Astoria Portfolio Advisors
Latest statistics and disclosures from Astoria Portfolio Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTI, SPIB, PPI, QUAL, NVDA, and represent 29.57% of Astoria Portfolio Advisors's stock portfolio.
- Added to shares of these 10 stocks: DMBS (+$8.5M), SPDW (+$6.3M), USMV (+$5.7M), IEMG (+$5.1M), QUAL, SPTL, AGNC, AVGO, ZETA, SCHD.
- Started 26 new stock positions in OKE, CL, GD, DMBS, MXI, IVV, ZETA, KMB, SDY, MET.
- Reduced shares in these 10 stocks: , PPI (-$7.9M), QQQ (-$7.6M), IHDG, DGRE, DGRW, TYL, JPM, ABR, SPTI.
- Sold out of its positions in AEP, ABR, CVX, ENIC, F, QQMG, TAN, RIO, ROP, GLD. SPMB, SMCI, VUG.
- Astoria Portfolio Advisors was a net buyer of stock by $410k.
- Astoria Portfolio Advisors has $294M in assets under management (AUM), dropping by 4.83%.
- Central Index Key (CIK): 0001931642
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Portfolio Holdings for Astoria Portfolio Advisors
Astoria Portfolio Advisors holds 208 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 7.4 | $22M | -3% | 763k | 28.57 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 7.4 | $22M | +2% | 652k | 33.34 |
|
| Investment Managers Ser Tr I Axs Astoria Infl (PPI) | 5.6 | $17M | -32% | 1.0M | 15.74 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.9 | $14M | +22% | 79k | 181.43 |
|
| NVIDIA Corporation (NVDA) | 4.2 | $12M | -2% | 92k | 134.80 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 4.0 | $12M | +117% | 315k | 37.04 |
|
| Bank of America Corporation (BAC) | 2.9 | $8.6M | 205k | 41.95 |
|
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| Doubleline Etf Trust Mortgage Etf (DMBS) | 2.9 | $8.5M | NEW | 171k | 49.45 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 2.4 | $7.1M | -38% | 156k | 45.68 |
|
| Apple (AAPL) | 2.3 | $6.8M | 30k | 227.55 |
|
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 2.3 | $6.6M | +21% | 238k | 27.87 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 2.1 | $6.2M | -28% | 74k | 84.04 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 2.1 | $6.2M | +1074% | 67k | 92.01 |
|
| Tyler Technologies (TYL) | 1.9 | $5.5M | -17% | 9.3k | 594.41 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.9 | $5.4M | -2% | 103k | 52.63 |
|
| Ishares Core Msci Emkt (IEMG) | 1.7 | $5.1M | NEW | 88k | 57.82 |
|
| Microsoft Corporation (MSFT) | 1.3 | $3.7M | 8.8k | 416.32 |
|
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 1.1 | $3.3M | 33k | 101.02 |
|
|
| Wisdomtree Tr Em Mkts Qtly Div (DGRE) | 1.1 | $3.1M | -55% | 114k | 27.48 |
|
| Meta Platforms Cl A (META) | 0.9 | $2.8M | 4.7k | 589.94 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.4M | -76% | 4.8k | 493.35 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $2.4M | -27% | 11k | 222.28 |
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.8 | $2.4M | +11% | 87k | 26.98 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $2.2M | 3.9k | 579.54 |
|
|
| Home Depot (HD) | 0.7 | $2.1M | +8% | 5.2k | 411.94 |
|
| Amazon (AMZN) | 0.7 | $2.1M | 11k | 188.82 |
|
|
| UnitedHealth (UNH) | 0.7 | $2.0M | +2% | 3.4k | 597.97 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.7 | $2.0M | -23% | 67k | 29.20 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.9M | 12k | 163.24 |
|
|
| Lockheed Martin Corporation (LMT) | 0.6 | $1.7M | +4% | 2.8k | 604.24 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.5 | $1.6M | -2% | 53k | 30.09 |
|
| Lowe's Companies (LOW) | 0.5 | $1.6M | +9% | 5.6k | 275.75 |
|
| Oracle Corporation (ORCL) | 0.5 | $1.6M | 8.9k | 175.76 |
|
|
| Visa Com Cl A (V) | 0.5 | $1.4M | +4% | 5.1k | 277.83 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $1.4M | +7% | 3.7k | 379.00 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.5 | $1.4M | +4% | 13k | 107.06 |
|
| Abbvie (ABBV) | 0.5 | $1.4M | +2% | 7.0k | 194.20 |
|
| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 0.5 | $1.3M | 56k | 23.95 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.5 | $1.3M | 69k | 19.52 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.5 | $1.3M | 63k | 21.15 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $1.3M | +10% | 7.7k | 171.08 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.4 | $1.2M | -5% | 32k | 38.41 |
|
| Caterpillar (CAT) | 0.4 | $1.2M | +11% | 3.1k | 402.06 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.2M | +3% | 9.7k | 123.61 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.2M | 1.3k | 889.24 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.4 | $1.2M | 60k | 19.66 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $1.2M | 2.1k | 576.01 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.4 | $1.2M | -8% | 47k | 24.86 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.4 | $1.1M | 55k | 20.66 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $1.1M | +196% | 40k | 28.54 |
|
| Qualcomm (QCOM) | 0.4 | $1.1M | +6% | 6.6k | 169.98 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.1M | +9% | 3.6k | 305.08 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $1.1M | +5% | 10k | 105.34 |
|
| Broadcom (AVGO) | 0.4 | $1.1M | +898% | 6.0k | 181.47 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.3 | $1.0M | NEW | 99k | 10.31 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.3 | $1.0M | 43k | 23.71 |
|
|
| Zeta Global Holdings Corp Cl A (ZETA) | 0.3 | $956k | NEW | 30k | 31.67 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $938k | -4% | 1.0k | 932.17 |
|
| American Tower Reit (AMT) | 0.3 | $916k | -3% | 4.2k | 219.26 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.3 | $916k | 39k | 23.65 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.3 | $894k | 37k | 24.52 |
|
|
| Chubb (CB) | 0.3 | $875k | +7% | 3.1k | 286.83 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $859k | 21k | 41.26 |
|
|
| Amgen (AMGN) | 0.3 | $856k | +3% | 2.6k | 328.29 |
|
| Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX) | 0.3 | $851k | +6% | 20k | 43.08 |
|
| United Parcel Service CL B (UPS) | 0.3 | $842k | +26% | 6.3k | 134.59 |
|
| Star Bulk Carriers Corp. Shs Par (SBLK) | 0.3 | $842k | +53% | 40k | 21.05 |
|
| Stryker Corporation (SYK) | 0.3 | $818k | 2.3k | 355.64 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $793k | 13k | 63.28 |
|
|
| Progressive Corporation (PGR) | 0.2 | $727k | +4% | 2.9k | 254.07 |
|
| Philip Morris International (PM) | 0.2 | $725k | +9% | 6.0k | 120.10 |
|
| International Business Machines (IBM) | 0.2 | $703k | +4% | 3.0k | 233.23 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $701k | 1.4k | 502.28 |
|
|
| Parker-Hannifin Corporation (PH) | 0.2 | $682k | +7% | 1.1k | 636.89 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $678k | +3% | 3.3k | 205.14 |
|
| Cisco Systems (CSCO) | 0.2 | $669k | +3% | 12k | 54.25 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $662k | 1.8k | 360.75 |
|
|
| Applied Materials (AMAT) | 0.2 | $653k | +2% | 3.2k | 205.04 |
|
| Starbucks Corporation (SBUX) | 0.2 | $648k | +4% | 6.8k | 95.55 |
|
| Ubiquiti (UI) | 0.2 | $648k | 2.8k | 235.70 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $638k | +44% | 1.3k | 495.23 |
|
| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.2 | $637k | -15% | 12k | 54.04 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $625k | -7% | 12k | 50.69 |
|
| Netflix (NFLX) | 0.2 | $604k | 836.00 | 722.79 |
|
|
| Kla Corp Com New (KLAC) | 0.2 | $590k | +14% | 734.00 | 803.84 |
|
| Anthem (ELV) | 0.2 | $583k | +30% | 1.2k | 502.09 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $582k | -6% | 11k | 52.46 |
|
| Mettler-Toledo International (MTD) | 0.2 | $580k | 400.00 | 1450.95 |
|
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $576k | -2% | 13k | 45.19 |
|
| Coca-Cola Company (KO) | 0.2 | $575k | +6% | 8.3k | 69.57 |
|
| CSX Corporation (CSX) | 0.2 | $564k | +9% | 16k | 34.96 |
|
| American Express Company (AXP) | 0.2 | $557k | +19% | 2.0k | 276.16 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 0.2 | $547k | +2% | 5.8k | 93.73 |
|
| Cintas Corporation (CTAS) | 0.2 | $547k | +294% | 2.6k | 208.03 |
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| Ameriprise Financial (AMP) | 0.2 | $531k | +10% | 1.1k | 502.67 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $529k | 1.0k | 528.70 |
|
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| Southern Company (SO) | 0.2 | $523k | +8% | 5.9k | 88.96 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $523k | 3.8k | 138.41 |
|
|
| Kroger (KR) | 0.2 | $487k | +8% | 8.8k | 55.36 |
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| Arista Networks (ANET) | 0.2 | $479k | +8% | 1.1k | 416.93 |
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| BlackRock (BLK) | 0.2 | $474k | 478.00 | 990.81 |
|
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $462k | 7.6k | 60.71 |
|
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| Rockwell Automation (ROK) | 0.2 | $453k | 1.7k | 271.17 |
|
|
| Air Products & Chemicals (APD) | 0.2 | $446k | +13% | 1.4k | 316.59 |
|
| Zoetis Cl A (ZTS) | 0.2 | $446k | 2.3k | 190.09 |
|
|
| Discover Financial Services (DFS) | 0.2 | $443k | +15% | 3.0k | 145.82 |
|
| Verizon Communications (VZ) | 0.1 | $436k | -3% | 10k | 43.00 |
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.1 | $431k | +5% | 8.7k | 49.70 |
|
| Texas Cap Tex Equity Index E Texas Cap Tex Eq (TXS) | 0.1 | $428k | +70% | 14k | 31.40 |
|
| Union Pacific Corporation (UNP) | 0.1 | $426k | 1.8k | 242.30 |
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| Nucor Corporation (NUE) | 0.1 | $426k | +16% | 2.8k | 151.90 |
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| Abbott Laboratories (ABT) | 0.1 | $423k | -5% | 3.6k | 116.13 |
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| Johnson & Johnson (JNJ) | 0.1 | $420k | +12% | 2.6k | 161.44 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $419k | +39% | 8.1k | 51.99 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $417k | -2% | 3.2k | 130.10 |
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| Williams Companies (WMB) | 0.1 | $417k | 8.3k | 50.48 |
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| Pepsi (PEP) | 0.1 | $402k | 2.3k | 174.81 |
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| RPM International (RPM) | 0.1 | $399k | 3.0k | 133.04 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $393k | 24k | 16.76 |
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| Hershey Company (HSY) | 0.1 | $393k | +15% | 2.1k | 185.95 |
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| Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) | 0.1 | $390k | 7.4k | 52.66 |
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| Waste Management (WM) | 0.1 | $387k | +2% | 1.8k | 211.85 |
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| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.1 | $384k | -62% | 4.2k | 91.81 |
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| AFLAC Incorporated (AFL) | 0.1 | $382k | 3.4k | 113.25 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $374k | +3% | 6.3k | 59.46 |
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| Tesla Motors (TSLA) | 0.1 | $370k | -3% | 1.7k | 217.75 |
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| Nextera Energy (NEE) | 0.1 | $370k | 4.5k | 81.86 |
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| salesforce (CRM) | 0.1 | $364k | +13% | 1.3k | 288.18 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $363k | +12% | 3.9k | 93.78 |
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| Altria (MO) | 0.1 | $356k | +11% | 7.1k | 49.84 |
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| Cummins (CMI) | 0.1 | $353k | +20% | 1.1k | 335.94 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $350k | 17k | 20.45 |
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| Paypal Holdings (PYPL) | 0.1 | $345k | 4.3k | 80.51 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $345k | NEW | 9.0k | 38.28 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $340k | 8.0k | 42.52 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $339k | 2.2k | 153.03 |
|
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $338k | 4.4k | 77.36 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $334k | 6.8k | 48.97 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $328k | NEW | 4.9k | 67.53 |
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| Bristol Myers Squibb (BMY) | 0.1 | $323k | +8% | 6.2k | 52.20 |
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| Automatic Data Processing (ADP) | 0.1 | $318k | +14% | 1.1k | 288.39 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $317k | +16% | 1.3k | 235.46 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $316k | NEW | 542.00 | 582.61 |
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| Booking Holdings (BKNG) | 0.1 | $313k | +5% | 73.00 | 4292.36 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $312k | 1.6k | 199.70 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $311k | 4.3k | 71.87 |
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| Advanced Micro Devices (AMD) | 0.1 | $308k | +7% | 1.8k | 167.89 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $305k | 4.5k | 67.68 |
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| EOG Resources (EOG) | 0.1 | $302k | 2.3k | 132.46 |
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| Carlisle Companies (CSL) | 0.1 | $298k | -2% | 634.00 | 470.02 |
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| Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) | 0.1 | $293k | +3% | 8.2k | 35.65 |
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| Ishares Tr Glob Indstrl Etf (EXI) | 0.1 | $293k | 2.0k | 149.77 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $291k | +36% | 766.00 | 380.01 |
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| Snap-on Incorporated (SNA) | 0.1 | $278k | 953.00 | 291.67 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $276k | +6% | 3.3k | 82.51 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $275k | 5.7k | 48.65 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $269k | -2% | 5.4k | 50.16 |
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| Bondbloxx Etf Trust Bloomberg Two Yr (XTWO) | 0.1 | $268k | 5.4k | 49.49 |
|
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| Williams-Sonoma (WSM) | 0.1 | $268k | +81% | 1.9k | 144.33 |
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| Merck & Co (MRK) | 0.1 | $264k | -6% | 2.4k | 109.71 |
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| ConocoPhillips (COP) | 0.1 | $264k | +7% | 2.4k | 110.51 |
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| Palo Alto Networks (PANW) | 0.1 | $262k | 702.00 | 373.07 |
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| Church & Dwight (CHD) | 0.1 | $259k | 2.6k | 101.61 |
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| Matson (MATX) | 0.1 | $259k | -2% | 1.9k | 137.08 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $257k | +100% | 13k | 20.26 |
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| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.1 | $257k | 2.4k | 106.22 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $252k | NEW | 5.6k | 45.18 |
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| Fastenal Company (FAST) | 0.1 | $248k | 3.2k | 76.81 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $247k | NEW | 1.7k | 142.29 |
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| Target Corporation (TGT) | 0.1 | $247k | NEW | 1.6k | 158.46 |
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| CBOE Holdings (CBOE) | 0.1 | $246k | 1.2k | 206.01 |
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| Radian (RDN) | 0.1 | $246k | 7.1k | 34.58 |
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| Hartford Financial Services (HIG) | 0.1 | $245k | NEW | 2.1k | 117.37 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $241k | 3.0k | 80.18 |
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| Broadridge Financial Solutions (BR) | 0.1 | $239k | +2% | 1.1k | 220.84 |
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| L3harris Technologies (LHX) | 0.1 | $238k | -2% | 967.00 | 246.17 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $237k | NEW | 1.7k | 141.46 |
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| Dover Corporation (DOV) | 0.1 | $237k | NEW | 1.2k | 190.65 |
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| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $236k | 4.0k | 59.39 |
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| Illinois Tool Works (ITW) | 0.1 | $236k | NEW | 905.00 | 260.60 |
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| MetLife (MET) | 0.1 | $234k | NEW | 2.7k | 85.51 |
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| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $233k | +5% | 32k | 7.23 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $232k | +100% | 9.0k | 25.84 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $230k | 894.00 | 256.69 |
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| Oneok (OKE) | 0.1 | $228k | NEW | 2.4k | 96.61 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $228k | +200% | 10k | 22.40 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $227k | 1.0k | 225.05 |
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| Deere & Company (DE) | 0.1 | $223k | -35% | 543.00 | 411.07 |
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| American Financial (AFG) | 0.1 | $220k | NEW | 1.6k | 135.97 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $219k | +2% | 753.00 | 290.97 |
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| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.1 | $219k | -2% | 2.7k | 81.52 |
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| Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) | 0.1 | $216k | 9.8k | 22.05 |
|
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| Bank of New York Mellon Corporation (BK) | 0.1 | $215k | NEW | 2.9k | 74.14 |
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| AmerisourceBergen (COR) | 0.1 | $214k | NEW | 961.00 | 222.64 |
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| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $212k | 3.7k | 57.79 |
|
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.1 | $211k | NEW | 3.4k | 62.56 |
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| Ishares Tr Global Mater Etf (MXI) | 0.1 | $210k | NEW | 2.3k | 91.15 |
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| Colgate-Palmolive Company (CL) | 0.1 | $209k | NEW | 2.1k | 100.11 |
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| Westlake Chemical Corporation (WLK) | 0.1 | $205k | 1.4k | 144.24 |
|
|
| Wec Energy Group (WEC) | 0.1 | $205k | NEW | 2.1k | 95.45 |
|
| General Dynamics Corporation (GD) | 0.1 | $201k | NEW | 669.00 | 299.63 |
|
| Consolidated Edison (ED) | 0.1 | $200k | NEW | 2.0k | 102.30 |
|
| Midcap Financial Invstmnt Com New (MFIC) | 0.1 | $169k | NEW | 13k | 13.41 |
|
| Xai Octagon Floatng Rate Alt (XFLT) | 0.0 | $120k | +12% | 17k | 6.89 |
|
| Neuberger Berman Mlp Income (NML) | 0.0 | $112k | +9% | 13k | 8.46 |
|
| Horizon Technology Fin (HRZN) | 0.0 | $111k | -20% | 11k | 10.46 |
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $92k | +12% | 23k | 4.01 |
|
| Pangaea Logistics Solution L SHS (PANL) | 0.0 | $91k | +15% | 14k | 6.73 |
|
Past Filings by Astoria Portfolio Advisors
SEC 13F filings are viewable for Astoria Portfolio Advisors going back to 2022
- Astoria Portfolio Advisors 2024 Q3 filed Oct. 15, 2024
- Astoria Portfolio Advisors 2024 Q2 filed July 9, 2024
- Astoria Portfolio Advisors 2024 Q1 filed April 16, 2024
- Astoria Portfolio Advisors 2023 Q4 filed Feb. 7, 2024
- Astoria Portfolio Advisors 2023 Q3 filed Oct. 27, 2023
- Astoria Portfolio Advisors 2023 Q2 filed July 14, 2023
- Astoria Portfolio Advisors 2023 Q1 filed April 5, 2023
- Astoria Portfolio Advisors 2022 Q4 filed Jan. 23, 2023
- Astoria Portfolio Advisors 2022 Q3 filed Nov. 3, 2022
- Astoria Portfolio Advisors 2022 Q2 filed July 7, 2022
- Astoria Portfolio Advisors 2021 Q4 filed June 1, 2022
- Astoria Portfolio Advisors 2022 Q1 filed June 1, 2022