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
PAPR
Innovator U.S. Equity Power Bu

ETFs
619
+ 4.23%
$35.21 - $37.69 $21.8K - $23.3K
15.3K $544M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18
+ 0.65%
$126.11 - $135.06 $2.27K - $2.43K
2.81K $362M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
47
+ 0.03%
$19.8 - $19.97 $931 - $939
170K $3.38B
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.42%
$158.56 - $176.26 $951 - $1.06K
1.42K $243M
MRK
Merck & Co., Inc.

Healthcare
420
+ 12.13%
$83.01 - $101.02 $34.9K - $42.4K
3.88K $349M
QCOM
Qualcomm Inc

Technology
4
+ 0.09%
$151.94 - $175.86 $608 - $703
4.47K $687M
POCT
Innovator U.S. Equity Power Bu

ETFs
223
+ 1.78%
$38.53 - $40.49 $8.59K - $9.03K
12.8K $495M
VO
Vanguard Mid Cap ETF

ETFs
50
+ 1.82%
$251.87 - $277.95 $12.6K - $13.9K
2.79K $723M
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.28%
$142.64 - $156.42 $571 - $626
1.45K $217M
FCX
Freeport Mcmoran Inc

Basic Materials
5
+ 0.04%
$34.5 - $43.01 $173 - $215
11.7K $444M
TXN
Texas Instruments Inc

Technology
2
+ 0.12%
N/A
1.67K $301M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
2.58K
+ 3.25%
$122.86 - $137.9 $316K - $355K
81.9K $10.3B
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.16%
$222.66 - $268.42 $445 - $537
1.27K $295M
AXP
American Express CO

Financial Services
2
+ 0.26%
$255.39 - $325.87 $511 - $652
778 $209M
VXF
Vanguard Extended Market ETF

ETFs
5
+ 0.4%
$170.36 - $201.04 $852 - $1.01K
1.25K $216M
Morgan Stanley ETF Trust
9
+ 0.15%
N/A
6.15K $424M
NTRS
Northern Trust Corp

Financial Services
66
+ 0.72%
$96.09 - $113.81 $6.34K - $7.51K
9.18K $905M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
2
+ 0.02%
$58.11 - $65.29 $116 - $131
9.97K $594M
PANW
Palo Alto Networks Inc

Technology
11
+ 0.38%
$167.82 - $208.28 $1.85K - $2.29K
2.9K $495M
LMT
Lockheed Martin Corp

Industrials
2
+ 0.23%
$423.19 - $506.29 $846 - $1.01K
866 $387M
VONG
Vanguard Russell 1000 Growth E

ETFs
14
+ 0.39%
$92.71 - $107.38 $1.3K - $1.5K
3.58K $332M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.11%
$369.1 - $427.61 $369 - $428
939 $348M
NVDA
Nvidia Corp

Technology
814
+ 16.62%
$106.98 - $149.43 $87.1K - $122K
5.71K $619M
STT
State Street Corp

Financial Services
44
+ 0.74%
$84.47 - $102.23 $3.72K - $4.5K
6.01K $538M
AMAT
Applied Materials Inc

Technology
2
+ 0.07%
$145.06 - $195.51 $290 - $391
2.97K $431M
AVGO
Broadcom Inc.

Technology
375
+ 19.05%
$167.43 - $244.7 $62.8K - $91.8K
2.34K $392M
SCHA
Schwab Strategic Tr Us Small C

ETFs
674
+ 1.26%
$23.16 - $27.04 $15.6K - $18.2K
54.4K $1.27B
GOOG
Alphabet Inc.

Communication Services
20
+ 0.49%
$156.06 - $207.71 $3.12K - $4.15K
4.1K $641M
FNX
First Tr Mid Cap Core Alphadex

ETFs
2.55K
+ 4.09%
$105.28 - $121.93 $269K - $311K
65K $7.08B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14
+ 0.02%
$64.88 - $72.1 $908 - $1.01K
60.9K $4.01B
BX
Blackstone Inc.

Financial Services
21
+ 0.32%
$136.53 - $186.74 $2.87K - $3.92K
6.49K $908M
FYX
First Tr Small Cap Core Alphad

ETFs
670
+ 2.36%
$89.26 - $104.61 $59.8K - $70.1K
29.1K $2.62B
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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