Per Stirling Capital Management, Llc. Incresed Positions in Q1 2025

Per Stirling Capital Management, Llc.

  • $695 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
229K
+ 101.26%
$47.4 - $52.99 $10.8M - $12.1M
454K $23.1B
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
224K
+ 3889.82%
$37.69 - $39.76 $8.45M - $8.92M
230K $8.74B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
117K
+ 76.18%
$50.48 - $51.04 $5.91M - $5.97M
271K $13.7B
RFDI
First Trust ETF Iii Riverfront

ETFs
73K
+ 58.65%
$61.15 - $68.44 $4.47M - $5M
198K $13.1B
IEFA
Ishares Tr

ETFs
63.7K
+ 62.86%
$69.57 - $78.65 $4.43M - $5.01M
165K $12.5B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
99.5K
+ 84.93%
$32.49 - $37.99 $3.23M - $3.78M
217K $7.26B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
50.5K
+ 266.08%
$55.41 - $60.74 $2.8M - $3.07M
69.5K $3.93B
DELL
Dell Technologies Inc.

Technology
24.7K
+ 1054.85%
$90.34 - $124.66 $2.23M - $3.08M
27K $2.46B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
43.1K
+ 189.79%
$42.5 - $46.71 $1.83M - $2.01M
65.8K $2.98B
Pacer Fds Tr
57.6K
+ 117.21%
N/A
107K $3.29B
XLI
Industrial Sector Spdr

ETFs
10.1K
+ 173.95%
$128.78 - $141.67 $1.3M - $1.43M
15.9K $2.09B
IVE
Ishares S&P 500 Value ETF

ETFs
6.63K
+ 4.5%
$185.78 - $198.58 $1.23M - $1.32M
154K $29.3B
LVHI
Franklin International Low Vol

ETFs
28K
+ 17.71%
$30.53 - $32.85 $855K - $919K
186K $6.02B
CGMU
Capital Group Core Plus Income
41.8K
+ 15.07%
N/A
319K $8.56B
XLE
Energy Sector Spdr

ETFs
10.1K
+ 72.01%
$85.7 - $93.96 $870K - $953K
24.2K $2.26B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
18.6K
+ 38.86%
$49.69 - $50.76 $926K - $946K
66.6K $3.33B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
12.7K
+ 20.58%
$50.82 - $52.7 $645K - $669K
74.4K $3.91B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.36K
+ 4.05%
$87.68 - $94.52 $295K - $318K
86.4K $8.09B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.02K
+ 17.12%
$76.94 - $78.28 $617K - $628K
54.9K $4.3B
EFV
Msci Eafe Value ETF

ETFs
8.61K
+ 113.35%
$51.88 - $60.73 $447K - $523K
16.2K $955M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.09K
+ 9.93%
$50.39 - $50.66 $458K - $461K
101K $5.1B
First Tr Exchange Traded Fd
8.72K
+ 1.37%
N/A
643K $13.3B
T Rowe Price ETF Inc
11.9K
+ 45.17%
N/A
38.1K $1.23B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.46K
+ 1.96%
$78.97 - $85.82 $115K - $125K
75.6K $6.27B
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.03K
+ 3.54%
$25.77 - $27.6 $207K - $221K
235K $6.24B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.52K
+ 46.08%
$48.06 - $53.73 $362K - $404K
23.9K $1.16B
ABBV
Abb Vie Inc.

Healthcare
56
+ 0.59%
$169.2 - $216.66 $9.48K - $12.1K
9.62K $2.02B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.79K
+ 2.95%
$90.0 - $96.32 $341K - $365K
132K $12.2B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.95K
+ 5.52%
$18.36 - $20.51 $109K - $122K
114K $2.25B
Vanguard Wellington Fd
2.21K
+ 55.33%
N/A
6.19K $622M
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
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
PVAL
Putnam ETF Tr Putnam Focused L
836
+ 0.66%
$36.8 - $39.59 $30.8K - $33.1K
127K $4.83B
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
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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