Astoria Portfolio Advisors Llc. Purchases in Q1 2025

Astoria Portfolio Advisors Llc.

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
190K
New
$25.54 - $27.64 $4.86M - $5.26M
190K $5.19M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
96.1K
+ 18.14%
$27.64 - $28.58 $2.66M - $2.75M
626K $17.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
47.7K
+ 24.12%
$33.84 - $37.77 $1.62M - $1.8M
246K $8.94M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17.3K
+ 462.75%
$87.68 - $94.52 $1.52M - $1.64M
21K $1.97M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
24.4K
+ 502.12%
$65.27 - $71.18 $1.59M - $1.73M
29.2K $1.94M
MA
Mastercard Inc

Financial Services
2.44K
+ 149.45%
$504.67 - $576.31 $1.23M - $1.41M
4.08K $2.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.1K
+ 205.8%
$442.66 - $534.52 $927K - $1.12M
3.11K $1.66M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
52.6K
+ 127.24%
$17.67 - $20.85 $930K - $1.1M
94K $1.96M
WMT
Walmart Inc.

Consumer Defensive
12.2K
New
$84.5 - $105.05 $1.03M - $1.28M
12.2K $1.07M
JNJ
Johnson & Johnson

Healthcare
5.77K
+ 218.79%
$142.06 - $167.7 $820K - $968K
8.41K $1.4M
TJX
Tjx Companies Inc

Consumer Cyclical
7.36K
+ 281.02%
$112.81 - $126.16 $830K - $929K
9.98K $1.22M
DGRO
Ishares Core Dividend Growth E

ETFs
13.3K
+ 98.21%
$60.46 - $64.42 $804K - $857K
26.8K $1.66M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
38.1K
+ 201.23%
$21.64 - $22.08 $824K - $841K
57K $1.23M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
38.7K
+ 236.3%
$21.04 - $21.64 $814K - $837K
55.1K $1.16M
MSFT
Microsoft Corp

Technology
3.29K
+ 33.8%
$375.39 - $447.2 $1.24M - $1.47M
13K $4.89M
UNP
Union Pacific Corp

Industrials
3.22K
+ 152.97%
$225.21 - $254.42 $725K - $818K
5.32K $1.26M
CL
Colgate Palmolive CO

Consumer Defensive
7.46K
+ 256.55%
$85.68 - $97.5 $639K - $728K
10.4K $971K
V
Visa Inc.

Financial Services
1.43K
+ 23.89%
$306.92 - $362.71 $438K - $517K
7.4K $2.59M
BSJR
Invesco Indx Tr

ETFs
28.6K
+ 231.24%
$22.4 - $22.69 $641K - $649K
41K $917K
IHDG
Wisdomtree Tr

ETFs
14.9K
+ 13.51%
$43.4 - $47.51 $648K - $709K
125K $5.44M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.83K
New
$102.49 - $119.96 $598K - $700K
5.83K $610K
ACN
Accenture PLC

Technology
2.1K
+ 113.41%
$300.91 - $398.25 $631K - $836K
3.95K $1.23M
GOOG
Alphabet Inc.

Communication Services
3.7K
New
$156.06 - $207.71 $578K - $769K
3.7K $578K
ADBE
Adobe Inc.

Technology
1.63K
+ 125.64%
$377.84 - $464.11 $617K - $757K
2.93K $1.12M
ADP
Automatic Data Processing Inc

Industrials
1.72K
+ 112.02%
$286.85 - $318.64 $495K - $549K
3.26K $996K
GOOGL
Alphabet Inc.

Communication Services
6.35K
+ 49.35%
$154.33 - $206.19 $980K - $1.31M
19.2K $2.97M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
5.18K
New
$97.76 - $107.35 $506K - $556K
5.18K $520K
QCOM
Qualcomm Inc

Technology
3.2K
+ 45.42%
$151.94 - $175.86 $486K - $562K
10.2K $1.57M
VONE
Vanguard Russell 1000 ETF

ETFs
1.87K
New
$250.16 - $278.79 $468K - $522K
1.87K $475K
WM
Waste Management Inc

Industrials
1.69K
+ 62.02%
$200.54 - $233.78 $339K - $395K
4.42K $1.02M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.54K
New
$97.38 - $104.52 $442K - $475K
4.54K $463K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
5.27K
+ 73.91%
$91.68 - $109.93 $483K - $579K
12.4K $1.16M
AMZN
Amazon Com Inc

Consumer Cyclical
4.11K
+ 33.05%
$190.26 - $242.06 $781K - $994K
16.5K $3.15M
MO
Altria Group, Inc.

Consumer Defensive
5.85K
+ 78.2%
$50.81 - $60.02 $297K - $351K
13.3K $800K
PM
Philip Morris International Inc.

Consumer Defensive
1.07K
+ 17.38%
$117.15 - $158.79 $125K - $170K
7.22K $1.15M
VGT
Vanguard Information Technolog

ETFs
802
+ 173.59%
$542.38 - $646.34 $435K - $518K
1.26K $685K
AAPL
Apple Inc.

Technology
5.78K
+ 18.35%
$209.68 - $247.1 $1.21M - $1.43M
37.3K $8.29M
ROP
Roper Technologies Inc

Industrials
667
New
$502.71 - $593.81 $335K - $396K
667 $393K
IVV
Ishares Core S&P 500 ETF

ETFs
685
New
$554.06 - $615.85 $380K - $422K
685 $384K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.77K
New
$95.85 - $99.25 $362K - $374K
3.77K $373K
ADM
Archer Daniels Midland CO

Consumer Defensive
7.21K
New
$45.22 - $52.17 $326K - $376K
7.21K $346K
PEP
Pepsico Inc

Consumer Defensive
2.34K
+ 103.13%
$142.64 - $156.42 $333K - $365K
4.6K $689K
CVX
Chevron Corp

Energy
1.98K
New
$146.71 - $167.97 $290K - $333K
1.98K $331K
COST
Costco Wholesale Corp

Consumer Defensive
314
+ 38.01%
$890.62 - $1076.86 $280K - $338K
1.14K $1.08M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.2K
New
$25.58 - $29.24 $312K - $356K
12.2K $319K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
10.1K
+ 12.06%
$25.83 - $27.09 $262K - $275K
94.2K $2.51M
ECL
Ecolab Inc.

Basic Materials
1.21K
New
$229.72 - $269.82 $279K - $328K
1.21K $307K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.95K
New
$97.25 - $104.79 $287K - $309K
2.95K $306K
SPG
Simon Property Group Inc

Real Estate
1.71K
New
$159.48 - $187.78 $273K - $321K
1.71K $284K
Activity Summary
Buys All Purchases 158 New Holdings 51 Increased Positions 107 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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