Cary Street Partners Financial LLC Sells in Q1 2025

Cary Street Partners Financial LLC

  • $3.16 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-795
- 2.0%
$25.21 - $26.38 $20K - $21K
39K $1.03B
AZN
Astrazeneca PLC

Healthcare
-412
- 6.13%
$65.37 - $77.96 $26.9K - $32.1K
6.31K $463M
ADP
Automatic Data Processing Inc

Industrials
-189
- 2.94%
$286.85 - $318.64 $54.2K - $60.2K
6.24K $1.91B
CL
Colgate Palmolive CO

Consumer Defensive
-239
- 1.31%
$85.68 - $97.5 $20.5K - $23.3K
18.1K $1.69B
HES
Hess Corp

Energy
-108
- 6.06%
$135.42 - $160.52 $14.6K - $17.3K
1.68K $268M
MSM
Msc Industrial Direct CO Inc

Industrials
-348
- 1.68%
$74.45 - $83.08 $25.9K - $28.9K
20.3K $1.58B
LECO
Lincoln Electric Holdings Inc

Industrials
-23
- 0.1%
$180.51 - $216.81 $4.15K - $4.99K
23.6K $4.47B
MCD
Mcdonalds Corp

Consumer Cyclical
-674
- 6.07%
$279.74 - $321.29 $189K - $217K
10.4K $3.26B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-11
- 4.82%
$1187.71 - $1432.58 $13.1K - $15.8K
217 $311M
CWEN
Clearway Energy, Inc.

Utilities
-509
- 3.53%
$24.63 - $30.42 $12.5K - $15.5K
13.9K $421M
SYK
Stryker Corp

Healthcare
-123
- 1.46%
$355.18 - $399.9 $43.7K - $49.2K
8.29K $3.09B
ECL
Ecolab Inc.

Basic Materials
-40
- 1.1%
$229.72 - $269.82 $9.19K - $10.8K
3.59K $911M
TTE
Total Energies Se

Energy
-643
- 5.94%
N/A
10.2K $659M
D
Dominion Energy, Inc

Utilities
-5.65K
- 3.23%
$52.85 - $57.43 $298K - $324K
169K $9.47B
AZO
Autozone Inc

Consumer Cyclical
-3
- 2.24%
$3193.96 - $3828.11 $9.58K - $11.5K
131 $499M
TRV
Travelers Companies, Inc.

Financial Services
-450
- 5.53%
$232.43 - $265.13 $105K - $119K
7.68K $2.03B
CB
Chubb LTD

Financial Services
-540
- 5.87%
$257.71 - $301.99 $139K - $163K
8.66K $2.62B
AFL
Aflac Inc

Financial Services
-195
- 1.58%
$100.99 - $111.19 $19.7K - $21.7K
12.1K $1.35B
XLE
Energy Sector Spdr

ETFs
-1.27K
- 5.09%
$85.7 - $93.96 $108K - $119K
23.6K $2.2B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-645
- 2.24%
$87.68 - $94.52 $56.6K - $61K
28.1K $2.64B
EPD
Enterprise Products Partners L.P.

Energy
-1.53K
- 3.15%
$31.75 - $34.14 $48.5K - $52.1K
46.9K $1.6B
UL
Unilever PLC

Consumer Defensive
-6.29K
- 3.85%
$54.72 - $60.29 $344K - $379K
157K $9.36B
SBUX
Starbucks Corp

Consumer Cyclical
-33
- 0.23%
$91.75 - $115.81 $3.03K - $3.82K
14K $1.38B
T
At&T Inc.

Communication Services
-5.61K
- 11.96%
$21.56 - $28.28 $121K - $159K
41.3K $1.17B
GILD
Gilead Sciences, Inc.

Healthcare
-153
- 2.41%
$89.14 - $117.41 $13.6K - $18K
6.19K $694M
GE
General Electric CO

Industrials
-85
- 2.16%
$168.59 - $212.13 $14.3K - $18K
3.84K $769M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.16K
- 3.94%
$63.07 - $73.5 $73.2K - $85.3K
28.3K $1.99B
RSG
Republic Services, Inc.

Industrials
-57
- 1.76%
$200.09 - $242.16 $11.4K - $13.8K
3.18K $770M
BKR
Baker Hughes CO

Energy
-3.23K
- 3.54%
$41.16 - $48.85 $133K - $158K
87.9K $3.86B
BSX
Boston Scientific Corp

Healthcare
-366
- 2.18%
$89.38 - $106.18 $32.7K - $38.9K
16.4K $1.65B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-502
- 9.7%
$80.53 - $147.57 $40.4K - $74.1K
4.67K $618M
CVS
Cvs Health Corp

Healthcare
-2.15K
- 14.9%
$44.22 - $68.64 $95K - $147K
12.3K $831M
CGDV
Capital Group Divid Value ETF

ETFs
-879
- 0.15%
$34.95 - $37.36 $30.7K - $32.8K
593K $21.2B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2.74K
- 9.81%
$208.48 - $244.03 $571K - $669K
25.2K $6.15B
PG
Procter & Gamble CO

Consumer Defensive
-1.08K
- 0.7%
$158.56 - $176.26 $171K - $190K
153K $26B
PSX
Phillips 66

Energy
-885
- 2.33%
$113.93 - $131.55 $101K - $116K
37.1K $4.59B
JPM
Jpmorgan Chase & CO

Financial Services
-1.37K
- 1.3%
$225.19 - $279.95 $309K - $384K
105K $25.7B
FISV
Fiserv Inc

Technology
-1.66K
- 4.1%
N/A
38.7K $8.56B
MO
Altria Group, Inc.

Consumer Defensive
-724
- 1.78%
$50.81 - $60.02 $36.8K - $43.5K
40.1K $2.4B
STLD
Steel Dynamics Inc

Basic Materials
-21
- 0.08%
N/A
25.9K $3.24B
ELV
Elevance Health, Inc.

Healthcare
-635
- 7.32%
$365.9 - $436.25 $232K - $277K
8.04K $3.5B
AON
Aon PLC

Financial Services
-154
- 1.71%
$348.44 - $409.32 $53.7K - $63K
8.83K $3.52B
FMX
Mexican Economic Development Inc

Consumer Defensive
-1.13K
- 3.33%
$81.23 - $100.59 $91.6K - $113K
32.8K $3.2B
FNF
Fidelity National Financial, Inc.

Financial Services
-2.27K
- 4.49%
$54.25 - $65.27 $123K - $148K
48.2K $3.14B
AMT
American Tower Corp

Real Estate
-1.08K
- 6.52%
$173.46 - $217.6 $187K - $234K
15.4K $3.36B
FLQH
Franklin Templeton Libertyq In

ETFs
-981
- 0.69%
N/A
140K $4.57B
ED
Consolidated Edison Inc

Utilities
-173
- 0.97%
$88.0 - $110.59 $15.2K - $19.1K
17.6K $1.95B
WM
Waste Management Inc

Industrials
-36
- 0.26%
$200.54 - $233.78 $7.22K - $8.42K
13.9K $3.22B
Linde PLC Shs
-202
- 1.8%
N/A
11K $5.14B
Activity Summary
Buys All Purchases 366 New Holdings 81 Increased Positions 285 Sells All Sells 413 Reductions 413 Sold out 0 Options Calls 0 Puts 0
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