Per Stirling Capital Management, Llc. Purchases in Q3 2025

Per Stirling Capital Management, Llc.

  • $836 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
229K
New
$52.42 - $55.71 $12M - $12.7M
229K $12.7B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
233K
+ 2321.2%
$50.32 - $54.01 $11.7M - $12.6M
243K $13.1B
DUSA
Davis Fundamental ETF Tr

ETFs
251K
New
$45.16 - $48.81 $11.4M - $12.3M
251K $12B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
187K
+ 162.34%
$50.47 - $50.74 $9.43M - $9.48M
302K $15.3B
CGDV
Capital Group Divid Value ETF

ETFs
174K
+ 302.9%
$39.59 - $42.21 $6.9M - $7.35M
232K $9.74B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
59.1K
+ 866.81%
$110.74 - $122.12 $6.55M - $7.22M
65.9K $7.98B
CGGR
Capital Group Growth ETF Shs C

ETFs
106K
+ 24.19%
$40.2 - $44.58 $4.27M - $4.74M
546K $24B
Tcw ETF Trust
140K
New
N/A
140K $5.55B
RDVY
First Trust Rising Dividend Ac

ETFs
68.2K
+ 46.79%
$62.38 - $67.29 $4.25M - $4.59M
214K $14.4B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
73.5K
New
$64.14 - $69.37 $4.72M - $5.1M
73.5K $5.07B
Morgan Stanley ETF Trust
74.1K
+ 30.5%
N/A
317K $16.3B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
42.1K
+ 37.42%
$49.09 - $50.58 $2.07M - $2.13M
155K $7.8B
Tidal Trust I
87.5K
New
N/A
87.5K $2.19B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
37.8K
+ 45.63%
$50.81 - $51.07 $1.92M - $1.93M
120K $6.15B
XLC
Select Sector Spdr Tr Communic

ETFs
11.7K
+ 82.18%
$105.99 - $119.41 $1.24M - $1.4M
26K $3.08B
XLE
Energy Sector Spdr

ETFs
16.5K
+ 353.59%
$84.25 - $91.99 $1.39M - $1.52M
21.2K $1.89B
XLY
Select Sector Spdr Consumer Di

ETFs
6.19K
New
$216.09 - $242.18 $1.34M - $1.5M
6.19K $1.48B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
17.6K
New
$82.38 - $83.0 $1.45M - $1.46M
17.6K $1.46B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
21.9K
+ 6.82%
$43.36 - $44.8 $950K - $981K
343K $15.2B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
21.5K
+ 7.5%
$50.53 - $50.82 $1.09M - $1.09M
309K $15.7B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.6K
+ 69.44%
$54.35 - $59.32 $901K - $983K
40.4K $2.39B
SCHG
Schwab Strategic Tr Us Large C

ETFs
344
+ 0.09%
$28.92 - $32.19 $9.95K - $11.1K
402K $12.8B
First Tr Exchange Traded Fd
38.7K
+ 5.71%
N/A
717K $15.2B
HYMU
Blackrock ETF Tr Ii High Yield
40.5K
New
N/A
40.5K $905M
Wedbush Ser Tr
26.4K
New
N/A
26.4K $847M
IAU
Ishares Gold Trust

ETFs
1.3K
+ 1.98%
$61.62 - $72.77 $79.9K - $94.4K
66.8K $4.86B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.85K
+ 1.37%
$59.61 - $63.09 $170K - $180K
211K $13.3B
IDV
Ishares Tr

ETFs
20K
New
$34.54 - $37.28 $691K - $746K
20K $732M
VTV
Vanguard Value ETF

ETFs
588
+ 1.12%
$175.51 - $186.57 $103K - $110K
53.2K $9.93B
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.68K
+ 3.54%
$27.61 - $29.15 $240K - $253K
254K $7.4B
PVAL
Putnam ETF Tr Putnam Focused L
5.94K
+ 4.54%
$39.93 - $42.72 $237K - $254K
137K $5.85B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.17K
+ 3.42%
$72.65 - $78.68 $158K - $171K
65.8K $5.15B
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
7.72K
New
$40.33 - $66.97 $311K - $517K
7.72K $508M
Exchange Traded Concepts Tru
7.64K
New
N/A
7.64K $497M
ARKW
Ark Next Generation Internet E

ETFs
2.82K
New
$144.46 - $174.76 $407K - $492K
2.82K $492M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.1K
+ 4.0%
$26.38 - $27.95 $266K - $282K
262K $7.16B
ARKF
Ark ETF Tr Fintech Innovation

ETFs
8.22K
New
$49.31 - $57.77 $405K - $475K
8.22K $467M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.96K
New
$205.52 - $234.96 $404K - $461K
1.96K $461M
ABBV
Abb Vie Inc.

Healthcare
58
+ 0.6%
$184.85 - $231.54 $10.7K - $13.4K
9.74K $2.26B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
735
+ 0.32%
$40.28 - $42.14 $29.6K - $31K
232K $9.8B
Morgan Stanley ETF Trust
7.01K
+ 4.69%
N/A
156K $8.04B
Nushares ETF Tr
16.9K
New
N/A
16.9K $422M
VST
Vistra Corp.

Utilities
2.06K
New
$182.0 - $217.92 $375K - $449K
2.06K $404M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1.46K
+ 1.07%
$41.02 - $43.2 $59.8K - $62.9K
138K $5.95B
FLMB
Franklin Muni Green Bd ETF

ETFs
14.3K
+ 94.28%
$22.6 - $23.68 $322K - $338K
29.4K $696M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
6.84K
+ 50.41%
$38.1 - $40.7 $261K - $278K
20.4K $809M
GLD
Spdr Gold Trust

ETFs
6
+ 0.11%
$300.96 - $355.47 $1.81K - $2.13K
5.67K $2.02B
DELL
Dell Technologies Inc.

Technology
4
+ 0.03%
$120.96 - $141.77 $484 - $567
14.8K $2.1B
GE
General Electric CO

Industrials
892
New
$244.75 - $305.63 $218K - $273K
892 $268M
Activity Summary
Buys All Purchases 157 New Holdings 29 Increased Positions 128 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Per Stirling Capital Management, Llc. Portfolio

Follow Per Stirling Capital Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Per Stirling Capital Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Per Stirling Capital Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email