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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
BSMVInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 1.06%
0.38%
$1.003M
47,940 shares@ $20.93 avg price
CVSCvs Health Corp
Recent Activity
Increased 16.44%
0.26%
$689,645
15,363 shares@ $44.89 avg price
METAMeta Platforms Inc
Recent Activity
Increased 2.26%
0.24%
$637,050
1,088 shares@ $585.53 avg price
BSMUInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 1.09%
0.21%
$544,390
25,064 shares@ $21.72 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 100.66%
0.17%
$443,255
2,436 shares@ $181.97 avg price
BSCVInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 11.26%
0.16%
$407,622
25,397 shares@ $16.06 avg price
AVGOBroadcom Inc
Recent Activity
Increased 24.11%
0.15%
$401,083
1,730 shares@ $231.84 avg price
BSMPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 1.31%
0.15%
$379,586
15,487 shares@ $24.51 avg price
BSMRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 1.57%
0.15%
$379,441
16,078 shares@ $23.61 avg price
BSMQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 1.57%
0.15%
$378,369
16,053 shares@ $23.57 avg price