Per Stirling Capital Management, Llc. Sells in Q2 2025

Per Stirling Capital Management, Llc.

  • $766 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-45.8K
- 29.8%
$168.34 - $195.42 $7.72M - $8.96M
108K $21.1B
CGMU
Capital Group Core Plus Income
-283K
- 88.6%
N/A
36.4K $970M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-198K
- 91.39%
$29.52 - $35.31 $5.85M - $6.99M
18.7K $659M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-109K
- 33.59%
$51.16 - $62.02 $5.55M - $6.73M
215K $13.3B
FNX
First Tr Mid Cap Core Alphadex

ETFs
-23.1K
- 35.6%
$94.92 - $114.85 $2.2M - $2.66M
41.8K $4.81B
XLE
Energy Sector Spdr

ETFs
-19.6K
- 80.71%
$76.44 - $94.13 $1.5M - $1.84M
4.68K $397M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-41.7K
- 63.41%
$39.89 - $49.46 $1.66M - $2.06M
24.1K $1.19B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-17K
- 88.23%
$83.54 - $100.04 $1.42M - $1.7M
2.27K $226M
XLU
Utilities Sector Spdr

ETFs
-17.2K
- 83.96%
$73.09 - $82.77 $1.26M - $1.42M
3.28K $268M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-15.7K
- 17.62%
$90.56 - $109.49 $1.42M - $1.72M
73.2K $8B
XLC
Select Sector Spdr Tr Communic

ETFs
-14.6K
- 50.62%
$86.13 - $108.53 $1.26M - $1.59M
14.3K $1.55B
GLDM
World Gold Trust

ETFs
-15.9K
- 83.55%
$58.96 - $67.97 $938K - $1.08M
3.13K $205M
SLV
I Shares Silver Trust

ETFs
-28.4K
- 76.29%
$27.08 - $33.74 $769K - $959K
8.83K $290M
XLP
Consumer Staples Sector Spdr

ETFs
-8.9K
- 50.1%
N/A
8.86K $717M
XOM
Exxon Mobil Corp

Energy
-171
- 0.29%
$99.93 - $119.04 $17.1K - $20.4K
58.5K $6.3B
DELL
Dell Technologies Inc.

Technology
-12.2K
- 45.09%
$71.63 - $125.98 $873K - $1.54M
14.8K $1.82B
AVUV
American Centy ETF Tr Avantis

ETFs
-6.48K
- 27.26%
$75.17 - $91.21 $487K - $591K
17.3K $1.57B
T Rowe Price ETF Inc
-10.6K
- 27.81%
N/A
27.5K $971M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-9.31K
- 19.51%
$22.18 - $23.36 $206K - $217K
38.4K $860M
OKE
Oneok Inc

Energy
-52
- 0.41%
$78.71 - $100.37 $4.09K - $5.22K
12.5K $1.02B
VIG
Vanguard Dividend Appreciation

ETFs
-2.22K
- 9.54%
N/A
21.1K $4.31B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-4.6K
- 25.56%
$36.02 - $41.92 $166K - $193K
13.4K $562M
HDV
Ishares Core High Dividend ETF

ETFs
-980
- 7.43%
$108.41 - $120.51 $106K - $118K
12.2K $1.43B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.36K
- 4.31%
$77.74 - $78.78 $184K - $186K
52.5K $4.13B
Morgan Stanley ETF Trust
-3.45K
- 2.26%
N/A
149K $7.59B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-947
- 36.28%
$121.58 - $136.74 $115K - $129K
1.66K $226M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-2.48K
- 3.11%
$48.5 - $49.35 $120K - $122K
77.1K $3.8B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-2.46K
- 1.69%
$45.9 - $47.2 $113K - $116K
143K $6.74B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.74K
- 41.08%
$70.54 - $93.95 $123K - $164K
2.5K $235M
PLTR
Palantir Technologies Inc.

Technology
-2.31K
- 48.97%
$74.01 - $144.25 $171K - $333K
2.41K $328M
MMM
3 M CO

Industrials
-595
- 13.06%
$126.09 - $154.15 $75K - $91.7K
3.96K $603M
MRK
Merck & Co., Inc.

Healthcare
-311
- 8.01%
$73.47 - $87.12 $22.8K - $27.1K
3.57K $283M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-2.12K
- 13.53%
$32.99 - $38.56 $70.1K - $81.9K
13.6K $515M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-676
- 8.67%
$152.93 - $181.74 $103K - $123K
7.12K $1.29B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2K
- 2.69%
$51.1 - $53.29 $102K - $107K
72.4K $3.86B
ETF Opportunities Trust
-4.12K
- 17.02%
N/A
20.1K $647M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-460
- 4.7%
$100.04 - $100.54 $46K - $46.2K
9.34K $939M
SYLD
Cambria Shareholder Yld ETF

ETFs
-801
- 15.46%
$55.35 - $65.57 $44.3K - $52.5K
4.38K $285M
DSTL
ETF Ser Solution Distillate Us

ETFs
-989
- 8.01%
$48.53 - $55.35 $48K - $54.7K
11.4K $629M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-570
- 2.08%
$51.14 - $57.0 $29.1K - $32.5K
26.8K $1.52B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-157
- 10.48%
$376.48 - $440.65 $59.1K - $69.2K
1.34K $591M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-383
- 3.78%
$96.84 - $99.46 $37.1K - $38.1K
9.75K $968M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-149
- 3.33%
$61.03 - $67.59 $9.09K - $10.1K
4.32K $276M
DIS
Walt Disney CO

Communication Services
-999
- 26.48%
$81.72 - $124.01 $81.6K - $124K
2.77K $344M
CDNS
Cadence Design Systems Inc

Technology
-1K
- 18.97%
$231.64 - $323.08 $232K - $323K
4.27K $1.32B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-394
- 12.63%
$86.05 - $107.7 $33.9K - $42.4K
2.73K $294M
VO
Vanguard Mid Cap ETF

ETFs
-270
- 9.66%
$228.54 - $279.83 $61.7K - $75.6K
2.52K $706M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-222
- 1.77%
$22.68 - $23.28 $5.03K - $5.17K
12.3K $287M
QCOM
Qualcomm Inc

Technology
-126
- 2.82%
$124.66 - $159.48 $15.7K - $20.1K
4.34K $692M
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