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Michael Stulic

@Astoria Portfolio Advisors Llc.

Latest period2024 - Q4ReportedManaged Assets$280.484MTotal holdings217
Assets growth rate-4.42%Assets growth rate (2-Q avg)0.21%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Astoria Portfolio Advisors Llc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 217 positions.

Assets under management

The assets under management (AUM) of Astoria Portfolio Advisors 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 2024 - Q4, they manage 280.484M in assets, with a quarterly growth rate of -4.42% and a 2-quarter average growth rate of 0.21%. The portfolio is managed by Michael Stulic, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPIBSpdr Ser Tr
Recent Activity
Decreased -3.1%
7.33%
$20.559M
631,987 shares@ $32.53 avg price
GQQQEa Series Trust
Recent Activity
New Position
7.31%
$20.486M
807,821 shares@ $25.36 avg price
SPTISpdr Ser Tr
Recent Activity
Decreased -30.51%
5.23%
$14.659M
529,965 shares@ $27.66 avg price
PPIInvestment Managers Ser Tr I
Recent Activity
Decreased -21.09%
4.43%
$12.411M
827,972 shares@ $15.0 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.97%
4.36%
$12.215M
92,704 shares@ $131.77 avg price
BACBank America Corp
Recent Activity
Increased 0.17%
3.35%
$9.388M
205,063 shares@ $45.79 avg price
AAPLApple Inc
Recent Activity
Increased 5.44%
2.63%
$7.354M
31,523 shares@ $233.29 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -37.24%
2.4%
$6.719M
197,916 shares@ $33.96 avg price
SPLGSpdr Ser Tr
Recent Activity
New Position
2.33%
$6.524M
95,268 shares@ $68.48 avg price
DMBSDoubleline Etf Trust
Recent Activity
Decreased -27.25%
2.11%
$5.914M
124,709 shares@ $47.42 avg price