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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
SPTLSpdr Ser Tr
Recent Activity
Exited
0%
$6.643M
238,342 shares@ $27.88 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$1.34M
63,374 shares@ $21.16 avg price
BSMOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$1.168M
47,008 shares@ $24.86 avg price
TLHIshares Tr
Recent Activity
Exited
0%
$1.097M
10,418 shares@ $105.35 avg price
ZETAZeta Global Holdings Corp
Recent Activity
Exited
0%
$956,022
30,187 shares@ $31.67 avg price
SBLKStar Bulk Carriers Corp.
Recent Activity
Exited
0%
$842,189
40,009 shares@ $21.05 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$478,636
1,148 shares@ $416.94 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$473,605
478 shares@ $990.81 avg price
LYBLyondellbasell Industries N
Recent Activity
Exited
0%
$362,747
3,868 shares@ $93.79 avg price
VTIPVanguard Malvern Fds
Recent Activity
Exited
0%
$333,783
6,816 shares@ $48.98 avg price