Astoria Portfolio Advisors Llc. Purchases in Q2 2025

Astoria Portfolio Advisors Llc.

  • $266 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AOS
Smith A O Corp

Industrials
2.99K
New
$59.63 - $70.52 $178K - $211K
2.99K $195K
ETR
Entergy Corp

Utilities
2.34K
New
$79.01 - $86.61 $184K - $202K
2.34K $194K
VO
Vanguard Mid Cap ETF

ETFs
614
+ 61.71%
$228.54 - $279.83 $140K - $172K
1.61K $450K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
11.8K
New
$13.96 - $16.51 $164K - $194K
11.8K $191K
WST
West Pharmaceutical Services Inc

Healthcare
864
New
$190.39 - $227.7 $164K - $197K
864 $189K
WPM
Wheaton Precious Metals Corp.

Basic Materials
974
+ 12.34%
$70.56 - $92.75 $68.7K - $90.3K
8.87K $796K
IAU
Ishares Gold Trust

ETFs
2.46K
+ 42.84%
$56.1 - $64.74 $138K - $159K
8.2K $511K
PLTR
Palantir Technologies Inc.

Technology
28
+ 0.89%
$74.01 - $144.25 $2.07K - $4.04K
3.17K $432K
DVY
Ishares Tr

ETFs
1.14K
+ 25.51%
$118.37 - $134.86 $134K - $153K
5.59K $742K
BSCU
Invesco Exc Self Ind Tr

ETFs
8.08K
+ 32.24%
$16.31 - $16.78 $132K - $136K
33.1K $555K
WMT
Walmart Inc.

Consumer Defensive
32
+ 0.26%
$81.79 - $99.98 $2.62K - $3.2K
12.2K $1.2M
AXP
American Express CO

Financial Services
58
+ 2.76%
$231.39 - $318.98 $13.4K - $18.5K
2.16K $689K
CSCO
Cisco Systems, Inc.

Technology
637
+ 6.75%
$53.19 - $69.38 $33.9K - $44.2K
10.1K $698K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
4.43K
+ 4.7%
$25.69 - $26.9 $114K - $119K
98.6K $2.62M
QCOM
Qualcomm Inc

Technology
275
+ 2.69%
$124.66 - $159.48 $34.3K - $43.9K
10.5K $1.67M
LXP
Lxp Industrial Trust

Real Estate
11.8K
New
$7.22 - $8.85 $85.3K - $105K
11.8K $97K
GLDM
World Gold Trust

ETFs
366
+ 1.82%
$58.96 - $67.97 $21.6K - $24.9K
20.5K $1.34M
COST
Costco Wholesale Corp

Consumer Defensive
44
+ 3.86%
$908.13 - $1056.85 $40K - $46.5K
1.18K $1.17M
PANW
Palo Alto Networks Inc

Technology
50
+ 2.07%
$152.44 - $204.64 $7.62K - $10.2K
2.47K $504K
GOOG
Alphabet Inc.

Communication Services
29
+ 0.78%
$146.58 - $180.01 $4.25K - $5.22K
3.73K $661K
XLE
Energy Sector Spdr

ETFs
1.52K
+ 28.13%
$76.44 - $94.13 $116K - $143K
6.91K $585K
FNV
Franco Nevada Corp

Basic Materials
417
+ 26.59%
$143.04 - $178.17 $59.6K - $74.3K
1.99K $325K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
783
+ 3.72%
$85.42 - $94.39 $66.9K - $73.9K
21.8K $2.05M
BX
Blackstone Inc.

Financial Services
365
+ 16.37%
$120.07 - $151.11 $43.8K - $55.2K
2.6K $388K
EQX
Equinox Gold Corp.

Basic Materials
10.9K
New
$5.68 - $7.31 $61.8K - $79.5K
10.9K $62K
CSX
Csx Corp

Industrials
258
+ 1.6%
$26.69 - $32.91 $6.89K - $8.49K
16.4K $535K
DGRO
Ishares Core Dividend Growth E

ETFs
30
+ 0.11%
$55.22 - $63.94 $1.66K - $1.92K
26.9K $1.72M
IVV
Ishares Core S&P 500 ETF

ETFs
26
+ 3.8%
$498.8 - $620.9 $13K - $16.1K
711 $441K
LHX
L3 Harris Technologies, Inc.

Industrials
47
+ 4.63%
$200.21 - $256.99 $9.41K - $12.1K
1.06K $266K
QINT
American Centy ETF Tr Quality

ETFs
312
+ 5.76%
$46.54 - $58.35 $14.5K - $18.2K
5.72K $333K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.59K
+ 42.65%
$53.23 - $70.65 $84.6K - $112K
5.32K $307K
GD
General Dynamics Corp

Industrials
97
+ 11.09%
$247.68 - $291.66 $24K - $28.3K
972 $283K
VZ
Verizon Communications Inc

Communication Services
1.25K
+ 24.47%
$41.67 - $45.62 $51.9K - $56.8K
6.34K $274K
WMB
Williams Companies, Inc.

Energy
260
+ 3.1%
$54.33 - $62.87 $14.1K - $16.3K
8.65K $543K
ADM
Archer Daniels Midland CO

Consumer Defensive
133
+ 1.84%
$41.79 - $54.16 $5.56K - $7.2K
7.34K $387K
WSM
Williams Sonoma Inc

Consumer Cyclical
156
+ 5.66%
$137.62 - $174.44 $21.5K - $27.2K
2.91K $475K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
716
+ 1.26%
$20.93 - $22.05 $15K - $15.8K
57.7K $1.27M
ITW
Illinois Tool Works Inc

Industrials
135
+ 13.17%
$218.41 - $252.43 $29.5K - $34.1K
1.16K $286K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
33
+ 0.26%
$17.76 - $22.1 $586 - $729
12.8K $283K
ABT
Abbott Laboratories

Healthcare
113
+ 2.94%
$123.95 - $138.08 $14K - $15.6K
3.96K $538K
LOW
Lowes Companies Inc

Consumer Cyclical
413
+ 7.05%
$210.83 - $235.28 $87.1K - $97.2K
6.27K $1.39M
ADP
Automatic Data Processing Inc

Industrials
43
+ 1.32%
$276.76 - $326.81 $11.9K - $14.1K
3.31K $1.02M
ECL
Ecolab Inc.

Basic Materials
4
+ 0.33%
$225.65 - $270.95 $903 - $1.08K
1.22K $328K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
10
+ 0.19%
$89.28 - $103.8 $893 - $1.04K
5.19K $538K
SYY
Sysco Corp

Consumer Defensive
183
+ 6.39%
$68.0 - $75.91 $12.4K - $13.9K
3.05K $230K
APD
Air Products & Chemicals, Inc.

Basic Materials
133
+ 7.95%
$248.61 - $294.96 $33.1K - $39.2K
1.81K $509K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10
+ 0.31%
$114.78 - $133.31 $1.15K - $1.33K
3.24K $431K
KMB
Kimberly Clark Corp

Consumer Defensive
324
+ 16.38%
$126.84 - $145.22 $41.1K - $47.1K
2.3K $296K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
173
+ 4.79%
$77.74 - $78.78 $13.4K - $13.6K
3.78K $297K
Activity Summary
Buys All Purchases 139 New Holdings 42 Increased Positions 97 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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