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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
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 24.95%
0.28%
$762,999
15,402 shares@ $49.54 avg price
BTALAgf Invts Tr
Recent Activity
New Position
0.28%
$761,173
41,346 shares@ $18.41 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -37.94%
0.27%
$757,227
826 shares@ $916.74 avg price
AMGNAmgen Inc
Recent Activity
Increased 8.67%
0.27%
$756,967
2,834 shares@ $267.11 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -1.02%
0.27%
$739,588
4,136 shares@ $178.82 avg price
EFAXSpdr Index Shs Fds
Recent Activity
Decreased -5.51%
0.27%
$738,540
18,669 shares@ $39.56 avg price
TSLATesla Inc
Recent Activity
Increased 9.12%
0.27%
$735,090
1,855 shares@ $396.28 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 1.83%
0.26%
$728,600
6,150 shares@ $118.48 avg price
QGROAmerican Centy Etf Tr
Recent Activity
Increased 22.24%
0.26%
$711,255
7,130 shares@ $99.76 avg price
PHParker-hannifin Corp
Recent Activity
Increased 1.87%
0.26%
$705,550
1,090 shares@ $647.3 avg price