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
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
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
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
OKE
Oneok Inc

Energy
50
+ 0.4%
$89.57 - $109.85 $4.48K - $5.49K
12.6K $1.25B
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
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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