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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
ANETArista Networks Inc
Recent Activity
New Position
0.2%
$556,854
4,846 shares@ $114.92 avg price
VBVanguard Index Fds
Recent Activity
New Position
0.18%
$496,213
2,047 shares@ $242.41 avg price
SPMDSpdr Ser Tr
Recent Activity
New Position
0.18%
$488,895
8,828 shares@ $55.39 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.17%
$460,716
478 shares@ $963.85 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
New Position
0.17%
$458,131
1,018 shares@ $450.04 avg price
VOVanguard Index Fds
Recent Activity
New Position
0.17%
$453,016
1,698 shares@ $266.8 avg price
BSJSInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.15%
$412,894
18,931 shares@ $21.82 avg price
BSJTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.13%
$349,997
16,370 shares@ $21.39 avg price
RDFICollaborative Investmnt Ser
Recent Activity
New Position
0.12%
$314,244
13,418 shares@ $23.42 avg price
TJXTjx Cos Inc New
Recent Activity
New Position
0.12%
$312,270
2,619 shares@ $119.24 avg price