Per Stirling Capital Management, Llc. Incresed Positions in Q3 2025

Per Stirling Capital Management, Llc.

  • $836 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
233K
+ 2321.2%
$50.32 - $54.01 $11.7M - $12.6M
243K $13.1B
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
RDVY
First Trust Rising Dividend Ac

ETFs
68.2K
+ 46.79%
$62.38 - $67.29 $4.25M - $4.59M
214K $14.4B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
80K
+ 103.82%
$49.05 - $49.99 $3.93M - $4M
157K $7.82B
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
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
37.8K
+ 45.63%
$50.81 - $51.07 $1.92M - $1.93M
120K $6.15B
XLE
Energy Sector Spdr

ETFs
16.5K
+ 353.59%
$84.25 - $91.99 $1.39M - $1.52M
21.2K $1.89B
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
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
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.1K
+ 4.0%
$26.38 - $27.95 $266K - $282K
262K $7.16B
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
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
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.75K
+ 6.14%
$25.29 - $28.33 $94.9K - $106K
64.8K $1.81B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.68K
+ 4.1%
$21.69 - $23.34 $102K - $109K
119K $2.77B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.53K
+ 10.92%
$76.16 - $78.59 $192K - $199K
25.7K $2B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.73K
+ 3.77%
$52.55 - $54.37 $144K - $148K
75.1K $4.06B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.82K
+ 4.84%
$34.31 - $38.09 $62.4K - $69.2K
39.3K $1.49B
AVUV
American Centy ETF Tr Avantis

ETFs
495
+ 2.86%
$90.37 - $102.12 $44.7K - $50.5K
17.8K $1.77B
ETF Opportunities Trust
3.62K
+ 18.02%
N/A
23.7K $841M
CDNS
Cadence Design Systems Inc

Technology
1
+ 0.02%
$309.46 - $373.37 $309 - $373
4.27K $1.5B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
6.24K
+ 16.26%
$21.89 - $23.17 $137K - $145K
44.6K $1.03B
ORCL
Oracle Corp

Technology
8
+ 0.3%
$218.96 - $328.33 $1.75K - $2.63K
2.69K $756M
MSFT
Microsoft Corp

Technology
94
+ 1.62%
$491.09 - $535.64 $46.2K - $50.4K
5.9K $3.05B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.43K
+ 1.79%
$48.5 - $50.19 $69.2K - $71.6K
81.2K $4.06B
PULS
Pgim ETF Tr

ETFs
2.98K
+ 59.04%
$49.58 - $49.83 $148K - $148K
8.02K $400M
BX
Blackstone Inc.

Financial Services
17
+ 0.27%
$152.77 - $188.68 $2.6K - $3.21K
6.36K $1.09B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.48K
+ 5.67%
$30.13 - $33.37 $44.5K - $49.3K
27.5K $919M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
791
+ 20.83%
$134.42 - $141.26 $106K - $112K
4.59K $647M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
208
+ 0.86%
$49.43 - $54.52 $10.3K - $11.3K
24.3K $1.32B
CGMU
Capital Group Core Plus Income
3.72K
+ 10.23%
N/A
40.1K $1.09B
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
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