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
ECL
Ecolab Inc.

Basic Materials
55
+ 18.64%
$229.72 - $269.82 $12.6K - $14.8K
350 $88.7M
Smurfit Westrock PLC Shs
825
+ 40.9%
N/A
2.84K $128M
MCO
Moodys Corp

Financial Services
45
+ 21.23%
$437.8 - $527.48 $19.7K - $23.7K
257 $120M
VEEV
Veeva Systems Inc

Healthcare
83
+ 8300.0%
$210.58 - $246.8 $17.5K - $20.5K
84 $19.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 12.64%
$4295.4 - $5141.88 $47.2K - $56.6K
98 $451M
ALLE
Allegion PLC

Industrials
143
+ 91.67%
$123.79 - $135.5 $17.7K - $19.4K
299 $39M
MOS
Mosaic CO

Basic Materials
689
New
$23.08 - $28.8 $15.9K - $19.8K
689 $18.6M
SNPS
Synopsys Inc

Technology
81
+ 28.32%
$428.58 - $551.54 $34.7K - $44.7K
367 $157M
XEL
Xcel Energy Inc

Utilities
232
+ 36.88%
$63.37 - $72.1 $14.7K - $16.7K
861 $61M
GPC
Genuine Parts CO

Consumer Cyclical
147
+ 38.08%
$115.91 - $129.02 $17K - $19K
533 $63.5M
CARR
Carrier Global Corp

Industrials
322
+ 60.98%
$62.07 - $70.55 $20K - $22.7K
850 $53.9M
RL
Ralph Lauren Corp

Consumer Cyclical
79
New
$215.68 - $286.74 $17K - $22.7K
79 $17.4M
ED
Consolidated Edison Inc

Utilities
120
+ 64.86%
$88.0 - $110.59 $10.6K - $13.3K
305 $33.7M
DFIV
Dimensional ETF Tr

ETFs
435
New
$35.33 - $40.77 $15.4K - $17.7K
435 $17.1M
Te Connectivity PLC Ord Shs
133
+ 13.03%
N/A
1.15K $163M
INTC
Intel Corp

Technology
491
+ 23.13%
$19.1 - $27.39 $9.38K - $13.4K
2.61K $59.4M
NEE
Nextera Energy Inc

Utilities
326
+ 4.0%
$66.96 - $76.16 $21.8K - $24.8K
8.48K $601M
WSM
Williams Sonoma Inc

Consumer Cyclical
103
+ 5150.0%
$158.1 - $217.71 $16.3K - $22.4K
105 $16.6M
CHD
Church & Dwight CO Inc

Consumer Defensive
96
+ 9.13%
$101.42 - $113.2 $9.74K - $10.9K
1.15K $126M
IWB
Ishares Tr Russell 1000 ETF

ETFs
52
New
$302.31 - $337.54 $15.7K - $17.6K
52 $16M
HBAN
Huntington Bancshares Inc

Financial Services
1.2K
+ 74.73%
$14.28 - $17.39 $17.1K - $20.8K
2.79K $41.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
606
New
$25.58 - $29.24 $15.5K - $17.7K
606 $15.9M
FNF
Fidelity National Financial, Inc.

Financial Services
208
+ 80.0%
$54.25 - $65.27 $11.3K - $13.6K
468 $30.5M
GS
Goldman Sachs Group Inc

Financial Services
56
+ 9.98%
$524.81 - $672.19 $29.4K - $37.6K
617 $337M
IP
International Paper CO

Consumer Cyclical
301
+ 50.59%
$49.38 - $60.09 $14.9K - $18.1K
896 $47.8M
MELI
Mercadolibre Inc

Consumer Cyclical
6
+ 37.5%
$1739.0 - $2260.0 $10.4K - $13.6K
22 $42.9M
GLW
Corning Inc

Technology
346
+ 208.43%
$44.91 - $54.25 $15.5K - $18.8K
512 $23.4M
DFS
Discover Financial Services

Financial Services
104
+ 11.29%
$152.99 - $203.25 $15.9K - $21.1K
1.03K $175M
FIS
Fidelity National Information Services, Inc.

Technology
223
+ 100.45%
$68.12 - $83.42 $15.2K - $18.6K
445 $33.2M
CRH.L
Crh PLC

Basic Materials
172
+ 1911.11%
N/A
181 $15.9M
SHV
Ishares Tr

ETFs
135
New
$110.11 - $110.51 $14.9K - $14.9K
135 $14.9M
IR
Ingersoll Rand Inc.

Industrials
266
+ 42.63%
$79.44 - $94.23 $21.1K - $25.1K
890 $71.2M
EFX
Equifax Inc

Industrials
74
+ 24.26%
$235.63 - $278.34 $17.4K - $20.6K
379 $92.3M
LMT
Lockheed Martin Corp

Industrials
72
+ 16.04%
$423.19 - $506.29 $30.5K - $36.5K
521 $233M
NXPI
Nxp Semiconductors N.V.

Technology
102
+ 36.43%
$189.99 - $245.86 $19.4K - $25.1K
382 $72.6M
DIS
Walt Disney CO

Communication Services
340
+ 22.4%
$96.87 - $114.0 $32.9K - $38.8K
1.86K $183M
NTR
Nutrien Ltd.

Basic Materials
289
New
$45.28 - $53.84 $13.1K - $15.6K
289 $14.4M
HPE
Hewlett Packard Enterprise CO

Technology
908
New
$14.77 - $24.42 $13.4K - $22.2K
908 $14M
ORCC
Owl Rock Capital Corp

Financial Services
1.1K
+ 23.39%
N/A
5.8K $85.1M
SHOP
Shopify Inc.

Technology
165
+ 86.84%
$90.59 - $129.31 $14.9K - $21.3K
355 $33.9M
CMI
Cummins Inc

Industrials
56
+ 50.0%
$312.92 - $386.07 $17.5K - $21.6K
168 $52.7M
TXN
Texas Instruments Inc

Technology
149
+ 8.8%
N/A
1.84K $331M
ROK
Rockwell Automation, Inc

Industrials
62
+ 59.62%
$255.29 - $303.75 $15.8K - $18.8K
166 $42.9M
FCNCA
First Citizens Bancshares Inc

Financial Services
7
New
$1728.36 - $2231.14 $12.1K - $15.6K
7 $13M
HUM
Humana Inc

Healthcare
46
+ 63.89%
$249.11 - $303.11 $11.5K - $13.9K
118 $31.2M
FDX
Fedex Corp

Industrials
71
+ 60.68%
$230.33 - $281.53 $16.4K - $20K
188 $45.8M
D
Dominion Energy, Inc

Utilities
209
+ 40.19%
$52.85 - $57.43 $11K - $12K
729 $40.9M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
525
New
$17.16 - $25.25 $9.01K - $13.3K
525 $12.5M
TSN
Tyson Foods, Inc.

Consumer Defensive
191
New
$54.27 - $63.81 $10.4K - $12.2K
191 $12.2M
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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