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Evelyn Cetina

@Sterling Financial Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$268.81MTotal holdings65
Assets growth rate14.88%Assets growth rate (2-Q avg)10.55%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Sterling Financial Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Sterling Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 268.81M in assets, with a quarterly growth rate of 14.88% and a 2-quarter average growth rate of 10.55%. The portfolio is managed by Evelyn Cetina, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JGROJ P Morgan Exchange Traded F
Recent Activity
Decreased -2.2%
10.33%
$27.768M
342,684 shares@ $81.03 avg price
AAPLApple Inc
Recent Activity
Decreased -0.36%
4.99%
$13.412M
53,557 shares@ $250.42 avg price
TFISpdr Ser Tr
Recent Activity
Decreased -6.16%
3.08%
$8.279M
181,474 shares@ $45.62 avg price
DFAUDimensional Etf Trust
Recent Activity
Decreased -84.62%
1.48%
$3.962M
97,849 shares@ $40.5 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -8.59%
1.38%
$3.709M
6,328 shares@ $586.08 avg price
DFAIDimensional Etf Trust
Recent Activity
Decreased -76.97%
1.12%
$2.984M
102,201 shares@ $29.21 avg price
BSMTInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -4.23%
0.78%
$2.087M
90,964 shares@ $22.94 avg price
BSJPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -89.32%
0.73%
$1.94M
84,094 shares@ $23.07 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.73%
0.66%
$1.771M
3,906 shares@ $453.29 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.01%
0.64%
$1.705M
7,773 shares@ $219.39 avg price