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
DE
Deere & CO

Industrials
309
+ 67.91%
$412.99 - $531.48 $128K - $164K
764 $389M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.77K
+ 12.65%
$66.87 - $79.47 $118K - $141K
15.7K $1.25B
GS
Goldman Sachs Group Inc

Financial Services
97
+ 15.72%
$462.22 - $707.75 $44.8K - $68.7K
714 $505M
VRT
Vertiv Holdings CO

Industrials
517
+ 29.78%
N/A
2.25K $289M
COF
Capital One Financial Corp

Financial Services
561
+ 44.0%
$150.57 - $212.76 $84.5K - $119K
1.84K $391M
COST
Costco Wholesale Corp

Consumer Defensive
101
+ 7.37%
$908.13 - $1056.85 $91.7K - $107K
1.47K $1.46B
IBM
International Business Machines Corp

Technology
312
+ 21.64%
$221.03 - $294.78 $69K - $92K
1.75K $517M
IBN
Icici Bank LTD

Financial Services
4.66K
New
$30.16 - $34.39 $140K - $160K
4.66K $157M
CSL
Carlisle Companies Inc

Industrials
414
New
$317.1 - $408.5 $131K - $169K
414 $155M
TFC
Truist Financial Corp

Financial Services
3.35K
+ 106.58%
$34.79 - $42.99 $117K - $144K
6.5K $279M
HDB
Hdfc Bank LTD

Financial Services
1.86K
New
$63.78 - $77.48 $119K - $144K
1.86K $142M
AJG
Arthur J. Gallagher & Co.

Financial Services
545
+ 36.73%
$310.86 - $348.77 $169K - $190K
2.03K $650M
MS
Morgan Stanley

Financial Services
305
+ 8.16%
$99.83 - $140.86 $30.4K - $43K
4.05K $570M
WMB
Williams Companies, Inc.

Energy
639
+ 2.18%
$54.33 - $62.87 $34.7K - $40.2K
29.9K $1.88B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.03K
+ 16.34%
$72.61 - $88.75 $75K - $91.7K
7.35K $653M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
79
+ 8.28%
$177.93 - $313.14 $14.1K - $24.7K
1.03K $323M
AXP
American Express CO

Financial Services
160
+ 11.0%
$231.39 - $318.98 $37K - $51K
1.61K $515M
TT
Trane Technologies PLC

Industrials
124
+ 18.02%
$315.21 - $437.41 $39.1K - $54.2K
812 $355M
HWM
Howmet Aerospace Inc.

Industrials
622
New
$112.33 - $186.13 $69.9K - $116K
622 $116M
WFC
Wells Fargo & Company

Financial Services
899
+ 17.32%
$60.98 - $80.12 $54.8K - $72K
6.09K $488M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
898
+ 9.88%
$54.98 - $67.95 $49.4K - $61K
9.99K $674M
CEG
Constellation Energy Corp

Utilities
70
+ 9.6%
$170.96 - $322.76 $12K - $22.6K
799 $258M
PLTR
Palantir Technologies Inc.

Technology
421
+ 41.77%
$74.01 - $144.25 $31.2K - $60.7K
1.43K $195M
KLAC
Kla Corp

Technology
24
+ 5.9%
$576.53 - $902.94 $13.8K - $21.7K
431 $386M
T
At&T Inc.

Communication Services
3.52K
+ 38.61%
$26.33 - $28.94 $92.5K - $102K
12.6K $365M
ABT
Abbott Laboratories

Healthcare
569
+ 6.34%
$123.95 - $138.08 $70.5K - $78.6K
9.55K $1.3B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.55K
+ 12.84%
$34.72 - $42.74 $53.9K - $66.3K
13.6K $582M
SYK
Stryker Corp

Healthcare
148
+ 7.57%
$337.37 - $395.63 $49.9K - $58.6K
2.1K $831M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.1K
+ 26.33%
$97.29 - $105.63 $107K - $116K
5.26K $534M
CSCO
Cisco Systems, Inc.

Technology
449
+ 4.92%
$53.19 - $69.38 $23.9K - $31.2K
9.58K $664M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
982
New
$102.02 - $103.5 $100K - $102K
982 $101M
Pimco Multisector Bond Active Exchange Traded Fund
3.77K
+ 198.21%
N/A
5.67K $150M
NOW
Service Now, Inc.

Technology
8
+ 2.07%
$721.65 - $1040.18 $5.77K - $8.32K
395 $406M
SCHW
Schwab Charles Corp

Financial Services
511
+ 13.97%
$69.06 - $91.24 $35.3K - $46.6K
4.17K $380M
ANSS
Ansys Inc

Technology
201
+ 35.64%
$284.19 - $351.22 $57.1K - $70.6K
765 $269M
CTAS
Cintas Corp

Industrials
265
+ 14.81%
$190.11 - $227.66 $50.4K - $60.3K
2.05K $458M
WPC
W. P. Carey Inc.

Real Estate
1.41K
New
$56.12 - $64.53 $78.8K - $90.7K
1.41K $87.6M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
975
+ 13.61%
$67.03 - $80.35 $65.4K - $78.3K
8.14K $649M
CNQ
Canadian Natural Resources LTD

Energy
2.58K
+ 25.53%
$25.14 - $34.01 $64.8K - $87.6K
12.7K $398M
CRWD
Crowd Strike Holdings, Inc.

Technology
102
+ 46.36%
$321.63 - $509.31 $32.8K - $51.9K
322 $164M
EMR
Emerson Electric CO

Industrials
221
+ 9.57%
$94.15 - $133.33 $20.8K - $29.5K
2.53K $337M
IDXX
Idexx Laboratories Inc

Healthcare
156
New
$361.04 - $536.34 $56.3K - $83.7K
156 $83.7M
RTX
Raytheon Technologies Corp

Industrials
107
+ 2.17%
$113.75 - $148.48 $12.2K - $15.9K
5.03K $734M
CASY
Caseys General Stores Inc

Consumer Cyclical
10
+ 0.99%
$415.82 - $510.91 $4.16K - $5.11K
1.02K $519M
Linde PLC Shs
162
+ 13.1%
N/A
1.4K $656M
Jpmorgan Global Select Equity ETF Global Select Equity ETF
786
+ 14.25%
N/A
6.3K $406M
ARES
Ares Management Corp

Financial Services
330
+ 38.15%
$118.04 - $175.83 $39K - $58K
1.2K $207M
DASH
Door Dash, Inc.

Communication Services
157
+ 25.2%
$163.16 - $246.51 $25.6K - $38.7K
780 $192M
Arista Networks Inc Com Shs
335
+ 19.15%
N/A
2.08K $213M
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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