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
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
6.6K
+ 39.71%
$10.13 - $10.52 $66.9K - $69.4K
23.2K $239M
NUDM
Nuveen Esg International Devel

ETFs
271
+ 0.8%
$29.75 - $33.12 $8.06K - $8.98K
34.2K $1.09B
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.65K
+ 7.81%
$19.0 - $19.66 $50.3K - $52K
36.6K $719M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.3K
+ 6.15%
$21.16 - $21.77 $48.6K - $50K
39.7K $864M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4
+ 0.05%
$98.98 - $113.18 $396 - $453
8.52K $964M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
85
+ 0.23%
$126.11 - $135.06 $10.7K - $11.5K
37.1K $4.78B
CTAS
Cintas Corp

Industrials
216
+ 30.95%
$182.09 - $208.14 $39.3K - $45K
914 $188M
Ft Vest U.S. Equity Enhance & Moderate Buffer ETF January
2.04K
+ 17.38%
N/A
13.8K $456M
LMT
Lockheed Martin Corp

Industrials
676
+ 10.97%
$423.19 - $506.29 $286K - $342K
6.84K $3.06B
IR
Ingersoll Rand Inc.

Industrials
1.09K
+ 37.38%
$79.44 - $94.23 $86.7K - $103K
4.01K $321M
IAU
Ishares Gold Trust

ETFs
218
+ 4.81%
$49.74 - $58.96 $10.8K - $12.9K
4.75K $280M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
1K
+ 4.94%
N/A
21.2K $1.06B
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
5K
+ 34.25%
$10.16 - $10.75 $50.8K - $53.8K
19.6K $205M
KR
Kroger CO

Consumer Defensive
431
+ 12.92%
$58.36 - $67.72 $25.2K - $29.2K
3.77K $255M
EQIX
Equinix Inc

Real Estate
71
+ 129.09%
$803.0 - $959.97 $57K - $68.2K
126 $103M
AWK
American Water Works Company, Inc.

Utilities
20
+ 0.98%
$121.01 - $149.31 $2.42K - $2.99K
2.05K $303M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
1.75K
+ 12.75%
$21.92 - $22.89 $38.4K - $40.1K
15.5K $355M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.05K
+ 21.25%
$27.56 - $32.1 $84.1K - $97.9K
17.4K $490M
WSO
Watsco Inc

Industrials
23
+ 2.19%
$463.86 - $530.75 $10.7K - $12.2K
1.07K $545M
DVY
Ishares Tr

ETFs
108
+ 0.98%
$128.58 - $138.1 $13.9K - $14.9K
11.1K $1.49B
DRI
Darden Restaurants Inc

Consumer Cyclical
26
+ 1.31%
$180.02 - $208.56 $4.68K - $5.42K
2.01K $418M
VFH
Vanguard Financial ETF

ETFs
352
+ 9.74%
$114.07 - $127.34 $40.2K - $44.8K
3.97K $474M
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
4K
+ 10.13%
$11.09 - $11.43 $44.4K - $45.7K
43.5K $488M
PRU
Prudential Financial Inc

Financial Services
2.43K
+ 7.18%
$105.04 - $122.33 $255K - $298K
36.3K $4.05B
Bitwise Bitcoin ETF Trust
1.57K
+ 29.11%
N/A
6.97K $313M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.11K
+ 2.3%
$23.9 - $24.18 $26.4K - $26.7K
49.2K $1.19B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
20
+ 0.04%
$51.52 - $52.37 $1.03K - $1.05K
53K $2.77B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
395
+ 12.76%
$76.77 - $82.22 $30.3K - $32.5K
3.49K $277M
IXJ
Ishares Global Healthcare ETF

ETFs
148
+ 3.5%
$86.01 - $94.19 $12.7K - $13.9K
4.38K $399M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.53K
+ 11.76%
$22.25 - $23.0 $34.1K - $35.3K
14.6K $335M
RDVY
First Trust Rising Dividend Ac

ETFs
845
+ 3.14%
$57.22 - $63.39 $48.4K - $53.6K
27.8K $1.63B
RGCO
Rgc Resources Inc

Utilities
200
+ 0.6%
$19.37 - $21.69 $3.87K - $4.34K
33.5K $699M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
850
+ 4.37%
$38.02 - $39.4 $32.3K - $33.5K
20.3K $780M
ATO
Atmos Energy Corp

Utilities
158
+ 59.4%
$136.51 - $154.58 $21.6K - $24.4K
424 $65.5M
Richtech Robotics Inc Cl B
26K
+ 76.47%
N/A
60K $119M
VHT
Vanguard Health Care ETF

ETFs
33
+ 2.1%
$254.06 - $273.83 $8.38K - $9.04K
1.61K $425M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.7K
+ 10.39%
$102.49 - $119.96 $1.3M - $1.52M
135K $14.1B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
658
+ 5.26%
$47.47 - $48.84 $31.2K - $32.1K
13.2K $629M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
2K
+ 6.51%
$10.65 - $11.24 $21.3K - $22.5K
32.7K $350M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
877
+ 6.53%
$20.1 - $20.8 $17.6K - $18.2K
14.3K $297M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
727
+ 5.55%
$24.21 - $25.09 $17.6K - $18.2K
13.8K $346M
IYH
Ishares Tr

ETFs
95
+ 1.53%
$58.32 - $62.76 $5.54K - $5.96K
6.32K $385M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
25
+ 0.11%
$59.28 - $66.1 $1.48K - $1.65K
23.5K $481M
F
Ford Motor CO

Consumer Cyclical
869
+ 0.89%
$9.12 - $10.43 $7.93K - $9.06K
98.1K $984M
AB
Alliancebernstein Holding L.P.

Financial Services
293
+ 3.91%
$35.0 - $40.73 $10.3K - $11.9K
7.79K $298M
VLO
Valero Energy Corp

Energy
44
+ 2.98%
$121.76 - $142.99 $5.36K - $6.29K
1.52K $201M
CHD
Church & Dwight CO Inc

Consumer Defensive
104
+ 7.1%
$101.42 - $113.2 $10.5K - $11.8K
1.57K $173M
FANG
Diamondback Energy, Inc.

Energy
122
+ 36.31%
$139.9 - $180.18 $17.1K - $22K
458 $73.2M
BRO
Brown & Brown, Inc.

Financial Services
49
+ 9.23%
$100.54 - $124.4 $4.93K - $6.1K
580 $72.2M
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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