Per Stirling Capital Management, Llc. Incresed Positions in Q3 2025

Per Stirling Capital Management, Llc.

  • $836 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
62
+ 1.67%
$282.78 - $316.06 $17.5K - $19.6K
3.76K $1.19B
NANR
Spdr Index Shs Fds S&P North A

ETFs
373
+ 3.37%
$56.69 - $65.0 $21.1K - $24.2K
11.4K $739M
PLTR
Palantir Technologies Inc.

Technology
6
+ 0.25%
$130.68 - $186.97 $784 - $1.12K
2.41K $440M
FLMI
Franklin Dynamic Municipal Bon

ETFs
3.92K
+ 18.16%
$23.96 - $24.81 $93.9K - $97.3K
25.5K $632M
CVX
Chevron Corp

Energy
84
+ 1.09%
$145.57 - $161.83 $12.2K - $13.6K
7.79K $1.21B
Proshares Tr
7.13K
+ 16.09%
N/A
51.4K $1.6B
POCT
Innovator U.S. Equity Power Bu

ETFs
1.87K
+ 14.37%
$41.27 - $43.1 $77.1K - $80.6K
14.9K $641M
JNJ
Johnson & Johnson

Healthcare
9
+ 0.31%
$155.17 - $185.42 $1.4K - $1.67K
2.92K $541M
AMD
Advanced Micro Devices Inc

Technology
5
+ 0.11%
$134.8 - $184.42 $674 - $922
4.5K $728M
VTI
Vanguard Total Stock Market Et

ETFs
35
+ 1.16%
$303.93 - $329.86 $10.6K - $11.5K
3.05K $1B
XLG
Invesco Exchange Traded Fd Tr

ETFs
973
+ 22.31%
$51.78 - $57.89 $50.4K - $56.3K
5.34K $307M
Global X Fds
8
+ 0.1%
N/A
7.73K $543M
Proshares Tr
4.82K
+ 12.81%
N/A
42.5K $1.57B
FMIL
Fidelity Covington Tr New Mill
102
+ 0.46%
N/A
22.3K $1.16B
NTRS
Northern Trust Corp

Financial Services
23
+ 0.25%
$123.6 - $134.6 $2.84K - $3.1K
9.27K $1.25B
HDV
Ishares Core High Dividend ETF

ETFs
77
+ 0.63%
$118.16 - $123.66 $9.1K - $9.52K
12.3K $1.5B
AOA
Ishares Tr Core Aggressive All

ETFs
54
+ 0.4%
$82.71 - $88.14 $4.47K - $4.76K
13.6K $1.2B
ALB
Albemarle Corp

Basic Materials
91
+ 2.81%
$62.9 - $88.1 $5.72K - $8.02K
3.33K $270M
STT
State Street Corp

Financial Services
37
+ 0.61%
$102.01 - $117.25 $3.77K - $4.34K
6.1K $707M
ICF
Ishares Tr

ETFs
505
+ 0.84%
$59.57 - $62.89 $30.1K - $31.8K
60.3K $3.72B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
55
+ 4.1%
$435.72 - $463.74 $24K - $25.5K
1.4K $647M
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.2%
$144.19 - $167.33 $721 - $837
2.55K $427M
UTG
Reaves Utility Income Fund

Financial Services
208
+ 1.57%
$35.81 - $39.62 $7.45K - $8.24K
13.5K $533M
Ge Vernova Inc
1
+ 0.16%
N/A
614 $378M
VO
Vanguard Mid Cap ETF

ETFs
61
+ 2.42%
$279.83 - $293.74 $17.1K - $17.9K
2.59K $759M
FMB
First Tr Exchange Traded Fd Ii

ETFs
299
+ 0.71%
$49.32 - $50.93 $14.7K - $15.2K
42.2K $2.14B
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
581
+ 11.81%
$44.4 - $46.72 $25.8K - $27.1K
5.5K $257M
DAUG
First Tr ETF Viii Cboe Vest Us
615
+ 12.54%
N/A
5.52K $241M
SUB
Ishares Short Term National Mu

ETFs
258
+ 1.42%
$106.17 - $107.3 $27.4K - $27.7K
18.4K $1.96B
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
596
+ 11.67%
$42.35 - $44.2 $25.2K - $26.3K
5.7K $252M
PJUL
Innovator U.S. Equity Power Bu

ETFs
190
+ 1.28%
$43.83 - $45.64 $8.33K - $8.67K
15.1K $687M
Morgan Stanley ETF Trust
8
+ 0.13%
N/A
6.28K $514M
MS
Morgan Stanley

Financial Services
3
+ 0.18%
$139.09 - $161.16 $417 - $483
1.65K $263M
BA
Boeing CO

Industrials
2
+ 0.04%
$209.79 - $237.38 $420 - $475
4.64K $1B
PSX
Phillips 66

Energy
5
+ 0.29%
$118.37 - $139.46 $592 - $697
1.72K $234M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
63
+ 0.47%
$41.5 - $43.83 $2.61K - $2.76K
13.5K $590M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
491
+ 2.25%
$26.92 - $28.6 $13.2K - $14K
22.3K $624M
ETN
Eaton Corp PLC

Industrials
1
+ 0.07%
$342.99 - $392.76 $343 - $393
1.41K $526M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17
+ 0.6%
$132.9 - $142.03 $2.26K - $2.41K
2.84K $401M
MRK
Merck & Co., Inc.

Healthcare
63
+ 1.76%
$77.6 - $87.37 $4.89K - $5.5K
3.64K $305M
DASH
Door Dash, Inc.

Communication Services
1
+ 0.12%
$234.5 - $272.5 $235 - $273
826 $225M
ITW
Illinois Tool Works Inc

Industrials
2
+ 0.15%
$252.31 - $269.41 $505 - $539
1.34K $349M
AOR
Ishares Tr Core Growth Allocat

ETFs
24
+ 0.43%
$60.99 - $64.39 $1.46K - $1.55K
5.57K $359M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.22%
$291.67 - $316.99 $875 - $951
1.34K $408M
O
Realty Income Corp

Real Estate
30
+ 0.67%
$56.13 - $60.79 $1.68K - $1.82K
4.53K $275M
Morgan Stanley ETF Trust
9
+ 0.18%
N/A
4.93K $336M
KO
Coca Cola CO

Consumer Defensive
524
+ 12.37%
$65.67 - $71.67 $34.4K - $37.6K
4.76K $316M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15
+ 0.44%
$68.24 - $73.73 $1.02K - $1.11K
3.42K $251M
COP
Conocophillips

Energy
12
+ 0.44%
$91.0 - $98.99 $1.09K - $1.19K
2.77K $262M
Activity Summary
Buys All Purchases 157 New Holdings 29 Increased Positions 128 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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