Per Stirling Capital Management, Llc. Purchases in Q1 2025

Per Stirling Capital Management, Llc.

  • $695 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
4.82K
New
$37.81 - $46.49 $182K - $224K
4.82K $218M
PSX
Phillips 66

Energy
1.71K
New
$113.93 - $131.55 $195K - $225K
1.71K $211M
WMT
Walmart Inc.

Consumer Defensive
2.72K
+ 21.82%
$84.5 - $105.05 $230K - $286K
15.2K $1.33B
DSTL
ETF Ser Solution Distillate Us

ETFs
3.86K
+ 45.47%
$53.28 - $57.28 $206K - $221K
12.4K $670M
SYK
Stryker Corp

Healthcare
544
New
$355.18 - $399.9 $193K - $218K
544 $202M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.27K
+ 4.28%
$48.31 - $49.23 $158K - $161K
79.6K $3.91B
ENFR
Alerian Energy Infrastructure

ETFs
5.52K
+ 79.17%
$30.27 - $34.12 $167K - $188K
12.5K $409M
UTG
Reaves Utility Income Fund

Financial Services
5.64K
+ 85.53%
$31.08 - $34.42 $175K - $194K
12.2K $398M
ETF Opportunities Trust
7.02K
+ 40.91%
N/A
24.2K $696M
CVX
Chevron Corp

Energy
36
+ 0.5%
$146.71 - $167.97 $5.28K - $6.05K
7.22K $1.21B
XLF
Financial Sector Spdr

ETFs
1.93K
+ 6.55%
$47.32 - $52.19 $91.4K - $101K
31.4K $1.56B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.34K
+ 15.85%
$100.32 - $100.76 $134K - $135K
9.8K $986M
HDV
Ishares Core High Dividend ETF

ETFs
73
+ 0.56%
$110.86 - $121.12 $8.09K - $8.84K
13.2K $1.6B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
5.89K
+ 14.07%
$22.83 - $23.75 $134K - $140K
47.7K $1.1B
BA
Boeing CO

Industrials
781
+ 21.64%
$148.15 - $186.25 $116K - $145K
4.39K $749M
IXP
Ishares Global Comm Services E

ETFs
1.07K
+ 7.76%
$95.48 - $106.93 $102K - $114K
14.8K $1.44B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
3.07K
+ 8.83%
$29.72 - $31.94 $91.2K - $98K
37.8K $1.17B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
874
+ 3.95%
$73.78 - $76.59 $64.5K - $66.9K
23K $1.76B
VIG
Vanguard Dividend Appreciation

ETFs
758
+ 3.37%
N/A
23.3K $4.52B
IBM
International Business Machines Corp

Technology
137
+ 5.75%
$217.4 - $264.74 $29.8K - $36.3K
2.52K $626M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
848
+ 9.13%
$95.85 - $99.25 $81.3K - $84.2K
10.1K $1B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.98K
+ 15.84%
$50.72 - $50.92 $100K - $101K
14.4K $734M
DIS
Walt Disney CO

Communication Services
1.18K
+ 45.73%
$96.87 - $114.0 $115K - $135K
3.77K $372M
EPD
Enterprise Products Partners L.P.

Energy
339
+ 1.46%
$31.75 - $34.14 $10.8K - $11.6K
23.6K $804M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.43K
+ 5.53%
$56.17 - $59.71 $80.4K - $85.5K
27.3K $1.56B
RWM
Proshares Short Russell2000

ETFs
49
+ 0.14%
$18.05 - $21.08 $884 - $1.03K
34.9K $723M
WPC
W. P. Carey Inc.

Real Estate
113
+ 1.57%
$53.5 - $65.05 $6.05K - $7.35K
7.29K $460M
Proshares Tr
365
+ 2.2%
N/A
16.9K $688M
VTI
Vanguard Total Stock Market Et

ETFs
365
+ 13.12%
$271.18 - $303.12 $99K - $111K
3.15K $865M
NANR
Spdr Index Shs Fds S&P North A

ETFs
158
+ 1.47%
$51.78 - $56.0 $8.18K - $8.85K
10.9K $607M
RTX
Raytheon Technologies Corp

Industrials
100
+ 4.08%
$114.1 - $135.66 $11.4K - $13.6K
2.55K $338M
PJAN
Innovator U.S. Equity Power Bu

ETFs
1.47K
+ 13.36%
$41.09 - $43.24 $60.2K - $63.4K
12.4K $516M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
30
+ 0.19%
$33.63 - $37.64 $1.01K - $1.13K
15.7K $580M
Proshares Tr
382
+ 2.54%
N/A
15.4K $687M
CGDV
Capital Group Divid Value ETF

ETFs
644
+ 1.13%
$34.95 - $37.36 $22.5K - $24.1K
57.7K $2.06B
VUSB
Vanguard Bd Index Fds
661
+ 6.63%
N/A
10.6K $530M
XLC
Select Sector Spdr Tr Communic

ETFs
435
+ 1.53%
$94.84 - $105.31 $41.3K - $45.8K
28.9K $2.79B
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.07%
$279.74 - $321.29 $280 - $321
1.34K $419M
SUB
Ishares Short Term National Mu

ETFs
242
+ 1.36%
$105.3 - $106.24 $25.5K - $25.7K
18K $1.9B
V
Visa Inc.

Financial Services
1
+ 0.13%
$306.92 - $362.71 $307 - $363
782 $274M
SO
Southern CO

Utilities
16
+ 0.64%
$80.96 - $92.96 $1.3K - $1.49K
2.5K $230M
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 0.41%
$225.19 - $279.95 $3.38K - $4.2K
3.7K $907M
DMAR
First Tr Ex Tr Viii Cboe Vest
653
+ 11.48%
$36.82 - $39.1 $24K - $25.5K
6.34K $239M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
562
+ 10.24%
$41.74 - $43.57 $23.5K - $24.5K
6.05K $255M
COP
Conocophillips

Energy
10
+ 0.37%
$88.6 - $105.85 $886 - $1.06K
2.74K $288M
WES
Western Midstream Partners, LP

Energy
59
+ 1.08%
$37.87 - $42.89 $2.23K - $2.53K
5.54K $227M
Morgan Stanley ETF Trust
9
+ 0.19%
N/A
4.82K $279M
UNP
Union Pacific Corp

Industrials
2
+ 0.15%
$225.21 - $254.42 $450 - $509
1.32K $312M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.31K
+ 5.61%
$21.75 - $24.28 $93.7K - $105K
81.1K $1.79B
Activity Summary
Buys All Purchases 133 New Holdings 22 Increased Positions 111 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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