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Peter Shulla

Sentinel Advisory Group, Llc

Assets Managed
$205.227M
Holdings
53
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sentinel Advisory Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Sentinel Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 205.227M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Peter Shulla, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
New Position
20.37%
$41.79M
63,977 shares@ $653.21 avg price
RDVY
First Trust Rising Dividend
Recent Activity
New Position
8.86%
$18.176M
266,200 shares@ $68.29 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
New Position
8.15%
$16.706M
674,993 shares@ $24.76 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
New Position
7.12%
$14.609M
149,210 shares@ $97.92 avg price
IWS
Ishares Russell Mid-cap Valu
Recent Activity
New Position
4.64%
$9.521M
65,328 shares@ $145.75 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
New Position
4.63%
$9.497M
255,304 shares@ $37.21 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
New Position
4.21%
$8.633M
67,385 shares@ $128.13 avg price
CGNG
Cap Group New Geography Eq
Recent Activity
New Position
3.75%
$7.689M
243,539 shares@ $31.58 avg price
SPYI
Neos S&p 500 High Income Etf
Recent Activity
New Position
3.66%
$7.495M
151,804 shares@ $49.38 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
New Position
3.45%
$7.076M
101,452 shares@ $69.76 avg price

1-10 of 53