Per Stirling Capital Management, Llc. Incresed Positions in Q2 2025

Per Stirling Capital Management, Llc.

  • $766 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
244
+ 5.56%
$136.59 - $217.51 $33.3K - $53.1K
4.63K $971M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.51K
+ 21.19%
$73.02 - $90.22 $110K - $136K
8.61K $768M
WMT
Walmart Inc.

Consumer Defensive
225
+ 1.48%
$81.79 - $99.98 $18.4K - $22.5K
15.4K $1.51B
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.97K
+ 24.91%
$37.66 - $43.85 $112K - $130K
14.9K $652M
VIS
Vanguard Industrial ETF

ETFs
489
+ 44.58%
$220.04 - $280.07 $108K - $137K
1.59K $444M
First Tr Exchng Traded Fd Vi
86
+ 0.11%
N/A
75.8K $2.96B
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.14%
$210.28 - $289.91 $1.05K - $1.45K
3.7K $1.07B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.58K
+ 1.82%
$85.42 - $94.39 $135K - $149K
88K $8.26B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.57K
+ 6.96%
$32.02 - $39.74 $50.3K - $62.4K
24.1K $957M
KMI
Kinder Morgan, Inc.

Energy
1
+ 0.0%
$25.21 - $29.4 $25.2 - $29.4
169K $4.98B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
70
+ 1.04%
$82.32 - $112.47 $5.76K - $7.87K
6.82K $767M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16
+ 0.07%
$43.53 - $54.46 $696 - $871
23.9K $1.3B
AOA
Ishares Tr Core Aggressive All

ETFs
515
+ 3.94%
$69.46 - $83.4 $35.8K - $43K
13.6K $1.13B
AR
Antero Resources Corp

Energy
3.31K
+ 39.08%
$31.92 - $43.78 $106K - $145K
11.8K $474M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.02%
$144.7 - $178.6 $145 - $179
6.02K $1.06B
ETN
Eaton Corp PLC

Industrials
1
+ 0.07%
$246.52 - $356.99 $247 - $357
1.4K $501M
ICF
Ishares Tr

ETFs
2.21K
+ 3.84%
$54.56 - $62.47 $121K - $138K
59.8K $3.66B
VONG
Vanguard Russell 1000 Growth E

ETFs
480
+ 13.42%
$82.51 - $109.2 $39.6K - $52.4K
4.06K $443M
LVHI
Franklin International Low Vol

ETFs
2.25K
+ 1.21%
$28.91 - $33.28 $65K - $74.8K
188K $6.13B
STT
State Street Corp

Financial Services
52
+ 0.87%
$75.33 - $106.34 $3.92K - $5.53K
6.06K $644M
FLIN
Franklin Templeton ETF Tr

ETFs
2.07K
+ 32.72%
$35.01 - $39.98 $72.5K - $82.8K
8.4K $334M
WPC
W. P. Carey Inc.

Real Estate
1.68K
+ 23.09%
$56.12 - $64.53 $94.5K - $109K
8.98K $560M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$146.58 - $180.01 $147 - $180
4.1K $728M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
1.9K
+ 31.46%
$45.9 - $48.26 $87.1K - $91.6K
7.93K $370M
UTG
Reaves Utility Income Fund

Financial Services
1.02K
+ 8.37%
$29.08 - $36.18 $29.8K - $37K
13.3K $480M
VUSB
Vanguard Bd Index Fds
1.42K
+ 13.33%
N/A
12.1K $601M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
83
+ 2.23%
$106.81 - $136.49 $8.87K - $11.3K
3.8K $518M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
50
+ 0.19%
$24.38 - $30.18 $1.22K - $1.51K
26.1K $786M
FCX
Freeport Mcmoran Inc

Basic Materials
5
+ 0.04%
$29.15 - $44.46 $146 - $222
11.7K $509M
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.04K
+ 6.84%
$33.22 - $37.29 $34.7K - $38.9K
16.3K $608M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
815
+ 3.88%
$23.14 - $27.82 $18.9K - $22.7K
21.8K $597M
Morgan Stanley ETF Trust
127
+ 2.07%
N/A
6.27K $480M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.7K
+ 8.41%
$29.82 - $30.19 $50.6K - $51.3K
21.9K $661M
TXN
Texas Instruments Inc

Technology
2
+ 0.12%
N/A
1.68K $348M
LQD
Ishares Iboxx $ Investment Gra

ETFs
375
+ 6.62%
$105.23 - $109.61 $39.5K - $41.1K
6.04K $662M
POCT
Innovator U.S. Equity Power Bu

ETFs
253
+ 1.98%
$36.35 - $41.3 $9.2K - $10.4K
13K $537M
Morgan Stanley ETF Trust
99
+ 2.06%
N/A
4.92K $320M
AXP
American Express CO

Financial Services
2
+ 0.26%
$231.39 - $318.98 $463 - $638
780 $249M
PJAN
Innovator U.S. Equity Power Bu

ETFs
94
+ 0.76%
$38.7 - $44.05 $3.64K - $4.14K
12.5K $552M
DAPR
First Ex Tr Fd Ft Cboe Vest Us
757
+ 12.05%
$33.92 - $37.71 $25.7K - $28.5K
7.04K $265M
VXF
Vanguard Extended Market ETF

ETFs
25
+ 1.99%
$150.43 - $192.71 $3.76K - $4.82K
1.28K $246M
SUB
Ishares Short Term National Mu

ETFs
141
+ 0.78%
$104.77 - $106.34 $14.8K - $15K
18.1K $1.93B
NUSC
Nuveen Esg Small Cap ETF

ETFs
252
+ 3.56%
$33.38 - $40.81 $8.41K - $10.3K
7.33K $299M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
103
+ 0.45%
$75.05 - $77.34 $7.73K - $7.97K
23.1K $1.79B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
24
+ 0.71%
$55.54 - $69.09 $1.33K - $1.66K
3.41K $235M
ENFR
Alerian Energy Infrastructure

ETFs
988
+ 7.91%
$28.49 - $33.44 $28.1K - $33K
13.5K $435M
EPD
Enterprise Products Partners L.P.

Energy
3.14K
+ 13.32%
$28.95 - $34.22 $90.8K - $107K
26.7K $828M
AOR
Ishares Tr Core Growth Allocat

ETFs
14
+ 0.25%
$53.36 - $61.57 $747 - $862
5.55K $341M
ABT
Abbott Laboratories

Healthcare
22
+ 0.43%
$123.95 - $138.08 $2.73K - $3.04K
5.13K $698M
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
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