Cary Street Partners Financial LLC Reduced Holdings in Q3 2025

Cary Street Partners Financial LLC

  • $3.85 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
-414
- 2.54%
$156.25 - $204.95 $64.7K - $84.8K
15.9K $3.25B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-615
- 0.65%
$62.09 - $66.51 $38.2K - $40.9K
94.6K $6.17B
AVAV
Aero Vironment Inc

Industrials
-190
- 1.71%
$226.08 - $314.89 $43K - $59.8K
10.9K $3.43B
SPG
Simon Property Group Inc

Real Estate
-120
- 1.05%
$159.93 - $187.67 $19.2K - $22.5K
11.3K $2.13B
RY
Royal Bank Of Canada

Financial Services
-175
- 0.88%
$128.46 - $148.6 $22.5K - $26K
19.7K $2.91B
FHN
First Horizon Corp

Financial Services
-853
- 0.38%
$21.16 - $23.23 $18K - $19.8K
225K $5.08B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.17K
- 2.63%
$74.93 - $80.73 $162K - $175K
80.2K $6.47B
Labcorp Holdings Inc Com Shs
-276
- 1.72%
N/A
15.8K $4.53B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.25K
- 0.28%
$26.38 - $27.95 $33.1K - $35K
438K $12B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.67K
- 1.36%
$78.88 - $85.2 $131K - $142K
121K $10.1B
BX
Blackstone Inc.

Financial Services
-149
- 0.8%
$152.77 - $188.68 $22.8K - $28.1K
18.5K $3.16B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-130
- 2.29%
$473.44 - $553.71 $61.5K - $72K
5.54K $3.03B
SPYG
Spdr Portfolio

ETFs
-10.9K
- 6.48%
$94.33 - $105.31 $1.03M - $1.15M
158K $16.5B
EVRG
Evergy, Inc.

Utilities
-338
- 0.55%
$67.73 - $76.02 $22.9K - $25.7K
61.1K $4.64B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.03K
- 7.47%
$224.68 - $282.71 $231K - $291K
12.7K $3.56B
VONG
Vanguard Russell 1000 Growth E

ETFs
-5.86K
- 5.76%
$108.08 - $121.73 $633K - $713K
95.9K $11.6B
CGGO
Capital Group Global Growth Eq

ETFs
-2.63K
- 1.07%
$31.71 - $34.17 $83.4K - $89.9K
242K $8.28B
CGGR
Capital Group Growth ETF Shs C

ETFs
-3.52K
- 1.89%
$40.2 - $44.58 $142K - $157K
183K $8.03B
BK
Bank Of New York Mellon Corp

Financial Services
-283
- 1.02%
$90.65 - $109.75 $25.7K - $31.1K
27.4K $2.99B
QCOM
Qualcomm Inc

Technology
-1.21K
- 1.28%
$145.84 - $173.55 $176K - $210K
93.1K $15.5B
MS
Morgan Stanley

Financial Services
-1.62K
- 4.02%
$139.09 - $161.16 $225K - $260K
38.6K $6.13B
Jacobs Solutions Inc Com
-18
- 0.07%
N/A
26.7K $4B
DASH
Door Dash, Inc.

Communication Services
-25
- 0.13%
$234.5 - $272.5 $5.86K - $6.81K
19.7K $5.36B
TJX
Tjx Companies Inc

Consumer Cyclical
-553
- 2.02%
$121.35 - $144.54 $67.1K - $79.9K
26.9K $3.89B
NEM
Newmont Corp

Basic Materials
-21K
- 23.98%
$57.35 - $85.25 $1.2M - $1.79M
66.5K $5.61B
PSX
Phillips 66

Energy
-609
- 1.71%
$118.37 - $139.46 $72.1K - $84.9K
35K $4.76B
CGUS
Capital Group Core Equity ETF
-3.12K
- 1.23%
$36.89 - $39.72 $115K - $124K
250K $9.89B
SYY
Sysco Corp

Consumer Defensive
-2.96K
- 2.48%
$76.33 - $82.51 $226K - $244K
116K $9.57B
LECO
Lincoln Electric Holdings Inc

Industrials
-512
- 2.17%
$210.22 - $247.76 $108K - $127K
23.1K $5.46B
CBOE
Cboe Global Markets, Inc.

Financial Services
-776
- 1.24%
$231.35 - $253.24 $180K - $197K
61.6K $15.1B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.91K
- 6.26%
$50.79 - $76.4 $97K - $146K
28.6K $2.18B
D
Dominion Energy, Inc

Utilities
-2.43K
- 1.45%
$56.32 - $62.1 $137K - $151K
165K $10.1B
NSC
Norfolk Southern Corp

Industrials
-40
- 0.27%
$259.49 - $300.41 $10.4K - $12K
14.5K $4.37B
CYBR
Cyber Ark Software Ltd.

Technology
-35
- 0.4%
$374.8 - $491.1 $13.1K - $17.2K
8.64K $4.17B
GS
Goldman Sachs Group Inc

Financial Services
-1.05K
- 6.26%
$696.56 - $806.32 $730K - $845K
15.7K $12.5B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.61K
- 1.93%
$132.9 - $142.03 $346K - $370K
133K $18.7B
VO
Vanguard Mid Cap ETF

ETFs
-56
- 0.11%
$279.83 - $293.74 $15.7K - $16.4K
49.8K $14.6B
PLTR
Palantir Technologies Inc.

Technology
-5.13K
- 14.44%
$130.68 - $186.97 $670K - $959K
30.4K $5.54B
CDNS
Cadence Design Systems Inc

Technology
-117
- 0.64%
$309.46 - $373.37 $36.2K - $43.7K
18.1K $6.36B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-761
- 2.85%
$546.99 - $602.2 $416K - $458K
26K $15.6B
BKR
Baker Hughes CO

Energy
-1.39K
- 1.57%
$38.68 - $50.55 $53.9K - $70.4K
87.1K $4.24B
CFG
Citizens Financial Group Inc

Financial Services
-2.09K
- 1.82%
$46.1 - $53.65 $96.3K - $112K
113K $5.99B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.1K
- 1.31%
$459.11 - $506.91 $503K - $555K
82.2K $41.3B
Lam Research Corp Com New
-166
- 0.68%
N/A
24.4K $3.26B
IYW
Ishares Dj Us Tech ETF

ETFs
-318
- 0.76%
$171.38 - $197.01 $54.5K - $62.6K
41.4K $8.11B
XLK
Technology Sector Spdr

ETFs
-804
- 1.91%
$250.97 - $282.66 $202K - $227K
41.2K $11.6B
MU
Micron Technology Inc

Technology
-824
- 3.15%
$104.88 - $168.89 $86.4K - $139K
25.3K $4.23B
PWR
Quanta Services, Inc.

Industrials
-400
- 1.14%
$372.29 - $421.68 $149K - $169K
34.6K $14.4B
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-3.77K
- 0.37%
N/A
1.01M $33.6B
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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