Cary Street Partners Financial LLC Incresed Positions in Q2 2025

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
2.35K
+ 7.69%
$58.13 - $85.12 $136K - $200K
32.9K $2.8B
VGT
Vanguard Information Technolog

ETFs
167
+ 3.98%
$470.37 - $663.28 $78.6K - $111K
4.36K $2.89B
UNH
Unitedhealth Group Inc

Healthcare
6.66K
+ 95.15%
$274.35 - $599.47 $1.83M - $3.99M
13.7K $4.26B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.7K
+ 37.52%
$50.36 - $50.68 $587K - $591K
42.7K $2.17B
Ishares Bitcoin Trust ETF
2.27K
+ 7.3%
N/A
33.4K $2.04B
XLY
Select Sector Spdr Consumer Di

ETFs
2.07K
+ 30.4%
$176.34 - $218.59 $365K - $453K
8.89K $1.93B
IVW
Ishares S&P 500 Growth ETF

ETFs
528
+ 1.74%
$82.96 - $110.1 $43.8K - $58.1K
30.9K $3.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.7K
+ 9.19%
$72.02 - $73.82 $554K - $568K
91.4K $6.73B
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
24.7K
+ 55.6%
$19.73 - $22.32 $486K - $550K
69K $1.5B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.82K
+ 9.76%
$65.84 - $80.81 $252K - $309K
43K $3.44B
ASML
Asml Holding Nv

Technology
376
+ 21.29%
$595.37 - $815.24 $224K - $307K
2.14K $1.72B
MET
Metlife Inc

Financial Services
6.55K
+ 26.94%
$68.42 - $82.49 $448K - $540K
30.9K $2.48B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
4.95K
+ 23.83%
N/A
25.7K $2.71B
ACHR
Archer Aviation Inc.

Industrials
13.5K
+ 14.01%
$6.2 - $13.3 $83.9K - $180K
110K $1.19B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5.92K
+ 102.5%
$69.8 - $85.28 $413K - $504K
11.7K $969M
INDA
Ishares Msci India Index Fund

ETFs
4.08K
+ 6.88%
$49.13 - $55.86 $200K - $228K
63.3K $3.52B
ED
Consolidated Edison Inc

Utilities
6.51K
+ 37.02%
$98.05 - $113.3 $639K - $738K
24.1K $2.42B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39.9K
+ 9.97%
$24.32 - $27.87 $970K - $1.11M
440K $11.7B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.42K
+ 12.07%
$62.73 - $78.42 $214K - $268K
31.7K $2.46B
HBAN
Huntington Bancshares Inc

Financial Services
4.08K
+ 1.81%
$12.49 - $16.76 $51K - $68.4K
230K $3.85B
INGR
Ingredion Inc

Consumer Defensive
3.22K
+ 12.06%
$123.22 - $140.95 $397K - $454K
29.9K $4.06B
IWR
Ishares Russell Mid Cap ETF

ETFs
3.66K
+ 24.05%
$74.88 - $91.97 $274K - $336K
18.9K $1.74B
XLI
Industrial Sector Spdr

ETFs
1.31K
+ 9.1%
$116.42 - $147.52 $153K - $194K
15.8K $2.32B
COF
Capital One Financial Corp

Financial Services
1.07K
+ 17.5%
$150.57 - $212.76 $161K - $227K
7.16K $1.52B
LECO
Lincoln Electric Holdings Inc

Industrials
6
+ 0.03%
$167.18 - $211.38 $1K - $1.27K
23.6K $4.9B
NEE
Nextera Energy Inc

Utilities
6.5K
+ 43.93%
$64.11 - $75.0 $417K - $488K
21.3K $1.48B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.11K
+ 6.74%
$72.96 - $90.39 $154K - $190K
33.3K $2.98B
GE
General Electric CO

Industrials
772
+ 20.09%
$166.81 - $257.39 $129K - $199K
4.62K $1.19B
BFS
Saul Centers, Inc.

Real Estate
15.6K
+ 25.2%
$32.21 - $36.42 $503K - $569K
77.6K $2.65B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
927
+ 0.98%
$51.16 - $62.02 $47.4K - $57.5K
95.2K $5.91B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.42K
+ 9.87%
$60.61 - $87.72 $85.9K - $124K
15.8K $1.34B
BX
Blackstone Inc.

Financial Services
1.57K
+ 9.16%
$120.07 - $151.11 $188K - $237K
18.7K $2.79B
Jpmorgan Equity Focus ETF
894
+ 1.84%
N/A
49.5K $3.47B
TGT
Target Corp

Consumer Defensive
5.32K
+ 19.93%
$88.76 - $105.77 $472K - $563K
32K $3.16B
BSX
Boston Scientific Corp

Healthcare
2.33K
+ 14.23%
$89.7 - $107.41 $209K - $250K
18.7K $2.01B
RYN
Rayonier Inc

Real Estate
18.1K
+ 185.49%
$22.12 - $28.02 $400K - $507K
27.8K $617M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9
+ 0.01%
$43.53 - $54.46 $392 - $490
60.4K $3.29B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.69K
+ 26.55%
$59.8 - $60.07 $340K - $342K
27.1K $1.62B
DFAT
Dimensional ETF Tr U S Target

ETFs
5.67K
+ 56.35%
$44.8 - $53.97 $254K - $306K
15.7K $849M
EVRG
Evergy, Inc.

Utilities
4.81K
+ 8.49%
$64.06 - $69.64 $308K - $335K
61.4K $4.23B
JNPR
Juniper Networks Inc

Technology
7.22K
+ 65.04%
$33.93 - $39.93 $245K - $288K
18.3K $731M
BNDX
Vanguard Total International B

ETFs
5.53K
+ 6.25%
$48.77 - $49.55 $270K - $274K
94K $3.54B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.06K
+ 20.95%
$49.79 - $50.75 $302K - $308K
35K $1.78B
NSC
Norfolk Southern Corp

Industrials
126
+ 0.87%
$206.34 - $257.46 $26K - $32.4K
14.6K $3.73B
NKE
Nike, Inc.

Consumer Cyclical
2.4K
+ 13.58%
$53.27 - $72.04 $128K - $173K
20.1K $1.43B
CEG
Constellation Energy Corp

Utilities
701
+ 120.65%
$170.96 - $322.76 $120K - $226K
1.28K $414M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.22K
+ 2.17%
$39.89 - $49.46 $48.7K - $60.3K
57.4K $2.84B
WINN
Harbor ETF Tr Harbor Long Term

ETFs
632
+ 1.08%
N/A
59.4K $1.73B
Dimensional World Equity ETF
3.61K
+ 48.44%
N/A
11.1K $741M
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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