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
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
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
NVO
Novo Nordisk A S

Healthcare
2.53K
+ 9.01%
$69.3 - $90.95 $175K - $230K
30.6K $2.12B
QQQ
Invesco Qqq Trust, Series 1

ETFs
974
+ 4.95%
$468.34 - $539.52 $456K - $525K
20.6K $9.68B
SHOP
Shopify Inc.

Technology
699
+ 1.64%
$90.59 - $129.31 $63.3K - $90.4K
43.3K $4.14B
DOCU
Docusign, Inc.

Technology
720
+ 1.18%
$74.7 - $97.7 $53.8K - $70.3K
61.9K $5.04B
BX
Blackstone Inc.

Financial Services
489
+ 2.95%
$136.53 - $186.74 $66.8K - $91.3K
17.1K $2.39B
OWL
Blue Owl Capital Inc.

Financial Services
516
+ 0.28%
$18.49 - $26.68 $9.54K - $13.8K
185K $3.71B
ETN
Eaton Corp PLC

Industrials
42
+ 0.41%
$271.83 - $371.23 $11.4K - $15.6K
10.4K $2.83B
HD
Home Depot, Inc.

Consumer Cyclical
1.64K
+ 3.04%
$347.25 - $424.87 $569K - $696K
55.5K $20.4B
TSLA
Tesla, Inc.

Consumer Cyclical
39
+ 0.49%
$222.15 - $428.22 $8.66K - $16.7K
7.95K $2.06B
IWF
Ishares Russell 1000 Gr ETF

ETFs
794
+ 2.14%
$360.07 - $417.26 $286K - $331K
37.9K $13.7B
PWR
Quanta Services, Inc.

Industrials
1.11K
+ 3.33%
$236.71 - $358.03 $262K - $396K
34.3K $8.71B
CRM
Salesforce, Inc.

Technology
987
+ 2.24%
$268.36 - $359.95 $265K - $355K
45K $12.1B
NVDA
Nvidia Corp

Technology
9.54K
+ 5.92%
$106.98 - $149.43 $1.02M - $1.42M
171K $18.5B
GOOGL
Alphabet Inc.

Communication Services
3.13K
+ 1.99%
$154.33 - $206.19 $483K - $645K
160K $24.7B
MSFT
Microsoft Corp

Technology
8.63K
+ 4.58%
$375.39 - $447.2 $3.24M - $3.86M
197K $74B
AAPL
Apple Inc.

Technology
16.4K
+ 3.74%
$209.68 - $247.1 $3.44M - $4.06M
456K $101B
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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