Per Stirling Capital Management, Llc. Purchases in Q2 2025

Per Stirling Capital Management, Llc.

  • $766 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Morgan Stanley ETF Trust
243K
New
N/A
243K $12.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17.9K
+ 233.32%
$456.74 - $568.03 $8.18M - $10.2M
25.6K $14.5B
CGGR
Capital Group Growth ETF Shs C

ETFs
182K
+ 70.77%
$30.53 - $40.65 $5.56M - $7.4M
439K $17.9B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
139K
+ 199.62%
$50.39 - $60.05 $6.99M - $8.33M
208K $12.5B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
126K
+ 903.23%
$48.22 - $60.41 $6.08M - $7.62M
140K $8.37B
IVV
Ishares Core S&P 500 ETF

ETFs
831
+ 0.87%
$498.8 - $620.9 $415K - $516K
96.2K $59.7B
AVDV
American Centy ETF Tr Avantis

ETFs
75.7K
New
$61.76 - $79.32 $4.68M - $6M
75.7K $6B
MGV
Vanguard Mega Cap Value

ETFs
42.5K
+ 93.59%
$114.87 - $131.25 $4.89M - $5.58M
88K $11.5B
IAU
Ishares Gold Trust

ETFs
65.5K
New
$56.1 - $64.74 $3.68M - $4.24M
65.5K $4.09B
VEA
Vanguard Ftse Developed Market

ETFs
21.9K
+ 4.82%
$45.65 - $57.01 $999K - $1.25M
476K $27.2B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
23.8K
+ 6.3%
$71.28 - $83.74 $1.7M - $2M
402K $33.7B
FDL
First Tr Morningstar Dividend

ETFs
69.5K
+ 185.73%
$38.19 - $43.19 $2.65M - $3M
107K $4.47B
IEFA
Ishares Tr

ETFs
18K
+ 10.9%
$67.83 - $84.09 $1.22M - $1.51M
183K $15.3B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
45.9K
+ 68.91%
$48.46 - $50.2 $2.22M - $2.3M
113K $5.58B
First Tr Exchng Traded Fd Vi
50.4K
New
N/A
50.4K $1.97B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.05K
+ 0.91%
$83.67 - $109.12 $87.9K - $115K
117K $12.8B
RFDI
First Trust ETF Iii Riverfront

ETFs
7.63K
+ 3.86%
$58.95 - $73.36 $450K - $560K
205K $15B
EFV
Msci Eafe Value ETF

ETFs
27.4K
+ 169.17%
$52.4 - $64.65 $1.44M - $1.77M
43.6K $2.77B
GLD
Spdr Gold Trust

ETFs
5.67K
New
$273.71 - $316.29 $1.55M - $1.79M
5.67K $1.73B
Pacer Fds Tr
35.4K
+ 33.14%
N/A
142K $4.99B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.88K
+ 19.04%
$152.42 - $182.82 $1.05M - $1.26M
43K $7.87B
DFIV
Dimensional ETF Tr

ETFs
25.8K
+ 43.25%
$34.67 - $43.21 $894K - $1.11M
85.4K $3.66B
XLK
Technology Sector Spdr

ETFs
4.42K
+ 169.67%
$179.73 - $253.23 $794K - $1.12M
7.03K $1.78B
Spinnaker ETF Series
27.8K
New
N/A
27.8K $1.2B
VTV
Vanguard Value ETF

ETFs
5.09K
+ 10.7%
$153.67 - $176.74 $782K - $899K
52.6K $9.3B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
4.34K
+ 1.45%
$26.69 - $33.44 $116K - $145K
302K $9.95B
First Tr Exchange Traded Fd
34.9K
+ 5.43%
N/A
678K $14.2B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
16.7K
+ 6.16%
$49.79 - $50.75 $830K - $846K
287K $14.6B
RDVY
First Trust Rising Dividend Ac

ETFs
3.67K
+ 2.59%
$51.6 - $62.74 $190K - $231K
146K $9.14B
Proshares Tr
22.2K
+ 144.36%
N/A
37.6K $1.49B
RWM
Proshares Short Russell2000

ETFs
46.4K
+ 133.14%
$18.82 - $23.57 $874K - $1.09M
81.3K $1.53B
Proshares Tr
27.4K
+ 161.61%
N/A
44.3K $1.49B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
17.7K
+ 5.83%
$42.72 - $44.24 $756K - $783K
321K $14.1B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.4K
+ 14.32%
$50.36 - $50.68 $726K - $731K
115K $5.83B
EUFN
Ishares Msci Europe Financials

ETFs
22.9K
New
$24.77 - $32.27 $568K - $740K
22.9K $726M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
887
+ 1.17%
$75.29 - $91.16 $66.8K - $80.9K
76.4K $6.89B
FYX
First Tr Small Cap Core Alphad

ETFs
4.2K
+ 14.46%
$79.22 - $97.28 $333K - $409K
33.3K $3.24B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.66K
+ 4.37%
$58.41 - $72.69 $156K - $194K
63.6K $4.62B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
1.6K
+ 0.69%
$36.05 - $40.34 $57.6K - $64.4K
232K $9.35B
AMZN
Amazon Com Inc

Consumer Cyclical
3
+ 0.01%
$167.32 - $223.3 $502 - $670
20.3K $4.46B
ORCL
Oracle Corp

Technology
2.68K
New
$122.82 - $218.63 $329K - $586K
2.68K $586M
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.5K
+ 4.46%
$23.55 - $27.67 $247K - $290K
245K $6.79B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
10.1K
New
$39.69 - $51.24 $399K - $515K
10.1K $515M
ALCC
Alt C Acquisition Corp.

Financial Services
2.72K
+ 27.59%
N/A
12.6K $703M
RING
Ishares Inc Msci Global Gold M

ETFs
10.8K
New
$34.72 - $45.62 $373K - $490K
10.8K $471M
Global X Fds
7.72K
New
N/A
7.72K $465M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
816
+ 0.72%
$31.29 - $38.89 $25.5K - $31.7K
114K $4.43B
PVAL
Putnam ETF Tr Putnam Focused L
4.03K
+ 3.17%
$33.6 - $40.23 $135K - $162K
131K $5.27B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.31K
+ 0.99%
$81.46 - $94.63 $107K - $124K
133K $12.6B
Activity Summary
Buys All Purchases 159 New Holdings 36 Increased Positions 123 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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