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
DOV
Dover Corp

Industrials
6.26K
New
$184.72 - $206.51 $1.16M - $1.29M
6.26K $1.18B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
26K
New
$44.87 - $46.86 $1.17M - $1.22M
26K $1.17B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
48.1K
New
$23.88 - $24.32 $1.15M - $1.17M
48.1K $1.15B
CMCSA
Comcast Corp

Communication Services
30.3K
New
$37.39 - $45.14 $1.13M - $1.37M
30.3K $1.14B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
20.4K
New
$55.45 - $61.08 $1.13M - $1.25M
20.4K $1.13B
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
27.8K
New
$39.78 - $41.04 $1.11M - $1.14M
27.8K $1.13B
MU
Micron Technology Inc

Technology
13.4K
New
$84.16 - $113.41 $1.13M - $1.52M
13.4K $1.13B
COP
Conocophillips

Energy
11.4K
New
$95.12 - $114.72 $1.08M - $1.3M
11.4K $1.13B
SG
Sweetgreen, Inc.

Consumer Cyclical
35K
New
$31.7 - $43.97 $1.11M - $1.54M
35K $1.12B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5.93K
New
$170.03 - $192.78 $1.01M - $1.14M
5.93K $1.1B
NOC
Northrop Grumman Corp

Industrials
2.32K
New
$466.52 - $543.88 $1.08M - $1.26M
2.32K $1.09B
MUB
Ishares National Muni Bond ETF

ETFs
10.2K
New
$105.78 - $108.7 $1.07M - $1.1M
10.2K $1.08B
MDLZ
Mondelez International, Inc.

Consumer Defensive
18K
New
$59.25 - $72.99 $1.07M - $1.32M
18K $1.08B
MPC
Marathon Petroleum Corp

Energy
7.72K
New
$131.65 - $174.84 $1.02M - $1.35M
7.72K $1.08B
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
24.9K
New
$42.95 - $45.72 $1.07M - $1.14M
24.9K $1.08B
T
At&T Inc.

Communication Services
46.9K
New
$21.22 - $23.88 $995K - $1.12M
46.9K $1.07B
IWY
Ishares Tr Russell 200 Growth

ETFs
4.53K
New
$216.72 - $244.71 $981K - $1.11M
4.53K $1.06B
BGB
Blackstone Strategic Credit Fund

Financial Services
86.4K
New
$12.19 - $12.64 $1.05M - $1.09M
86.4K $1.06B
NEE
Nextera Energy Inc

Utilities
14.7K
New
$69.77 - $85.43 $1.02M - $1.25M
14.7K $1.05B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
14.1K
New
$47.29 - $84.74 $668K - $1.2M
14.1K $1.05B
IWP
Ishares Russell Mid Cap Growth

ETFs
8.16K
New
$116.4 - $138.52 $950K - $1.13M
8.16K $1.03B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
48.9K
New
$20.98 - $21.19 $1.03M - $1.04M
48.9K $1.03B
IXUS
Ishares Tr

ETFs
15.5K
New
$65.95 - $72.56 $1.02M - $1.13M
15.5K $1.03B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
9.62K
New
$105.45 - $117.99 $1.01M - $1.14M
9.62K $1.02B
NUDM
Nuveen Esg International Devel

ETFs
33.9K
New
$30.06 - $33.38 $1.02M - $1.13M
33.9K $1.02B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20.2K
New
$50.37 - $50.6 $1.02M - $1.02M
20.2K $1.02B
GWW
W.W. Grainger, Inc.

Industrials
966
New
$1023.06 - $1220.93 $988K - $1.18M
966 $1.02B
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
39.8K
New
$25.25 - $26.34 $1.01M - $1.05M
39.8K $1.01B
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.5K
New
$87.1 - $98.49 $1M - $1.14M
11.5K $1.01B
PAYX
Paychex Inc

Industrials
7.18K
New
$135.86 - $148.73 $975K - $1.07M
7.18K $1.01B
PJT
Pjt Partners Inc.

Financial Services
6.36K
New
$132.4 - $167.36 $843K - $1.07M
6.36K $1B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
32.4K
New
$30.93 - $33.94 $1M - $1.1M
32.4K $1B
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
20.2K
New
N/A
20.2K $1B
IVE
Ishares S&P 500 Value ETF

ETFs
5.22K
New
$189.5 - $206.17 $990K - $1.08M
5.22K $997M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
22.3K
New
$43.84 - $48.76 $979K - $1.09M
22.3K $982M
APO
Apollo Global Management, Inc.

Financial Services
5.91K
New
$131.36 - $178.61 $777K - $1.06M
5.91K $977M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
42.5K
New
$22.71 - $23.47 $966K - $998K
42.5K $970M
GPC
Genuine Parts CO

Consumer Cyclical
8.25K
New
$113.11 - $143.63 $933K - $1.18M
8.25K $963M
XLB
Select Sector Spdr Fd Material

ETFs
11.4K
New
$83.8 - $97.58 $959K - $1.12M
11.4K $963M
F
Ford Motor CO

Consumer Cyclical
97.2K
New
$9.69 - $11.4 $942K - $1.11M
97.2K $962M
Ft Vest Smid Rising Dividend Achievers Target Income ETF
44.7K
New
N/A
44.7K $962M
LYB
Lyondell Basell Industries N.V.

Basic Materials
12.9K
New
$72.97 - $96.75 $942K - $1.25M
12.9K $959M
PM
Philip Morris International Inc.

Consumer Defensive
7.83K
New
$118.38 - $133.06 $926K - $1.04M
7.83K $942M
MSI
Motorola Solutions, Inc.

Technology
2.02K
New
$449.08 - $504.6 $909K - $1.02M
2.02K $936M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.6K
New
$80.13 - $83.77 $928K - $970K
11.6K $930M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.03K
New
$115.08 - $119.55 $925K - $960K
8.03K $928M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
13.6K
New
$66.67 - $74.08 $905K - $1.01M
13.6K $923M
DOW
Dow Inc.

Basic Materials
22.8K
New
$39.1 - $55.34 $893K - $1.26M
22.8K $917M
CSX
Csx Corp

Industrials
28.2K
New
$31.58 - $36.88 $892K - $1.04M
28.2K $911M
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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