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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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.97%
0.95%
$2.657M
10,737 shares@ $247.46 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.71%
0.9%
$2.496M
4,943 shares@ $505.06 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 10.56%
0.87%
$2.44M
12,866 shares@ $189.66 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.13%
0.79%
$2.211M
3,797 shares@ $582.2 avg price
HDHome Depot Inc
Recent Activity
Increased 6.96%
0.78%
$2.174M
5,534 shares@ $392.77 avg price
BABInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -3.69%
0.78%
$2.171M
84,064 shares@ $25.84 avg price
PYLDPimco Etf Tr
Recent Activity
New Position
0.76%
$2.124M
82,422 shares@ $25.78 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 5.53%
0.71%
$1.963M
3,611 shares@ $543.74 avg price
SPTSSpdr Ser Tr
Recent Activity
Decreased -3.87%
0.67%
$1.865M
64,441 shares@ $28.95 avg price
VVisa Inc
Recent Activity
Increased 16.81%
0.66%
$1.845M
5,970 shares@ $309.09 avg price