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
SYY
Sysco Corp

Consumer Defensive
68
+ 5.95%
$68.0 - $75.91 $4.62K - $5.16K
1.21K $91.6M
Gsk PLC Sponsored Adr
162
+ 15.98%
N/A
1.18K $45.1M
MSI
Motorola Solutions, Inc.

Technology
86
+ 4.92%
$394.72 - $440.39 $33.9K - $37.9K
1.84K $772M
TRU
Trans Union

Industrials
14
+ 1.54%
$69.26 - $91.89 $970 - $1.29K
923 $81.3M
HES
Hess Corp

Energy
88
+ 29.04%
$126.32 - $161.29 $11.1K - $14.2K
391 $54.2M
VCR
Vanguard Consumer Discretionar

ETFs
4
+ 3.42%
$290.42 - $364.35 $1.16K - $1.46K
121 $43.8M
NEE
Nextera Energy Inc

Utilities
258
+ 3.04%
$64.11 - $75.0 $16.5K - $19.4K
8.74K $606M
PSTG
Pure Storage, Inc.

Technology
70
+ 70.71%
$37.18 - $57.58 $2.6K - $4.03K
169 $9.73M
JNPR
Juniper Networks Inc

Technology
111
+ 46.44%
$33.93 - $39.93 $3.77K - $4.43K
350 $14M
AEP
American Electric Power CO Inc

Utilities
89
+ 12.68%
$98.59 - $109.11 $8.77K - $9.71K
791 $82M
DT
Dynatrace, Inc.

Technology
66
+ 39.76%
$41.21 - $55.9 $2.72K - $3.69K
232 $12.8M
WSM
Williams Sonoma Inc

Consumer Cyclical
27
+ 25.71%
$137.62 - $174.44 $3.72K - $4.71K
132 $21.6M
BMO
Bank Of Montreal

Financial Services
6
+ 2.2%
$87.54 - $110.63 $525 - $664
279 $30.9M
VALE
Vale S.A.

Basic Materials
520
+ 43.41%
$8.26 - $10.1 $4.3K - $5.25K
1.72K $16.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
41
+ 29.08%
$73.02 - $90.22 $2.99K - $3.7K
182 $16.2M
FCNCA
First Citizens Bancshares Inc

Financial Services
2
+ 28.57%
$1561.69 - $1966.55 $3.12K - $3.93K
9 $17.6M
RE
Everest Re Group LTD

Financial Services
17
+ 34.69%
N/A
66 $22.4M
LECO
Lincoln Electric Holdings Inc

Industrials
17
+ 30.36%
$167.18 - $211.38 $2.84K - $3.59K
73 $15.1M
XLI
Industrial Sector Spdr

ETFs
6
+ 2.9%
$116.42 - $147.52 $699 - $885
213 $31.4M
TTE
Total Energies Se

Energy
160
+ 9.48%
N/A
1.85K $113M
ATO
Atmos Energy Corp

Utilities
34
+ 1.82%
$145.06 - $162.66 $4.93K - $5.53K
1.91K $294M
NTR
Nutrien Ltd.

Basic Materials
29
+ 10.03%
$46.88 - $62.89 $1.36K - $1.82K
318 $18.5M
SOFI
So Fi Technologies, Inc.

Financial Services
13
+ 2.22%
$9.5 - $18.21 $124 - $237
599 $10.9M
PJT
Pjt Partners Inc.

Financial Services
24
+ 1200.0%
$125.44 - $166.41 $3.01K - $3.99K
26 $4.29M
SHV
Ishares Tr

ETFs
36
+ 26.67%
$110.06 - $110.46 $3.96K - $3.98K
171 $18.9M
DVN
Devon Energy Corp

Energy
249
+ 34.06%
$26.8 - $37.92 $6.67K - $9.44K
980 $31.2M
HUM
Humana Inc

Healthcare
25
+ 21.19%
$224.93 - $295.04 $5.62K - $7.38K
143 $35M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
241
+ 19.17%
$99.37 - $134.05 $23.9K - $32.3K
1.5K $170M
ENB
Enbridge Inc

Energy
47
+ 3.15%
$41.09 - $47.16 $1.93K - $2.22K
1.54K $69.8M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3
+ 1.38%
$108.06 - $135.3 $324 - $406
220 $29.8M
FLO
Flowers Foods Inc

Consumer Defensive
200
+ 465.12%
$15.86 - $19.21 $3.17K - $3.84K
243 $3.88M
AGO
Assured Guaranty LTD

Financial Services
34
+ 103.03%
$76.56 - $90.18 $2.6K - $3.07K
67 $5.84M
ED
Consolidated Edison Inc

Utilities
58
+ 19.02%
$98.05 - $113.3 $5.69K - $6.57K
363 $36.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
32
+ 6.26%
$248.61 - $294.96 $7.96K - $9.44K
543 $153M
Aegon LTD Amer Reg 1 Cert
280
+ 44.8%
N/A
905 $6.55M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
96
+ 3.05%
$22.54 - $23.17 $2.16K - $2.22K
3.24K $74.5M
UDR
Udr, Inc.

Real Estate
73
+ 33.49%
$38.09 - $45.36 $2.78K - $3.31K
291 $11.9M
MTG
Mgic Investment Corp

Financial Services
63
+ 77.78%
$22.43 - $28.1 $1.41K - $1.77K
144 $4.01M
GIB
Cgi Inc

Technology
16
+ 25.4%
$96.47 - $109.59 $1.54K - $1.75K
79 $8.28M
YUM
Yum Brands Inc

Consumer Cyclical
95
+ 7.19%
$138.36 - $161.45 $13.1K - $15.3K
1.42K $210M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
21
+ 11.35%
$50.39 - $60.05 $1.06K - $1.26K
206 $12.4M
IP
International Paper CO

Consumer Cyclical
165
+ 18.42%
$43.89 - $54.46 $7.24K - $8.99K
1.06K $49.7M
GPC
Genuine Parts CO

Consumer Cyclical
3
+ 0.56%
$105.54 - $129.09 $317 - $387
536 $65M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
22
+ 43.14%
N/A
73 $4.77M
MSM
Msc Industrial Direct CO Inc

Industrials
12
+ 18.75%
$70.15 - $85.48 $842 - $1.03K
76 $6.46M
O
Realty Income Corp

Real Estate
35
+ 2.65%
$52.27 - $58.52 $1.83K - $2.05K
1.35K $78M
SHW
Sherwin Williams CO

Basic Materials
32
+ 1.94%
$313.51 - $363.51 $10K - $11.6K
1.68K $577M
RGLD
Royal Gold Inc

Basic Materials
6
+ 35.29%
$155.48 - $186.71 $933 - $1.12K
23 $4.09M
SNN
Smith & Nephew PLC

Healthcare
35
+ 38.89%
$24.97 - $30.63 $874 - $1.07K
125 $3.83M
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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