Cary Street Partners Investment Advisory LLC Purchases in Q1 2025

Cary Street Partners Investment Advisory LLC

  • $173 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCK
Mckesson Corp

Healthcare
33
+ 12.41%
$566.21 - $672.99 $18.7K - $22.2K
299 $201M
MMM
3 M CO

Industrials
271
+ 49.18%
$129.7 - $155.12 $35.1K - $42K
822 $121M
RY
Royal Bank Of Canada

Financial Services
434
+ 2170.0%
$108.81 - $123.4 $47.2K - $53.6K
454 $51.2M
SSNC
Ss&C Technologies Holdings Inc

Technology
423
+ 28.14%
$74.75 - $89.13 $31.6K - $37.7K
1.93K $161M
MDT
Medtronic PLC

Healthcare
329
+ 18.93%
$79.84 - $94.5 $26.3K - $31.1K
2.07K $186M
DUK
Duke Energy Corp

Utilities
192
+ 11.9%
$105.87 - $121.97 $20.3K - $23.4K
1.81K $220M
VEU
Vanguard Ftse All World Ex Us

ETFs
727
+ 673.15%
$56.51 - $62.98 $41.1K - $45.8K
835 $50.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
259
+ 74.64%
$169.43 - $182.84 $43.9K - $47.4K
606 $105M
SO
Southern CO

Utilities
242
+ 10.81%
$80.96 - $92.96 $19.6K - $22.5K
2.48K $228M
POOL
Pool Corp

Industrials
183
+ 28.37%
$314.92 - $364.31 $57.6K - $66.7K
828 $264M
APD
Air Products & Chemicals, Inc.

Basic Materials
142
+ 38.48%
$283.24 - $338.07 $40.2K - $48K
511 $151M
AZO
Autozone Inc

Consumer Cyclical
6
+ 18.18%
$3193.96 - $3828.11 $19.2K - $23K
39 $149M
AAPL
Apple Inc.

Technology
3.75K
+ 13.42%
$209.68 - $247.1 $787K - $927K
31.7K $7.05B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
48
+ 21.33%
$402.49 - $513.76 $19.3K - $24.7K
273 $132M
FAST
Fastenal CO

Industrials
317
+ 10.52%
$71.11 - $79.98 $22.5K - $25.4K
3.33K $258M
AEP
American Electric Power CO Inc

Utilities
321
+ 84.25%
$90.32 - $109.27 $29K - $35.1K
702 $76.7M
STE
Steris PLC

Healthcare
23
+ 1.36%
$202.46 - $232.74 $4.66K - $5.35K
1.71K $388M
PAYX
Paychex Inc

Industrials
141
+ 10.7%
$136.06 - $154.52 $19.2K - $21.8K
1.46K $225M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
377
+ 2.15%
$91.45 - $91.75 $34.5K - $34.6K
17.9K $1.65B
KR
Kroger CO

Consumer Defensive
487
+ 53.99%
$58.36 - $67.72 $28.4K - $33K
1.39K $94M
BSX
Boston Scientific Corp

Healthcare
147
+ 7.21%
$89.38 - $106.18 $13.1K - $15.6K
2.19K $220M
ATO
Atmos Energy Corp

Utilities
68
+ 3.77%
$136.51 - $154.58 $9.28K - $10.5K
1.87K $289M
AON
Aon PLC

Financial Services
82
+ 61.65%
$348.44 - $409.32 $28.6K - $33.6K
215 $85.8M
DASH
Door Dash, Inc.

Communication Services
170
+ 37.53%
$168.37 - $213.38 $28.6K - $36.3K
623 $114M
PNC
Pnc Financial Services Group, Inc.

Financial Services
307
+ 32.25%
$168.84 - $202.89 $51.8K - $62.3K
1.26K $221M
YUM
Yum Brands Inc

Consumer Cyclical
43
+ 3.36%
$123.25 - $162.53 $5.3K - $6.99K
1.32K $208M
EQT
Eqt Corp

Energy
365
+ 16.49%
$46.16 - $54.25 $16.8K - $19.8K
2.58K $138M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
484
+ 465.38%
$69.87 - $75.62 $33.8K - $36.6K
588 $42.6M
HES
Hess Corp

Energy
202
+ 200.0%
$135.42 - $160.52 $27.4K - $32.4K
303 $48.4M
COF
Capital One Financial Corp

Financial Services
189
+ 17.4%
$163.87 - $209.82 $31K - $39.7K
1.28K $229M
JCPB
J P Morgan Exchange Traded Fd

ETFs
466
+ 3.48%
$45.56 - $47.23 $21.2K - $22K
13.9K $653M
VRSK
Verisk Analytics, Inc.

Industrials
101
+ 46.54%
$268.63 - $301.33 $27.1K - $30.4K
318 $94.6M
DRI
Darden Restaurants Inc

Consumer Cyclical
79
+ 9.11%
$180.02 - $208.56 $14.2K - $16.5K
946 $197M
XLY
Select Sector Spdr Consumer Di

ETFs
247
+ 46.69%
$192.6 - $233.2 $47.6K - $57.6K
776 $153M
AIG
American International Group, Inc.

Financial Services
248
+ 27.19%
$70.5 - $86.94 $17.5K - $21.6K
1.16K $101M
TSCO
Tractor Supply CO

Consumer Cyclical
266
+ 2.77%
$51.66 - $57.94 $13.7K - $15.4K
9.86K $544M
Gsk PLC Sponsored Adr
852
+ 525.93%
N/A
1.01K $39.3M
COP
Conocophillips

Energy
237
+ 15.61%
$88.6 - $105.85 $21K - $25.1K
1.76K $184M
EVRG
Evergy, Inc.

Utilities
488
New
$59.9 - $69.52 $29.2K - $33.9K
488 $33.7M
MU
Micron Technology Inc

Technology
362
+ 52.46%
$86.89 - $109.38 $31.5K - $39.6K
1.05K $91.4M
CMCSA
Comcast Corp

Communication Services
1.12K
+ 8.23%
$33.19 - $38.23 $37.3K - $42.9K
14.8K $545M
MPC
Marathon Petroleum Corp

Energy
210
+ 79.85%
$134.72 - $159.03 $28.3K - $33.4K
473 $68.9M
GOLD
Barrick Gold Corp

Basic Materials
1.66K
New
$15.45 - $19.56 $25.6K - $32.4K
1.66K $32.2M
BALL
Ball Corp

Consumer Cyclical
605
New
$49.04 - $56.53 $29.7K - $34.2K
605 $31.5M
UPS
United Parcel Service Inc

Industrials
453
+ 38.82%
$109.66 - $136.26 $49.7K - $61.7K
1.62K $178M
BP
Bp PLC

Energy
900
+ 2250.0%
$29.93 - $35.31 $26.9K - $31.8K
940 $31.8M
PLD
Prologis, Inc.

Real Estate
151
+ 6.82%
$103.59 - $124.04 $15.6K - $18.7K
2.36K $264M
EW
Edwards Lifesciences Corp

Healthcare
431
+ 71.48%
$67.95 - $76.19 $29.3K - $32.8K
1.03K $74.9M
DAR
Darling Ingredients Inc.

Consumer Defensive
955
New
$28.51 - $41.85 $27.2K - $40K
955 $29.8M
Activity Summary
Buys All Purchases 468 New Holdings 81 Increased Positions 387 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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