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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
UNHUnitedhealth Group Inc
Recent Activity
Increased 5.53%
0.71%
$1.963M
3,611 shares@ $543.74 avg price
VVisa Inc
Recent Activity
Increased 16.81%
0.66%
$1.845M
5,970 shares@ $309.09 avg price
IBDNorthern Lts Fd Tr Iv
Recent Activity
Increased 19.33%
0.57%
$1.572M
67,248 shares@ $23.39 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 40.49%
0.55%
$1.534M
55,749 shares@ $27.52 avg price
AVGOBroadcom Inc
Recent Activity
Increased 9.42%
0.53%
$1.478M
6,576 shares@ $224.72 avg price
LOWLowes Cos Inc
Recent Activity
Increased 3.05%
0.53%
$1.462M
5,821 shares@ $251.21 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 3.42%
0.5%
$1.379M
2,846 shares@ $484.39 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 1.83%
0.49%
$1.364M
70,140 shares@ $19.44 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 13.92%
0.48%
$1.333M
68,527 shares@ $19.46 avg price
SHWSherwin Williams Co
Recent Activity
Increased 4.31%
0.47%
$1.317M
3,854 shares@ $341.63 avg price