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
INGR
Ingredion Inc

Consumer Defensive
9
+ 36.0%
$123.22 - $140.95 $1.11K - $1.27K
34 $4.61M
PSA
Public Storage

Real Estate
8
+ 3.81%
$266.31 - $309.77 $2.13K - $2.48K
218 $64M
DOCU
Docusign, Inc.

Technology
17
+ 22.37%
$70.35 - $93.84 $1.2K - $1.6K
93 $7.24M
FHN
First Horizon Corp

Financial Services
40
+ 40.4%
$16.21 - $21.2 $648 - $848
139 $2.95M
FMX
Mexican Economic Development Inc

Consumer Defensive
8
+ 22.22%
$92.5 - $107.84 $740 - $863
44 $4.53M
Ftai Aviation LTD Shs
8
+ 44.44%
N/A
26 $2.99M
ELAN
Elanco Animal Health Inc

Healthcare
30
+ 21.9%
$8.1 - $14.3 $243 - $429
167 $2.39M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
14
+ 46.67%
$30.14 - $45.12 $422 - $632
44 $1.9M
JKHY
Henry Jack & Associates Inc

Technology
28
+ 1.69%
$163.54 - $186.02 $4.58K - $5.21K
1.69K $304M
ABCB
Ameris Bancorp

Financial Services
10
+ 47.62%
$50.69 - $64.92 $507 - $649
31 $2.01M
MLI
Mueller Industries Inc

Industrials
5
+ 5.62%
$68.45 - $79.6 $342 - $398
94 $7.47M
OXY
Occidental Petroleum Corp

Energy
135
+ 19.88%
$36.11 - $49.33 $4.87K - $6.66K
814 $34.2M
UVSP
Univest Financial Corp

Financial Services
16
+ 22.86%
$25.3 - $31.35 $405 - $502
86 $2.58M
DUK
Duke Energy Corp

Utilities
65
+ 3.6%
$112.46 - $124.05 $7.31K - $8.06K
1.87K $221M
CHH
Choice Hotels International Inc

Consumer Cyclical
4
+ 66.67%
$117.49 - $134.0 $470 - $536
10 $1.27M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
15
+ 1.0%
$48.46 - $50.2 $727 - $753
1.51K $74.9M
SMG
Scotts Miracle Gro CO

Basic Materials
2
+ 50.0%
$48.21 - $66.48 $96.4 - $133
6 $396K
VNO
Vornado Realty Trust

Real Estate
3
+ 11.11%
$31.74 - $41.27 $95.2 - $124
30 $1.15M
THG
Hanover Insurance Group, Inc.

Financial Services
1
+ 6.25%
$150.66 - $178.04 $151 - $178
17 $2.89M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9
+ 1.2%
$48.13 - $49.85 $433 - $449
762 $37.4M
RYN
Rayonier Inc

Real Estate
9
+ 25.0%
$22.12 - $28.02 $199 - $252
45 $998K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
2
+ 4.0%
N/A
52 $2.68M
PSX
Phillips 66

Energy
8
+ 1.9%
$92.87 - $125.73 $743 - $1.01K
429 $51.2M
VZ
Verizon Communications Inc

Communication Services
484
+ 4.61%
$41.67 - $45.62 $20.2K - $22.1K
11K $475M
VDE
Vanguard Energy ETF

ETFs
7
+ 4.12%
$105.87 - $130.56 $741 - $914
177 $21.1M
Primo Brands Corporation Class A Com Shs
15
+ 6.02%
N/A
264 $7.82M
AON
Aon PLC

Financial Services
22
+ 10.23%
$335.85 - $398.81 $7.39K - $8.77K
237 $84.6M
ACGL
Arch Capital Group Ltd.

Financial Services
136
+ 5.05%
$84.99 - $96.82 $11.6K - $13.2K
2.83K $257M
XLE
Energy Sector Spdr

ETFs
5
+ 2.3%
$76.44 - $94.13 $382 - $471
222 $18.8M
MAS
Masco Corp

Industrials
13
+ 2.77%
$58.73 - $71.06 $763 - $924
483 $31.1M
WCN
Waste Connections, Inc.

Industrials
41
+ 3.58%
$183.26 - $199.95 $7.51K - $8.2K
1.19K $221M
IT
Gartner Inc

Technology
12
+ 2.24%
$377.5 - $449.52 $4.53K - $5.39K
547 $221M
FNF
Fidelity National Financial, Inc.

Financial Services
12
+ 2.56%
$53.62 - $66.59 $643 - $799
480 $26.9M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
122
+ 1.68%
$32.56 - $35.71 $3.97K - $4.36K
7.38K $244M
LOW
Lowes Companies Inc

Consumer Cyclical
80
+ 4.08%
$210.83 - $235.28 $16.9K - $18.8K
2.04K $453M
XOM
Exxon Mobil Corp

Energy
905
+ 9.76%
$99.93 - $119.04 $90.4K - $108K
10.2K $1.1B
OTIS
Otis Worldwide Corp

Industrials
19
+ 1.0%
$90.88 - $104.3 $1.73K - $1.98K
1.91K $189M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
9
+ 3.3%
$421.16 - $509.5 $3.79K - $4.59K
282 $126M
MKC
Mccormick & CO Inc

Consumer Defensive
124
+ 4.75%
$71.11 - $82.25 $8.82K - $10.2K
2.74K $208M
FANG
Diamondback Energy, Inc.

Energy
140
+ 11.71%
$119.25 - $161.49 $16.7K - $22.6K
1.34K $184M
EOG
Eog Resources Inc

Energy
290
+ 5.74%
$104.61 - $129.97 $30.3K - $37.7K
5.34K $639M
SBUX
Starbucks Corp

Consumer Cyclical
126
+ 3.46%
$79.69 - $99.41 $10K - $12.5K
3.77K $345M
AMGN
Amgen Inc

Healthcare
111
+ 8.15%
$262.28 - $309.85 $29.1K - $34.4K
1.47K $411M
BRO
Brown & Brown, Inc.

Financial Services
88
+ 4.72%
$104.48 - $124.43 $9.19K - $10.9K
1.95K $216M
JNJ
Johnson & Johnson

Healthcare
174
+ 5.36%
$146.36 - $159.82 $25.5K - $27.8K
3.42K $522M
WTW
Willis Towers Watson PLC

Financial Services
29
+ 3.67%
$295.96 - $337.43 $8.58K - $9.79K
819 $251M
AWK
American Water Works Company, Inc.

Utilities
52
+ 1.86%
$133.82 - $151.96 $6.96K - $7.9K
2.84K $396M
WEC
Wec Energy Group, Inc.

Utilities
14
+ 0.37%
$102.24 - $109.76 $1.43K - $1.54K
3.82K $398M
SNA
Snap On Inc

Industrials
4
+ 0.58%
$292.36 - $342.2 $1.17K - $1.37K
698 $217M
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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