Astoria Portfolio Advisors Llc. Incresed Positions in Q3 2024

Astoria Portfolio Advisors Llc.

  • $280 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
170K
+ 117.66%
$33.74 - $37.96 $5.75M - $6.47M
315K $11.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
61.5K
+ 1074.28%
$83.76 - $91.82 $5.15M - $5.65M
67.2K $6.14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.3K
+ 22.06%
$162.64 - $179.3 $2.32M - $2.56M
79.1K $14.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.3K
+ 196.95%
$77.02 - $85.06 $2.03M - $2.24M
39.7K $3.35M
SPTL
Spdr Portfolio Long Term Treas

ETFs
42.5K
+ 21.69%
$26.69 - $29.87 $1.13M - $1.27M
238K $6.93M
SPIB
Spdr Portfolio Intermediate Te

ETFs
16.1K
+ 2.53%
$32.36 - $33.78 $521K - $544K
652K $22M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.78K
+ 200.35%
$59.93 - $66.52 $406K - $451K
10.2K $676K
HD
Home Depot, Inc.

Consumer Cyclical
384
+ 8.02%
$333.64 - $405.2 $128K - $156K
5.17K $2.1M
LOW
Lowes Companies Inc

Consumer Cyclical
479
+ 9.26%
$213.3 - $270.78 $102K - $130K
5.65K $1.53M
LMT
Lockheed Martin Corp

Industrials
128
+ 4.88%
$460.3 - $584.56 $58.9K - $74.8K
2.75K $1.61M
META
Meta Platforms, Inc.

Communication Services
61
+ 1.32%
$453.41 - $572.44 $27.7K - $34.9K
4.7K $2.69M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
8.99K
+ 11.48%
$26.14 - $27.97 $235K - $251K
87.3K $2.41M
SBLK
Star Bulk Carriers Corp.

Industrials
14K
+ 53.95%
$19.87 - $25.0 $279K - $351K
40K $947K
UNH
Unitedhealth Group Inc

Healthcare
71
+ 2.12%
$488.01 - $604.18 $34.6K - $42.9K
3.42K $2M
CAT
Caterpillar Inc

Industrials
309
+ 11.21%
$316.8 - $391.12 $97.9K - $121K
3.07K $1.2M
ORCL
Oracle Corp

Technology
166
+ 1.91%
$125.9 - $170.35 $20.9K - $28.3K
8.86K $1.51M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.36K
+ 100.73%
$36.98 - $41.55 $235K - $264K
12.7K $521K
MCD
Mcdonalds Corp

Consumer Cyclical
301
+ 9.01%
$245.82 - $304.51 $74K - $91.7K
3.64K $1.11M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.5K
+ 100.4%
$46.9 - $51.96 $211K - $234K
8.99K $462K
ABBV
Abb Vie Inc.

Healthcare
195
+ 2.85%
$163.84 - $199.33 $31.9K - $38.9K
7.03K $1.39M
PG
Procter & Gamble CO

Consumer Defensive
755
+ 10.92%
$160.76 - $177.82 $121K - $134K
7.67K $1.33M
UPS
United Parcel Service Inc

Industrials
1.33K
+ 26.88%
$123.32 - $147.38 $164K - $195K
6.26K $853K
PM
Philip Morris International Inc.

Consumer Defensive
508
+ 9.18%
$101.25 - $127.45 $51.4K - $64.7K
6.04K $733K
PH
Parker Hannifin Corp

Industrials
76
+ 7.65%
$501.01 - $635.92 $38.1K - $48.3K
1.07K $675K
ADBE
Adobe Inc.

Technology
396
+ 44.39%
$508.13 - $586.55 $201K - $232K
1.29K $666K
IBM
International Business Machines Corp

Technology
132
+ 4.58%
$175.1 - $223.38 $23.1K - $29.5K
3.02K $666K
PGR
Progressive Corp

Financial Services
124
+ 4.53%
$209.46 - $259.24 $26K - $32.1K
2.86K $726K
SBUX
Starbucks Corp

Consumer Cyclical
308
+ 4.76%
$72.51 - $98.6 $22.3K - $30.4K
6.79K $661K
AXP
American Express CO

Financial Services
331
+ 19.62%
$225.92 - $271.17 $74.8K - $89.8K
2.02K $547K
CB
Chubb LTD

Financial Services
218
+ 7.7%
$252.51 - $292.2 $55K - $63.7K
3.05K $879K
VEA
Vanguard Ftse Developed Market

ETFs
2.28K
+ 39.51%
$47.6 - $53.31 $109K - $122K
8.06K $425K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
521
+ 5.26%
$100.75 - $111.62 $52.5K - $58.2K
10.4K $1.14M
V
Visa Inc.

Financial Services
218
+ 4.46%
$253.74 - $291.56 $55.3K - $63.6K
5.11K $1.41M
ELV
Elevance Health, Inc.

Healthcare
271
+ 30.45%
$500.12 - $562.29 $136K - $152K
1.16K $603K
SO
Southern CO

Utilities
471
+ 8.7%
$77.0 - $90.52 $36.3K - $42.6K
5.88K $530K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
1.21K
+ 6.5%
$39.23 - $44.22 $47.3K - $53.3K
19.8K $864K
ACN
Accenture PLC

Technology
33
+ 1.83%
$295.44 - $355.81 $9.75K - $11.7K
1.84K $648K
KO
Coca Cola CO

Consumer Defensive
502
+ 6.46%
$62.69 - $73.01 $31.5K - $36.7K
8.27K $594K
KR
Kroger CO

Consumer Defensive
709
+ 8.77%
$50.43 - $57.3 $35.8K - $40.6K
8.79K $503K
CMI
Cummins Inc

Industrials
180
+ 20.64%
$266.63 - $326.4 $48K - $58.8K
1.05K $340K
APD
Air Products & Chemicals, Inc.

Basic Materials
163
+ 13.07%
$247.34 - $300.11 $40.3K - $48.9K
1.41K $419K
CSCO
Cisco Systems, Inc.

Technology
453
+ 3.82%
$44.74 - $53.22 $20.3K - $24.1K
12.3K $655K
AMP
Ameriprise Financial Inc

Financial Services
100
+ 10.45%
$391.53 - $469.81 $39.2K - $47K
1.06K $496K
JNJ
Johnson & Johnson

Healthcare
288
+ 12.46%
$145.48 - $167.38 $41.9K - $48.2K
2.6K $421K
IWF
Ishares Russell 1000 Gr ETF

ETFs
205
+ 36.54%
$332.02 - $382.76 $68.1K - $78.5K
766 $287K
DFS
Discover Financial Services

Financial Services
414
+ 15.77%
$123.41 - $144.72 $51.1K - $59.9K
3.04K $426K
BMY
Bristol Myers Squibb CO

Healthcare
475
+ 8.32%
$39.66 - $51.75 $18.8K - $24.6K
6.18K $319K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
549
+ 4.48%
$96.3 - $106.49 $52.9K - $58.5K
12.8K $1.34M
ADP
Automatic Data Processing Inc

Industrials
139
+ 14.4%
$233.44 - $279.45 $32.4K - $38.8K
1.1K $305K
Activity Summary
Buys All Purchases 132 New Holdings 26 Increased Positions 106 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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