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
AMT
American Tower Corp

Real Estate
117
+ 9.03%
$173.46 - $217.6 $20.3K - $25.5K
1.41K $307M
PH
Parker Hannifin Corp

Industrials
120
+ 80.0%
$591.65 - $707.05 $71K - $84.8K
270 $164M
WMT
Walmart Inc.

Consumer Defensive
1.08K
+ 10.45%
$84.5 - $105.05 $90.9K - $113K
11.4K $999M
PEP
Pepsico Inc

Consumer Defensive
483
+ 19.05%
$142.64 - $156.42 $68.9K - $75.6K
3.02K $453M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
460
+ 5.33%
$56.44 - $64.13 $26K - $29.5K
9.09K $559M
UBER
Uber Technologies, Inc

Technology
454
+ 18.02%
$63.17 - $81.49 $28.7K - $37K
2.97K $217M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.34K
+ 2.35%
$49.78 - $53.19 $66.8K - $71.3K
58.4K $2.98B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
984
+ 12.21%
$61.9 - $66.89 $60.9K - $65.8K
9.05K $575M
EOG
Eog Resources Inc

Energy
290
+ 6.09%
$120.54 - $138.05 $35K - $40K
5.05K $648M
ADP
Automatic Data Processing Inc

Industrials
104
+ 4.24%
$286.85 - $318.64 $29.8K - $33.1K
2.56K $781M
WEC
Wec Energy Group, Inc.

Utilities
60
+ 1.6%
$92.12 - $108.98 $5.53K - $6.54K
3.8K $414M
SLB
Schlumberger Limited

Energy
932
+ 13.7%
$38.4 - $43.74 $35.8K - $40.8K
7.74K $323M
MO
Altria Group, Inc.

Consumer Defensive
726
+ 30.14%
$50.81 - $60.02 $36.9K - $43.6K
3.14K $188M
KMI
Kinder Morgan, Inc.

Energy
1.94K
+ 33.37%
$26.1 - $31.22 $50.7K - $60.7K
7.77K $222M
WFC
Wells Fargo & Company

Financial Services
762
+ 17.2%
$66.78 - $81.42 $50.9K - $62K
5.19K $373M
XLP
Consumer Staples Sector Spdr

ETFs
702
+ 77.4%
N/A
1.61K $131M
XLK
Technology Sector Spdr

ETFs
524
+ 27.71%
$206.38 - $242.18 $108K - $127K
2.42K $499M
NVO
Novo Nordisk A S

Healthcare
1.09K
+ 105.41%
$69.3 - $90.95 $75.6K - $99.2K
2.13K $148M
XLC
Select Sector Spdr Tr Communic

ETFs
607
+ 213.73%
$94.84 - $105.31 $57.6K - $63.9K
891 $85.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
164
+ 292.86%
$308.86 - $455.36 $50.7K - $74.7K
220 $77.6M
KNSL
Kinsale Capital Group, Inc.

Financial Services
95
+ 20.79%
$416.48 - $494.72 $39.6K - $47K
552 $269M
NUE
Nucor Corp

Basic Materials
418
+ 30.25%
$114.48 - $142.52 $47.9K - $59.6K
1.8K $217M
CI
Cigna Corp

Healthcare
140
+ 87.5%
$274.49 - $329.0 $38.4K - $46.1K
300 $98.7M
NOC
Northrop Grumman Corp

Industrials
49
+ 7.3%
$433.45 - $513.82 $21.2K - $25.2K
720 $369M
EA
Electronic Arts Inc.

Communication Services
369
+ 160.43%
$116.53 - $146.29 $43K - $54K
599 $86.6M
SU
Suncor Energy Inc

Energy
1.34K
+ 369.61%
$34.27 - $40.63 $45.9K - $54.4K
1.7K $65.8M
SCHW
Schwab Charles Corp

Financial Services
502
+ 15.91%
$71.24 - $83.64 $35.8K - $42K
3.66K $286M
WELL
Welltower Inc.

Real Estate
31
+ 1.77%
$124.05 - $156.86 $3.85K - $4.86K
1.78K $273M
SHW
Sherwin Williams CO

Basic Materials
106
+ 6.87%
$330.16 - $365.55 $35K - $38.7K
1.65K $576M
ELV
Elevance Health, Inc.

Healthcare
21
+ 3.31%
$365.9 - $436.25 $7.68K - $9.16K
656 $285M
CBOE
Cboe Global Markets, Inc.

Financial Services
199
+ 102.58%
$190.84 - $226.29 $38K - $45K
393 $88.9M
PLTR
Palantir Technologies Inc.

Technology
548
+ 119.13%
$64.98 - $124.62 $35.6K - $68.3K
1.01K $85.1M
MCK
Mckesson Corp

Healthcare
33
+ 12.41%
$566.21 - $672.99 $18.7K - $22.2K
299 $201M
MMM
3 M CO

Industrials
271
+ 49.18%
$129.7 - $155.12 $35.1K - $42K
822 $121M
RY
Royal Bank Of Canada

Financial Services
434
+ 2170.0%
$108.81 - $123.4 $47.2K - $53.6K
454 $51.2M
SSNC
Ss&C Technologies Holdings Inc

Technology
423
+ 28.14%
$74.75 - $89.13 $31.6K - $37.7K
1.93K $161M
MDT
Medtronic PLC

Healthcare
329
+ 18.93%
$79.84 - $94.5 $26.3K - $31.1K
2.07K $186M
DUK
Duke Energy Corp

Utilities
192
+ 11.9%
$105.87 - $121.97 $20.3K - $23.4K
1.81K $220M
VEU
Vanguard Ftse All World Ex Us

ETFs
727
+ 673.15%
$56.51 - $62.98 $41.1K - $45.8K
835 $50.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
259
+ 74.64%
$169.43 - $182.84 $43.9K - $47.4K
606 $105M
SO
Southern CO

Utilities
242
+ 10.81%
$80.96 - $92.96 $19.6K - $22.5K
2.48K $228M
POOL
Pool Corp

Industrials
183
+ 28.37%
$314.92 - $364.31 $57.6K - $66.7K
828 $264M
PSA
Public Storage

Real Estate
146
+ 228.13%
$288.99 - $313.98 $42.2K - $45.8K
210 $62.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
142
+ 38.48%
$283.24 - $338.07 $40.2K - $48K
511 $151M
AZO
Autozone Inc

Consumer Cyclical
6
+ 18.18%
$3193.96 - $3828.11 $19.2K - $23K
39 $149M
AAPL
Apple Inc.

Technology
3.75K
+ 13.42%
$209.68 - $247.1 $787K - $927K
31.7K $7.05B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
48
+ 21.33%
$402.49 - $513.76 $19.3K - $24.7K
273 $132M
FAST
Fastenal CO

Industrials
317
+ 10.52%
$71.11 - $79.98 $22.5K - $25.4K
3.33K $258M
AEP
American Electric Power CO Inc

Utilities
321
+ 84.25%
$90.32 - $109.27 $29K - $35.1K
702 $76.7M
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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