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
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
12K
+ 33.63%
$23.55 - $23.74 $282K - $284K
47.5K $1.12M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.12K
New
$85.29 - $92.57 $266K - $289K
3.12K $283K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.61K
New
$76.94 - $78.28 $278K - $283K
3.61K $282K
GLD
Spdr Gold Trust

ETFs
982
New
$243.19 - $288.14 $239K - $283K
982 $282K
QINT
American Centy ETF Tr Quality

ETFs
5.41K
New
$47.52 - $53.84 $257K - $291K
5.41K $280K
DIHP
Dimensional ETF Tr Dimensional

ETFs
9.96K
New
$25.1 - $27.85 $250K - $277K
9.96K $268K
PLTR
Palantir Technologies Inc.

Technology
3.14K
New
$64.98 - $124.62 $204K - $392K
3.14K $265K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
19.6K
+ 53.13%
$15.63 - $17.67 $306K - $346K
56.4K $898K
MLPA
Global X Mlp ETF

ETFs
4.52K
+ 77.81%
$49.83 - $54.53 $225K - $247K
10.3K $550K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.73K
New
$69.82 - $78.67 $260K - $293K
3.73K $262K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.35K
New
$57.21 - $65.8 $249K - $286K
4.35K $253K
FNV
Franco Nevada Corp

Basic Materials
1.57K
New
$120.72 - $157.56 $189K - $247K
1.57K $247K
IDV
Ishares Tr

ETFs
7.81K
New
$27.0 - $31.7 $211K - $248K
7.81K $242K
FDX
Fedex Corp

Industrials
982
New
$230.33 - $281.53 $226K - $276K
982 $239K
EWL
Ishares Inc Msci Switzerlnd

ETFs
4.56K
New
$45.85 - $53.59 $209K - $244K
4.56K $236K
MRK
Merck & Co., Inc.

Healthcare
2.86K
+ 128.55%
$83.01 - $101.02 $237K - $288K
5.08K $455K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.77K
New
$82.81 - $92.93 $229K - $257K
2.77K $235K
KO
Coca Cola CO

Consumer Defensive
1.15K
+ 7.07%
$60.81 - $72.32 $69.7K - $82.9K
17.3K $1.24M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.05K
+ 12.65%
$27.01 - $28.54 $191K - $201K
62.8K $1.76M
XLE
Energy Sector Spdr

ETFs
2.22K
+ 69.88%
$85.7 - $93.96 $190K - $208K
5.39K $503K
IGV
Ishares Expanded Tech Software

ETFs
2.6K
New
$88.3 - $107.83 $230K - $280K
2.6K $231K
ENB
Enbridge Inc

Energy
5.16K
New
$41.54 - $45.45 $214K - $234K
5.16K $228K
OHI
Omega Healthcare Investors Inc

Real Estate
5.89K
New
$35.7 - $38.33 $210K - $226K
5.89K $224K
IVE
Ishares S&P 500 Value ETF

ETFs
1.18K
New
$185.78 - $198.58 $218K - $234K
1.18K $224K
CAH
Cardinal Health Inc

Healthcare
1.62K
New
$118.02 - $137.77 $191K - $222K
1.62K $222K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.74K
New
$80.08 - $92.93 $219K - $254K
2.74K $220K
PSA
Public Storage

Real Estate
735
New
$288.99 - $313.98 $212K - $231K
735 $219K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.07K
New
$203.38 - $274.79 $217K - $293K
1.07K $219K
DE
Deere & CO

Industrials
415
+ 77.86%
$408.57 - $509.27 $170K - $211K
948 $444K
PID
Invesco Exchange Traded Fd Tr

ETFs
12.2K
New
N/A
12.2K $217K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.84K
New
$113.59 - $123.29 $208K - $226K
1.84K $213K
UNM
Unum Group

Financial Services
2.59K
New
$71.8 - $83.34 $186K - $216K
2.59K $211K
EXR
Extra Space Storage Inc.

Real Estate
1.43K
New
$143.8 - $161.28 $205K - $230K
1.43K $211K
INTU
Intuit Inc

Technology
343
New
$555.63 - $630.23 $191K - $216K
343 $210K
RS
Reliance Steel & Aluminum CO

Basic Materials
725
New
$266.61 - $302.66 $193K - $219K
725 $209K
FNDF
Schwab Fundamental Intl Large

ETFs
5.73K
New
$32.9 - $37.45 $189K - $215K
5.73K $207K
XLU
Utilities Sector Spdr

ETFs
2.58K
New
$74.7 - $80.27 $193K - $207K
2.58K $203K
POST
Post Holdings, Inc.

Consumer Defensive
1.75K
New
$104.57 - $116.92 $183K - $205K
1.75K $203K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.12K
+ 101.21%
$23.16 - $27.04 $211K - $247K
18.1K $424K
WPM
Wheaton Precious Metals Corp.

Basic Materials
289
+ 3.8%
$55.75 - $77.63 $16.1K - $22.4K
7.89K $612K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
7.81K
+ 15.87%
$23.49 - $23.77 $183K - $186K
57K $1.34M
NEE
Nextera Energy Inc

Utilities
2.56K
+ 56.96%
$66.96 - $76.16 $172K - $195K
7.06K $500K
SNA
Snap On Inc

Industrials
523
+ 56.42%
$324.09 - $358.62 $169K - $188K
1.45K $488K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
7.09K
+ 20.84%
$24.41 - $24.65 $173K - $175K
41.1K $1.01M
CSL
Carlisle Companies Inc

Industrials
525
+ 89.13%
$326.43 - $408.24 $171K - $214K
1.11K $379K
HD
Home Depot, Inc.

Consumer Cyclical
769
+ 13.9%
$347.25 - $424.87 $267K - $327K
6.3K $2.31M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.69K
+ 10.96%
$19.42 - $19.54 $149K - $150K
77.8K $1.52M
RPM
Rpm International Inc

Basic Materials
1.51K
+ 50.43%
$114.03 - $128.31 $173K - $194K
4.51K $522K
DHR
Danaher Corp

Healthcare
854
+ 87.5%
$201.62 - $250.59 $172K - $214K
1.83K $375K
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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