Per Stirling Capital Management, Llc. Sells in Q4 2024

Per Stirling Capital Management, Llc.

  • $705 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-44.9K
- 23.37%
$189.5 - $206.17 $8.51M - $9.26M
147K $28.1B
IEFA
Ishares Tr

ETFs
-23.1K
- 18.54%
$70.06 - $77.43 $1.62M - $1.79M
101K $7.12B
MUB
Ishares National Muni Bond ETF

ETFs
-20.7K
- 39.44%
$105.78 - $108.7 $2.19M - $2.25M
31.7K $3.38B
EPI
Wisdomtree Tr India Earnings F

ETFs
-44.7K
- 81.13%
$45.09 - $50.08 $2.02M - $2.24M
10.4K $471M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-42.8K
- 65.32%
$44.04 - $49.49 $1.88M - $2.12M
22.7K $1B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-31.2K
- 17.37%
$46.07 - $48.17 $1.44M - $1.5M
149K $6.84B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-30.4K
- 26.59%
$49.79 - $51.14 $1.51M - $1.55M
83.9K $4.21B
XLU
Utilities Sector Spdr

ETFs
-17.9K
- 84.52%
$74.89 - $82.93 $1.34M - $1.49M
3.28K $248M
CGDV
Capital Group Divid Value ETF

ETFs
-37.8K
- 39.86%
$35.16 - $37.12 $1.33M - $1.4M
57.1K $2.01B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-6.76K
- 8.36%
$79.93 - $88.06 $540K - $595K
74.1K $5.93B
XLI
Industrial Sector Spdr

ETFs
-5.15K
- 47.01%
$131.76 - $143.99 $679K - $742K
5.81K $765M
SCHO
Schwab Short Term Us Treasury

ETFs
-5.66K
- 24.87%
$24.06 - $48.88 $136K - $277K
17.1K $411M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-9.32K
- 74.4%
$67.29 - $73.38 $627K - $684K
3.21K $218M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.17K
- 64.96%
$126.68 - $134.74 $655K - $696K
2.79K $356M
CVX
Chevron Corp

Energy
-4.16K
- 36.66%
$141.15 - $162.53 $587K - $676K
7.19K $1.04B
XOM
Exxon Mobil Corp

Energy
-408
- 0.69%
$105.51 - $125.37 $43K - $51.2K
58.7K $6.32B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-11K
- 31.74%
$33.77 - $44.09 $373K - $486K
23.7K $805M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-10.8K
- 46.47%
$50.67 - $50.9 $548K - $551K
12.5K $632M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-3.96K
- 46.04%
$119.34 - $127.78 $472K - $506K
4.64K $553M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.21K
- 1.53%
$58.88 - $64.8 $71.1K - $78.2K
77.8K $4.58B
MMM
3 M CO

Industrials
-3.4K
- 41.43%
$124.74 - $137.12 $424K - $466K
4.8K $620M
ICF
Ishares Tr

ETFs
-1.87K
- 3.03%
$58.8 - $66.61 $110K - $125K
59.9K $3.61B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.95K
- 18.99%
$22.63 - $47.53 $66.8K - $140K
12.6K $286M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.14K
- 2.25%
$113.92 - $127.38 $244K - $273K
93K $10.7B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-4.84K
- 14.83%
$34.21 - $38.73 $166K - $187K
27.8K $951M
V
Visa Inc.

Financial Services
-1.26K
- 61.75%
$273.87 - $320.91 $345K - $405K
781 $247M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-3.03K
- 29.91%
$75.65 - $83.47 $229K - $253K
7.1K $541M
ABBV
Abb Vie Inc.

Healthcare
-340
- 3.43%
$164.99 - $203.87 $56.1K - $69.3K
9.57K $1.7B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3
- 0.41%
$701.85 - $1046.91 $2.11K - $3.14K
720 $513M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-2.31K
- 42.51%
$103.6 - $112.52 $239K - $260K
3.12K $327M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-6.49K
- 22.65%
$23.01 - $26.06 $149K - $169K
22.1K $512M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-4.58K
- 22.62%
$33.43 - $36.52 $153K - $167K
15.7K $528M
LMT
Lockheed Martin Corp

Industrials
-197
- 18.57%
$479.66 - $614.62 $94.5K - $121K
864 $420M
MSFT
Microsoft Corp

Technology
-307
- 4.4%
$406.35 - $454.46 $125K - $140K
6.67K $2.81B
DIS
Walt Disney CO

Communication Services
-2.38K
- 47.87%
$92.39 - $117.6 $220K - $280K
2.59K $288M
AVUV
American Centy ETF Tr Avantis

ETFs
-2.13K
- 3.28%
$94.37 - $106.41 $201K - $226K
62.7K $6.05B
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-5.9K
- 2.81%
$38.63 - $39.95 $228K - $236K
204K $8.03B
EFV
Msci Eafe Value ETF

ETFs
-1.82K
- 19.32%
$51.78 - $57.15 $94.2K - $104K
7.6K $399M
QCOM
Qualcomm Inc

Technology
-396
- 8.14%
$150.4 - $178.04 $59.6K - $70.5K
4.47K $686M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-947
- 9.25%
$96.64 - $101.23 $91.5K - $95.9K
9.29K $900M
SLV
I Shares Silver Trust

ETFs
-1.4K
- 3.35%
$26.33 - $31.74 $36.8K - $44.4K
40.4K $1.06B
VOTE
Engine No 1 ETF Tr

ETFs
-1.95K
- 23.95%
$66.37 - $71.58 $129K - $140K
6.2K $426M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-1.38K
- 4.41%
$28.89 - $31.63 $39.9K - $43.7K
29.9K $874M
UNP
Union Pacific Corp

Industrials
-358
- 21.33%
$223.15 - $249.32 $79.9K - $89.3K
1.32K $301M
MRK
Merck & Co., Inc.

Healthcare
-555
- 13.81%
$96.31 - $114.76 $53.5K - $63.7K
3.46K $345M
FTCS
First Trust Capital Strength E

ETFs
-1.08K
- 20.02%
$87.62 - $94.03 $94.8K - $102K
4.32K $380M
JNJ
Johnson & Johnson

Healthcare
-343
- 9.77%
$143.34 - $165.86 $49.2K - $56.9K
3.17K $458M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.15K
- 23.09%
$100.18 - $109.1 $115K - $125K
3.83K $402M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-422
- 0.89%
$77.02 - $78.58 $32.5K - $33.2K
46.9K $3.62B
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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