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
C
Citigroup Inc

Financial Services
394
+ 22.48%
$67.23 - $84.63 $26.5K - $33.3K
2.15K $152M
NSC
Norfolk Southern Corp

Industrials
113
+ 10.79%
$227.69 - $259.76 $25.7K - $29.4K
1.16K $275M
ZBRA
Zebra Technologies Corp

Technology
102
New
$271.72 - $421.11 $27.7K - $43K
102 $28.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
259
+ 17.91%
$95.85 - $99.25 $24.8K - $25.7K
1.71K $169M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7
+ 9.59%
$1187.71 - $1432.58 $8.31K - $10K
80 $115M
CWEN
Clearway Energy, Inc.

Utilities
149
+ 2.71%
$24.63 - $30.42 $3.67K - $4.53K
5.65K $171M
WSO
Watsco Inc

Industrials
19
+ 3.64%
$463.86 - $530.75 $8.81K - $10.1K
541 $275M
EMR
Emerson Electric CO

Industrials
489
+ 26.85%
$108.64 - $131.17 $53.1K - $64.1K
2.31K $253M
HCA
Hca Healthcare, Inc.

Healthcare
60
+ 40.82%
$296.7 - $345.55 $17.8K - $20.7K
207 $71.5M
ENB
Enbridge Inc

Energy
580
+ 63.53%
$41.54 - $45.45 $24.1K - $26.4K
1.49K $66.1M
GIS
General Mills Inc

Consumer Defensive
525
+ 43.57%
$57.56 - $65.3 $30.2K - $34.3K
1.73K $103M
MET
Metlife Inc

Financial Services
343
+ 57.84%
$77.7 - $87.0 $26.7K - $29.8K
936 $75.2M
ALL
Allstate Corp

Financial Services
41
+ 3.27%
$180.99 - $210.18 $7.42K - $8.62K
1.3K $268M
AEM
Agnico Eagle Mines LTD

Basic Materials
243
New
$79.66 - $108.41 $19.4K - $26.3K
243 $26.3M
VLO
Valero Energy Corp

Energy
184
+ 88.04%
$121.76 - $142.99 $22.4K - $26.3K
393 $51.9M
ACGL
Arch Capital Group Ltd.

Financial Services
172
+ 6.83%
$88.13 - $96.94 $15.2K - $16.7K
2.69K $259M
TRV
Travelers Companies, Inc.

Financial Services
45
+ 7.44%
$232.43 - $265.13 $10.5K - $11.9K
650 $172M
Kenvue Inc Com
642
+ 16.64%
N/A
4.5K $108M
TT
Trane Technologies PLC

Industrials
129
+ 23.08%
$332.0 - $400.86 $42.8K - $51.7K
688 $232M
CME
Cme Group Inc.

Financial Services
81
+ 77.14%
$225.82 - $266.54 $18.3K - $21.6K
186 $49.3M
MKC
Mccormick & CO Inc

Consumer Defensive
118
+ 4.73%
$71.24 - $84.73 $8.41K - $10K
2.61K $215M
CFG
Citizens Financial Group Inc

Financial Services
634
+ 143.44%
$39.73 - $48.36 $25.2K - $30.7K
1.08K $44.1M
PSX
Phillips 66

Energy
180
+ 74.69%
$113.93 - $131.55 $20.5K - $23.7K
421 $52M
ADI
Analog Devices Inc

Technology
153
+ 24.52%
$201.56 - $243.82 $30.8K - $37.3K
777 $157M
PRU
Prudential Financial Inc

Financial Services
225
+ 112.5%
$105.04 - $122.33 $23.6K - $27.5K
425 $47.5M
OTIS
Otis Worldwide Corp

Industrials
38
+ 2.05%
$90.77 - $104.01 $3.45K - $3.95K
1.89K $195M
F
Ford Motor CO

Consumer Cyclical
2.32K
+ 165.69%
$9.12 - $10.43 $21.1K - $24.2K
3.72K $37.3M
GD
General Dynamics Corp

Industrials
74
+ 22.16%
$241.94 - $272.58 $17.9K - $20.2K
408 $111M
CL
Colgate Palmolive CO

Consumer Defensive
230
+ 42.28%
$85.68 - $97.5 $19.7K - $22.4K
774 $72.5M
ITW
Illinois Tool Works Inc

Industrials
111
+ 13.26%
$244.9 - $274.48 $27.2K - $30.5K
948 $235M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
282
+ 2.39%
$37.07 - $40.63 $10.5K - $11.5K
12.1K $475M
BKR
Baker Hughes CO

Energy
474
+ 70.01%
$41.16 - $48.85 $19.5K - $23.2K
1.15K $50.6M
ETR
Entergy Corp

Utilities
165
+ 18.64%
$75.26 - $87.89 $12.4K - $14.5K
1.05K $89.8M
APO
Apollo Global Management, Inc.

Financial Services
165
+ 1650.0%
$126.01 - $172.06 $20.8K - $28.4K
175 $24M
LDOS
Leidos Holdings, Inc.

Technology
162
New
$126.82 - $161.11 $20.5K - $26.1K
162 $21.9M
USB
Us Bancorp \De\

Financial Services
730
+ 44.57%
$40.92 - $50.9 $29.9K - $37.2K
2.37K $100M
JCI
Johnson Controls International PLC

Industrials
243
+ 13.89%
$76.12 - $90.6 $18.5K - $22K
1.99K $160M
KMB
Kimberly Clark Corp

Consumer Defensive
136
+ 69.74%
$124.46 - $147.4 $16.9K - $20K
331 $47.1M
MKL
Markel Corp

Financial Services
11
+ 183.33%
$1660.14 - $2059.83 $18.3K - $22.7K
17 $31.8M
Lam Research Corp Com New
286
+ 25.18%
N/A
1.42K $103M
TRU
Trans Union

Industrials
324
+ 55.38%
$80.45 - $100.25 $26.1K - $32.5K
909 $75.4M
NI
Nisource Inc.

Utilities
522
New
$35.57 - $41.23 $18.6K - $21.5K
522 $20.9M
RIO
Rio Tinto PLC

Basic Materials
336
+ 65.12%
$58.19 - $64.29 $19.6K - $21.6K
852 $51.2M
STLD
Steel Dynamics Inc

Basic Materials
163
+ 493.94%
N/A
196 $24.5M
TWLO
Twilio Inc

Communication Services
208
+ 20800.0%
$94.9 - $148.35 $19.7K - $30.9K
209 $20.5M
EBAY
Ebay Inc

Consumer Cyclical
70
+ 2.61%
$61.61 - $70.93 $4.31K - $4.97K
2.76K $187M
HOOD
Robinhood Markets, Inc.

Technology
481
New
$35.63 - $65.28 $17.1K - $31.4K
481 $20M
MNST
Monster Beverage Corp

Consumer Defensive
230
+ 21.22%
$46.16 - $58.58 $10.6K - $13.5K
1.31K $76.9M
Labcorp Holdings Inc Com Shs
78
+ 16.77%
N/A
543 $126M
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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