Cary Street Partners Investment Advisory LLC Incresed Positions in Q1 2025

Cary Street Partners Investment Advisory LLC

  • $173 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
822
+ 188.97%
$80.53 - $147.57 $66.2K - $121K
1.26K $166M
MCD
Mcdonalds Corp

Consumer Cyclical
224
+ 8.55%
$279.74 - $321.29 $62.7K - $72K
2.85K $889M
GE
General Electric CO

Industrials
256
+ 11.11%
$168.59 - $212.13 $43.2K - $54.3K
2.56K $512M
VTV
Vanguard Value ETF

ETFs
731
+ 1353.7%
$167.73 - $179.21 $123K - $131K
785 $136M
CB
Chubb LTD

Financial Services
288
+ 20.59%
$257.71 - $301.99 $74.2K - $87K
1.69K $509M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.31K
+ 7.16%
$50.72 - $50.92 $117K - $118K
34.6K $1.76B
XLV
Select Sector Spdr Fund Health

ETFs
739
+ 68.24%
$137.61 - $149.68 $102K - $111K
1.82K $266M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
228
+ 221.36%
$507.05 - $563.67 $116K - $129K
331 $170M
KLAC
Kla Corp

Technology
146
+ 55.94%
$636.62 - $777.63 $92.9K - $114K
407 $277M
DELL
Dell Technologies Inc.

Technology
1.25K
+ 1464.71%
$90.34 - $124.66 $112K - $155K
1.33K $121M
BDX
Becton Dickinson & CO

Healthcare
476
+ 135.23%
$222.79 - $249.08 $106K - $119K
828 $190M
BAC
Bank Of America Corp

Financial Services
3.04K
+ 29.82%
$39.61 - $47.74 $120K - $145K
13.2K $552M
T
At&T Inc.

Communication Services
2.3K
+ 33.72%
$21.56 - $28.28 $49.5K - $64.9K
9.11K $257M
Ishares Flexible Income Active ETF
1.91K
+ 36.72%
N/A
7.11K $372M
SAP
Sap Se

Technology
323
+ 48.28%
$241.4 - $293.69 $78K - $94.9K
992 $266M
IAU
Ishares Gold Trust

ETFs
1.51K
+ 125.17%
$49.74 - $58.96 $75.2K - $89.1K
2.72K $160M
IEMG
Ishares Inc

ETFs
1.73K
+ 49.58%
N/A
5.22K $282M
NVS
Novartis Ag

Healthcare
852
+ 281.19%
$97.14 - $115.57 $82.8K - $98.5K
1.16K $129M
MTB
M&T Bank Corp

Financial Services
572
+ 89.24%
$170.47 - $201.98 $97.5K - $116K
1.21K $217M
CVS
Cvs Health Corp

Healthcare
510
+ 18.97%
$44.22 - $68.64 $22.6K - $35K
3.2K $217M
VUG
Vanguard Growth ETF

ETFs
268
+ 311.63%
$369.1 - $427.61 $98.9K - $115K
354 $131M
Ge Healthcare Technologies Inc Common Stock
1.15K
+ 310.51%
N/A
1.52K $123M
GILD
Gilead Sciences, Inc.

Healthcare
346
+ 12.48%
$89.14 - $117.41 $30.8K - $40.6K
3.12K $349M
AMZN
Amazon Com Inc

Consumer Cyclical
2.32K
+ 19.4%
$190.26 - $242.06 $442K - $562K
14.3K $2.72B
FTNT
Fortinet, Inc.

Technology
917
+ 262.75%
$92.49 - $114.57 $84.8K - $105K
1.27K $122M
NFLX
Netflix Inc

Communication Services
66
+ 9.95%
$828.4 - $1058.6 $54.7K - $69.9K
729 $680M
CSCO
Cisco Systems, Inc.

Technology
1.11K
+ 13.9%
$58.74 - $64.87 $65.4K - $72.3K
9.13K $563M
UNP
Union Pacific Corp

Industrials
316
+ 18.74%
$225.21 - $254.42 $71.2K - $80.4K
2K $473M
RSG
Republic Services, Inc.

Industrials
99
+ 6.35%
$200.09 - $242.16 $19.8K - $24K
1.66K $401M
SYK
Stryker Corp

Healthcare
177
+ 9.96%
$355.18 - $399.9 $62.9K - $70.8K
1.95K $727M
AM
Antero Midstream Corp

Energy
145
+ 0.5%
$15.47 - $18.04 $2.24K - $2.62K
29K $521M
ZTS
Zoetis Inc.

Healthcare
474
+ 13.97%
$156.48 - $175.67 $74.2K - $83.3K
3.87K $637M
PPL
Ppl Corp

Utilities
1.63K
+ 23.71%
$31.68 - $36.11 $51.5K - $58.7K
8.48K $306M
HSY
Hershey CO

Consumer Defensive
480
+ 99.38%
$144.74 - $186.36 $69.5K - $89.5K
963 $165M
TJX
Tjx Companies Inc

Consumer Cyclical
636
+ 16.4%
$112.81 - $126.16 $71.7K - $80.2K
4.52K $550M
AZN
Astrazeneca PLC

Healthcare
841
+ 35.99%
$65.37 - $77.96 $55K - $65.6K
3.18K $234M
CACI
Caci International Inc

Technology
222
+ 528.57%
N/A
264 $96.9M
TTE
Total Energies Se

Energy
1.15K
+ 211.44%
N/A
1.69K $109M
BR
Broadridge Financial Solutions, Inc.

Technology
162
+ 6.96%
$221.46 - $244.83 $35.9K - $39.7K
2.49K $604M
DE
Deere & CO

Industrials
126
+ 38.3%
$408.57 - $509.27 $51.5K - $64.2K
455 $214M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.82K
+ 33.4%
$30.38 - $34.94 $55.2K - $63.5K
7.26K $248M
FISV
Fiserv Inc

Technology
187
+ 9.09%
N/A
2.24K $496M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.66K
+ 8.82%
$99.5 - $110.97 $165K - $184K
20.5K $2.07B
TM
Toyota Motor Corp

Consumer Cyclical
418
+ 444.68%
$176.53 - $195.35 $73.8K - $81.7K
512 $90.4M
HLN
Haleon PLC

Healthcare
6.93K
+ 1869.0%
$9.02 - $10.67 $62.5K - $74K
7.31K $75.2M
UL
Unilever PLC

Consumer Defensive
1.17K
+ 278.52%
$54.72 - $60.29 $63.9K - $70.4K
1.59K $94.5M
BMY
Bristol Myers Squibb CO

Healthcare
830
+ 18.71%
$53.9 - $63.11 $44.7K - $52.4K
5.27K $321M
QUAL
Ishares Msci Usa Quality Facto

ETFs
538
+ 17.63%
$168.16 - $186.21 $90.5K - $100K
3.59K $613M
BRO
Brown & Brown, Inc.

Financial Services
275
+ 17.32%
$100.54 - $124.4 $27.6K - $34.2K
1.86K $232M
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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