Cary Street Partners Investment Advisory LLC Purchases in Q2 2025

Cary Street Partners Investment Advisory LLC

  • $207 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
2.85K
+ 16.53%
$354.56 - $497.45 $1.01M - $1.42M
20.1K $9.99B
NVDA
Nvidia Corp

Technology
6.02K
+ 15.56%
$94.31 - $157.99 $568K - $951K
44.7K $7.06B
AVGO
Broadcom Inc.

Technology
1.52K
+ 13.18%
$146.29 - $275.65 $223K - $419K
13.1K $3.6B
AAPL
Apple Inc.

Technology
10.2K
+ 32.02%
$172.42 - $223.89 $1.75M - $2.27M
41.9K $8.59B
META
Meta Platforms, Inc.

Communication Services
1.04K
+ 25.26%
$484.66 - $738.09 $505K - $769K
5.17K $3.81B
SPYG
Spdr Portfolio

ETFs
6.44K
+ 13.6%
$71.83 - $95.32 $463K - $614K
53.8K $5.13B
AMZN
Amazon Com Inc

Consumer Cyclical
3.73K
+ 26.13%
$167.32 - $223.3 $625K - $834K
18K $3.95B
UBER
Uber Technologies, Inc

Technology
11.5K
+ 386.68%
$64.62 - $93.3 $743K - $1.07M
14.5K $1.35B
GOOG
Alphabet Inc.

Communication Services
4.28K
+ 38.45%
$146.58 - $180.01 $627K - $770K
15.4K $2.73B
DFSV
Dimensional ETF Tr Dimensional

ETFs
26.4K
+ 269.45%
$24.21 - $29.47 $639K - $778K
36.2K $1.07B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.33K
+ 14.27%
$45.11 - $52.34 $376K - $436K
66.7K $3.49B
GOOGL
Alphabet Inc.

Communication Services
1.16K
+ 9.8%
$144.7 - $178.6 $167K - $206K
12.9K $2.28B
NFLX
Netflix Inc

Communication Services
98
+ 13.44%
$855.86 - $1339.13 $83.9K - $131K
827 $1.11B
ETN
Eaton Corp PLC

Industrials
492
+ 19.85%
$246.52 - $356.99 $121K - $176K
2.97K $1.06B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
550
+ 13.33%
$141.37 - $228.57 $77.8K - $126K
4.68K $1.06B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.97K
+ 12.97%
$32.66 - $40.75 $162K - $203K
43.3K $1.75B
ORCL
Oracle Corp

Technology
392
+ 11.73%
$122.82 - $218.63 $48.1K - $85.7K
3.73K $816M
INTU
Intuit Inc

Technology
124
+ 8.64%
$544.07 - $787.63 $67.5K - $97.7K
1.56K $1.23B
TSLA
Tesla, Inc.

Consumer Cyclical
505
+ 17.75%
$221.86 - $362.89 $112K - $183K
3.35K $1.06B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.48K
+ 19.38%
$91.43 - $91.74 $318K - $319K
21.4K $1.96B
CRM
Salesforce, Inc.

Technology
1.11K
+ 43.41%
$236.26 - $291.15 $261K - $322K
3.65K $996M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.09K
+ 181.47%
$96.84 - $99.46 $300K - $308K
4.8K $476M
PM
Philip Morris International Inc.

Consumer Defensive
757
+ 11.54%
$149.23 - $184.95 $113K - $140K
7.31K $1.33B
OWL
Blue Owl Capital Inc.

Financial Services
15.1K
+ 409.86%
$15.9 - $21.16 $240K - $319K
18.8K $360M
MA
Mastercard Inc

Financial Services
423
+ 12.58%
$479.92 - $590.74 $203K - $250K
3.79K $2.13B
IEMG
Ishares Inc

ETFs
3.83K
+ 73.46%
N/A
9.05K $543M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.86K
+ 13.96%
$70.44 - $86.87 $131K - $162K
15.2K $1.32B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.03K
New
$50.09 - $51.09 $252K - $257K
5.03K $257M
Ishares U.S. Thematic Rotation Active ETF
7.17K
New
N/A
7.17K $255M
SPOT
Spotify Technology S.A.

Communication Services
325
New
$503.3 - $775.9 $164K - $252K
325 $249M
V
Visa Inc.

Financial Services
611
+ 8.73%
$308.27 - $373.31 $188K - $228K
7.61K $2.7B
LEN
Lennar Corp

Consumer Cyclical
2.09K
New
$102.76 - $115.66 $215K - $241K
2.09K $231M
EFV
Msci Eafe Value ETF

ETFs
3.16K
+ 48.82%
$52.4 - $64.65 $165K - $204K
9.63K $611M
BAC
Bank Of America Corp

Financial Services
3.13K
+ 23.67%
$34.39 - $47.46 $108K - $149K
16.4K $774M
WMT
Walmart Inc.

Consumer Defensive
1.1K
+ 9.64%
$81.79 - $99.98 $89.7K - $110K
12.5K $1.22B
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
+ 18.37%
$4164.15 - $5789.24 $75K - $104K
116 $672M
EHC
Encompass Health Corp

Healthcare
1.79K
New
$96.12 - $122.63 $172K - $219K
1.79K $219M
PSMT
Pricesmart Inc

Consumer Defensive
2.08K
New
$82.12 - $108.35 $171K - $225K
2.08K $218M
JBHT
Hunt J B Transport Services Inc

Industrials
1.48K
New
$124.73 - $152.78 $184K - $225K
1.48K $212M
PCAR
Paccar Inc

Industrials
2.17K
New
$86.4 - $99.09 $188K - $215K
2.17K $207M
Thomson Reuters Corp Com
1.03K
New
N/A
1.03K $206M
BTI
British American Tobacco P.L.C.

Consumer Defensive
4.33K
New
$39.43 - $49.34 $171K - $213K
4.33K $205M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
713
+ 23.32%
$483.48 - $539.8 $345K - $385K
3.77K $1.83B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
2.87K
New
$56.88 - $70.77 $163K - $203K
2.87K $203M
AL
Air Lease Corp

Industrials
3.44K
New
$40.46 - $58.71 $139K - $202K
3.44K $201M
BSY
Bentley Systems Inc

Technology
3.72K
New
$38.62 - $53.97 $144K - $201K
3.72K $201M
GE
General Electric CO

Industrials
206
+ 8.04%
$166.81 - $257.39 $34.4K - $53K
2.77K $712M
Liberty Media Corp Del Com Lbty One S C
1.84K
New
N/A
1.84K $192M
VST
Vistra Corp.

Utilities
984
New
$98.07 - $195.04 $96.5K - $192K
984 $191M
Activity Summary
Buys All Purchases 411 New Holdings 51 Increased Positions 360 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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