Cary Street Partners Financial LLC Incresed Positions in Q3 2025

Cary Street Partners Financial LLC

  • $3.85 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
26.5K
+ 40.81%
$49.78 - $50.75 $1.32M - $1.34M
91.3K $4.62B
MRK
Merck & Co., Inc.

Healthcare
2.65K
+ 1.33%
$77.6 - $87.37 $206K - $231K
201K $16.9B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
58.2K
+ 5.63%
$11.15 - $11.87 $649K - $691K
1.09M $12.7B
COIN
Coinbase Global, Inc.

Technology
3.82K
+ 37.98%
$297.99 - $419.78 $1.14M - $1.6M
13.9K $4.69B
BNDX
Vanguard Total International B

ETFs
21.1K
+ 22.44%
$49.0 - $49.51 $1.03M - $1.04M
115K $4.58B
IEFA
Ishares Tr

ETFs
9.48K
+ 18.1%
$81.7 - $87.53 $774K - $830K
61.8K $5.4B
CVX
Chevron Corp

Energy
454
+ 0.59%
$145.57 - $161.83 $66.1K - $73.5K
77.4K $12B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.75K
+ 1.76%
$42.26 - $47.16 $158K - $177K
217K $10B
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
25K
+ 22.27%
$38.13 - $39.74 $951K - $992K
137K $5.37B
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.26K
+ 5.6%
$187.97 - $199.47 $424K - $450K
42.6K $8.49B
RDVY
First Trust Rising Dividend Ac

ETFs
11.1K
+ 40.38%
$62.38 - $67.29 $692K - $747K
38.6K $2.6B
RSP
Invesco S&P 500 Equal Weight E

ETFs
403
+ 0.41%
$181.56 - $190.33 $73.2K - $76.7K
98.7K $18.7B
CAG
Conagra Brands Inc.

Consumer Defensive
62.2K
+ 46.86%
$18.04 - $21.14 $1.12M - $1.31M
195K $3.57B
MDT
Medtronic PLC

Healthcare
494
+ 0.5%
$87.67 - $95.74 $43.3K - $47.3K
98.4K $9.37B
PEP
Pepsico Inc

Consumer Defensive
1.57K
+ 2.22%
$133.81 - $152.16 $210K - $239K
72.3K $10.2B
DVN
Devon Energy Corp

Energy
4.87K
+ 2.46%
$31.75 - $36.99 $155K - $180K
203K $7.11B
VBR
Vanguard Small Cap Value ETF

ETFs
2.11K
+ 9.06%
$195.41 - $212.37 $412K - $448K
25.4K $5.3B
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
64.6K
+ 38.59%
$10.81 - $11.15 $699K - $721K
232K $2.57B
PFE
Pfizer Inc

Healthcare
16.7K
+ 6.81%
$23.29 - $25.88 $389K - $432K
262K $6.67B
DB
Deutsche Bank Aktiengesellschaft

Financial Services
12.9K
+ 31.68%
$28.71 - $37.46 $369K - $482K
53.5K $1.89B
AMD
Advanced Micro Devices Inc

Technology
2.64K
+ 20.02%
$134.8 - $184.42 $355K - $486K
15.8K $2.56B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
8.72K
+ 25.26%
$47.75 - $54.24 $416K - $473K
43.2K $2.32B
VEA
Vanguard Ftse Developed Market

ETFs
3.7K
+ 2.24%
$56.02 - $60.3 $207K - $223K
169K $9.01B
FDX
Fedex Corp

Industrials
906
+ 1.78%
$217.1 - $243.2 $197K - $220K
51.8K $12.2B
AEP
American Electric Power CO Inc

Utilities
2.91K
+ 8.49%
$103.26 - $115.0 $301K - $335K
37.2K $4.19B
VEU
Vanguard Ftse All World Ex Us

ETFs
2.26K
+ 2.13%
$66.38 - $71.68 $150K - $162K
108K $7.7B
LMT
Lockheed Martin Corp

Industrials
664
+ 9.69%
$410.74 - $499.21 $273K - $331K
7.52K $3.75B
SLB
Schlumberger Limited

Energy
15K
+ 13.83%
$32.37 - $37.31 $485K - $559K
123K $4.24B
BP
Bp PLC

Energy
7.36K
+ 10.93%
$30.25 - $35.69 $223K - $263K
74.6K $2.57B
Capital Group Core Balanced ETF
2.4K
+ 0.65%
N/A
369K $12.8B
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
16.2K
+ 23.48%
$21.5 - $23.94 $348K - $388K
85.2K $2.04B
UPWK
Upwork, Inc

Industrials
250
+ 0.24%
$11.75 - $20.07 $2.94K - $5.02K
103K $1.91B
TFC
Truist Financial Corp

Financial Services
6.59K
+ 8.24%
$42.83 - $47.07 $282K - $310K
86.5K $3.95B
DBND
Doubleline ETF Tr Opportunisti

ETFs
9.91K
+ 7.47%
$45.57 - $46.76 $452K - $464K
143K $6.64B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
11.3K
+ 46.4%
$38.1 - $40.7 $431K - $460K
35.7K $1.41B
ISHG
Ishares Intl Treasury Bond ETF

ETFs
6.45K
+ 43.97%
$73.76 - $76.98 $476K - $497K
21.1K $1.61B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5K
+ 15.77%
$75.26 - $80.19 $376K - $401K
36.7K $2.93B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
39.6K
+ 105.62%
$10.62 - $11.43 $420K - $452K
77K $877M
MUB
Ishares National Muni Bond ETF

ETFs
3.76K
+ 15.53%
$103.24 - $106.68 $388K - $401K
27.9K $2.97B
VGT
Vanguard Information Technolog

ETFs
100
+ 2.29%
$656.44 - $753.15 $65.6K - $75.3K
4.46K $3.33B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.83K
+ 4.92%
$49.43 - $54.52 $140K - $154K
60.2K $3.26B
IVW
Ishares S&P 500 Growth ETF

ETFs
700
+ 2.26%
$108.97 - $121.65 $76.3K - $85.2K
31.6K $3.82B
NEE
Nextera Energy Inc

Utilities
3.69K
+ 17.31%
$69.77 - $77.54 $257K - $286K
25K $1.89B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
15.5K
+ 17.52%
$21.99 - $23.38 $341K - $362K
104K $2.4B
PRU
Prudential Financial Inc

Financial Services
5.21K
+ 14.35%
$100.68 - $109.89 $524K - $572K
41.5K $4.3B
NEAR
Blackrock Short Maturity Bond

ETFs
7.49K
+ 10.78%
$50.8 - $51.32 $381K - $385K
77K $3.95B
BLE
Blackrock Municipal Income Trust Ii

Financial Services
33.2K
+ 29.84%
$9.66 - $10.45 $321K - $347K
145K $1.51B
BMY
Bristol Myers Squibb CO

Healthcare
11.1K
+ 11.63%
$43.31 - $48.98 $480K - $543K
106K $4.8B
AUB
Atlantic Union Bankshares Corp

Financial Services
4.44K
+ 7.98%
$31.23 - $36.56 $139K - $162K
60K $2.12B
Activity Summary
Buys All Purchases 411 New Holdings 74 Increased Positions 337 Sells All Sells 420 Reductions 420 Sold out 0 Options Calls 0 Puts 0
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