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
WFC
Wells Fargo & Company

Financial Services
899
+ 17.32%
$60.98 - $80.12 $54.8K - $72K
6.09K $488M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
898
+ 9.88%
$54.98 - $67.95 $49.4K - $61K
9.99K $674M
CEG
Constellation Energy Corp

Utilities
70
+ 9.6%
$170.96 - $322.76 $12K - $22.6K
799 $258M
PLTR
Palantir Technologies Inc.

Technology
421
+ 41.77%
$74.01 - $144.25 $31.2K - $60.7K
1.43K $195M
KLAC
Kla Corp

Technology
24
+ 5.9%
$576.53 - $902.94 $13.8K - $21.7K
431 $386M
T
At&T Inc.

Communication Services
3.52K
+ 38.61%
$26.33 - $28.94 $92.5K - $102K
12.6K $365M
ABT
Abbott Laboratories

Healthcare
569
+ 6.34%
$123.95 - $138.08 $70.5K - $78.6K
9.55K $1.3B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.55K
+ 12.84%
$34.72 - $42.74 $53.9K - $66.3K
13.6K $582M
SYK
Stryker Corp

Healthcare
148
+ 7.57%
$337.37 - $395.63 $49.9K - $58.6K
2.1K $831M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.1K
+ 26.33%
$97.29 - $105.63 $107K - $116K
5.26K $534M
Pimco Multisector Bond Active Exchange Traded Fund
3.77K
+ 198.21%
N/A
5.67K $150M
NOW
Service Now, Inc.

Technology
8
+ 2.07%
$721.65 - $1040.18 $5.77K - $8.32K
395 $406M
SCHW
Schwab Charles Corp

Financial Services
511
+ 13.97%
$69.06 - $91.24 $35.3K - $46.6K
4.17K $380M
ANSS
Ansys Inc

Technology
201
+ 35.64%
$284.19 - $351.22 $57.1K - $70.6K
765 $269M
CTAS
Cintas Corp

Industrials
265
+ 14.81%
$190.11 - $227.66 $50.4K - $60.3K
2.05K $458M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
975
+ 13.61%
$67.03 - $80.35 $65.4K - $78.3K
8.14K $649M
CNQ
Canadian Natural Resources LTD

Energy
2.58K
+ 25.53%
$25.14 - $34.01 $64.8K - $87.6K
12.7K $398M
CRWD
Crowd Strike Holdings, Inc.

Technology
102
+ 46.36%
$321.63 - $509.31 $32.8K - $51.9K
322 $164M
EMR
Emerson Electric CO

Industrials
221
+ 9.57%
$94.15 - $133.33 $20.8K - $29.5K
2.53K $337M
RTX
Raytheon Technologies Corp

Industrials
107
+ 2.17%
$113.75 - $148.48 $12.2K - $15.9K
5.03K $734M
CASY
Caseys General Stores Inc

Consumer Cyclical
10
+ 0.99%
$415.82 - $510.91 $4.16K - $5.11K
1.02K $519M
Linde PLC Shs
162
+ 13.1%
N/A
1.4K $656M
Jpmorgan Global Select Equity ETF Global Select Equity ETF
786
+ 14.25%
N/A
6.3K $406M
ARES
Ares Management Corp

Financial Services
330
+ 38.15%
$118.04 - $175.83 $39K - $58K
1.2K $207M
DASH
Door Dash, Inc.

Communication Services
157
+ 25.2%
$163.16 - $246.51 $25.6K - $38.7K
780 $192M
Arista Networks Inc Com Shs
335
+ 19.15%
N/A
2.08K $213M
TXN
Texas Instruments Inc

Technology
123
+ 6.67%
N/A
1.97K $408M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.62K
+ 11.65%
$45.9 - $47.2 $74.2K - $76.3K
15.5K $729M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
273
+ 2.54%
$43.53 - $54.46 $11.9K - $14.9K
11K $600M
Ge Vernova Inc Com
52
+ 24.19%
N/A
267 $141M
NDAQ
Nasdaq, Inc.

Financial Services
110
+ 2.28%
$66.4 - $89.42 $7.3K - $9.84K
4.94K $441M
AMAT
Applied Materials Inc

Technology
114
+ 7.97%
$126.95 - $183.52 $14.5K - $20.9K
1.54K $283M
SPGI
S&P Global Inc.

Financial Services
50
+ 1.99%
$438.31 - $527.29 $21.9K - $26.4K
2.56K $1.35B
VMC
Vulcan Materials CO

Basic Materials
222
+ 38.14%
$226.49 - $276.01 $50.3K - $61.3K
804 $210M
OEF
Ishares S&P 100 ETF

ETFs
184
+ 36.44%
N/A
689 $210M
Tcw Flexible Income ETF
1.8K
+ 42.44%
N/A
6.03K $238M
CAT
Caterpillar Inc

Industrials
39
+ 4.02%
$273.94 - $388.21 $10.7K - $15.1K
1.01K $392M
SNPS
Synopsys Inc

Technology
79
+ 21.53%
$380.9 - $517.66 $30.1K - $40.9K
446 $229M
FAST
Fastenal CO

Industrials
4.46K
+ 134.06%
$40.65 - $83.16 $181K - $371K
7.79K $327M
C
Citigroup Inc

Financial Services
455
+ 21.19%
$58.13 - $85.12 $26.4K - $38.7K
2.6K $221M
QUAL
Ishares Msci Usa Quality Facto

ETFs
140
+ 3.9%
$152.42 - $182.82 $21.3K - $25.6K
3.73K $682M
DELL
Dell Technologies Inc.

Technology
213
+ 16.02%
$71.63 - $125.98 $15.3K - $26.8K
1.54K $189M
MCK
Mckesson Corp

Healthcare
68
+ 22.74%
$652.83 - $732.78 $44.4K - $49.8K
367 $269M
BA
Boeing CO

Industrials
184
+ 25.14%
$136.59 - $217.51 $25.1K - $40K
916 $192M
PWR
Quanta Services, Inc.

Industrials
85
+ 30.14%
$239.47 - $381.26 $20.4K - $32.4K
367 $139M
HOOD
Robinhood Markets, Inc.

Technology
421
+ 87.53%
$34.17 - $93.63 $14.4K - $39.4K
902 $84.5M
Blackrock Inc Com
22
+ 5.54%
N/A
419 $439M
HON
Honeywell International Inc

Industrials
101
+ 5.43%
$182.86 - $232.88 $18.5K - $23.5K
1.96K $456M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
85
+ 5.3%
$160.22 - $209.35 $13.6K - $17.8K
1.69K $353M
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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