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
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
39.9K
New
$45.39 - $62.98 $1.81M - $2.51M
39.9K $2.26B
AGM
Federal Agricultural Mortgage Corp

Financial Services
11.2K
New
$181.72 - $216.45 $2.04M - $2.43M
11.2K $2.22B
INMD
In Mode Ltd.

Healthcare
133K
New
$14.88 - $19.53 $1.97M - $2.59M
133K $2.21B
XLF
Financial Sector Spdr

ETFs
45.7K
New
$44.89 - $51.34 $2.05M - $2.34M
45.7K $2.21B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
91.6K
New
N/A
91.6K $2.2B
UBER
Uber Technologies, Inc

Technology
36.4K
New
$59.93 - $86.34 $2.18M - $3.14M
36.4K $2.2B
KMI
Kinder Morgan, Inc.

Energy
80.1K
New
$22.59 - $28.54 $1.81M - $2.29M
80.1K $2.2B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
28.3K
New
$77.02 - $78.58 $2.18M - $2.23M
28.3K $2.19B
ET
Energy Transfer LP

Energy
111K
New
$16.05 - $19.86 $1.79M - $2.21M
111K $2.18B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
45.3K
New
$47.65 - $48.6 $2.16M - $2.2M
45.3K $2.16B
MO
Altria Group, Inc.

Consumer Defensive
40.8K
New
$49.06 - $57.74 $2M - $2.35M
40.8K $2.13B
XLE
Energy Sector Spdr

ETFs
24.8K
New
$83.32 - $97.27 $2.07M - $2.42M
24.8K $2.13B
AMAT
Applied Materials Inc

Technology
13K
New
$161.44 - $213.89 $2.1M - $2.78M
13K $2.12B
BK
Bank Of New York Mellon Corp

Financial Services
27.3K
New
$70.82 - $81.87 $1.94M - $2.24M
27.3K $2.1B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
86.3K
New
$23.29 - $23.93 $2.01M - $2.06M
86.3K $2.03B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
22K
New
$91.29 - $91.8 $2M - $2.02M
22K $2.01B
XLI
Industrial Sector Spdr

ETFs
15K
New
$131.76 - $143.99 $1.97M - $2.15M
15K $1.97B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24K
New
$81.68 - $82.93 $1.96M - $1.99M
24K $1.97B
TRV
Travelers Companies, Inc.

Financial Services
8.13K
New
$225.97 - $266.66 $1.84M - $2.17M
8.13K $1.96B
PKG
Packaging Corp Of America

Consumer Cyclical
8.7K
New
$211.98 - $248.85 $1.84M - $2.16M
8.7K $1.96B
NFLX
Netflix Inc

Communication Services
2.18K
New
$687.65 - $936.56 $1.5M - $2.04M
2.18K $1.94B
DFAX
Dimensional ETF Tr
77.3K
New
$24.76 - $27.04 $1.91M - $2.09M
77.3K $1.92B
AVY
Avery Dennison Corp

Industrials
10.3K
New
$186.26 - $220.48 $1.91M - $2.26M
10.3K $1.92B
ADI
Analog Devices Inc

Technology
8.95K
New
$206.35 - $236.48 $1.85M - $2.12M
8.95K $1.9B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
14.4K
New
$131.66 - $144.0 $1.89M - $2.07M
14.4K $1.9B
ADP
Automatic Data Processing Inc

Industrials
6.43K
New
$280.08 - $307.97 $1.8M - $1.98M
6.43K $1.88B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
29.5K
New
$63.27 - $70.31 $1.86M - $2.07M
29.5K $1.87B
AFSM
First Tr Exchange Traded Fd Vi

ETFs
61.9K
New
$30.04 - $33.26 $1.86M - $2.06M
61.9K $1.86B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
83.5K
New
$22.21 - $24.22 $1.85M - $2.02M
83.5K $1.86B
MET
Metlife Inc

Financial Services
22.6K
New
$78.15 - $88.25 $1.77M - $2M
22.6K $1.85B
C
Citigroup Inc

Financial Services
26.2K
New
$61.31 - $72.5 $1.61M - $1.9M
26.2K $1.84B
JPIB
Jpmorgan International Bond Op

ETFs
38.9K
New
$47.26 - $48.47 $1.84M - $1.89M
38.9K $1.84B
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
17.4K
New
N/A
17.4K $1.84B
JMBS
Janus Detroit Str Tr Henderson

ETFs
41.5K
New
$44.03 - $46.65 $1.83M - $1.94M
41.5K $1.83B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
30.4K
New
$55.73 - $66.16 $1.7M - $2.01M
30.4K $1.83B
SPTS
Spdr Portfolio Short Term Trea

ETFs
62.8K
New
$28.88 - $29.33 $1.81M - $1.84M
62.8K $1.82B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
72.6K
New
$25.0 - $25.11 $1.82M - $1.82M
72.6K $1.82B
VZ
Verizon Communications Inc

Communication Services
45.1K
New
$39.6 - $45.21 $1.79M - $2.04M
45.1K $1.81B
Proshares S&P 500 High Income ETF
40.7K
New
N/A
40.7K $1.8B
UPWK
Upwork, Inc

Industrials
109K
New
$10.05 - $17.51 $1.09M - $1.9M
109K $1.78B
Lam Research Corp Com New
24.6K
New
N/A
24.6K $1.77B
DHR
Danaher Corp

Healthcare
7.64K
New
$226.16 - $274.52 $1.73M - $2.1M
7.64K $1.75B
PNC
Pnc Financial Services Group, Inc.

Financial Services
9.06K
New
$178.39 - $215.0 $1.62M - $1.95M
9.06K $1.75B
PPG
Ppg Industries Inc

Basic Materials
14.6K
New
$119.09 - $131.37 $1.74M - $1.92M
14.6K $1.75B
ORCC
Owl Rock Capital Corp

Financial Services
115K
New
N/A
115K $1.74B
T. Rowe Price Capital Appreciation Equity ETF
52.2K
New
N/A
52.2K $1.74B
ASML
Asml Holding Nv

Technology
2.46K
New
$658.43 - $872.27 $1.62M - $2.14M
2.46K $1.7B
XLP
Consumer Staples Sector Spdr

ETFs
21.5K
New
N/A
21.5K $1.69B
CL
Colgate Palmolive CO

Consumer Defensive
18.3K
New
$90.22 - $102.31 $1.65M - $1.87M
18.3K $1.66B
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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