Maturity Bond

ETFs
38.2K
+ 116.51%
$50.4 - $50.89 $1.92M - $1.94M
70.9K $3.61B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
30.5K
+ 11.12%
$33.84 - $37.77 $1.03M - $1.15M
305K $11.1B
CARR
Carrier Global Corp

Industrials
29K
+ 51.14%
$62.07 - $70.55 $1.8M - $2.04M
85.6K $5.43B
Jpmorgan Hedged Equity Laddered Overlay ETF
34.1K
+ 15.43%
N/A
255K $15.2B
VOE
Vanguard Mid Cap Value Index F

ETFs
10.1K
+ 6.73%
$156.61 - $168.02 $1.59M - $1.7M
161K $22B
DE
Deere & CO

Industrials
2.18K
+ 23.71%
$408.57 - $509.27 $892K - $1.11M
11.4K $5.35B
CTVA
Corteva, Inc.

Basic Materials
15.4K
+ 20.66%
$55.94 - $66.15 $864K - $1.02M
90.2K $5.68B
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
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