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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
QUALIshares Tr
Recent Activity
Decreased -59.66%
2.01%
$5.633M
31,889 shares@ $176.65 avg price
RTRECollaborative Investmnt Ser
Recent Activity
New Position
1.82%
$5.078M
208,480 shares@ $24.36 avg price
TYLTyler Technologies Inc
Recent Activity
Decreased -7.71%
1.76%
$4.91M
8,610 shares@ $570.28 avg price
IHDGWisdomtree Tr
Recent Activity
Decreased -29.2%
1.73%
$4.83M
110,493 shares@ $43.72 avg price
IEMGIshares Inc
Recent Activity
Decreased -9.89%
1.46%
$4.083M
79,463 shares@ $51.38 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 10.26%
1.45%
$4.046M
9,734 shares@ $415.67 avg price
BILZPimco Etf Tr
Recent Activity
Decreased -0.26%
1.19%
$3.327M
32,948 shares@ $100.98 avg price
METAMeta Platforms Inc
Recent Activity
Increased 3.99%
1.04%
$2.902M
4,884 shares@ $594.27 avg price
DGRWWisdomtree Tr
Recent Activity
Decreased -52.62%
1.01%
$2.819M
34,907 shares@ $80.76 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 10.78%
0.97%
$2.706M
12,425 shares@ $217.76 avg price