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
Primo Brands Corporation Class A Com Shs
141
+ 130.56%
N/A
249 $8.84M
FITB
Fifth Third Bancorp

Financial Services
193
+ 28.05%
$37.48 - $44.96 $7.23K - $8.68K
881 $34.5M
DVN
Devon Energy Corp

Energy
61
+ 9.1%
$33.15 - $38.55 $2.02K - $2.35K
731 $27.3M
MEDP
Medpace Holdings, Inc.

Healthcare
19
+ 118.75%
$304.69 - $360.97 $5.79K - $6.86K
35 $10.7M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
16
+ 160.0%
$314.47 - $431.35 $5.03K - $6.9K
26 $9.53M
DEO
Diageo PLC

Consumer Defensive
76
+ 61.29%
$104.79 - $126.12 $7.96K - $9.59K
200 $20.9M
LECO
Lincoln Electric Holdings Inc

Industrials
27
+ 93.1%
$180.51 - $216.81 $4.87K - $5.85K
56 $10.6M
HPQ
Hp Inc

Technology
258
+ 57.33%
$27.69 - $34.72 $7.14K - $8.96K
708 $19.6M
CLX
Clorox CO

Consumer Defensive
53
+ 25.24%
$141.76 - $162.89 $7.51K - $8.63K
263 $38.7M
PSTG
Pure Storage, Inc.

Technology
97
+ 4850.0%
$44.27 - $72.37 $4.29K - $7.02K
99 $4.38M
Aegon LTD Amer Reg 1 Cert
524
+ 518.81%
N/A
625 $4.12M
CSX
Csx Corp

Industrials
617
+ 11.92%
$29.11 - $33.67 $18K - $20.8K
5.79K $171M
Jpmorgan Global Select Equity ETF Global Select Equity ETF
158
+ 2.95%
N/A
5.52K $325M
FMX
Mexican Economic Development Inc

Consumer Defensive
34
+ 1700.0%
$81.23 - $100.59 $2.76K - $3.42K
36 $3.51M
VCIT
Vanguard Intermediate Term Cor

ETFs
40
+ 93.02%
$79.17 - $82.04 $3.17K - $3.28K
83 $6.79M
RE
Everest Re Group LTD

Financial Services
9
+ 22.5%
N/A
49 $17.8M
LOW
Lowes Companies Inc

Consumer Cyclical
121
+ 6.58%
$222.66 - $268.42 $26.9K - $32.5K
1.96K $457M
LYB
Lyondell Basell Industries N.V.

Basic Materials
60
+ 22.14%
$69.82 - $78.67 $4.19K - $4.72K
331 $23.3M
AMAT
Applied Materials Inc

Technology
171
+ 13.58%
$145.06 - $195.51 $24.8K - $33.4K
1.43K $208M
MLI
Mueller Industries Inc

Industrials
36
+ 67.92%
$76.14 - $82.67 $2.74K - $2.98K
89 $6.78M
HALO
Halozyme Therapeutics, Inc.

Healthcare
14
+ 14.0%
$47.74 - $65.16 $668 - $912
114 $7.28M
STWD
Starwood Property Trust, Inc.

Real Estate
88
+ 10.86%
$18.41 - $20.53 $1.62K - $1.81K
898 $17.8M
FRME
First Merchants Corp

Financial Services
57
+ 228.0%
$37.99 - $45.25 $2.17K - $2.58K
82 $3.32M
TOWN
Towne Bank (Va)

Financial Services
65
+ 162.5%
$32.13 - $37.51 $2.09K - $2.44K
105 $3.59M
OGN
Organon & Co.

Healthcare
148
+ 94.87%
$14.29 - $16.41 $2.11K - $2.43K
304 $4.53M
PNFP
Pinnacle Financial Partners Inc

Financial Services
25
+ 31.25%
$99.42 - $126.15 $2.49K - $3.15K
105 $11.1M
SPYG
Spdr Portfolio

ETFs
4.08K
+ 9.42%
$80.05 - $92.39 $326K - $377K
47.3K $3.81B
FBHS
Fortune Brands Home & Security, Inc.

Industrials
32
+ 177.78%
N/A
50 $3.04M
UDR
Udr, Inc.

Real Estate
31
+ 16.58%
$40.09 - $46.04 $1.24K - $1.43K
218 $9.85M
IEF
Ishares Barclays

ETFs
14
+ 11.11%
$91.17 - $95.39 $1.28K - $1.34K
140 $13.4M
AGNC
Agnc Investment Corp.

Real Estate
50
+ 1.67%
$9.12 - $10.54 $456 - $527
3.05K $29.2M
FRSH
Freshworks Inc.

Technology
95
+ 380.0%
$14.11 - $19.75 $1.34K - $1.88K
120 $1.69M
AGO
Assured Guaranty LTD

Financial Services
14
+ 73.68%
$82.9 - $95.47 $1.16K - $1.34K
33 $2.91M
CALM
Cal Maine Foods Inc

Consumer Defensive
15
+ 71.43%
$80.87 - $115.8 $1.21K - $1.74K
36 $3.27M
IQV
Iqvia Holdings Inc.

Healthcare
14
+ 19.44%
$176.3 - $209.96 $2.47K - $2.94K
86 $15.2M
CNOB
Connect One Bancorp, Inc.

Financial Services
39
+ 102.63%
$21.51 - $27.55 $839 - $1.07K
77 $1.87M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20
+ 42.55%
$42.5 - $46.71 $850 - $934
67 $3.03M
MSM
Msc Industrial Direct CO Inc

Industrials
10
+ 18.52%
$74.45 - $83.08 $745 - $831
64 $4.97M
AVY
Avery Dennison Corp

Industrials
14
+ 6.93%
$174.58 - $195.91 $2.44K - $2.74K
216 $38.4M
SG
Sweetgreen, Inc.

Consumer Cyclical
28
+ 254.55%
$21.47 - $34.94 $601 - $978
39 $975K
UVSP
Univest Financial Corp

Financial Services
16
+ 29.63%
$27.52 - $31.63 $440 - $506
70 $1.99M
AUB
Atlantic Union Bankshares Corp

Financial Services
15
+ 8.57%
$30.68 - $39.07 $460 - $586
190 $5.92M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5
+ 2.81%
$121.0 - $142.28 $605 - $711
183 $22.8M
DOW
Dow Inc.

Basic Materials
177
+ 11.99%
$34.36 - $41.92 $6.08K - $7.42K
1.65K $57.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
4
+ 2.34%
$96.3 - $112.23 $385 - $449
175 $17.1M
CDW
Cdw Corp

Technology
84
+ 7.3%
$160.26 - $206.13 $13.5K - $17.3K
1.24K $198M
AXP
American Express CO

Financial Services
127
+ 9.57%
$255.39 - $325.87 $32.4K - $41.4K
1.45K $391M
A
Agilent Technologies, Inc.

Healthcare
16
+ 5.28%
$116.69 - $152.6 $1.87K - $2.44K
319 $37.3M
IRM
Iron Mountain Inc

Real Estate
18
+ 6.9%
$82.79 - $111.31 $1.49K - $2K
279 $24M
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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