Per Stirling Capital Management, LLC. Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$695.3M

Holdings

257

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (257 positions)

StockValue
CVXCHEVRON CORP NEW
$1.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.2M
GLDMWORLD GOLD TR
$1.2M
XSOEWISDOMTREE TR
$1.2M
DYNFBLACKROCK ETF TRUST
$1.2M
SLVISHARES SILVER TR
$1.2M
ISTBISHARES TR
$1.1M
PZAINVESCO EXCH TRADED FD TR II
$1.1M
IWFISHARES TR
$1.0M
GDXVANECK ETF TRUST
$1.0M
AGGISHARES TR
$1.0M
AOAISHARES TR
$999K
MINTPIMCO ETF TR
$986K
FFLCFIDELITY COVINGTON TRUST
$974K
BWMNBOWMAN CONSULTING GROUP LTD
$957K
EFVISHARES TR
$955K
ICOWPACER FDS TR
$937K
GOOGLALPHABET INC
$930K
BXBLACKSTONE INC
$908K
JPMJPMORGAN CHASE & CO.
$907K
NTRSNORTHERN TR CORP
$905K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$891K
HCAHCA HEALTHCARE INC
$872K
VTIVANGUARD INDEX FDS
$865K
IQDGWISDOMTREE TR
$805K
EPDENTERPRISE PRODS PARTNERS L
$804K
FEZSPDR INDEX SHS FDS
$760K
BABOEING CO
$749K
AIRRFIRST TR EXCHANGE TRADED FD
$747K
JMSTJ P MORGAN EXCHANGE TRADED F
$734K
NULVNUSHARES ETF TR
$729K
RWMPROSHARES TR
$723K
VOVANGUARD INDEX FDS
$723K
SCHESCHWAB STRATEGIC TR
$717K
4I1PHILIP MORRIS INTL INC
$715K
TGLRETF OPPORTUNITIES TRUST
$696K
TBXPROSHARES TR
$688K
QCOMQUALCOMM INC
$687K
SHPROSHARES TR
$687K
ABTABBOTT LABS
$678K
DSTLETF SER SOLUTIONS
$670K
MMM3M CO
$669K
GOOGALPHABET INC
$641K
DONSPDR DOW JONES INDL AVERAGE
$629K
IBMINTERNATIONAL BUSINESS MACHS
$626K
KLMNINVESCO EXCH TRADED FD TR II
$625K
VTESVANGUARD WELLINGTON FD
$622K
NVDANVIDIA CORPORATION
$619K
LQDISHARES TR
$616K
SPSBSPDR SER TR
$608K
NANRSPDR INDEX SHS FDS
$607K
TSLATESLA INC
$598K
EZMWISDOMTREE TR
$594K
WMWASTE MGMT INC DEL
$587K
GDXJVANECK ETF TRUST
$584K
GCOWPACER FDS TR
$580K
ESGDISHARES TR
$580K
PAPRINNOVATOR ETFS TRUST
$544K
XLKSELECT SECTOR SPDR TR
$538K
STTSTATE STR CORP
$538K
SCHYSCHWAB STRATEGIC TR
$533K
VUSBVANGUARD BD INDEX FDS
$530K
PJANINNOVATOR ETFS TRUST
$516K
GRIDFIRST TR EXCHANGE TRADED FD
$505K
POCTINNOVATOR ETFS TRUST
$495K
PANWPALO ALTO NETWORKS INC
$495K
WINCLEGG MASON ETF INVT
$488K
JNJJOHNSON & JOHNSON
$482K
PJULINNOVATOR ETFS TRUST
$479K
SCHBSCHWAB STRATEGIC TR
$464K
AMDADVANCED MICRO DEVICES INC
$462K
WPCWP CAREY INC
$460K
REGNREGENERON PHARMACEUTICALS
$457K
QQEWFIRST TR NAS100 EQ WEIGHTED
$449K
FCXFREEPORT-MCMORAN INC
$444K
TAT&T INC
$440K
AMATAPPLIED MATLS INC
$431K
RICKRCI HOSPITALITY HLDGS INC
$429K
CVLCMORGAN STANLEY ETF TRUST
$424K
MCDMCDONALDS CORP
$419K
SCHOSCHWAB STRATEGIC TR
$414K
ENFRALPS ETF TR
$409K
VOTETCW ETF TRUST
$405K
TLNTALEN ENERGY CORP
$402K
UTGREAVES UTIL INCOME FD
$398K
PLTRPALANTIR TECHNOLOGIES INC
$398K
AVGOBROADCOM INC
$392K
FTCSFIRST TR EXCHANGE-TRADED FD
$387K
LMTLOCKHEED MARTIN CORP
$387K
ETNEATON CORP PLC
$381K
DSIISHARES TR
$378K
ESGVVANGUARD WORLD FD
$375K
VBVANGUARD INDEX FDS
$374K
DISDISNEY WALT CO
$372K
EFIVSPDR SER TR
$371K
VYMVANGUARD WHITEHALL FDS
$362K
FCFSFIRSTCASH HOLDINGS INC
$359K
RSPTINVESCO EXCHANGE TRADED FD T
$356K
SDYSPDR SER TR
$354K
IOOISHARES TR
$351K
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