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
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
62.1K
New
N/A
62.1K $3.11B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
74K
New
$41.64 - $45.75 $3.08M - $3.38M
74K $3.09B
NXPI
Nxp Semiconductors N.V.

Technology
14.7K
New
$207.27 - $255.58 $3.05M - $3.76M
14.7K $3.06B
AMGN
Amgen Inc

Healthcare
11.7K
New
$258.78 - $328.31 $3.02M - $3.83M
11.7K $3.04B
MAR
Marriott International Inc

Consumer Cyclical
10.9K
New
$246.06 - $292.59 $2.68M - $3.18M
10.9K $3.04B
IVW
Ishares S&P 500 Growth ETF

ETFs
29.9K
New
$94.43 - $105.47 $2.82M - $3.15M
29.9K $3.03B
SYK
Stryker Corp

Healthcare
8.42K
New
$345.14 - $392.15 $2.9M - $3.3M
8.42K $3.03B
AMT
American Tower Corp

Real Estate
16.5K
New
$179.4 - $232.01 $2.96M - $3.83M
16.5K $3.03B
DD
Du Pont De Nemours, Inc.

Basic Materials
39.3K
New
$75.95 - $88.05 $2.98M - $3.46M
39.3K $3B
LMT
Lockheed Martin Corp

Industrials
6.16K
New
$479.66 - $614.62 $2.96M - $3.79M
6.16K $3B
TGT
Target Corp

Consumer Defensive
22K
New
$121.59 - $160.69 $2.68M - $3.54M
22K $2.98B
STLD
Steel Dynamics Inc

Basic Materials
26K
New
N/A
26K $2.96B
RBCAA
Republic Bancorp Inc

Financial Services
41.9K
New
$61.27 - $78.12 $2.57M - $3.28M
41.9K $2.93B
GLW
Corning Inc

Technology
61.5K
New
$44.11 - $49.76 $2.71M - $3.06M
61.5K $2.92B
TFC
Truist Financial Corp

Financial Services
67.3K
New
$41.51 - $48.1 $2.8M - $3.24M
67.3K $2.92B
FMX
Mexican Economic Development Inc

Consumer Defensive
33.9K
New
$84.71 - $99.68 $2.87M - $3.38M
33.9K $2.9B
HAL
Halliburton CO

Energy
106K
New
$25.77 - $31.99 $2.73M - $3.39M
106K $2.88B
BX
Blackstone Inc.

Financial Services
16.6K
New
$148.45 - $199.05 $2.46M - $3.3M
16.6K $2.86B
FNF
Fidelity National Financial, Inc.

Financial Services
50.5K
New
$55.19 - $63.83 $2.79M - $3.22M
50.5K $2.84B
WM
Waste Management Inc

Industrials
14K
New
$201.79 - $228.46 $2.82M - $3.19M
14K $2.82B
SCHV
Schwab Strategic Tr Us Large C

ETFs
108K
New
$25.79 - $80.4 $2.77M - $8.64M
108K $2.8B
AUB
Atlantic Union Bankshares Corp

Financial Services
73.9K
New
$36.13 - $43.55 $2.67M - $3.22M
73.9K $2.8B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
6.44K
New
$338.38 - $446.21 $2.18M - $2.87M
6.44K $2.8B
BNDX
Vanguard Total International B

ETFs
79.2K
New
$48.91 - $50.61 $3.87M - $4.01M
79.2K $2.78B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
52.9K
New
$51.54 - $52.55 $2.73M - $2.78M
52.9K $2.74B
VGT
Vanguard Information Technolog

ETFs
4.39K
New
$571.78 - $647.97 $2.51M - $2.85M
4.39K $2.73B
KRE
Spdr S&P Regional Banking ETF

ETFs
45.1K
New
$54.6 - $68.9 $2.46M - $3.1M
45.1K $2.72B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
53.5K
New
$49.79 - $51.14 $2.67M - $2.74M
53.5K $2.68B
RY
Royal Bank Of Canada

Financial Services
22.2K
New
$119.72 - $128.02 $2.65M - $2.84M
22.2K $2.67B
XLU
Utilities Sector Spdr

ETFs
35.2K
New
$74.89 - $82.93 $2.63M - $2.92M
35.2K $2.66B
BAH
Booz Allen Hamilton Holding Corp

Industrials
20.5K
New
$128.36 - $186.0 $2.64M - $3.82M
20.5K $2.64B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
102K
New
$25.35 - $25.53 $2.59M - $2.6M
102K $2.6B
Blackrock Inc Com
2.52K
New
N/A
2.52K $2.59B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
28.8K
New
$88.59 - $94.57 $2.55M - $2.72M
28.8K $2.56B
ORCL
Oracle Corp

Technology
15.3K
New
$165.41 - $192.43 $2.53M - $2.94M
15.3K $2.55B
BFS
Saul Centers, Inc.

Real Estate
65.7K
New
$38.23 - $41.83 $2.51M - $2.75M
65.7K $2.55B
MAS
Masco Corp

Industrials
35.1K
New
$72.52 - $85.73 $2.55M - $3.01M
35.1K $2.55B
CB
Chubb LTD

Financial Services
9.2K
New
$271.57 - $301.89 $2.5M - $2.78M
9.2K $2.54B
XLC
Select Sector Spdr Tr Communic

ETFs
26.1K
New
$89.66 - $102.16 $2.34M - $2.67M
26.1K $2.53B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
37K
New
$67.29 - $73.38 $2.49M - $2.72M
37K $2.51B
BDX
Becton Dickinson & CO

Healthcare
10.9K
New
$220.02 - $243.75 $2.4M - $2.65M
10.9K $2.47B
Pimco Multisector Bond Active Exchange Traded Fund
94.1K
New
N/A
94.1K $2.44B
NVO
Novo Nordisk A S

Healthcare
28.1K
New
$85.0 - $120.04 $2.38M - $3.37M
28.1K $2.41B
VBR
Vanguard Small Cap Value ETF

ETFs
12K
New
$197.36 - $217.3 $2.37M - $2.6M
12K $2.38B
USB
Us Bancorp \De\

Financial Services
49.5K
New
$43.98 - $53.66 $2.18M - $2.66M
49.5K $2.37B
JGRO
J P Morgan Exchange Traded Fd
28.8K
New
N/A
28.8K $2.34B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
52.8K
New
$44.04 - $49.49 $2.33M - $2.62M
52.8K $2.33B
EFA
Ishares Tr Msci Eafe ETF

ETFs
30.7K
New
$75.1 - $82.99 $2.3M - $2.54M
30.7K $2.32B
BMY
Bristol Myers Squibb CO

Healthcare
40.7K
New
$51.92 - $59.94 $2.11M - $2.44M
40.7K $2.3B
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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