Per Stirling Capital Management, Llc. Sells in Q2 2025

Per Stirling Capital Management, Llc.

  • $766 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-232
- 2.33%
$51.81 - $61.79 $12K - $14.3K
9.74K $601M
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 1.71%
$908.13 - $1056.85 $5.45K - $6.34K
344 $341M
IOO
Ishares Tr Global 100 ETF

ETFs
-299
- 8.19%
$84.95 - $107.81 $25.4K - $32.2K
3.35K $361M
DMAR
First Tr Ex Tr Viii Cboe Vest
-2
- 0.03%
$35.55 - $39.57 $71.1 - $79.1
6.34K $251M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-490
- 6.54%
$30.87 - $39.17 $15.1K - $19.2K
7K $274M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-2
- 0.04%
$37.41 - $42.4 $74.8 - $84.8
5.11K $216M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-1
- 0.02%
$39.59 - $44.69 $39.6 - $44.7
5.22K $233M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-1
- 0.02%
$39.94 - $44.64 $39.9 - $44.6
6.05K $270M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1
- 0.02%
$38.3 - $44.42 $38.3 - $44.4
4.92K $219M
VB
Vanguard Small Cap ETF

ETFs
-33
- 1.95%
$193.73 - $237.37 $6.39K - $7.83K
1.66K $392M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-117
- 1.69%
$47.24 - $58.55 $5.53K - $6.85K
6.81K $399M
VOTE
Engine No 1 ETF Tr

ETFs
-227
- 3.66%
$58.2 - $72.74 $13.2K - $16.5K
5.97K $434M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-120
- 3.13%
$86.93 - $109.64 $10.4K - $13.2K
3.71K $407M
BX
Blackstone Inc.

Financial Services
-149
- 2.29%
$120.07 - $151.11 $17.9K - $22.5K
6.35K $949M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-56
- 1.52%
$91.62 - $116.16 $5.13K - $6.5K
3.63K $422M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-114
- 0.53%
$19.1 - $23.83 $2.18K - $2.72K
21.4K $511M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.43K
- 3.01%
$22.92 - $28.05 $32.8K - $40.1K
46.1K $1.29B
VTI
Vanguard Total Stock Market Et

ETFs
-132
- 4.19%
$243.75 - $303.93 $32.2K - $40.1K
3.02K $916M
SMR
Nuscale Power Corp

Industrials
-7.06K
- 53.41%
$12.6 - $43.24 $89K - $305K
6.16K $244M
IBM
International Business Machines Corp

Technology
-183
- 7.27%
$221.03 - $294.78 $40.4K - $53.9K
2.34K $688M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-356
- 7.98%
$101.69 - $139.02 $36.2K - $49.5K
4.11K $571M
FMIL
Fidelity Covington Tr New Mill
-213
- 0.95%
N/A
22.2K $1.08B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-317
- 2.89%
$61.92 - $81.5 $19.6K - $25.8K
10.6K $866M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-301
- 0.8%
$27.26 - $34.48 $8.21K - $10.4K
37.5K $1.29B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.78K
- 2.19%
$19.6 - $24.44 $34.8K - $43.4K
79.3K $1.94B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-22
- 0.79%
$320.42 - $424.58 $7.05K - $9.34K
2.77K $1.18B
CGDV
Capital Group Divid Value ETF

ETFs
-225
- 0.39%
$31.93 - $39.49 $7.18K - $8.89K
57.5K $2.27B
SPY
Spdr S&P 500 ETF Trust

ETFs
-184
- 2.79%
$496.48 - $617.85 $91.4K - $114K
6.41K $3.96B
MSFT
Microsoft Corp

Technology
-625
- 9.72%
$354.56 - $497.45 $222K - $311K
5.8K $2.89B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-13.7K
- 9.93%
$35.12 - $48.24 $482K - $662K
124K $6B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-123
- 0.8%
$416.06 - $551.64 $51.2K - $67.9K
15.3K $8.42B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-511
- 0.13%
$22.27 - $29.21 $11.4K - $14.9K
401K $11.7B
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.76K
- 1.21%
$82.96 - $110.1 $229K - $304K
226K $24.8B
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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