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
ISRG
Intuitive Surgical Inc

Healthcare
80
+ 20.41%
$451.58 - $565.94 $36.1K - $45.3K
472 $256M
PH
Parker Hannifin Corp

Industrials
53
+ 19.63%
$517.23 - $700.54 $27.4K - $37.1K
323 $225M
AMD
Advanced Micro Devices Inc

Technology
117
+ 10.41%
$78.21 - $143.81 $9.15K - $16.8K
1.24K $176M
GWW
W.W. Grainger, Inc.

Industrials
39
+ 12.07%
$919.93 - $1101.66 $35.9K - $43K
362 $377M
PANW
Palo Alto Networks Inc

Technology
130
+ 14.59%
$152.44 - $204.64 $19.8K - $26.6K
1.02K $209M
CDW
Cdw Corp

Technology
192
+ 15.55%
$144.49 - $190.68 $27.7K - $36.6K
1.43K $255M
MEDP
Medpace Holdings, Inc.

Healthcare
180
+ 514.29%
$277.23 - $315.28 $49.9K - $56.8K
215 $67.5M
MELI
Mercadolibre Inc

Consumer Cyclical
16
+ 72.73%
$1794.73 - $2613.63 $28.7K - $41.8K
38 $99.3M
EBAY
Ebay Inc

Consumer Cyclical
501
+ 18.18%
$59.52 - $79.36 $29.8K - $39.8K
3.26K $242M
HD
Home Depot, Inc.

Consumer Cyclical
146
+ 3.77%
$335.24 - $380.78 $48.9K - $55.6K
4.02K $1.47B
BX
Blackstone Inc.

Financial Services
81
+ 2.07%
$120.07 - $151.11 $9.73K - $12.2K
4K $599M
CDNS
Cadence Design Systems Inc

Technology
136
+ 87.18%
$231.64 - $323.08 $31.5K - $43.9K
292 $90M
PFE
Pfizer Inc

Healthcare
2.18K
+ 79.09%
$21.59 - $24.84 $47.1K - $54.2K
4.94K $120M
CB
Chubb LTD

Financial Services
243
+ 14.4%
$274.32 - $302.46 $66.7K - $73.5K
1.93K $559M
CAG
Conagra Brands Inc.

Consumer Defensive
2.54K
+ 590.91%
$20.4 - $26.78 $51.7K - $67.9K
2.96K $60.7M
PPG
Ppg Industries Inc

Basic Materials
425
+ 366.38%
$91.66 - $115.04 $39K - $48.9K
541 $61.5M
ADP
Automatic Data Processing Inc

Industrials
132
+ 5.17%
$276.76 - $326.81 $36.5K - $43.1K
2.69K $829M
EW
Edwards Lifesciences Corp

Healthcare
537
+ 51.93%
$67.07 - $78.22 $36K - $42K
1.57K $123M
KKR
Kkr & Co. Inc.

Financial Services
143
+ 8.7%
$92.79 - $134.29 $13.3K - $19.2K
1.79K $238M
LMT
Lockheed Martin Corp

Industrials
82
+ 15.74%
$430.82 - $486.45 $35.3K - $39.9K
603 $279M
COP
Conocophillips

Energy
813
+ 46.32%
$82.66 - $106.1 $67.2K - $86.3K
2.57K $230M
NVS
Novartis Ag

Healthcare
281
+ 24.33%
$101.96 - $121.01 $28.7K - $34K
1.44K $174M
GILD
Gilead Sciences, Inc.

Healthcare
433
+ 13.88%
$96.91 - $113.0 $42K - $48.9K
3.55K $394M
AMP
Ameriprise Financial Inc

Financial Services
14
+ 1.91%
$422.19 - $533.73 $5.91K - $7.47K
747 $399M
NSC
Norfolk Southern Corp

Industrials
78
+ 6.72%
$206.34 - $257.46 $16.1K - $20.1K
1.24K $317M
IVE
Ishares S&P 500 Value ETF

ETFs
147
+ 5.33%
$168.34 - $195.42 $24.7K - $28.7K
2.91K $568M
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
55
+ 1.0%
N/A
5.58K $308M
RMD
Resmed Inc

Healthcare
20
+ 1.96%
$204.54 - $258.0 $4.09K - $5.16K
1.04K $268M
ENSG
Ensign Group, Inc

Healthcare
7
+ 0.47%
$119.93 - $156.36 $840 - $1.09K
1.48K $229M
KO
Coca Cola CO

Consumer Defensive
577
+ 12.01%
$68.37 - $73.9 $39.4K - $42.6K
5.38K $381M
NEM
Newmont Corp

Basic Materials
431
+ 39.58%
$44.18 - $59.46 $19K - $25.6K
1.52K $88.6M
MCO
Moodys Corp

Financial Services
52
+ 20.23%
$396.7 - $501.59 $20.6K - $26.1K
309 $155M
ABC
Amerisourcebergen Corp

Healthcare
25
+ 2.01%
N/A
1.27K $380M
Te Connectivity PLC Ord Shs
13
+ 1.13%
N/A
1.17K $197M
EFG
Msci Eafe Growth ETF

ETFs
38
+ 1.56%
$89.8 - $112.0 $3.41K - $4.26K
2.48K $278M
URI
United Rentals, Inc.

Industrials
29
+ 32.95%
$551.94 - $753.4 $16K - $21.8K
117 $88.1M
LNG
Cheniere Energy, Inc.

Energy
83
+ 7.92%
$197.25 - $244.33 $16.4K - $20.3K
1.13K $275M
ADI
Analog Devices Inc

Technology
16
+ 2.06%
$164.6 - $238.02 $2.63K - $3.81K
793 $189M
COIN
Coinbase Global, Inc.

Technology
69
+ 160.47%
$151.47 - $375.07 $10.5K - $25.9K
112 $39.3M
MPC
Marathon Petroleum Corp

Energy
132
+ 27.91%
$118.55 - $170.08 $15.6K - $22.5K
605 $100M
CACI
Caci International Inc

Technology
4
+ 1.52%
N/A
268 $128M
TJX
Tjx Companies Inc

Consumer Cyclical
189
+ 4.19%
$119.13 - $135.03 $22.5K - $25.5K
4.7K $581M
ACN
Accenture PLC

Technology
256
+ 7.25%
$279.23 - $323.21 $71.5K - $82.7K
3.79K $1.13B
CI
Cigna Corp

Healthcare
85
+ 28.33%
$301.89 - $340.04 $25.7K - $28.9K
385 $127M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
385
+ 34.81%
$45.98 - $56.15 $17.7K - $21.6K
1.49K $83.7M
DRI
Darden Restaurants Inc

Consumer Cyclical
82
+ 8.67%
$186.58 - $225.78 $15.3K - $18.5K
1.03K $224M
FTNT
Fortinet, Inc.

Technology
144
+ 11.37%
$84.71 - $108.69 $12.2K - $15.7K
1.41K $149M
ELV
Elevance Health, Inc.

Healthcare
146
+ 22.26%
$372.27 - $452.69 $54.4K - $66.1K
802 $312M
RY
Royal Bank Of Canada

Financial Services
136
+ 29.96%
$108.36 - $131.55 $14.7K - $17.9K
590 $77.6M
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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