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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
GQQQEa Series Trust
Recent Activity
New Position
7.31%
$20.486M
807,821 shares@ $25.36 avg price
SPLGSpdr Ser Tr
Recent Activity
New Position
2.33%
$6.524M
95,268 shares@ $68.48 avg price
RTRECollaborative Investmnt Ser
Recent Activity
New Position
1.82%
$5.078M
208,480 shares@ $24.36 avg price
PYLDPimco Etf Tr
Recent Activity
New Position
0.76%
$2.124M
82,422 shares@ $25.78 avg price
KBWBInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.36%
$998,879
15,025 shares@ $66.49 avg price
SPMBSpdr Ser Tr
Recent Activity
New Position
0.32%
$896,758
42,200 shares@ $21.26 avg price
ZIMZim Integrated Shipping Serv
Recent Activity
New Position
0.3%
$813,801
45,036 shares@ $18.08 avg price
BTALAgf Invts Tr
Recent Activity
New Position
0.28%
$761,173
41,346 shares@ $18.41 avg price
XSCDXLmp Cap & Income Fd Inc
Recent Activity
New Position
0.23%
$622,011
36,849 shares@ $16.88 avg price
DVYIshares Tr
Recent Activity
New Position
0.21%
$562,636
4,291 shares@ $131.13 avg price