Cary Street Partners Financial LLC New Holdings in Q4 2024

Cary Street Partners Financial LLC

  • $3.07 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
38K
New
$110.35 - $138.93 $4.2M - $5.28M
38K $4.33B
VIG
Vanguard Dividend Appreciation

ETFs
22.1K
New
N/A
22.1K $4.33B
OWL
Blue Owl Capital Inc.

Financial Services
184K
New
$19.51 - $24.81 $3.6M - $4.58M
184K $4.29B
CTVA
Corteva, Inc.

Basic Materials
74.8K
New
$55.21 - $64.13 $4.13M - $4.79M
74.8K $4.26B
FLQH
Franklin Templeton Libertyq In

ETFs
141K
New
N/A
141K $4.24B
Arista Networks Inc Com Shs
37.9K
New
N/A
37.9K $4.19B
KMB
Kimberly Clark Corp

Consumer Defensive
31.5K
New
$130.37 - $146.09 $4.11M - $4.61M
31.5K $4.13B
AMD
Advanced Micro Devices Inc

Technology
33.3K
New
$118.88 - $172.8 $3.96M - $5.76M
33.3K $4.03B
PRU
Prudential Financial Inc

Financial Services
33.9K
New
$114.59 - $129.52 $3.88M - $4.38M
33.9K $4.01B
MA
Mastercard Inc

Financial Services
7.51K
New
$491.3 - $536.15 $3.69M - $4.03M
7.51K $3.95B
PANW
Palo Alto Networks Inc

Technology
21.4K
New
$181.96 - $405.9 $3.89M - $8.67M
21.4K $3.89B
CARR
Carrier Global Corp

Industrials
56.6K
New
$66.69 - $82.65 $3.78M - $4.68M
56.6K $3.87B
XLV
Select Sector Spdr Fund Health

ETFs
27.7K
New
$136.28 - $154.74 $3.78M - $4.29M
27.7K $3.82B
MDT
Medtronic PLC

Healthcare
47.3K
New
$79.61 - $92.24 $3.76M - $4.36M
47.3K $3.78B
RE
Everest Re Group LTD

Financial Services
10.4K
New
N/A
10.4K $3.76B
Labcorp Holdings Inc Com Shs
16.4K
New
N/A
16.4K $3.75B
BKR
Baker Hughes CO

Energy
91.1K
New
$35.98 - $44.88 $3.28M - $4.09M
91.1K $3.74B
WMT
Walmart Inc.

Consumer Defensive
41.3K
New
$79.1 - $95.7 $3.27M - $3.95M
41.3K $3.73B
TJX
Tjx Companies Inc

Consumer Cyclical
30.4K
New
$112.15 - $127.2 $3.41M - $3.87M
30.4K $3.67B
PSTG
Pure Storage, Inc.

Technology
59.5K
New
$48.19 - $66.6 $2.87M - $3.96M
59.5K $3.65B
HBAN
Huntington Bancshares Inc

Financial Services
218K
New
$14.18 - $18.2 $3.1M - $3.98M
218K $3.55B
SHV
Ishares Tr

ETFs
31.9K
New
$109.92 - $110.57 $3.51M - $3.53M
31.9K $3.51B
BA
Boeing CO

Industrials
19.8K
New
$138.14 - $180.72 $2.73M - $3.58M
19.8K $3.5B
PFF
Ishares Trust Ishares Pfd And

ETFs
111K
New
$31.23 - $33.51 $3.47M - $3.73M
111K $3.5B
NSC
Norfolk Southern Corp

Industrials
14.7K
New
$230.6 - $277.0 $3.39M - $4.07M
14.7K $3.45B
ETN
Eaton Corp PLC

Industrials
10.4K
New
$326.96 - $377.52 $3.38M - $3.91M
10.4K $3.44B
PFE
Pfizer Inc

Healthcare
129K
New
$24.8 - $30.19 $3.2M - $3.9M
129K $3.43B
Jpmorgan Equity Focus ETF
50.8K
New
N/A
50.8K $3.41B
GLD
Spdr Gold Trust

ETFs
14.1K
New
$236.59 - $257.5 $3.33M - $3.62M
14.1K $3.41B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
65.7K
New
$49.03 - $53.35 $3.22M - $3.5M
65.7K $3.37B
CYBR
Cyber Ark Software Ltd.

Technology
10K
New
$274.1 - $333.15 $2.75M - $3.34M
10K $3.34B
WTW
Willis Towers Watson PLC

Financial Services
10.6K
New
$287.99 - $332.53 $3.05M - $3.53M
10.6K $3.32B
INDA
Ishares Msci India Index Fund

ETFs
62.5K
New
$52.64 - $58.16 $3.29M - $3.63M
62.5K $3.29B
DUK
Duke Energy Corp

Utilities
30.5K
New
$105.76 - $120.76 $3.22M - $3.68M
30.5K $3.28B
ITW
Illinois Tool Works Inc

Industrials
12.9K
New
$253.56 - $278.5 $3.28M - $3.61M
12.9K $3.28B
SO
Southern CO

Utilities
39.8K
New
$81.5 - $94.15 $3.24M - $3.75M
39.8K $3.28B
MS
Morgan Stanley

Financial Services
25.8K
New
$104.42 - $134.99 $2.7M - $3.49M
25.8K $3.25B
IWD
Ishares Russell 1000 Val ETF

ETFs
17.5K
New
$183.23 - $199.79 $3.21M - $3.5M
17.5K $3.24B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15.4K
New
$198.04 - $221.51 $3.05M - $3.41M
15.4K $3.24B
AEP
American Electric Power CO Inc

Utilities
35K
New
$90.91 - $102.21 $3.18M - $3.58M
35K $3.23B
AON
Aon PLC

Financial Services
8.99K
New
$344.14 - $393.31 $3.09M - $3.53M
8.99K $3.23B
MCD
Mcdonalds Corp

Consumer Cyclical
11.1K
New
$288.47 - $316.54 $3.2M - $3.51M
11.1K $3.22B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
66.4K
New
$48.33 - $49.08 $3.21M - $3.26M
66.4K $3.21B
VUSB
Vanguard Bd Index Fds
64.6K
New
N/A
64.6K $3.21B
ELV
Elevance Health, Inc.

Healthcare
8.67K
New
$365.96 - $514.62 $3.17M - $4.46M
8.67K $3.2B
TSLA
Tesla, Inc.

Consumer Cyclical
7.92K
New
$213.65 - $479.86 $1.69M - $3.8M
7.92K $3.2B
UNP
Union Pacific Corp

Industrials
13.9K
New
$223.15 - $249.32 $3.11M - $3.47M
13.9K $3.17B
DASH
Door Dash, Inc.

Communication Services
18.8K
New
$141.93 - $180.48 $2.66M - $3.39M
18.8K $3.15B
CRWD
Crowd Strike Holdings, Inc.

Technology
9.15K
New
$275.15 - $388.2 $2.52M - $3.55M
9.15K $3.13B
Activity Summary
Buys All Purchases 829 New Holdings 829 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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