Cary Street Partners Financial LLC Sells in Q2 2025

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.32K
- 22.02%
$108.06 - $135.3 $143K - $179K
4.68K $633M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-5.2K
- 19.26%
$13.96 - $16.51 $72.6K - $85.9K
21.8K $355M
PSA
Public Storage

Real Estate
-309
- 36.61%
$266.31 - $309.77 $82.3K - $95.7K
535 $157M
AGNC
Agnc Investment Corp.

Real Estate
-9.13K
- 33.41%
$8.12 - $9.49 $74.1K - $86.6K
18.2K $167M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-3.43K
- 3.43%
$24.96 - $25.5 $85.6K - $87.4K
96.5K $2.46B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.46K
- 22.02%
$72.61 - $88.75 $106K - $129K
5.15K $457M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-116
- 45.49%
$483.07 - $625.6 $56K - $72.6K
139 $72.8M
NOC
Northrop Grumman Corp

Industrials
-119
- 4.97%
$456.3 - $540.39 $54.3K - $64.3K
2.27K $1.14B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.04K
- 13.54%
$83.54 - $100.04 $87.1K - $104K
6.66K $663M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.5K
- 11.41%
$45.9 - $48.26 $68.9K - $72.5K
11.7K $545M
WSO
Watsco Inc

Industrials
-17
- 1.58%
$421.84 - $520.66 $7.17K - $8.85K
1.06K $466M
PH
Parker Hannifin Corp

Industrials
-389
- 18.27%
$517.23 - $700.54 $201K - $273K
1.74K $1.22B
CVS
Cvs Health Corp

Healthcare
-1.34K
- 10.91%
$60.04 - $70.18 $80.3K - $93.9K
10.9K $754M
MKC
Mccormick & CO Inc

Consumer Defensive
-227
- 2.57%
$71.11 - $82.25 $16.1K - $18.7K
8.6K $652M
YUM
Yum Brands Inc

Consumer Cyclical
-221
- 4.94%
$138.36 - $161.45 $30.6K - $35.7K
4.25K $630M
STLD
Steel Dynamics Inc

Basic Materials
-1.16K
- 4.46%
N/A
24.8K $3.17B
ADP
Automatic Data Processing Inc

Industrials
-290
- 4.65%
$276.76 - $326.81 $80.3K - $94.8K
5.95K $1.83B
ANSS
Ansys Inc

Technology
-317
- 26.37%
$284.19 - $351.22 $90.1K - $111K
885 $311M
UDR
Udr, Inc.

Real Estate
-413
- 3.42%
$38.09 - $45.36 $15.7K - $18.7K
11.7K $476M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-4.23K
- 13.14%
$19.33 - $22.25 $81.7K - $94K
27.9K $622M
MGV
Vanguard Mega Cap Value

ETFs
-683
- 6.19%
$114.87 - $131.25 $78.5K - $89.6K
10.4K $1.36B
VPU
Vanguard Utilities ETF

ETFs
-485
- 10.63%
$158.36 - $178.82 $76.8K - $86.7K
4.08K $720M
HPQ
Hp Inc

Technology
-1.27K
- 14.47%
$21.88 - $29.32 $27.7K - $37.1K
7.49K $183M
ORCC
Owl Rock Capital Corp

Financial Services
-1.61K
- 1.56%
N/A
101K $1.45B
NEAR
Blackrock Short Maturity Bond

ETFs
-1.41K
- 1.99%
$50.41 - $51.17 $71.1K - $72.1K
69.5K $3.55B
NUE
Nucor Corp

Basic Materials
-612
- 22.93%
$103.22 - $131.43 $63.2K - $80.4K
2.06K $266M
VLUE
Ishares Msci Usa Value Factor

ETFs
-828
- 13.89%
$93.5 - $113.21 $77.4K - $93.7K
5.13K $581M
DHR
Danaher Corp

Healthcare
-45
- 0.74%
$174.64 - $205.16 $7.86K - $9.23K
6K $1.19B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-680
- 15.73%
$72.12 - $76.23 $49K - $51.8K
3.64K $277M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.42K
- 7.73%
$25.48 - $27.78 $36.3K - $39.5K
17K $451M
DGX
Quest Diagnostics Inc

Healthcare
-366
- 24.21%
N/A
1.15K $206M
GPC
Genuine Parts CO

Consumer Cyclical
-502
- 7.97%
$105.54 - $129.09 $53K - $64.8K
5.8K $703M
VUSB
Vanguard Bd Index Fds
-945
- 1.47%
N/A
63.5K $3.17B
KR
Kroger CO

Consumer Defensive
-841
- 22.32%
$64.62 - $74.0 $54.3K - $62.2K
2.93K $210M
TM
Toyota Motor Corp

Consumer Cyclical
-183
- 5.83%
$158.63 - $195.39 $29K - $35.8K
2.96K $509M
MSI
Motorola Solutions, Inc.

Technology
-18
- 0.9%
$394.72 - $440.39 $7.1K - $7.93K
1.98K $831M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-365
- 21.88%
$299.15 - $396.54 $109K - $145K
1.3K $517M
AZN
Astrazeneca PLC

Healthcare
-257
- 4.08%
$64.87 - $75.0 $16.7K - $19.3K
6.05K $423M
SSNC
Ss&C Technologies Holdings Inc

Technology
-465
- 15.85%
$71.96 - $83.42 $33.5K - $38.8K
2.47K $204M
IP
International Paper CO

Consumer Cyclical
-58
- 1.04%
$43.89 - $54.46 $2.55K - $3.16K
5.51K $258M
UPWK
Upwork, Inc

Industrials
-6K
- 5.52%
$11.8 - $17.5 $70.8K - $105K
103K $1.38B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-352
- 11.65%
$102.02 - $103.5 $35.9K - $36.4K
2.67K $275M
ABT
Abbott Laboratories

Healthcare
-1.67K
- 2.96%
$123.95 - $138.08 $207K - $230K
54.7K $7.44B
Fortrea Hldgs Inc Common Stock
-141
- 1.04%
N/A
13.4K $66M
Ft Vest U.S. Equity Moderate Buffer ETF March
-1.33K
- 14.5%
N/A
7.84K $305M
APO
Apollo Global Management, Inc.

Financial Services
-468
- 7.35%
$108.68 - $145.07 $50.9K - $67.9K
5.9K $837M
VHT
Vanguard Health Care ETF

ETFs
-32
- 1.99%
$236.71 - $261.92 $7.57K - $8.38K
1.57K $391M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-876
- 8.91%
$54.44 - $62.8 $47.7K - $55K
8.96K $562M
TRU
Trans Union

Industrials
-519
- 20.77%
$69.26 - $91.89 $35.9K - $47.7K
1.98K $174M
Activity Summary
Buys All Purchases 455 New Holdings 84 Increased Positions 371 Sells All Sells 351 Reductions 351 Sold out 0 Options Calls 0 Puts 0
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