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
ECL
Ecolab Inc.

Basic Materials
56
+ 16.0%
$225.65 - $270.95 $12.6K - $15.2K
406 $109M
EQIX
Equinix Inc

Real Estate
37
+ 8.15%
$740.07 - $914.43 $27.4K - $33.8K
491 $391M
MET
Metlife Inc

Financial Services
250
+ 26.71%
$68.42 - $82.49 $17.1K - $20.6K
1.19K $95.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
396
New
$50.36 - $50.68 $19.9K - $20.1K
396 $20.1M
LUV
Southwest Airlines CO

Industrials
618
New
$24.04 - $34.36 $14.9K - $21.2K
618 $20.1M
PGR
Progressive Corp

Financial Services
109
+ 17.52%
$255.27 - $288.74 $27.8K - $31.5K
731 $195M
VEEV
Veeva Systems Inc

Healthcare
49
+ 58.33%
$209.39 - $289.94 $10.3K - $14.2K
133 $38.3M
SHOP
Shopify Inc.

Technology
101
+ 28.45%
$76.89 - $115.35 $7.77K - $11.7K
456 $52.6M
KR
Kroger CO

Consumer Defensive
182
+ 13.1%
$64.62 - $74.0 $11.8K - $13.5K
1.57K $113M
WM
Waste Management Inc

Industrials
100
+ 6.2%
$216.47 - $242.1 $21.6K - $24.2K
1.71K $392M
TAP
Molson Coors Beverage CO

Consumer Defensive
375
New
$47.24 - $62.46 $17.7K - $23.4K
375 $18M
DGX
Quest Diagnostics Inc

Healthcare
40
+ 3.86%
N/A
1.08K $193M
NUE
Nucor Corp

Basic Materials
10
+ 0.56%
$103.22 - $131.43 $1.03K - $1.31K
1.81K $234M
SHEL
Shell PLC

Energy
362
+ 13.37%
$59.75 - $73.05 $21.6K - $26.4K
3.07K $216M
NKE
Nike, Inc.

Consumer Cyclical
174
+ 25.89%
$53.27 - $72.04 $9.27K - $12.5K
846 $60.1M
EQT
Eqt Corp

Energy
75
+ 2.91%
$46.11 - $60.44 $3.46K - $4.53K
2.65K $155M
ROK
Rockwell Automation, Inc

Industrials
14
+ 8.43%
$218.97 - $332.17 $3.07K - $4.65K
180 $59.8M
MFC
Manulife Financial Corp

Financial Services
525
New
$26.93 - $32.44 $14.1K - $17K
525 $16.8M
ABNB
Airbnb, Inc.

Consumer Cyclical
79
+ 16.12%
$105.69 - $140.64 $8.35K - $11.1K
569 $75.2M
DHR
Danaher Corp

Healthcare
146
+ 8.87%
$174.64 - $205.16 $25.5K - $30K
1.79K $354M
PNC
Pnc Financial Services Group, Inc.

Financial Services
17
+ 1.35%
$149.76 - $186.42 $2.55K - $3.17K
1.28K $238M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.38K
+ 1718.75%
$87.84 - $1441.89 $121K - $1.98M
1.46K $131M
MOS
Mosaic CO

Basic Materials
273
+ 39.62%
$22.76 - $36.95 $6.21K - $10.1K
962 $35.1M
MNST
Monster Beverage Corp

Consumer Defensive
176
+ 13.39%
$55.01 - $64.24 $9.68K - $11.3K
1.49K $93.3M
VIG
Vanguard Dividend Appreciation

ETFs
64
+ 22.07%
N/A
354 $72.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
151
+ 20.21%
$58.41 - $72.69 $8.82K - $11K
898 $65.3M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
28
+ 107.69%
$328.01 - $475.68 $9.18K - $13.3K
54 $25.4M
WELL
Welltower Inc.

Real Estate
97
+ 5.45%
$136.49 - $155.22 $13.2K - $15.1K
1.88K $289M
JPIE
J P Morgan Exchange Traded Fd
289
+ 3.12%
$45.12 - $46.32 $13K - $13.4K
9.55K $442M
Smurfit Westrock PLC Shs
489
+ 17.21%
N/A
3.33K $144M
ZS
Zscaler, Inc.

Technology
49
New
$174.67 - $315.32 $8.56K - $15.5K
49 $15.4M
D
Dominion Energy, Inc

Utilities
264
+ 36.21%
$49.66 - $58.0 $13.1K - $15.3K
993 $56.2M
CMCSA
Comcast Corp

Communication Services
923
+ 6.25%
$32.84 - $36.72 $30.3K - $33.9K
15.7K $560M
ALLE
Allegion PLC

Industrials
77
+ 25.75%
$118.52 - $145.64 $9.13K - $11.2K
376 $54M
IWB
Ishares Tr Russell 1000 ETF

ETFs
39
+ 75.0%
$272.36 - $339.57 $10.6K - $13.2K
91 $30.9M
AIG
American International Group, Inc.

Financial Services
190
+ 16.38%
$77.56 - $87.72 $14.7K - $16.7K
1.35K $116M
TWLO
Twilio Inc

Communication Services
73
+ 34.93%
$81.34 - $124.36 $5.94K - $9.08K
282 $35.1M
CME
Cme Group Inc.

Financial Services
46
+ 24.73%
$252.37 - $290.71 $11.6K - $13.4K
232 $63.9M
AFL
Aflac Inc

Financial Services
168
+ 30.38%
$99.77 - $112.45 $16.8K - $18.9K
721 $76M
BK
Bank Of New York Mellon Corp

Financial Services
100
+ 13.74%
$73.31 - $91.62 $7.33K - $9.16K
828 $75.4M
UL
Unilever PLC

Consumer Defensive
191
+ 12.04%
$57.9 - $65.43 $11.1K - $12.5K
1.78K $109M
GD
General Dynamics Corp

Industrials
21
+ 5.15%
$247.68 - $291.66 $5.2K - $6.12K
429 $125M
TLT
Ishares Barclays 20+ Year Trea

ETFs
161
+ 130.89%
$83.97 - $92.85 $13.5K - $14.9K
284 $25.1M
FIS
Fidelity National Information Services, Inc.

Technology
131
+ 29.44%
$68.14 - $82.13 $8.93K - $10.8K
576 $46.9M
F
Ford Motor CO

Consumer Cyclical
977
+ 26.28%
$8.69 - $10.85 $8.49K - $10.6K
4.69K $50.9M
Jacobs Solutions Inc Com
95
+ 103.26%
N/A
187 $24.6M
DPZ
Dominos Pizza Inc

Consumer Cyclical
38
+ 8.82%
$430.72 - $497.52 $16.4K - $18.9K
469 $211M
EFX
Equifax Inc

Industrials
28
+ 7.39%
$205.5 - $280.54 $5.75K - $7.86K
407 $106M
DD
Du Pont De Nemours, Inc.

Basic Materials
218
+ 67.49%
$55.13 - $75.25 $12K - $16.4K
541 $37.1M
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
Track This Portfolio

Track Cary Street Partners Investment Advisory LLC Portfolio

Follow Cary Street Partners Investment Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email