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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
XOMExxon Mobil Corp
Recent Activity
Increased 3.31%
0.14%
$369,933
3,439 shares@ $107.57 avg price
VVisa Inc
Recent Activity
Increased 4.21%
0.13%
$336,899
1,066 shares@ $316.05 avg price
LLYEli Lilly & Co
Recent Activity
Increased 3.56%
0.11%
$292,588
379 shares@ $772.0 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 1.04%
0.1%
$267,551
292 shares@ $916.28 avg price