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
PAYX
Paychex Inc

Industrials
265
+ 18.16%
$137.01 - $159.78 $36.3K - $42.3K
1.72K $251M
PYPL
Pay Pal Holdings, Inc.

Financial Services
87
+ 4.33%
$57.41 - $74.81 $4.99K - $6.51K
2.1K $156M
EVRG
Evergy, Inc.

Utilities
344
+ 70.49%
$64.06 - $69.64 $22K - $24K
832 $57.4M
Brookfield Corp Cl A LTD Vt Sh
330
+ 109.27%
N/A
632 $39.1M
HCA
Hca Healthcare, Inc.

Healthcare
40
+ 19.32%
$317.61 - $387.52 $12.7K - $15.5K
247 $94.6M
MTB
M&T Bank Corp

Financial Services
23
+ 1.9%
$156.58 - $193.99 $3.6K - $4.46K
1.24K $240M
KMI
Kinder Morgan, Inc.

Energy
539
+ 6.94%
$25.21 - $29.4 $13.6K - $15.8K
8.31K $244M
TRV
Travelers Companies, Inc.

Financial Services
77
+ 11.85%
$233.83 - $276.34 $18K - $21.3K
727 $195M
CVS
Cvs Health Corp

Healthcare
264
+ 8.26%
$60.04 - $70.18 $15.9K - $18.5K
3.46K $239M
CMI
Cummins Inc

Industrials
60
+ 35.71%
$267.12 - $336.65 $16K - $20.2K
228 $74.7M
NVO
Novo Nordisk A S

Healthcare
320
+ 15.05%
$58.08 - $81.05 $18.6K - $25.9K
2.45K $169M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
360
+ 1.04%
$50.52 - $50.92 $18.2K - $18.3K
35K $1.78B
ECL
Ecolab Inc.

Basic Materials
56
+ 16.0%
$225.65 - $270.95 $12.6K - $15.2K
406 $109M
EQIX
Equinix Inc

Real Estate
37
+ 8.15%
$740.07 - $914.43 $27.4K - $33.8K
491 $391M
MET
Metlife Inc

Financial Services
250
+ 26.71%
$68.42 - $82.49 $17.1K - $20.6K
1.19K $95.4M
PGR
Progressive Corp

Financial Services
109
+ 17.52%
$255.27 - $288.74 $27.8K - $31.5K
731 $195M
VEEV
Veeva Systems Inc

Healthcare
49
+ 58.33%
$209.39 - $289.94 $10.3K - $14.2K
133 $38.3M
SHOP
Shopify Inc.

Technology
101
+ 28.45%
$76.89 - $115.35 $7.77K - $11.7K
456 $52.6M
KR
Kroger CO

Consumer Defensive
182
+ 13.1%
$64.62 - $74.0 $11.8K - $13.5K
1.57K $113M
WM
Waste Management Inc

Industrials
100
+ 6.2%
$216.47 - $242.1 $21.6K - $24.2K
1.71K $392M
SO
Southern CO

Utilities
205
+ 8.27%
$84.91 - $92.56 $17.4K - $19K
2.69K $247M
DGX
Quest Diagnostics Inc

Healthcare
40
+ 3.86%
N/A
1.08K $193M
NUE
Nucor Corp

Basic Materials
10
+ 0.56%
$103.22 - $131.43 $1.03K - $1.31K
1.81K $234M
SHEL
Shell PLC

Energy
362
+ 13.37%
$59.75 - $73.05 $21.6K - $26.4K
3.07K $216M
NKE
Nike, Inc.

Consumer Cyclical
174
+ 25.89%
$53.27 - $72.04 $9.27K - $12.5K
846 $60.1M
EQT
Eqt Corp

Energy
75
+ 2.91%
$46.11 - $60.44 $3.46K - $4.53K
2.65K $155M
ROK
Rockwell Automation, Inc

Industrials
14
+ 8.43%
$218.97 - $332.17 $3.07K - $4.65K
180 $59.8M
ABNB
Airbnb, Inc.

Consumer Cyclical
79
+ 16.12%
$105.69 - $140.64 $8.35K - $11.1K
569 $75.2M
DHR
Danaher Corp

Healthcare
146
+ 8.87%
$174.64 - $205.16 $25.5K - $30K
1.79K $354M
PNC
Pnc Financial Services Group, Inc.

Financial Services
17
+ 1.35%
$149.76 - $186.42 $2.55K - $3.17K
1.28K $238M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.38K
+ 1718.75%
$87.84 - $1441.89 $121K - $1.98M
1.46K $131M
MOS
Mosaic CO

Basic Materials
273
+ 39.62%
$22.76 - $36.95 $6.21K - $10.1K
962 $35.1M
MNST
Monster Beverage Corp

Consumer Defensive
176
+ 13.39%
$55.01 - $64.24 $9.68K - $11.3K
1.49K $93.3M
VIG
Vanguard Dividend Appreciation

ETFs
64
+ 22.07%
N/A
354 $72.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
151
+ 20.21%
$58.41 - $72.69 $8.82K - $11K
898 $65.3M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
28
+ 107.69%
$328.01 - $475.68 $9.18K - $13.3K
54 $25.4M
WELL
Welltower Inc.

Real Estate
97
+ 5.45%
$136.49 - $155.22 $13.2K - $15.1K
1.88K $289M
JPIE
J P Morgan Exchange Traded Fd
289
+ 3.12%
$45.12 - $46.32 $13K - $13.4K
9.55K $442M
Smurfit Westrock PLC Shs
489
+ 17.21%
N/A
3.33K $144M
D
Dominion Energy, Inc

Utilities
264
+ 36.21%
$49.66 - $58.0 $13.1K - $15.3K
993 $56.2M
CMCSA
Comcast Corp

Communication Services
923
+ 6.25%
$32.84 - $36.72 $30.3K - $33.9K
15.7K $560M
ALLE
Allegion PLC

Industrials
77
+ 25.75%
$118.52 - $145.64 $9.13K - $11.2K
376 $54M
IWB
Ishares Tr Russell 1000 ETF

ETFs
39
+ 75.0%
$272.36 - $339.57 $10.6K - $13.2K
91 $30.9M
AIG
American International Group, Inc.

Financial Services
190
+ 16.38%
$77.56 - $87.72 $14.7K - $16.7K
1.35K $116M
TWLO
Twilio Inc

Communication Services
73
+ 34.93%
$81.34 - $124.36 $5.94K - $9.08K
282 $35.1M
CME
Cme Group Inc.

Financial Services
46
+ 24.73%
$252.37 - $290.71 $11.6K - $13.4K
232 $63.9M
AFL
Aflac Inc

Financial Services
168
+ 30.38%
$99.77 - $112.45 $16.8K - $18.9K
721 $76M
BK
Bank Of New York Mellon Corp

Financial Services
100
+ 13.74%
$73.31 - $91.62 $7.33K - $9.16K
828 $75.4M
UL
Unilever PLC

Consumer Defensive
191
+ 12.04%
$57.9 - $65.43 $11.1K - $12.5K
1.78K $109M
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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