Astoria Portfolio Advisors Llc. Purchases in Q4 2024

Astoria Portfolio Advisors Llc.

  • $240 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
95.3K
New
$66.77 - $71.52 $6.36M - $6.81M
95.3K $6.57M
NVDA
Nvidia Corp

Technology
884
+ 0.96%
$117.0 - $148.88 $103K - $132K
92.7K $12.4M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
15K
New
$57.27 - $71.33 $860K - $1.07M
15K $981K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
45K
New
$18.2 - $27.01 $820K - $1.22M
45K $966K
AAPL
Apple Inc.

Technology
1.63K
+ 5.44%
$221.69 - $259.02 $360K - $421K
31.5K $7.89M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
42.2K
New
$21.43 - $22.55 $904K - $952K
42.2K $909K
BAC
Bank Of America Corp

Financial Services
333
+ 0.16%
$39.22 - $47.77 $13.1K - $15.9K
205K $9.01M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
41.3K
New
$18.47 - $19.96 $764K - $825K
41.3K $764K
AMZN
Amazon Com Inc

Consumer Cyclical
1.21K
+ 10.78%
$180.88 - $232.93 $219K - $282K
12.4K $2.73M
SCD
Lmp Capital & Income Fund Inc.

Financial Services
36.8K
New
$16.46 - $17.93 $607K - $661K
36.8K $633K
GOOGL
Alphabet Inc.

Communication Services
1.23K
+ 10.55%
$161.86 - $196.66 $199K - $241K
12.9K $2.44M
VB
Vanguard Small Cap ETF

ETFs
2.05K
New
$233.76 - $261.58 $479K - $535K
2.05K $491K
AVGO
Broadcom Inc.

Technology
566
+ 9.42%
$159.67 - $250.0 $90.4K - $142K
6.58K $1.52M
SPMD
Spdr Portfolio

ETFs
8.83K
New
$54.13 - $59.56 $478K - $526K
8.83K $482K
V
Visa Inc.

Financial Services
859
+ 16.81%
$273.87 - $320.91 $235K - $276K
5.97K $1.89M
VEA
Vanguard Ftse Developed Market

ETFs
10.8K
+ 133.49%
$47.57 - $52.44 $512K - $564K
18.8K $900K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.02K
New
$442.29 - $483.08 $450K - $492K
1.02K $461K
VO
Vanguard Mid Cap ETF

ETFs
1.7K
New
$261.5 - $284.63 $444K - $483K
1.7K $448K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.9K
+ 85.2%
$43.02 - $47.32 $467K - $514K
23.6K $1.02M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.3K
+ 196.84%
$131.66 - $144.0 $434K - $475K
4.97K $656K
KO
Coca Cola CO

Consumer Defensive
7.93K
+ 95.86%
$61.74 - $71.71 $489K - $569K
16.2K $1.01M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
18.9K
New
$21.68 - $22.16 $410K - $420K
18.9K $410K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
16.4K
New
$21.34 - $21.82 $349K - $357K
16.4K $350K
JPM
Jpmorgan Chase & CO

Financial Services
103
+ 0.97%
$205.18 - $250.29 $21.1K - $25.8K
10.7K $2.57M
TJX
Tjx Companies Inc

Consumer Cyclical
2.62K
New
$112.15 - $127.2 $294K - $333K
2.62K $316K
TSLA
Tesla, Inc.

Consumer Cyclical
155
+ 9.12%
$213.65 - $479.86 $33.1K - $74.4K
1.86K $749K
MSFT
Microsoft Corp

Technology
905
+ 10.25%
$406.35 - $454.46 $368K - $411K
9.73K $4.1M
XLV
Select Sector Spdr Fund Health

ETFs
2.14K
New
$136.28 - $154.74 $292K - $331K
2.14K $294K
VGT
Vanguard Information Technolog

ETFs
462
New
$571.78 - $647.97 $264K - $299K
462 $287K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.44K
+ 115.53%
$44.33 - $49.55 $286K - $319K
12K $539K
BSJR
Invesco Indx Tr

ETFs
12.4K
New
$22.37 - $22.7 $277K - $281K
12.4K $277K
XLE
Energy Sector Spdr

ETFs
3.17K
New
$83.32 - $97.27 $264K - $309K
3.17K $271K
TROW
Price T Rowe Group Inc

Financial Services
2.2K
New
$106.48 - $124.69 $235K - $275K
2.2K $249K
PSIX
Power Solutions International, Inc.

Industrials
7.28K
New
$17.3 - $33.35 $126K - $243K
7.28K $234K
XLK
Technology Sector Spdr

ETFs
988
New
$220.26 - $241.44 $218K - $239K
988 $229K
SYY
Sysco Corp

Consumer Defensive
3K
New
$73.63 - $81.77 $221K - $245K
3K $229K
XLB
Select Sector Spdr Fd Material

ETFs
2.69K
New
$83.8 - $97.58 $225K - $262K
2.69K $226K
DHR
Danaher Corp

Healthcare
976
New
$226.16 - $274.52 $221K - $268K
976 $224K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
10.9K
+ 19.33%
$23.42 - $24.2 $255K - $264K
67.2K $1.58M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
9.38K
New
$23.01 - $26.06 $216K - $244K
9.38K $216K
PPG
Ppg Industries Inc

Basic Materials
1.81K
New
$119.09 - $131.37 $215K - $237K
1.81K $215K
MKL
Markel Corp

Financial Services
125
New
$1542.01 - $1785.11 $193K - $223K
125 $215K
XLP
Consumer Staples Sector Spdr

ETFs
2.76K
New
N/A
2.76K $209K
BDX
Becton Dickinson & CO

Healthcare
882
New
$220.02 - $243.75 $194K - $215K
882 $200K
META
Meta Platforms, Inc.

Communication Services
187
+ 3.98%
$554.08 - $632.68 $104K - $118K
4.88K $2.88M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.3K
+ 22.24%
$90.31 - $106.37 $117K - $138K
7.13K $710K
QQQ
Invesco Qqq Trust, Series 1

ETFs
130
+ 2.7%
$481.22 - $538.17 $62.6K - $70K
4.94K $2.53M
MA
Mastercard Inc

Financial Services
239
+ 17.13%
$491.3 - $536.15 $117K - $128K
1.63K $860K
WM
Waste Management Inc

Industrials
898
+ 49.15%
$201.79 - $228.46 $181K - $205K
2.73K $549K
Activity Summary
Buys All Purchases 139 New Holdings 35 Increased Positions 104 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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