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
IJS
Ishares S&P Smallcap 600 Value

ETFs
8.35K
New
$104.59 - $118.05 $873K - $985K
8.35K $906M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
8.51K
New
$101.77 - $113.02 $866K - $962K
8.51K $899M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
26.3K
New
$33.77 - $44.09 $889K - $1.16M
26.3K $893M
TM
Toyota Motor Corp

Consumer Cyclical
4.57K
New
$169.2 - $199.52 $773K - $911K
4.57K $889M
MMM
3 M CO

Industrials
6.8K
New
$124.74 - $137.12 $848K - $932K
6.8K $877M
AMP
Ameriprise Financial Inc

Financial Services
1.65K
New
$473.15 - $574.01 $778K - $944K
1.65K $876M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.21K
New
$701.85 - $1046.91 $852K - $1.27M
1.21K $865M
TOWN
Towne Bank (Va)

Financial Services
25.2K
New
$31.98 - $37.62 $807K - $949K
25.2K $859M
ECL
Ecolab Inc.

Basic Materials
3.63K
New
$234.32 - $261.43 $852K - $950K
3.63K $852M
ETR
Entergy Corp

Utilities
11.1K
New
$73.19 - $156.4 $815K - $1.74M
11.1K $844M
WFC
Wells Fargo & Company

Financial Services
11.9K
New
$54.98 - $77.35 $652K - $918K
11.9K $834M
INOD
Innodata Inc

Technology
21K
New
$15.45 - $46.23 $324K - $971K
21K $830M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
37.9K
New
$21.81 - $22.48 $826K - $851K
37.9K $829M
VMC
Vulcan Materials CO

Basic Materials
3.21K
New
$237.95 - $292.31 $763K - $937K
3.21K $825M
RPG
Invesco Exchange Traded Fd Tr

ETFs
19.9K
New
$38.88 - $44.07 $773K - $876K
19.9K $820M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.5K
New
$77.86 - $79.27 $817K - $831K
10.5K $818M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
32.8K
New
$24.82 - $25.48 $813K - $835K
32.8K $816M
SPYI
Shp ETF Tr Neos S&P 500 High I
16K
New
N/A
16K $815M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
104K
New
$7.83 - $8.16 $811K - $845K
104K $814M
PLTR
Palantir Technologies Inc.

Technology
10.7K
New
$36.46 - $82.38 $390K - $881K
10.7K $809M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
36.3K
New
$22.1 - $22.59 $803K - $820K
36.3K $806M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
37.4K
New
$21.25 - $22.07 $794K - $825K
37.4K $797M
IWS
Ishares Russell Midcap Value E

ETFs
6.14K
New
$128.08 - $140.32 $786K - $861K
6.14K $794M
NVS
Novartis Ag

Healthcare
8.14K
New
$96.78 - $117.18 $787K - $953K
8.14K $792M
USMC
Principal ETF U S Mega Cap

ETFs
13.1K
New
$56.37 - $61.98 $738K - $812K
13.1K $786M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
7.89K
New
$99.2 - $108.47 $783K - $856K
7.89K $786M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
6.04K
New
$124.61 - $133.96 $753K - $810K
6.04K $779M
FRST
Primis Financial Corp.

Financial Services
66.8K
New
$11.12 - $12.78 $742K - $853K
66.8K $778M
SUB
Ishares Short Term National Mu

ETFs
7.32K
New
$104.94 - $106.2 $768K - $778K
7.32K $772M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.4K
New
$311.11 - $335.64 $745K - $804K
2.4K $772M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
21.5K
New
$35.45 - $40.33 $763K - $867K
21.5K $771M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
35.9K
New
$21.42 - $22.58 $768K - $810K
35.9K $768M
KKR
Kkr & Co. Inc.

Financial Services
5.12K
New
$129.87 - $162.87 $665K - $834K
5.12K $757M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
19.4K
New
$37.81 - $38.94 $735K - $757K
19.4K $751M
INTC
Intel Corp

Technology
37.4K
New
$19.07 - $26.23 $713K - $980K
37.4K $749M
Convergence Long/Short Equity ETF
32.6K
New
N/A
32.6K $747M
Ge Vernova Inc Com
2.27K
New
N/A
2.27K $747M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.61K
New
$424.05 - $524.22 $681K - $841K
1.61K $746M
DEO
Diageo PLC

Consumer Defensive
5.82K
New
$118.0 - $139.88 $687K - $814K
5.82K $740M
S&P 500 Core Premium Income ETF
14.6K
New
N/A
14.6K $722M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.09K
New
$316.94 - $357.88 $664K - $749K
2.09K $719M
VPU
Vanguard Utilities ETF

ETFs
4.31K
New
$160.52 - $179.11 $691K - $771K
4.31K $704M
NKE
Nike, Inc.

Consumer Cyclical
9.25K
New
$73.36 - $89.13 $679K - $824K
9.25K $700M
KLAC
Kla Corp

Technology
1.11K
New
$614.46 - $829.55 $682K - $921K
1.11K $700M
MPLX
Mplx LP

Energy
14.6K
New
$43.77 - $51.66 $639K - $754K
14.6K $699M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
40K
New
$17.41 - $19.29 $697K - $772K
40K $697M
HUM
Humana Inc

Healthcare
2.74K
New
$233.89 - $304.18 $640K - $832K
2.74K $694M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.95K
New
$84.34 - $95.14 $670K - $756K
7.95K $694M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$664750.0 - $724132.5 $665K - $724K
1 $681M
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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