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
TTD
Trade Desk, Inc.

Technology
74
+ 56.92%
$53.59 - $126.58 $3.97K - $9.37K
204 $11.2M
PWR
Quanta Services, Inc.

Industrials
38
+ 15.57%
$236.71 - $358.03 $8.99K - $13.6K
282 $71.7M
CDNS
Cadence Design Systems Inc

Technology
5
+ 3.31%
$233.96 - $324.52 $1.17K - $1.62K
156 $39.7M
HON
Honeywell International Inc

Industrials
88
+ 4.97%
$202.75 - $226.52 $17.8K - $19.9K
1.86K $394M
Ferguson Enterprises Inc Common Stock New
3
+ 0.52%
N/A
585 $93.7M
MS
Morgan Stanley

Financial Services
208
+ 5.89%
$111.68 - $141.08 $23.2K - $29.3K
3.74K $436M
OWL
Blue Owl Capital Inc.

Financial Services
125
+ 3.52%
$18.49 - $26.68 $2.31K - $3.34K
3.68K $73.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
330
+ 3.17%
$48.06 - $53.73 $15.9K - $17.7K
10.7K $524M
GWW
W.W. Grainger, Inc.

Industrials
10
+ 3.19%
$953.54 - $1132.42 $9.54K - $11.3K
323 $319M
AMD
Advanced Micro Devices Inc

Technology
48
+ 4.46%
$96.63 - $129.55 $4.64K - $6.22K
1.12K $115M
IT
Gartner Inc

Technology
39
+ 7.86%
$418.25 - $548.38 $16.3K - $21.4K
535 $225M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.27%
$497.6 - $606.74 $995 - $1.21K
754 $375M
TGT
Target Corp

Consumer Defensive
106
+ 9.66%
$103.65 - $142.5 $11K - $15.1K
1.2K $126M
MSCI
Msci Inc.

Financial Services
5
+ 0.65%
$541.46 - $628.34 $2.71K - $3.14K
779 $441M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
248
+ 1.81%
$75.47 - $84.24 $18.7K - $20.9K
14K $1.08B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
6
+ 1.64%
$634.14 - $744.83 $3.8K - $4.47K
372 $236M
BAH
Booz Allen Hamilton Holding Corp

Industrials
129
+ 7.89%
$102.72 - $143.06 $13.3K - $18.5K
1.77K $185M
AMP
Ameriprise Financial Inc

Financial Services
8
+ 1.1%
$472.29 - $575.13 $3.78K - $4.6K
733 $355M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
131
+ 2.12%
$80.73 - $94.96 $10.6K - $12.4K
6.32K $525M
PYPL
Pay Pal Holdings, Inc.

Financial Services
46
+ 2.34%
$65.15 - $91.81 $3K - $4.22K
2.01K $131M
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.21%
$237.01 - $304.45 $474 - $609
954 $227M
ADBE
Adobe Inc.

Technology
37
+ 4.23%
$377.84 - $464.11 $14K - $17.2K
912 $350M
IVW
Ishares S&P 500 Growth ETF

ETFs
256
+ 3.48%
$92.45 - $106.69 $23.7K - $27.3K
7.62K $707M
MSI
Motorola Solutions, Inc.

Technology
4
+ 0.23%
$411.73 - $482.1 $1.65K - $1.93K
1.75K $766M
KKR
Kkr & Co. Inc.

Financial Services
2
+ 0.12%
$108.17 - $167.07 $216 - $334
1.64K $190M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
113
+ 1.6%
$77.33 - $90.16 $8.74K - $10.2K
7.17K $562M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
301
+ 2.31%
$77.91 - $92.26 $23.5K - $27.8K
13.3K $1.06B
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 0.57%
$347.25 - $424.87 $7.64K - $9.35K
3.87K $1.42B
ETN
Eaton Corp PLC

Industrials
207
+ 9.11%
$271.83 - $371.23 $56.3K - $76.8K
2.48K $674M
ACN
Accenture PLC

Technology
168
+ 5.0%
$300.91 - $398.25 $50.6K - $66.9K
3.53K $1.1B
NOW
Service Now, Inc.

Technology
1
+ 0.26%
$783.83 - $1170.39 $784 - $1.17K
387 $308M
CRM
Salesforce, Inc.

Technology
120
+ 4.94%
$268.36 - $359.95 $32.2K - $43.2K
2.55K $684M
Six Flags Entertainment Corp Com
5
+ 0.03%
N/A
15K $533M
TSLA
Tesla, Inc.

Consumer Cyclical
357
+ 14.35%
$222.15 - $428.22 $79.3K - $153K
2.85K $737M
NVDA
Nvidia Corp

Technology
5.3K
+ 15.87%
$106.98 - $149.43 $567K - $792K
38.7K $4.19B
GOOGL
Alphabet Inc.

Communication Services
105
+ 0.9%
$154.33 - $206.19 $16.2K - $21.6K
11.8K $1.82B
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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