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
NANR
Spdr Index Shs Fds S&P North A

ETFs
122
+ 1.12%
$46.99 - $57.94 $5.73K - $7.07K
11.1K $626M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.26K
+ 1.6%
$48.13 - $49.85 $60.5K - $62.7K
79.7K $3.91B
LMT
Lockheed Martin Corp

Industrials
2
+ 0.23%
$430.82 - $486.45 $862 - $973
868 $402M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19
+ 0.68%
$114.78 - $133.31 $2.18K - $2.53K
2.83K $377M
Vanguard Wellington Fd
102
+ 1.65%
N/A
6.29K $635M
T
At&T Inc.

Communication Services
44
+ 0.28%
$26.33 - $28.94 $1.16K - $1.27K
15.6K $452M
WINC
Legg Mason ETF Invt Tr Westn A

ETFs
173
+ 0.86%
$23.9 - $24.28 $4.13K - $4.2K
20.4K $494M
V
Visa Inc.

Financial Services
1
+ 0.13%
$308.27 - $373.31 $308 - $373
783 $278M
SO
Southern CO

Utilities
17
+ 0.68%
$84.91 - $92.56 $1.44K - $1.57K
2.52K $231M
O
Realty Income Corp

Real Estate
23
+ 0.51%
$52.27 - $58.52 $1.2K - $1.35K
4.5K $259M
WM
Waste Management Inc

Industrials
1
+ 0.04%
$216.47 - $242.1 $216 - $242
2.54K $581M
UNP
Union Pacific Corp

Industrials
2
+ 0.15%
$208.27 - $238.46 $417 - $477
1.32K $305M
WES
Western Midstream Partners, LP

Energy
64
+ 1.15%
$34.99 - $41.61 $2.24K - $2.66K
5.61K $217M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.49%
$157.66 - $172.39 $1.1K - $1.21K
1.43K $228M
FMB
First Tr Exchange Traded Fd Ii

ETFs
54
+ 0.13%
$49.12 - $50.93 $2.65K - $2.75K
41.9K $2.09B
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.07%
$285.55 - $321.23 $286 - $321
1.34K $392M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.07%
$146.36 - $159.82 $293 - $320
2.91K $445M
COP
Conocophillips

Energy
12
+ 0.44%
$82.66 - $106.1 $992 - $1.27K
2.76K $247M
AAPL
Apple Inc.

Technology
2.43K
+ 7.06%
$172.42 - $223.89 $418K - $543K
36.8K $7.55B
CVX
Chevron Corp

Energy
481
+ 6.66%
$133.73 - $168.51 $64.3K - $81.1K
7.71K $1.1B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.37K
+ 2.18%
$24.32 - $27.87 $131K - $150K
252K $6.69B
ABBV
Abb Vie Inc.

Healthcare
60
+ 0.62%
$170.16 - $206.27 $10.2K - $12.4K
9.68K $1.8B
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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