Per Stirling Capital Management, Llc. Purchases in Q1 2025

Per Stirling Capital Management, Llc.

  • $695 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
229K
+ 101.26%
$47.4 - $52.99 $10.8M - $12.1M
454K $23.1B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
298K
New
$26.71 - $31.58 $7.96M - $9.42M
298K $9.04B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
224K
+ 3889.82%
$37.69 - $39.76 $8.45M - $8.92M
230K $8.74B
VTV
Vanguard Value ETF

ETFs
47.6K
New
$167.73 - $179.21 $7.98M - $8.52M
47.6K $8.21B
Morgan Stanley ETF Trust
153K
New
N/A
153K $7.73B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
117K
+ 76.18%
$50.48 - $51.04 $5.91M - $5.97M
271K $13.7B
MGV
Vanguard Mega Cap Value

ETFs
45.4K
New
$123.61 - $133.01 $5.62M - $6.04M
45.4K $5.86B
RFDI
First Trust ETF Iii Riverfront

ETFs
73K
+ 58.65%
$61.15 - $68.44 $4.47M - $5M
198K $13.1B
IEFA
Ishares Tr

ETFs
63.7K
+ 62.86%
$69.57 - $78.65 $4.43M - $5.01M
165K $12.5B
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
113K
New
$34.58 - $38.65 $3.91M - $4.37M
113K $3.98B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
50.5K
+ 266.08%
$55.41 - $60.74 $2.8M - $3.07M
69.5K $3.93B
First Tr Exchng Traded Fd Vi
75.8K
New
N/A
75.8K $2.79B
DFIV
Dimensional ETF Tr

ETFs
59.6K
New
$35.33 - $40.77 $2.11M - $2.43M
59.6K $2.35B
DELL
Dell Technologies Inc.

Technology
24.7K
+ 1054.85%
$90.34 - $124.66 $2.23M - $3.08M
27K $2.46B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
43.1K
+ 189.79%
$42.5 - $46.71 $1.83M - $2.01M
65.8K $2.98B
FSMD
Fidelity Covington Tr Small Mi

ETFs
48.1K
New
$38.04 - $43.22 $1.83M - $2.08M
48.1K $1.88B
Pacer Fds Tr
57.6K
+ 117.21%
N/A
107K $3.29B
FDL
First Tr Morningstar Dividend

ETFs
37.4K
New
$39.69 - $43.83 $1.48M - $1.64M
37.4K $1.62B
XLV
Select Sector Spdr Fund Health

ETFs
10.6K
New
$137.61 - $149.68 $1.46M - $1.59M
10.6K $1.55B
T Rowe Price ETF Inc
49.2K
New
N/A
49.2K $1.5B
XLP
Consumer Staples Sector Spdr

ETFs
17.8K
New
N/A
17.8K $1.45B
XLU
Utilities Sector Spdr

ETFs
17.2K
+ 523.5%
$74.7 - $80.27 $1.28M - $1.38M
20.5K $1.61B
XLB
Select Sector Spdr Fd Material

ETFs
15.4K
New
$83.19 - $90.99 $1.28M - $1.4M
15.4K $1.33B
XLI
Industrial Sector Spdr

ETFs
10.1K
+ 173.95%
$128.78 - $141.67 $1.3M - $1.43M
15.9K $2.09B
XLRE
Select Sector Spdr Tr Real Est

ETFs
31.3K
New
$39.18 - $43.52 $1.23M - $1.36M
31.3K $1.31B
IVE
Ishares S&P 500 Value ETF

ETFs
6.63K
+ 4.5%
$185.78 - $198.58 $1.23M - $1.32M
154K $29.3B
LVHI
Franklin International Low Vol

ETFs
28K
+ 17.71%
$30.53 - $32.85 $855K - $919K
186K $6.02B
CGMU
Capital Group Core Plus Income
41.8K
+ 15.07%
N/A
319K $8.56B
XLE
Energy Sector Spdr

ETFs
10.1K
+ 72.01%
$85.7 - $93.96 $870K - $953K
24.2K $2.26B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
18.6K
+ 38.86%
$49.69 - $50.76 $926K - $946K
66.6K $3.33B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
14K
New
$47.66 - $57.45 $666K - $802K
14K $760M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
12.7K
+ 20.58%
$50.82 - $52.7 $645K - $669K
74.4K $3.91B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.36K
+ 4.05%
$87.68 - $94.52 $295K - $318K
86.4K $8.09B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.02K
+ 17.12%
$76.94 - $78.28 $617K - $628K
54.9K $4.3B
EFV
Msci Eafe Value ETF

ETFs
8.61K
+ 113.35%
$51.88 - $60.73 $447K - $523K
16.2K $955M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.09K
+ 9.93%
$50.39 - $50.66 $458K - $461K
101K $5.1B
First Tr Exchange Traded Fd
8.72K
+ 1.37%
N/A
643K $13.3B
T Rowe Price ETF Inc
11.9K
+ 45.17%
N/A
38.1K $1.23B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.46K
+ 1.96%
$78.97 - $85.82 $115K - $125K
75.6K $6.27B
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.03K
+ 3.54%
$25.77 - $27.6 $207K - $221K
235K $6.24B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.52K
+ 46.08%
$48.06 - $53.73 $362K - $404K
23.9K $1.16B
ABBV
Abb Vie Inc.

Healthcare
56
+ 0.59%
$169.2 - $216.66 $9.48K - $12.1K
9.62K $2.02B
SNOW
Snowflake Inc.

Technology
2.16K
New
$146.16 - $192.78 $316K - $417K
2.16K $316M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.79K
+ 2.95%
$90.0 - $96.32 $341K - $365K
132K $12.2B
KO
Coca Cola CO

Consumer Defensive
4.24K
New
$60.81 - $72.32 $258K - $306K
4.24K $303M
VIS
Vanguard Industrial ETF

ETFs
1.1K
New
$243.63 - $273.99 $267K - $301K
1.1K $272M
O
Realty Income Corp

Real Estate
4.47K
New
$51.67 - $58.49 $231K - $262K
4.47K $259M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.95K
+ 5.52%
$18.36 - $20.51 $109K - $122K
114K $2.25B
Vanguard Wellington Fd
2.21K
+ 55.33%
N/A
6.19K $622M
Activity Summary
Buys All Purchases 133 New Holdings 22 Increased Positions 111 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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