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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
PGRProgressive Corp
Recent Activity
Increased 1.3%
0.25%
$695,255
2,900 shares@ $239.75 avg price
NFLXNetflix Inc
Recent Activity
Decreased -0.35%
0.25%
$690,057
833 shares@ $828.4 avg price
MUNIPimco Etf Tr
Recent Activity
Increased 20.89%
0.25%
$689,114
13,415 shares@ $51.37 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 35.43%
0.25%
$688,132
5,119 shares@ $134.43 avg price
TXSTexas Cap Tex Equity Index E
Recent Activity
Increased 46.18%
0.24%
$655,843
19,915 shares@ $32.94 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 196.84%
0.24%
$651,779
4,972 shares@ $131.09 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 1.52%
0.24%
$648,917
3,354 shares@ $193.48 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 0.77%
0.24%
$645,588
1,850 shares@ $348.97 avg price
SBUXStarbucks Corp
Recent Activity
Increased 1.94%
0.23%
$643,652
6,916 shares@ $93.07 avg price
IBMInternational Business Machs
Recent Activity
Decreased -2.48%
0.23%
$640,307
2,941 shares@ $217.72 avg price