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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
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -0.72%
0.41%
$1.127M
54,519 shares@ $20.68 avg price
QCOMQualcomm Inc
Recent Activity
Increased 7.1%
0.41%
$1.123M
7,036 shares@ $159.55 avg price
SPYDSpdr Ser Tr
Recent Activity
Increased 85.2%
0.37%
$1.015M
23,607 shares@ $43.01 avg price
KOCoca Cola Co
Recent Activity
Increased 95.87%
0.36%
$1.005M
16,198 shares@ $62.04 avg price
KBWBInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.36%
$998,879
15,025 shares@ $66.49 avg price
DGREWisdomtree Tr
Recent Activity
Decreased -64.81%
0.36%
$990,319
40,094 shares@ $24.7 avg price
AGNCAgnc Invt Corp
Recent Activity
Increased 6.06%
0.35%
$974,035
105,415 shares@ $9.25 avg price
SPMBSpdr Ser Tr
Recent Activity
New Position
0.32%
$896,758
42,200 shares@ $21.26 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 133.5%
0.32%
$895,566
18,822 shares@ $47.59 avg price
CBChubb Limited
Recent Activity
Increased 5.22%
0.31%
$852,298
3,210 shares@ $265.52 avg price