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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
XLVSelect Sector Spdr Tr
Recent Activity
New Position
0.11%
$299,405
2,139 shares@ $139.98 avg price
XLESelect Sector Spdr Tr
Recent Activity
New Position
0.11%
$289,527
3,174 shares@ $91.22 avg price
VGTVanguard World Fd
Recent Activity
New Position
0.11%
$281,891
462 shares@ $610.16 avg price
BSJRInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.1%
$277,953
12,367 shares@ $22.48 avg price
PSIXPower Solutions Intl Inc
Recent Activity
New Position
0.1%
$263,355
7,277 shares@ $36.2 avg price
TROWPrice T Rowe Group Inc
Recent Activity
New Position
0.09%
$247,040
2,204 shares@ $112.09 avg price
XLBSelect Sector Spdr Tr
Recent Activity
New Position
0.09%
$231,973
2,690 shares@ $86.24 avg price
DHRDanaher Corporation
Recent Activity
New Position
0.09%
$231,962
976 shares@ $237.67 avg price
XLKSelect Sector Spdr Tr
Recent Activity
New Position
0.09%
$225,038
988 shares@ $227.78 avg price
SYYSysco Corp
Recent Activity
New Position
0.08%
$221,534
2,996 shares@ $73.95 avg price