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
TXN
Texas Instruments Inc

Technology
123
+ 6.67%
N/A
1.97K $408M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.62K
+ 11.65%
$45.9 - $47.2 $74.2K - $76.3K
15.5K $729M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
273
+ 2.54%
$43.53 - $54.46 $11.9K - $14.9K
11K $600M
Ge Vernova Inc Com
52
+ 24.19%
N/A
267 $141M
NDAQ
Nasdaq, Inc.

Financial Services
110
+ 2.28%
$66.4 - $89.42 $7.3K - $9.84K
4.94K $441M
AMAT
Applied Materials Inc

Technology
114
+ 7.97%
$126.95 - $183.52 $14.5K - $20.9K
1.54K $283M
SPG
Simon Property Group Inc

Real Estate
465
New
$140.37 - $171.44 $65.3K - $79.7K
465 $74.8M
SPGI
S&P Global Inc.

Financial Services
50
+ 1.99%
$438.31 - $527.29 $21.9K - $26.4K
2.56K $1.35B
DHI
Horton D R Inc

Consumer Cyclical
578
New
$115.1 - $129.63 $66.5K - $74.9K
578 $74.5M
VMC
Vulcan Materials CO

Basic Materials
222
+ 38.14%
$226.49 - $276.01 $50.3K - $61.3K
804 $210M
Tcw Flexible Income ETF
1.8K
+ 42.44%
N/A
6.03K $238M
CAT
Caterpillar Inc

Industrials
39
+ 4.02%
$273.94 - $388.21 $10.7K - $15.1K
1.01K $392M
SNPS
Synopsys Inc

Technology
79
+ 21.53%
$380.9 - $517.66 $30.1K - $40.9K
446 $229M
FAST
Fastenal CO

Industrials
4.46K
+ 134.06%
$40.65 - $83.16 $181K - $371K
7.79K $327M
C
Citigroup Inc

Financial Services
455
+ 21.19%
$58.13 - $85.12 $26.4K - $38.7K
2.6K $221M
QUAL
Ishares Msci Usa Quality Facto

ETFs
140
+ 3.9%
$152.42 - $182.82 $21.3K - $25.6K
3.73K $682M
DELL
Dell Technologies Inc.

Technology
213
+ 16.02%
$71.63 - $125.98 $15.3K - $26.8K
1.54K $189M
MCK
Mckesson Corp

Healthcare
68
+ 22.74%
$652.83 - $732.78 $44.4K - $49.8K
367 $269M
BA
Boeing CO

Industrials
184
+ 25.14%
$136.59 - $217.51 $25.1K - $40K
916 $192M
PWR
Quanta Services, Inc.

Industrials
85
+ 30.14%
$239.47 - $381.26 $20.4K - $32.4K
367 $139M
HOOD
Robinhood Markets, Inc.

Technology
421
+ 87.53%
$34.17 - $93.63 $14.4K - $39.4K
902 $84.5M
CTSH
Cognizant Technology Solutions Corp

Technology
818
New
$66.47 - $81.81 $54.4K - $66.9K
818 $63.9M
Blackrock Inc Com
22
+ 5.54%
N/A
419 $439M
HON
Honeywell International Inc

Industrials
101
+ 5.43%
$182.86 - $232.88 $18.5K - $23.5K
1.96K $456M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
85
+ 5.3%
$160.22 - $209.35 $13.6K - $17.8K
1.69K $353M
ISRG
Intuitive Surgical Inc

Healthcare
80
+ 20.41%
$451.58 - $565.94 $36.1K - $45.3K
472 $256M
PH
Parker Hannifin Corp

Industrials
53
+ 19.63%
$517.23 - $700.54 $27.4K - $37.1K
323 $225M
AMD
Advanced Micro Devices Inc

Technology
117
+ 10.41%
$78.21 - $143.81 $9.15K - $16.8K
1.24K $176M
JBL
Jabil Inc

Technology
264
New
$116.88 - $218.1 $30.9K - $57.6K
264 $57.6M
GWW
W.W. Grainger, Inc.

Industrials
39
+ 12.07%
$919.93 - $1101.66 $35.9K - $43K
362 $377M
PANW
Palo Alto Networks Inc

Technology
130
+ 14.59%
$152.44 - $204.64 $19.8K - $26.6K
1.02K $209M
CDW
Cdw Corp

Technology
192
+ 15.55%
$144.49 - $190.68 $27.7K - $36.6K
1.43K $255M
MEDP
Medpace Holdings, Inc.

Healthcare
180
+ 514.29%
$277.23 - $315.28 $49.9K - $56.8K
215 $67.5M
MELI
Mercadolibre Inc

Consumer Cyclical
16
+ 72.73%
$1794.73 - $2613.63 $28.7K - $41.8K
38 $99.3M
EBAY
Ebay Inc

Consumer Cyclical
501
+ 18.18%
$59.52 - $79.36 $29.8K - $39.8K
3.26K $242M
HD
Home Depot, Inc.

Consumer Cyclical
146
+ 3.77%
$335.24 - $380.78 $48.9K - $55.6K
4.02K $1.47B
MMM
3 M CO

Industrials
307
+ 37.35%
$126.09 - $154.15 $38.7K - $47.3K
1.13K $172M
BX
Blackstone Inc.

Financial Services
81
+ 2.07%
$120.07 - $151.11 $9.73K - $12.2K
4K $599M
CDNS
Cadence Design Systems Inc

Technology
136
+ 87.18%
$231.64 - $323.08 $31.5K - $43.9K
292 $90M
PFE
Pfizer Inc

Healthcare
2.18K
+ 79.09%
$21.59 - $24.84 $47.1K - $54.2K
4.94K $120M
CB
Chubb LTD

Financial Services
243
+ 14.4%
$274.32 - $302.46 $66.7K - $73.5K
1.93K $559M
CAG
Conagra Brands Inc.

Consumer Defensive
2.54K
+ 590.91%
$20.4 - $26.78 $51.7K - $67.9K
2.96K $60.7M
PPG
Ppg Industries Inc

Basic Materials
425
+ 366.38%
$91.66 - $115.04 $39K - $48.9K
541 $61.5M
ADP
Automatic Data Processing Inc

Industrials
132
+ 5.17%
$276.76 - $326.81 $36.5K - $43.1K
2.69K $829M
EW
Edwards Lifesciences Corp

Healthcare
537
+ 51.93%
$67.07 - $78.22 $36K - $42K
1.57K $123M
KKR
Kkr & Co. Inc.

Financial Services
143
+ 8.7%
$92.79 - $134.29 $13.3K - $19.2K
1.79K $238M
LMT
Lockheed Martin Corp

Industrials
82
+ 15.74%
$430.82 - $486.45 $35.3K - $39.9K
603 $279M
COP
Conocophillips

Energy
813
+ 46.32%
$82.66 - $106.1 $67.2K - $86.3K
2.57K $230M
PEG
Public Service Enterprise Group Inc

Utilities
541
New
$77.13 - $84.18 $41.7K - $45.5K
541 $45.5M
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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