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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
SCHYSchwab Strategic Tr
Recent Activity
New Position
0.08%
$215,857
9,381 shares@ $23.02 avg price
MKLMarkel Group Inc
Recent Activity
New Position
0.08%
$215,125
125 shares@ $1721.0 avg price
XLPSelect Sector Spdr Tr
Recent Activity
New Position
0.08%
$210,830
2,756 shares@ $76.5 avg price
PPGPpg Inds Inc
Recent Activity
New Position
0.08%
$210,313
1,805 shares@ $116.52 avg price
BDXBecton Dickinson & Co
Recent Activity
New Position
0.08%
$208,072
882 shares@ $235.91 avg price