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
DVN
Devon Energy Corp

Energy
50.7K
New
$30.52 - $42.96 $1.55M - $2.18M
50.7K $1.66B
NEAR
Blackrock Short Maturity Bond

ETFs
32.8K
New
$50.28 - $51.08 $1.65M - $1.67M
32.8K $1.65B
VGSH
Vanguard

ETFs
28.1K
New
$58.02 - $58.88 $1.63M - $1.66M
28.1K $1.64B
Ishares Aaa Clo Active ETF
31.5K
New
N/A
31.5K $1.63B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
31.6K
New
$51.33 - $53.74 $1.62M - $1.7M
31.6K $1.63B
FSK
Fs Kkr Capital Corp

Financial Services
74.7K
New
$19.71 - $22.22 $1.47M - $1.66M
74.7K $1.62B
SPGI
S&P Global Inc.

Financial Services
3.24K
New
$480.36 - $529.17 $1.56M - $1.72M
3.24K $1.61B
Ishares Bitcoin Trust ETF
30.2K
New
N/A
30.2K $1.6B
WINN
Harbor ETF Tr Harbor Long Term

ETFs
58.8K
New
N/A
58.8K $1.6B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
66.1K
New
$24.19 - $24.63 $1.6M - $1.63M
66.1K $1.6B
XLY
Select Sector Spdr Consumer Di

ETFs
7.11K
New
$194.8 - $239.43 $1.38M - $1.7M
7.11K $1.59B
RDVY
First Trust Rising Dividend Ac

ETFs
26.9K
New
$58.65 - $64.37 $1.58M - $1.73M
26.9K $1.59B
ED
Consolidated Edison Inc

Utilities
17.8K
New
$88.87 - $107.38 $1.58M - $1.91M
17.8K $1.59B
MSM
Msc Industrial Direct CO Inc

Industrials
20.7K
New
$73.09 - $90.18 $1.51M - $1.87M
20.7K $1.55B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
132K
New
$11.42 - $12.5 $1.51M - $1.66M
132K $1.53B
OKE
Oneok Inc

Energy
15.2K
New
$92.28 - $117.05 $1.4M - $1.77M
15.2K $1.52B
EPD
Enterprise Products Partners L.P.

Energy
48.4K
New
$28.66 - $34.43 $1.39M - $1.67M
48.4K $1.52B
BSX
Boston Scientific Corp

Healthcare
16.8K
New
$83.62 - $91.5 $1.4M - $1.53M
16.8K $1.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.56K
New
$172.07 - $207.36 $1.3M - $1.57M
7.56K $1.49B
PH
Parker Hannifin Corp

Industrials
2.33K
New
$621.74 - $709.46 $1.45M - $1.66M
2.33K $1.48B
PAVE
Global X Fds Us Infrastructure

ETFs
36.6K
New
$40.41 - $45.95 $1.48M - $1.68M
36.6K $1.48B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
17.2K
New
$81.6 - $90.89 $1.4M - $1.56M
17.2K $1.47B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.58K
New
$563.99 - $620.12 $1.45M - $1.6M
2.58K $1.47B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
11K
New
$125.5 - $148.67 $1.39M - $1.64M
11K $1.46B
SCHW
Schwab Charles Corp

Financial Services
19.7K
New
$63.31 - $82.85 $1.24M - $1.63M
19.7K $1.45B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
31.4K
New
$42.05 - $48.31 $1.32M - $1.52M
31.4K $1.45B
DVY
Ishares Tr

ETFs
11K
New
$129.55 - $143.41 $1.43M - $1.58M
11K $1.45B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.36K
New
$417.69 - $450.94 $1.4M - $1.52M
3.36K $1.43B
JBBB
Janus Detroit Str Tr Henderson

ETFs
28.9K
New
$48.59 - $49.45 $1.41M - $1.43M
28.9K $1.42B
IQV
Iqvia Holdings Inc.

Healthcare
7.24K
New
$190.97 - $236.63 $1.38M - $1.71M
7.24K $1.42B
MGV
Vanguard Mega Cap Value

ETFs
11.3K
New
$124.06 - $133.48 $1.4M - $1.51M
11.3K $1.41B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
28.2K
New
$49.58 - $50.28 $1.4M - $1.42M
28.2K $1.4B
VT
Vanguard Total World Stk Index

ETFs
11.9K
New
$117.09 - $123.07 $1.39M - $1.46M
11.9K $1.4B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
22K
New
N/A
22K $1.39B
AGO
Assured Guaranty LTD

Financial Services
15K
New
$79.0 - $94.69 $1.19M - $1.42M
15K $1.35B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.6K
New
$99.04 - $109.59 $1.34M - $1.49M
13.6K $1.35B
IWR
Ishares Russell Mid Cap ETF

ETFs
14.9K
New
$87.25 - $95.52 $1.3M - $1.43M
14.9K $1.32B
Ferguson Enterprises Inc Common Stock New
7.57K
New
N/A
7.57K $1.31B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
25.8K
New
$50.62 - $50.97 $1.31M - $1.31M
25.8K $1.31B
IRM
Iron Mountain Inc

Real Estate
12.4K
New
$101.62 - $128.14 $1.26M - $1.59M
12.4K $1.31B
EMR
Emerson Electric CO

Industrials
10.4K
New
$108.13 - $134.33 $1.12M - $1.39M
10.4K $1.28B
SBUX
Starbucks Corp

Consumer Cyclical
14.1K
New
$87.44 - $102.5 $1.23M - $1.44M
14.1K $1.28B
AFL
Aflac Inc

Financial Services
12.3K
New
$100.37 - $115.27 $1.24M - $1.42M
12.3K $1.28B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
9.28K
New
$134.53 - $150.65 $1.25M - $1.4M
9.28K $1.26B
BP
Bp PLC

Energy
42.5K
New
$28.16 - $33.14 $1.2M - $1.41M
42.5K $1.25B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
17.4K
New
$70.63 - $78.23 $1.23M - $1.36M
17.4K $1.23B
ICE
Intercontinental Exchange, Inc.

Financial Services
8.21K
New
$148.29 - $166.93 $1.22M - $1.37M
8.21K $1.22B
SAMG
Silvercrest Asset Management Group Inc.

Financial Services
65.1K
New
$16.41 - $19.03 $1.07M - $1.24M
65.1K $1.2B
COF
Capital One Financial Corp

Financial Services
6.68K
New
$145.19 - $192.01 $969K - $1.28M
6.68K $1.19B
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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