Evelyn Cetina

@Sterling Financial Group, Inc.

Latest period2024 - Q4

Reported3d ago

Managed Assets$268.81M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GSLCGoldman Sachs Etf Tr Recent Activity New Position	14.28%	$38.369M 333,126 shares@ $115.18 avg price	New Position
BSJQInvesco Exch Trd Slf Idx Fd Recent Activity New Position	7.6%	$20.42M 877,333 shares@ $23.28 avg price	New Position
SPLBSpdr Ser Tr Recent Activity New Position	6.75%	$18.124M 815,305 shares@ $22.23 avg price	New Position
INTFIshares Tr Recent Activity New Position	4.65%	$12.494M 435,009 shares@ $28.73 avg price	New Position
GSYInvesco Actively Managed Exc Recent Activity New Position	2.11%	$5.646M 112,663 shares@ $50.12 avg price	New Position
CIThe Cigna Group Recent Activity New Position	1.63%	$4.367M 15,815 shares@ $276.14 avg price	New Position
JMSTJ P Morgan Exchange Traded F Recent Activity New Position	0.19%	$503,550 9,930 shares@ $50.71 avg price	New Position
MSMorgan Stanley Recent Activity New Position	0.09%	$224,913 1,789 shares@ $125.72 avg price	New Position
HONHoneywell Intl Inc Recent Activity New Position	0.09%	$223,405 989 shares@ $225.89 avg price	New Position