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
DIVOAmplify Etf Tr Recent Activity Increased 1.98%	9.98%	$26.818M 662,498 shares@ $40.49 avg price	Increased 1.98%
BSCSInvesco Exch Trd Slf Idx Fd Recent Activity Increased 15.03%	5.41%	$14.531M 721,849 shares@ $20.14 avg price	Increased 15.03%
IDVOAmplify Etf Tr Recent Activity Increased 11.01%	4.79%	$12.87M 431,308 shares@ $29.85 avg price	Increased 11.01%
BSCWInvesco Exch Trd Slf Idx Fd Recent Activity Increased 9.83%	4.4%	$11.814M 587,447 shares@ $20.12 avg price	Increased 9.83%
BSSXInvesco Exch Trd Slf Idx Fd Recent Activity Increased 0.31%	1.06%	$2.844M 110,437 shares@ $25.76 avg price	Increased 0.31%
NVDANvidia Corporation Recent Activity Increased 1.31%	0.78%	$2.071M 15,424 shares@ $134.3 avg price	Increased 1.31%
BSMWInvesco Exch Trd Slf Idx Fd Recent Activity Increased 35.12%	0.76%	$2.021M 80,544 shares@ $25.1 avg price	Increased 35.12%
HODLVaneck Bitcoin Etf Recent Activity Increased 33.77%	0.43%	$1.15M 10,875 shares@ $105.71 avg price	Increased 33.77%
BSMSInvesco Exch Trd Slf Idx Fd Recent Activity Increased 76.95%	0.42%	$1.121M 48,064 shares@ $23.33 avg price	Increased 76.95%
TSLATesla Inc Recent Activity Increased 6.15%	0.41%	$1.088M 2,694 shares@ $403.85 avg price	Increased 6.15%