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Per Stirling Capital Management

Latest statistics and disclosures from Per Stirling Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IVW, DGRW, IVE, IJH, and represent 24.22% of Per Stirling Capital Management's stock portfolio.
Added to shares of these 10 stocks: IVW (+$9.9M), SCHG (+$9.2M), VOO (+$5.5M), SCHD, SCHV, JAAA, XLC, JMUB, SPY, IGIB.
Started 27 new stock positions in DNOV, VGT, TLN, PLTR, VTES, SH, ROK, DYNF, IXP, XSMO.
Reduced shares in these 10 stocks: CGCP (-$17M), IVE (-$8.6M), XLRE, MUB, EPI, PDBC, VWO, IEFA, VTEB, .
Sold out of its positions in AMGN, CGCP, CAT, LEU, INCO, TZA, META, FUTY, FESM, URA.
Per Stirling Capital Management was a net buyer of stock by $12M.
Per Stirling Capital Management has $705M in assets under management (AUM), dropping by -2.21%.
Central Index Key (CIK): 0001689933

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Portfolio Holdings for Per Stirling Capital Management

Per Stirling Capital Management holds 256 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.1	$57M		97k	588.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	4.8	$34M	+41%	332k	101.53	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	4.4	$31M		384k	80.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.0	$28M	-23%	147k	190.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.9	$21M	+2%	330k	62.31	View chart
Ishares Tr Global 100 Etf (IOO)	2.7	$19M		188k	100.77	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	2.3	$17M	+6%	383k	42.97	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	1.8	$13M	+3%	634k	20.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$13M	+77%	23k	538.80	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.8	$12M	+286%	445k	27.87	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	1.7	$12M	-3%	123k	99.70	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.7	$12M	+3%	128k	92.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$11M		226k	47.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$11M	-2%	93k	115.22	View chart
Vanguard Wellington Us Multifactor (VFMF)	1.5	$10M	+3%	79k	130.58	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.4	$9.6M		260k	37.17	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	1.3	$9.2M	+2%	199k	46.26	View chart
Apple (AAPL)	1.3	$9.2M	-4%	37k	250.42	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.2	$8.5M		144k	59.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	1.1	$8.0M	-2%	204k	39.37	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.1	$8.0M	+5%	142k	56.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$7.9M		15k	511.24	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.1	$7.8M	+71%	154k	50.71	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	1.1	$7.7M	+5%	125k	61.46	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.1	$7.6M	+17%	112k	67.96	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	1.1	$7.5M	+3%	277k	26.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.0	$7.4M	-8%	83k	88.79	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	1.0	$7.2M	+4%	62k	115.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$7.1M	-18%	101k	70.28	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$6.8M	-17%	149k	46.07	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$6.8M	+178%	250k	27.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$6.5M		37k	178.08	View chart
Exxon Mobil Corporation (XOM)	0.9	$6.3M		59k	107.57	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$6.1M	-3%	63k	96.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$6.0M	+40%	10k	586.09	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.8	$5.9M	-8%	74k	79.99	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.8	$5.9M	+205%	227k	26.07	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.8	$5.8M	+3%	94k	62.04	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.8	$5.6M	+13%	73k	77.04	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.7	$4.8M	+32%	158k	30.52	View chart
Kinder Morgan (KMI)	0.7	$4.8M		175k	27.40	View chart
Amazon (AMZN)	0.7	$4.8M		22k	219.39	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.7	$4.7M	+2%	126k	37.12	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$4.6M	+2%	92k	50.37	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$4.6M		78k	58.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$4.4M		23k	195.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$4.2M	-26%	84k	50.13	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.6	$4.2M	+2%	117k	35.85	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$4.2M		61k	68.94	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$4.2M		33k	124.96	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.5	$3.7M	+18%	151k	24.65	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.5	$3.7M	+18%	76k	48.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$3.6M		47k	77.27	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.5	$3.6M	-3%	60k	60.26	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$3.4M	-39%	32k	106.55	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.5	$3.4M	+85%	170k	19.84	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.5	$3.3M		65k	51.01	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$3.2M	+102%	62k	51.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.4	$3.2M	+2%	90k	34.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.4	$3.1M	+3%	71k	43.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.4	$3.1M	+3%	76k	40.74	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.4	$2.9M	+2%	28k	101.06	View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE)	0.4	$2.8M	+6%	60k	47.28	View chart
Microsoft Corporation (MSFT)	0.4	$2.8M	-4%	6.7k	421.49	View chart
Select Sector Spdr Tr Communication (XLC)	0.4	$2.8M	+281%	29k	96.81	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$2.4M	+276%	48k	50.15	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$2.3M	+62%	46k	49.96	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.3	$2.3M	+59%	50k	45.89	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$2.2M	+2%	20k	108.61	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$2.0M	-39%	57k	35.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$2.0M	+127%	108k	18.50	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$1.9M	+193%	8.1k	232.53	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$1.9M	+18%	18k	105.48	View chart
Trust For Professional Man Convergence Lng (CLSE)	0.3	$1.8M	+90%	80k	22.91	View chart
Honeywell International (HON)	0.3	$1.8M		7.9k	225.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.8M	+200%	77k	23.18	View chart
Abbvie (ABBV)	0.2	$1.7M	-3%	9.6k	177.70	View chart
Cadence Design Systems (CDNS)	0.2	$1.7M		5.6k	300.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.7M	+15%	22k	74.73	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$1.6M	+2%	7.3k	224.36	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$1.6M	+189%	49k	32.04	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$1.5M	+4%	29k	54.31	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.5M	+23%	26k	57.53	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$1.5M	+9%	13k	112.26	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.2	$1.5M	+9%	30k	48.29	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$1.4M	+5%	30k	48.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.2	$1.4M	+7%	38k	37.49	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.4M	+96%	54k	25.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.4M	+19%	7.8k	175.23	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.2	$1.3M	NEW	14k	96.67	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.3M	+197%	48k	27.71	View chart
Oneok (OKE)	0.2	$1.3M		13k	100.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.2M		6.6k	189.30	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.2M	-3%	14k	85.66	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$1.2M		28k	42.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.2M	-4%	2.9k	401.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.1M	-3%	2.5k	453.36	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$1.1M	-4%	24k	47.77	View chart
Wal-Mart Stores (WMT)	0.2	$1.1M	+9%	13k	90.35	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.1M		6.5k	172.41	View chart
Bowman Consulting Group (BWMN)	0.2	$1.1M		44k	24.95	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$1.1M	-3%	5.5k	197.50	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$1.1M	+122%	19k	57.27	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$1.1M		21k	51.99	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.1M	-3%	40k	26.33	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$1.1M	+24%	35k	30.48	View chart
Chevron Corporation (CVX)	0.1	$1.0M	-36%	7.2k	144.84	View chart
Tesla Motors (TSLA)	0.1	$1.0M		2.5k	403.87	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$1.0M		13k	76.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.0M	-65%	23k	44.04	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$998k		23k	44.01	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$987k	NEW	42k	23.61	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$951k	-14%	28k	34.21	View chart
Northern Trust Corporation (NTRS)	0.1	$934k		9.1k	102.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$900k	-9%	9.3k	96.90	View chart
JPMorgan Chase & Co. (JPM)	0.1	$883k	-4%	3.7k	239.72	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$874k	-4%	30k	29.19	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$874k	+181%	26k	33.27	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$849k		8.5k	100.34	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$837k	NEW	16k	51.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$806k	-10%	2.8k	289.85	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$805k	-31%	24k	33.91	View chart
Mastercard Incorporated Cl A (MA)	0.1	$784k		1.5k	526.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$777k	-5%	4.1k	190.42	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$767k		7.2k	106.84	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$765k	-47%	5.8k	131.75	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$761k	+16%	19k	39.37	View chart
Hca Holdings (HCA)	0.1	$758k		2.5k	300.12	View chart
Enterprise Products Partners (EPD)	0.1	$728k	-4%	23k	31.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$725k	+24%	2.7k	264.10	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$699k	+2%	26k	26.63	View chart
Qualcomm (QCOM)	0.1	$686k	-8%	4.5k	153.63	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$668k		1.6k	425.58	View chart
NVIDIA Corporation (NVDA)	0.1	$658k	-7%	4.9k	134.30	View chart
Proshares Tr Shrt Russell2000 (RWM)	0.1	$653k	+17%	35k	18.74	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$645k	NEW	6.8k	95.01	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.1	$642k	NEW	9.7k	66.11	View chart
Boeing Company (BA)	0.1	$639k	+48%	3.6k	177.00	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.1	$637k	NEW	15k	42.38	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$632k	-46%	13k	50.71	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$623k		10k	62.51	View chart
3M Company (MMM)	0.1	$620k	-41%	4.8k	129.09	View chart
Proshares Tr Short Qqq (PSQ)	0.1	$620k	+18%	17k	37.40	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$614k	-2%	21k	29.86	View chart
Abbott Laboratories (ABT)	0.1	$598k		5.3k	113.11	View chart
State Street Corporation (STT)	0.1	$585k		6.0k	98.16	View chart
Rci Hospitality Hldgs (RICK)	0.1	$575k		10k	57.47	View chart
Advanced Micro Devices (AMD)	0.1	$564k		4.7k	120.80	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$554k	-46%	4.6k	119.34	View chart
Spdr Index Shs Fds S&p North Amer (NANR)	0.1	$551k	+13%	11k	51.11	View chart
Philip Morris International (PM)	0.1	$542k	-9%	4.5k	120.35	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$541k	-29%	7.1k	76.14	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$537k		15k	36.70	View chart
Waste Management (WM)	0.1	$532k		2.6k	201.76	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$529k	-22%	16k	33.74	View chart
Palo Alto Networks (PANW)	0.1	$526k	+95%	2.9k	181.96	View chart
International Business Machines (IBM)	0.1	$523k		2.4k	219.83	View chart
Legg Mason Etf Invt Westn Ast Shrt (WINC)	0.1	$521k	-9%	22k	23.94	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$513k		720.00	712.33	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$512k	-22%	22k	23.12	View chart
Etf Opportunities Trust Laffer Ten Eq In (TGLR)	0.1	$509k	NEW	17k	29.68	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$496k	+11%	13k	39.57	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$495k	+15%	10k	49.62	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$494k	+3%	12k	41.17	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$493k	+200%	22k	22.70	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$487k	-15%	5.2k	93.68	View chart
Applied Materials (AMAT)	0.1	$482k	+14%	3.0k	162.63	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$481k	+4%	11k	42.75	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$471k	-81%	10k	45.27	View chart
Eaton Corp SHS (ETN)	0.1	$467k	-3%	1.4k	331.90	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$466k		8.5k	54.92	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$464k		3.7k	124.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$464k		11k	42.25	View chart
Palantir Technologies Cl A (PLTR)	0.1	$462k	NEW	6.1k	75.63	View chart
Johnson & Johnson (JNJ)	0.1	$458k	-9%	3.2k	144.61	View chart
Broadcom (AVGO)	0.1	$456k	-9%	2.0k	231.88	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.1	$450k		6.1k	73.34	View chart
Freeport-mcmoran CL B (FCX)	0.1	$447k		12k	38.08	View chart
Oracle Corporation (ORCL)	0.1	$431k	+81%	2.6k	166.67	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.1	$426k	-23%	6.2k	68.78	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$424k		3.2k	132.11	View chart
Lockheed Martin Corporation (LMT)	0.1	$420k	-18%	864.00	486.09	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$415k	-6%	3.8k	110.24	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$411k	-24%	17k	24.06	View chart
Talen Energy Corp (TLN)	0.1	$406k	NEW	2.0k	201.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$406k	-11%	1.7k	240.21	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$402k	-23%	3.8k	104.89	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$400k	NEW	4.0k	100.25	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$399k	-19%	7.6k	52.47	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$396k	NEW	3.7k	107.98	View chart
Spdr Ser Tr S&p 500 Esg Etf (EFIV)	0.1	$391k	+61%	6.9k	56.48	View chart
Wp Carey (WPC)	0.1	$391k	-4%	7.2k	54.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$389k	+11%	10k	37.42	View chart
McDonald's Corporation (MCD)	0.1	$388k	-4%	1.3k	289.88	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$385k		938.00	410.49	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$380k	-20%	4.3k	87.83	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$376k	-5%	4.4k	85.85	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$368k		3.6k	103.29	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$364k	NEW	5.3k	68.47	View chart
At&t (T)	0.1	$363k	-6%	16k	22.77	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$361k	+71%	8.6k	41.88	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$360k	+4%	6.3k	57.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$356k	-64%	2.8k	127.59	View chart
Merck & Co (MRK)	0.0	$345k	-13%	3.5k	99.48	View chart
Illinois Tool Works (ITW)	0.0	$339k		1.3k	253.56	View chart
Oklo Com Cl A (OKLO)	0.0	$331k	NEW	16k	21.23	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$327k	-42%	3.1k	104.88	View chart
Costco Wholesale Corporation (COST)	0.0	$321k	-6%	350.00	916.40	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$317k	-5%	4.9k	65.35	View chart
Texas Instruments Incorporated (TXN)	0.0	$313k	-15%	1.7k	187.46	View chart
Lowe's Companies (LOW)	0.0	$312k	-15%	1.3k	246.86	View chart
Firstcash Holdings (FCFS)	0.0	$309k		3.0k	103.60	View chart
Antero Res (AR)	0.0	$304k	NEW	8.7k	35.05	View chart
Union Pacific Corporation (UNP)	0.0	$301k	-21%	1.3k	228.01	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$297k	-3%	521.00	570.09	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$292k	+18%	16k	17.93	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$290k		2.6k	110.28	View chart
Walt Disney Company (DIS)	0.0	$288k	-47%	2.6k	111.35	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$286k	-18%	13k	22.70	View chart
Raytheon Technologies Corp (RTX)	0.0	$283k	-4%	2.4k	115.72	View chart
ConocoPhillips (COP)	0.0	$271k		2.7k	99.15	View chart
Dell Technologies CL C (DELL)	0.0	$270k		2.3k	115.23	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.0	$265k		4.8k	55.18	View chart
Fidelity Covington Trust Divid Etf Risi (FDRR)	0.0	$256k		5.0k	51.38	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$250k	-2%	7.5k	33.39	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$250k	NEW	5.0k	49.55	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$248k	-84%	3.3k	75.70	View chart
Visa Com Cl A (V)	0.0	$247k	-61%	781.00	315.84	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$245k		1.9k	128.82	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$243k	NEW	9.9k	24.43	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$242k	NEW	9.5k	25.58	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	0.0	$240k	NEW	6.3k	37.90	View chart
Procter & Gamble Company (PG)	0.0	$238k		1.4k	167.69	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$237k	NEW	1.2k	190.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.0	$237k		6.4k	37.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$234k		5.5k	42.69	View chart
American Express Company (AXP)	0.0	$230k		776.00	296.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.0	$226k	NEW	5.3k	42.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.0	$225k		5.8k	39.08	View chart
Pepsi (PEP)	0.0	$219k	-2%	1.4k	152.03	View chart
Ishares Msci Singpor Etf (EWS)	0.0	$218k		10k	21.85	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$218k	-74%	3.2k	67.88	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$217k	-23%	5.0k	43.47	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.0	$217k	NEW	7.0k	31.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.0	$217k		5.7k	38.17	View chart
Keysight Technologies (KEYS)	0.0	$212k		1.3k	160.63	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.0	$211k		5.5k	38.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$210k	NEW	337.00	621.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$209k		5.2k	40.55	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.0	$209k	NEW	6.6k	31.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.0	$209k		5.0k	41.98	View chart
Morgan Stanley Com New (MS)	0.0	$208k	NEW	1.7k	125.68	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$205k	NEW	1.7k	123.55	View chart
Southern Company (SO)	0.0	$205k		2.5k	82.30	View chart
Rockwell Automation (ROK)	0.0	$203k	NEW	709.00	285.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$202k	NEW	5.0k	40.14	View chart

Past Filings by Per Stirling Capital Management

SEC 13F filings are viewable for Per Stirling Capital Management going back to 2022

Per Stirling Capital Management 2024 Q4 filed Feb. 13, 2025
Per Stirling Capital Management 2024 Q3 filed Nov. 13, 2024
Per Stirling Capital Management 2024 Q1 filed May 14, 2024
Per Stirling Capital Management 2023 Q4 filed Feb. 13, 2024
Per Stirling Capital Management 2023 Q3 filed Nov. 14, 2023
Per Stirling Capital Management 2023 Q2 filed Aug. 11, 2023
Per Stirling Capital Management 2023 Q1 filed May 15, 2023
Per Stirling Capital Management 2022 Q4 filed Feb. 14, 2023

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