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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
CVXChevron Corp New
Recent Activity
Decreased -0.35%
0.25%
$658,298
4,545 shares@ $144.85 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -0.22%
0.19%
$485,077
1,739 shares@ $278.95 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -27.81%
0.18%
$473,411
2,076 shares@ $228.04 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -15.01%
0.18%
$459,213
945 shares@ $485.94 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -5.75%
0.17%
$443,060
2,327 shares@ $190.4 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.71%
0.15%
$397,679
1,659 shares@ $239.72 avg price
PEPPepsico Inc
Recent Activity
Decreased -6.08%
0.12%
$309,746
2,037 shares@ $152.06 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -26.5%
0.08%
$204,797
1,037 shares@ $197.49 avg price