Astoria Portfolio Advisors Llc. Incresed Positions in Q1 2025

Astoria Portfolio Advisors Llc.

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
JNJ
Johnson & Johnson

Healthcare
5.77K
+ 218.79%
$142.06 - $167.7 $820K - $968K
8.41K $1.4M
LLY
Eli Lilly & CO

Healthcare
1.09K
+ 104.2%
$725.72 - $929.72 $792K - $1.02M
2.14K $1.77M
TJX
Tjx Companies Inc

Consumer Cyclical
7.36K
+ 281.02%
$112.81 - $126.16 $830K - $929K
9.98K $1.22M
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
IHDG
Wisdomtree Tr

ETFs
14.9K
+ 13.51%
$43.4 - $47.51 $648K - $709K
125K $5.44M
BSJR
Invesco Indx Tr

ETFs
28.6K
+ 231.24%
$22.4 - $22.69 $641K - $649K
41K $917K
ACN
Accenture PLC

Technology
2.1K
+ 113.41%
$300.91 - $398.25 $631K - $836K
3.95K $1.23M
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
QCOM
Qualcomm Inc

Technology
3.2K
+ 45.42%
$151.94 - $175.86 $486K - $562K
10.2K $1.57M
WM
Waste Management Inc

Industrials
1.69K
+ 62.02%
$200.54 - $233.78 $339K - $395K
4.42K $1.02M
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
PEP
Pepsico Inc

Consumer Defensive
2.34K
+ 103.13%
$142.64 - $156.42 $333K - $365K
4.6K $689K
COST
Costco Wholesale Corp

Consumer Defensive
314
+ 38.01%
$890.62 - $1076.86 $280K - $338K
1.14K $1.08M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
10.1K
+ 12.06%
$25.83 - $27.09 $262K - $275K
94.2K $2.51M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
12K
+ 33.63%
$23.55 - $23.74 $282K - $284K
47.5K $1.12M
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
MRK
Merck & Co., Inc.

Healthcare
2.86K
+ 128.55%
$83.01 - $101.02 $237K - $288K
5.08K $455K
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
DE
Deere & CO

Industrials
415
+ 77.86%
$408.57 - $509.27 $170K - $211K
948 $444K
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
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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