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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
AXPAmerican Express Co
Recent Activity
Increased 2.88%
0.23%
$623,584
2,076 shares@ $300.38 avg price
XSCDXLmp Cap & Income Fd Inc
Recent Activity
New Position
0.23%
$622,011
36,849 shares@ $16.88 avg price
AMATApplied Matls Inc
Recent Activity
Increased 5.72%
0.21%
$584,321
3,365 shares@ $173.65 avg price
KLACKla Corp
Recent Activity
Increased 12.27%
0.21%
$578,183
824 shares@ $701.68 avg price
DFSDiscover Finl Svcs
Recent Activity
Increased 5.17%
0.21%
$578,080
3,197 shares@ $180.82 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 49.16%
0.21%
$564,518
2,725 shares@ $207.17 avg price
DVYIshares Tr
Recent Activity
New Position
0.21%
$562,636
4,291 shares@ $131.13 avg price
AMPAmeriprise Finl Inc
Recent Activity
Increased 1.05%
0.21%
$562,573
1,068 shares@ $526.76 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.2%
$556,854
4,846 shares@ $114.92 avg price
KRKroger Co
Recent Activity
Increased 5.65%
0.2%
$556,379
9,285 shares@ $59.93 avg price