Cary Street Partners Investment Advisory LLC Incresed Positions in Q2 2025

Cary Street Partners Investment Advisory LLC

  • $207 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
2.85K
+ 16.53%
$354.56 - $497.45 $1.01M - $1.42M
20.1K $9.99B
NVDA
Nvidia Corp

Technology
6.02K
+ 15.56%
$94.31 - $157.99 $568K - $951K
44.7K $7.06B
AVGO
Broadcom Inc.

Technology
1.52K
+ 13.18%
$146.29 - $275.65 $223K - $419K
13.1K $3.6B
AAPL
Apple Inc.

Technology
10.2K
+ 32.02%
$172.42 - $223.89 $1.75M - $2.27M
41.9K $8.59B
META
Meta Platforms, Inc.

Communication Services
1.04K
+ 25.26%
$484.66 - $738.09 $505K - $769K
5.17K $3.81B
SPYG
Spdr Portfolio

ETFs
6.44K
+ 13.6%
$71.83 - $95.32 $463K - $614K
53.8K $5.13B
AMZN
Amazon Com Inc

Consumer Cyclical
3.73K
+ 26.13%
$167.32 - $223.3 $625K - $834K
18K $3.95B
UBER
Uber Technologies, Inc

Technology
11.5K
+ 386.68%
$64.62 - $93.3 $743K - $1.07M
14.5K $1.35B
GOOG
Alphabet Inc.

Communication Services
4.28K
+ 38.45%
$146.58 - $180.01 $627K - $770K
15.4K $2.73B
DFSV
Dimensional ETF Tr Dimensional

ETFs
26.4K
+ 269.45%
$24.21 - $29.47 $639K - $778K
36.2K $1.07B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.33K
+ 14.27%
$45.11 - $52.34 $376K - $436K
66.7K $3.49B
GOOGL
Alphabet Inc.

Communication Services
1.16K
+ 9.8%
$144.7 - $178.6 $167K - $206K
12.9K $2.28B
NFLX
Netflix Inc

Communication Services
98
+ 13.44%
$855.86 - $1339.13 $83.9K - $131K
827 $1.11B
ETN
Eaton Corp PLC

Industrials
492
+ 19.85%
$246.52 - $356.99 $121K - $176K
2.97K $1.06B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
550
+ 13.33%
$141.37 - $228.57 $77.8K - $126K
4.68K $1.06B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.97K
+ 12.97%
$32.66 - $40.75 $162K - $203K
43.3K $1.75B
ORCL
Oracle Corp

Technology
392
+ 11.73%
$122.82 - $218.63 $48.1K - $85.7K
3.73K $816M
INTU
Intuit Inc

Technology
124
+ 8.64%
$544.07 - $787.63 $67.5K - $97.7K
1.56K $1.23B
TSLA
Tesla, Inc.

Consumer Cyclical
505
+ 17.75%
$221.86 - $362.89 $112K - $183K
3.35K $1.06B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.48K
+ 19.38%
$91.43 - $91.74 $318K - $319K
21.4K $1.96B
CRM
Salesforce, Inc.

Technology
1.11K
+ 43.41%
$236.26 - $291.15 $261K - $322K
3.65K $996M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.09K
+ 181.47%
$96.84 - $99.46 $300K - $308K
4.8K $476M
PM
Philip Morris International Inc.

Consumer Defensive
757
+ 11.54%
$149.23 - $184.95 $113K - $140K
7.31K $1.33B
OWL
Blue Owl Capital Inc.

Financial Services
15.1K
+ 409.86%
$15.9 - $21.16 $240K - $319K
18.8K $360M
MA
Mastercard Inc

Financial Services
423
+ 12.58%
$479.92 - $590.74 $203K - $250K
3.79K $2.13B
IEMG
Ishares Inc

ETFs
3.83K
+ 73.46%
N/A
9.05K $543M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.86K
+ 13.96%
$70.44 - $86.87 $131K - $162K
15.2K $1.32B
V
Visa Inc.

Financial Services
611
+ 8.73%
$308.27 - $373.31 $188K - $228K
7.61K $2.7B
EFV
Msci Eafe Value ETF

ETFs
3.16K
+ 48.82%
$52.4 - $64.65 $165K - $204K
9.63K $611M
BAC
Bank Of America Corp

Financial Services
3.13K
+ 23.67%
$34.39 - $47.46 $108K - $149K
16.4K $774M
WMT
Walmart Inc.

Consumer Defensive
1.1K
+ 9.64%
$81.79 - $99.98 $89.7K - $110K
12.5K $1.22B
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
+ 18.37%
$4164.15 - $5789.24 $75K - $104K
116 $672M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
713
+ 23.32%
$483.48 - $539.8 $345K - $385K
3.77K $1.83B
GE
General Electric CO

Industrials
206
+ 8.04%
$166.81 - $257.39 $34.4K - $53K
2.77K $712M
DE
Deere & CO

Industrials
309
+ 67.91%
$412.99 - $531.48 $128K - $164K
764 $389M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.77K
+ 12.65%
$66.87 - $79.47 $118K - $141K
15.7K $1.25B
GS
Goldman Sachs Group Inc

Financial Services
97
+ 15.72%
$462.22 - $707.75 $44.8K - $68.7K
714 $505M
VRT
Vertiv Holdings CO

Industrials
517
+ 29.78%
N/A
2.25K $289M
COF
Capital One Financial Corp

Financial Services
561
+ 44.0%
$150.57 - $212.76 $84.5K - $119K
1.84K $391M
COST
Costco Wholesale Corp

Consumer Defensive
101
+ 7.37%
$908.13 - $1056.85 $91.7K - $107K
1.47K $1.46B
IBM
International Business Machines Corp

Technology
312
+ 21.64%
$221.03 - $294.78 $69K - $92K
1.75K $517M
TFC
Truist Financial Corp

Financial Services
3.35K
+ 106.58%
$34.79 - $42.99 $117K - $144K
6.5K $279M
AJG
Arthur J. Gallagher & Co.

Financial Services
545
+ 36.73%
$310.86 - $348.77 $169K - $190K
2.03K $650M
MS
Morgan Stanley

Financial Services
305
+ 8.16%
$99.83 - $140.86 $30.4K - $43K
4.05K $570M
WMB
Williams Companies, Inc.

Energy
639
+ 2.18%
$54.33 - $62.87 $34.7K - $40.2K
29.9K $1.88B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.03K
+ 16.34%
$72.61 - $88.75 $75K - $91.7K
7.35K $653M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
79
+ 8.28%
$177.93 - $313.14 $14.1K - $24.7K
1.03K $323M
AXP
American Express CO

Financial Services
160
+ 11.0%
$231.39 - $318.98 $37K - $51K
1.61K $515M
TT
Trane Technologies PLC

Industrials
124
+ 18.02%
$315.21 - $437.41 $39.1K - $54.2K
812 $355M
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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