Per Stirling Capital Management, Llc. Purchases in Q4 2024

Per Stirling Capital Management, Llc.

  • $705 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.49K
+ 2.17%
$35.45 - $40.33 $88.3K - $100K
117K $4.2B
VONG
Vanguard Russell 1000 Growth E

ETFs
20
+ 0.56%
$95.27 - $107.82 $1.91K - $2.16K
3.56K $368M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.16K
+ 4.22%
$54.15 - $58.81 $62.5K - $67.9K
28.5K $1.55B
PJUL
Innovator U.S. Equity Power Bu

ETFs
378
+ 3.25%
$40.12 - $41.68 $15.2K - $15.8K
12K $494M
PANW
Palo Alto Networks Inc

Technology
1.41K
+ 95.73%
$181.96 - $405.9 $257K - $574K
2.89K $526M
AXP
American Express CO

Financial Services
1
+ 0.13%
$267.35 - $305.57 $267 - $306
776 $230M
NANR
Spdr Index Shs Fds S&P North A

ETFs
1.28K
+ 13.47%
$50.02 - $58.31 $64K - $74.6K
10.8K $551M
PAPR
Innovator U.S. Equity Power Bu

ETFs
49
+ 0.34%
$35.71 - $37.1 $1.75K - $1.82K
14.6K $537M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
152
+ 1.83%
$100.22 - $100.73 $15.2K - $15.3K
8.46K $848M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.5K
+ 200.32%
$22.01 - $66.82 $319K - $968K
21.7K $493M
AOR
Ishares Tr Core Growth Allocat

ETFs
293
+ 4.9%
$57.32 - $59.66 $16.8K - $17.5K
6.27K $360M
FMB
First Tr Exchange Traded Fd Ii

ETFs
1.26K
+ 1.97%
$50.62 - $52.07 $64K - $65.8K
65.4K $3.33B
WES
Western Midstream Partners, LP

Energy
63
+ 1.16%
$35.7 - $40.71 $2.25K - $2.56K
5.48K $211M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
2
+ 0.02%
$61.21 - $68.19 $122 - $136
9.97K $623M
PVAL
Putnam ETF Tr Putnam Focused L
2.58K
+ 2.09%
$36.85 - $39.99 $95K - $103K
126K $4.68B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
31.8K
+ 197.87%
$27.54 - $83.04 $875K - $2.64M
47.8K $1.33B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.78K
+ 3.03%
$91.94 - $100.02 $347K - $378K
128K $11.9B
DSTL
ETF Ser Solution Distillate Us

ETFs
36
+ 0.43%
$54.74 - $58.88 $1.97K - $2.12K
8.49K $466M
SO
Southern CO

Utilities
17
+ 0.69%
$81.5 - $94.15 $1.39K - $1.6K
2.49K $205M
SCHA
Schwab Strategic Tr Us Small C

ETFs
26.4K
+ 96.53%
$25.33 - $51.16 $668K - $1.35M
53.7K $1.39B
Morgan Stanley ETF Trust
24
+ 0.5%
N/A
4.81K $265M
JPRE
J P Morgan Exchange Traded Fd

ETFs
3.75K
+ 6.67%
$46.45 - $51.64 $174K - $194K
60K $2.84B
AMAT
Applied Materials Inc

Technology
379
+ 14.66%
$161.44 - $213.89 $61.2K - $81.1K
2.97K $482M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
447
+ 4.14%
$42.32 - $55.35 $18.9K - $24.7K
11.2K $481M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
596
+ 2.32%
$26.63 - $30.23 $15.9K - $18K
26.2K $699M
SCHV
Schwab Strategic Tr Us Large C

ETFs
153K
+ 205.5%
$25.79 - $80.4 $3.94M - $12.3M
227K $5.91B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
13
+ 0.06%
$43.84 - $48.76 $570 - $634
22.7K $998M
First Tr Exchange Traded Fd
22.3K
+ 3.64%
N/A
634K $13B
FCX
Freeport Mcmoran Inc

Basic Materials
3
+ 0.03%
$38.08 - $50.82 $114 - $152
11.7K $447M
RFDI
First Trust ETF Iii Riverfront

ETFs
6.47K
+ 5.48%
$60.5 - $67.2 $392K - $435K
125K $7.65B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.7K
+ 1.24%
$80.93 - $85.66 $380K - $403K
384K $31.1B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
160K
+ 178.94%
$26.93 - $84.95 $4.32M - $13.6M
250K $6.83B
VEA
Vanguard Ftse Developed Market

ETFs
3.81K
+ 1.72%
$47.57 - $52.44 $181K - $200K
226K $10.8B
Activity Summary
Buys All Purchases 134 New Holdings 27 Increased Positions 107 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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