Per Stirling Capital Management, Llc. Incresed Positions in Q2 2025

Per Stirling Capital Management, Llc.

  • $766 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
MGV
Vanguard Mega Cap Value

ETFs
42.5K
+ 93.59%
$114.87 - $131.25 $4.89M - $5.58M
88K $11.5B
VEA
Vanguard Ftse Developed Market

ETFs
21.9K
+ 4.82%
$45.65 - $57.01 $999K - $1.25M
476K $27.2B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
68.3K
+ 472.93%
$50.52 - $50.92 $3.45M - $3.48M
82.7K $4.21B
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
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
45.9K
+ 68.91%
$48.46 - $50.2 $2.22M - $2.3M
113K $5.58B
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
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
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
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
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.5K
+ 4.46%
$23.55 - $27.67 $247K - $290K
245K $6.79B
ALCC
Alt C Acquisition Corp.

Financial Services
2.72K
+ 27.59%
N/A
12.6K $703M
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
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1.21K
+ 0.9%
$36.35 - $41.07 $43.9K - $49.7K
136K $5.59B
AVGO
Broadcom Inc.

Technology
250
+ 10.67%
$146.29 - $275.65 $36.6K - $68.9K
2.59K $715M
NVDA
Nvidia Corp

Technology
106
+ 1.86%
$94.31 - $157.99 $10K - $16.7K
5.82K $919M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
14.7K
+ 8.63%
$19.58 - $19.93 $287K - $292K
185K $3.68B
FLMI
Franklin Dynamic Municipal Bon

ETFs
11.6K
+ 117.09%
$23.57 - $24.6 $274K - $286K
21.6K $524M
XLI
Industrial Sector Spdr

ETFs
92
+ 0.58%
$116.42 - $147.52 $10.7K - $13.6K
16K $2.36B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
459
+ 0.4%
$17.76 - $22.1 $8.15K - $10.1K
114K $2.52B
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.71K
+ 12.34%
$20.42 - $25.3 $137K - $170K
61.1K $1.55B
NTRS
Northern Trust Corp

Financial Services
69
+ 0.75%
$84.45 - $126.79 $5.83K - $8.75K
9.25K $1.17B
J P Morgan Exchange Traded F
734
+ 1.05%
N/A
70.5K $4.41B
IXP
Ishares Global Comm Services E

ETFs
28
+ 0.19%
$88.17 - $112.32 $2.47K - $3.14K
14.8K $1.67B
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
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