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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
GSLCGoldman Sachs Etf Tr
Recent Activity
New Position
14.28%
$38.369M
333,126 shares@ $115.18 avg price
JGROJ P Morgan Exchange Traded F
Recent Activity
Decreased -2.2%
10.33%
$27.768M
342,684 shares@ $81.03 avg price
DIVOAmplify Etf Tr
Recent Activity
Increased 1.98%
9.98%
$26.818M
662,498 shares@ $40.49 avg price
BSJQInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
7.6%
$20.42M
877,333 shares@ $23.28 avg price
SPLBSpdr Ser Tr
Recent Activity
New Position
6.75%
$18.124M
815,305 shares@ $22.23 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 15.03%
5.41%
$14.531M
721,849 shares@ $20.14 avg price
AAPLApple Inc
Recent Activity
Decreased -0.36%
4.99%
$13.412M
53,557 shares@ $250.42 avg price
IDVOAmplify Etf Tr
Recent Activity
Increased 11.01%
4.79%
$12.87M
431,308 shares@ $29.85 avg price
INTFIshares Tr
Recent Activity
New Position
4.65%
$12.494M
435,009 shares@ $28.73 avg price
BSCWInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 9.83%
4.4%
$11.814M
587,447 shares@ $20.12 avg price