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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
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
PGProcter And Gamble Co
Recent Activity
Increased 5.45%
0.47%
$1.292M
8,090 shares@ $159.75 avg price
CATCaterpillar Inc
Recent Activity
Increased 13.12%
0.46%
$1.289M
3,468 shares@ $371.62 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.64%
0.45%
$1.243M
7,079 shares@ $175.55 avg price
MCDMcdonalds Corp
Recent Activity
Increased 19.95%
0.44%
$1.229M
4,366 shares@ $281.57 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Increased 0.17%
0.44%
$1.208M
32,243 shares@ $37.47 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
0.43%
$1.183M
2,051 shares@ $576.69 avg price
BSMRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 14.85%
0.42%
$1.158M
49,185 shares@ $23.55 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 7.17%
0.41%
$1.142M
10,407 shares@ $109.72 avg price