Per Stirling Capital Management, Llc. New Holdings in Q1 2025

Per Stirling Capital Management, Llc.

  • $695 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
298K
New
$26.71 - $31.58 $7.96M - $9.42M
298K $9.04B
VTV
Vanguard Value ETF

ETFs
47.6K
New
$167.73 - $179.21 $7.98M - $8.52M
47.6K $8.21B
Morgan Stanley ETF Trust
153K
New
N/A
153K $7.73B
MGV
Vanguard Mega Cap Value

ETFs
45.4K
New
$123.61 - $133.01 $5.62M - $6.04M
45.4K $5.86B
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
113K
New
$34.58 - $38.65 $3.91M - $4.37M
113K $3.98B
First Tr Exchng Traded Fd Vi
75.8K
New
N/A
75.8K $2.79B
DFIV
Dimensional ETF Tr

ETFs
59.6K
New
$35.33 - $40.77 $2.11M - $2.43M
59.6K $2.35B
FSMD
Fidelity Covington Tr Small Mi

ETFs
48.1K
New
$38.04 - $43.22 $1.83M - $2.08M
48.1K $1.88B
FDL
First Tr Morningstar Dividend

ETFs
37.4K
New
$39.69 - $43.83 $1.48M - $1.64M
37.4K $1.62B
XLV
Select Sector Spdr Fund Health

ETFs
10.6K
New
$137.61 - $149.68 $1.46M - $1.59M
10.6K $1.55B
XLP
Consumer Staples Sector Spdr

ETFs
17.8K
New
N/A
17.8K $1.45B
XLB
Select Sector Spdr Fd Material

ETFs
15.4K
New
$83.19 - $90.99 $1.28M - $1.4M
15.4K $1.33B
XLRE
Select Sector Spdr Tr Real Est

ETFs
31.3K
New
$39.18 - $43.52 $1.23M - $1.36M
31.3K $1.31B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
14K
New
$47.66 - $57.45 $666K - $802K
14K $760M
SNOW
Snowflake Inc.

Technology
2.16K
New
$146.16 - $192.78 $316K - $417K
2.16K $316M
KO
Coca Cola CO

Consumer Defensive
4.24K
New
$60.81 - $72.32 $258K - $306K
4.24K $303M
VIS
Vanguard Industrial ETF

ETFs
1.1K
New
$243.63 - $273.99 $267K - $301K
1.1K $272M
O
Realty Income Corp

Real Estate
4.47K
New
$51.67 - $58.49 $231K - $262K
4.47K $259M
VZ
Verizon Communications Inc

Communication Services
4.82K
New
$37.81 - $46.49 $182K - $224K
4.82K $218M
PSX
Phillips 66

Energy
1.71K
New
$113.93 - $131.55 $195K - $225K
1.71K $211M
SYK
Stryker Corp

Healthcare
544
New
$355.18 - $399.9 $193K - $218K
544 $202M
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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