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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
IVVIshares Tr
Recent Activity
Exited
0%
$315,775
542 shares@ $582.62 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Exited
0%
$276,078
3,346 shares@ $82.51 avg price
CHDChurch & Dwight Co Inc
Recent Activity
Exited
0%
$259,106
2,550 shares@ $101.62 avg price
MATXMatson Inc
Recent Activity
Exited
0%
$258,671
1,887 shares@ $137.09 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$246,557
1,556 shares@ $158.46 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Exited
0%
$227,079
1,009 shares@ $225.06 avg price
RSReliance Inc
Recent Activity
Exited
0%
$219,103
753 shares@ $290.98 avg price
BSMUInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$216,200
9,807 shares@ $22.05 avg price
BKBank New York Mellon Corp
Recent Activity
Exited
0%
$214,710
2,896 shares@ $74.15 avg price
GNRSpdr Index Shs Fds
Recent Activity
Exited
0%
$211,858
3,666 shares@ $57.79 avg price