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
STE
Steris PLC

Healthcare
23
+ 1.36%
$202.46 - $232.74 $4.66K - $5.35K
1.71K $388M
PAYX
Paychex Inc

Industrials
141
+ 10.7%
$136.06 - $154.52 $19.2K - $21.8K
1.46K $225M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
377
+ 2.15%
$91.45 - $91.75 $34.5K - $34.6K
17.9K $1.65B
KR
Kroger CO

Consumer Defensive
487
+ 53.99%
$58.36 - $67.72 $28.4K - $33K
1.39K $94M
BSX
Boston Scientific Corp

Healthcare
147
+ 7.21%
$89.38 - $106.18 $13.1K - $15.6K
2.19K $220M
ATO
Atmos Energy Corp

Utilities
68
+ 3.77%
$136.51 - $154.58 $9.28K - $10.5K
1.87K $289M
AON
Aon PLC

Financial Services
82
+ 61.65%
$348.44 - $409.32 $28.6K - $33.6K
215 $85.8M
DASH
Door Dash, Inc.

Communication Services
170
+ 37.53%
$168.37 - $213.38 $28.6K - $36.3K
623 $114M
PNC
Pnc Financial Services Group, Inc.

Financial Services
307
+ 32.25%
$168.84 - $202.89 $51.8K - $62.3K
1.26K $221M
YUM
Yum Brands Inc

Consumer Cyclical
43
+ 3.36%
$123.25 - $162.53 $5.3K - $6.99K
1.32K $208M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
484
+ 465.38%
$69.87 - $75.62 $33.8K - $36.6K
588 $42.6M
HES
Hess Corp

Energy
202
+ 200.0%
$135.42 - $160.52 $27.4K - $32.4K
303 $48.4M
COF
Capital One Financial Corp

Financial Services
189
+ 17.4%
$163.87 - $209.82 $31K - $39.7K
1.28K $229M
JCPB
J P Morgan Exchange Traded Fd

ETFs
466
+ 3.48%
$45.56 - $47.23 $21.2K - $22K
13.9K $653M
VRSK
Verisk Analytics, Inc.

Industrials
101
+ 46.54%
$268.63 - $301.33 $27.1K - $30.4K
318 $94.6M
DRI
Darden Restaurants Inc

Consumer Cyclical
79
+ 9.11%
$180.02 - $208.56 $14.2K - $16.5K
946 $197M
XLY
Select Sector Spdr Consumer Di

ETFs
247
+ 46.69%
$192.6 - $233.2 $47.6K - $57.6K
776 $153M
AIG
American International Group, Inc.

Financial Services
248
+ 27.19%
$70.5 - $86.94 $17.5K - $21.6K
1.16K $101M
TSCO
Tractor Supply CO

Consumer Cyclical
266
+ 2.77%
$51.66 - $57.94 $13.7K - $15.4K
9.86K $544M
Gsk PLC Sponsored Adr
852
+ 525.93%
N/A
1.01K $39.3M
COP
Conocophillips

Energy
237
+ 15.61%
$88.6 - $105.85 $21K - $25.1K
1.76K $184M
MU
Micron Technology Inc

Technology
362
+ 52.46%
$86.89 - $109.38 $31.5K - $39.6K
1.05K $91.4M
CMCSA
Comcast Corp

Communication Services
1.12K
+ 8.23%
$33.19 - $38.23 $37.3K - $42.9K
14.8K $545M
MPC
Marathon Petroleum Corp

Energy
210
+ 79.85%
$134.72 - $159.03 $28.3K - $33.4K
473 $68.9M
UPS
United Parcel Service Inc

Industrials
453
+ 38.82%
$109.66 - $136.26 $49.7K - $61.7K
1.62K $178M
BP
Bp PLC

Energy
900
+ 2250.0%
$29.93 - $35.31 $26.9K - $31.8K
940 $31.8M
PLD
Prologis, Inc.

Real Estate
151
+ 6.82%
$103.59 - $124.04 $15.6K - $18.7K
2.36K $264M
EW
Edwards Lifesciences Corp

Healthcare
431
+ 71.48%
$67.95 - $76.19 $29.3K - $32.8K
1.03K $74.9M
C
Citigroup Inc

Financial Services
394
+ 22.48%
$67.23 - $84.63 $26.5K - $33.3K
2.15K $152M
NSC
Norfolk Southern Corp

Industrials
113
+ 10.79%
$227.69 - $259.76 $25.7K - $29.4K
1.16K $275M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
259
+ 17.91%
$95.85 - $99.25 $24.8K - $25.7K
1.71K $169M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7
+ 9.59%
$1187.71 - $1432.58 $8.31K - $10K
80 $115M
CWEN
Clearway Energy, Inc.

Utilities
149
+ 2.71%
$24.63 - $30.42 $3.67K - $4.53K
5.65K $171M
WSO
Watsco Inc

Industrials
19
+ 3.64%
$463.86 - $530.75 $8.81K - $10.1K
541 $275M
EMR
Emerson Electric CO

Industrials
489
+ 26.85%
$108.64 - $131.17 $53.1K - $64.1K
2.31K $253M
HCA
Hca Healthcare, Inc.

Healthcare
60
+ 40.82%
$296.7 - $345.55 $17.8K - $20.7K
207 $71.5M
ENB
Enbridge Inc

Energy
580
+ 63.53%
$41.54 - $45.45 $24.1K - $26.4K
1.49K $66.1M
BK
Bank Of New York Mellon Corp

Financial Services
283
+ 63.6%
$75.42 - $88.95 $21.3K - $25.2K
728 $61.1M
MET
Metlife Inc

Financial Services
343
+ 57.84%
$77.7 - $87.0 $26.7K - $29.8K
936 $75.2M
GIS
General Mills Inc

Consumer Defensive
525
+ 43.57%
$57.56 - $65.3 $30.2K - $34.3K
1.73K $103M
ALL
Allstate Corp

Financial Services
41
+ 3.27%
$180.99 - $210.18 $7.42K - $8.62K
1.3K $268M
VLO
Valero Energy Corp

Energy
184
+ 88.04%
$121.76 - $142.99 $22.4K - $26.3K
393 $51.9M
ACGL
Arch Capital Group Ltd.

Financial Services
172
+ 6.83%
$88.13 - $96.94 $15.2K - $16.7K
2.69K $259M
TRV
Travelers Companies, Inc.

Financial Services
45
+ 7.44%
$232.43 - $265.13 $10.5K - $11.9K
650 $172M
Kenvue Inc Com
642
+ 16.64%
N/A
4.5K $108M
TT
Trane Technologies PLC

Industrials
129
+ 23.08%
$332.0 - $400.86 $42.8K - $51.7K
688 $232M
CME
Cme Group Inc.

Financial Services
81
+ 77.14%
$225.82 - $266.54 $18.3K - $21.6K
186 $49.3M
MKC
Mccormick & CO Inc

Consumer Defensive
118
+ 4.73%
$71.24 - $84.73 $8.41K - $10K
2.61K $215M
CFG
Citizens Financial Group Inc

Financial Services
634
+ 143.44%
$39.73 - $48.36 $25.2K - $30.7K
1.08K $44.1M
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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