Astoria Portfolio Advisors Llc. Incresed Positions in Q4 2024

Astoria Portfolio Advisors Llc.

  • $240 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
418
+ 5.45%
$161.05 - $179.7 $67.3K - $75.1K
8.09K $1.36M
WEC
Wec Energy Group, Inc.

Utilities
355
+ 16.57%
$92.94 - $101.82 $33K - $36.1K
2.5K $234K
MO
Altria Group, Inc.

Consumer Defensive
347
+ 4.86%
$49.06 - $57.74 $17K - $20K
7.48K $391K
HIG
Hartford Financial Services Group, Inc.

Financial Services
330
+ 15.8%
$107.06 - $123.74 $35.3K - $40.8K
2.42K $264K
PH
Parker Hannifin Corp

Industrials
20
+ 1.87%
$621.74 - $709.46 $12.4K - $14.2K
1.09K $693K
APD
Air Products & Chemicals, Inc.

Basic Materials
90
+ 6.38%
$285.5 - $335.62 $25.7K - $30.2K
1.5K $435K
MLPA
Global X Mlp ETF

ETFs
161
+ 2.85%
$47.44 - $52.61 $7.64K - $8.47K
5.81K $287K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.09K
+ 6.37%
$20.08 - $20.61 $21.9K - $22.4K
18.2K $366K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.26K
+ 1.83%
$19.38 - $19.58 $24.4K - $24.7K
70.1K $1.36M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
416
+ 3.13%
$8.22 - $9.44 $3.42K - $3.93K
13.7K $121K
BSCU
Invesco Exc Self Ind Tr

ETFs
1.58K
+ 6.73%
$16.32 - $16.99 $25.8K - $26.8K
25K $409K
TXN
Texas Instruments Inc

Technology
50
+ 1.51%
N/A
3.35K $652K
AFG
American Financial Group Inc

Financial Services
32
+ 1.98%
$126.81 - $149.08 $4.06K - $4.77K
1.65K $225K
GD
General Dynamics Corp

Industrials
128
+ 19.13%
$260.28 - $314.03 $33.3K - $40.2K
797 $210K
CB
Chubb LTD

Financial Services
159
+ 5.21%
$271.57 - $301.89 $43.2K - $48K
3.21K $886K
PM
Philip Morris International Inc.

Consumer Defensive
110
+ 1.82%
$118.38 - $133.06 $13K - $14.6K
6.15K $740K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
1.35K
+ 7.74%
$6.37 - $7.15 $8.57K - $9.62K
18.7K $124K
ED
Consolidated Edison Inc

Utilities
393
+ 20.08%
$88.87 - $107.38 $34.9K - $42.2K
2.35K $209K
ACN
Accenture PLC

Technology
14
+ 0.76%
$343.9 - $376.86 $4.81K - $5.28K
1.85K $650K
EEMX
Spdr Idx Shs Fds Msci Emerging
142
+ 1.73%
N/A
8.37K $0
Texas Cap Tex Equity Index E
6.29K
+ 46.18%
N/A
19.9K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
53
+ 0.16%
N/A
32.2K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10
+ 0.31%
$126.68 - $134.74 $1.27K - $1.35K
3.22K $410K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$65.67 - $69.79 $65.7 - $69.8
4.85K $325K
USA
Liberty All Star Equity Fund

Financial Services
510
+ 1.58%
$6.82 - $7.46 $3.48K - $3.8K
32.7K $227K
COP
Conocophillips

Energy
117
+ 4.9%
$95.12 - $114.72 $11.1K - $13.4K
2.51K $248K
CSX
Csx Corp

Industrials
765
+ 4.75%
$31.58 - $36.88 $24.2K - $28.2K
16.9K $544K
XOM
Exxon Mobil Corp

Energy
696
+ 7.17%
$105.51 - $125.37 $73.4K - $87.3K
10.4K $1.12M
LHX
L3 Harris Technologies, Inc.

Industrials
4
+ 0.41%
$208.94 - $264.22 $836 - $1.06K
971 $204K
SBUX
Starbucks Corp

Consumer Cyclical
131
+ 1.93%
$87.44 - $102.5 $11.5K - $13.4K
6.92K $630K
PGR
Progressive Corp

Financial Services
37
+ 1.29%
$239.6 - $268.88 $8.87K - $9.95K
2.9K $694K
QCOM
Qualcomm Inc

Technology
466
+ 7.09%
$150.4 - $178.04 $70.1K - $83K
7.04K $1.08M
SO
Southern CO

Utilities
92
+ 1.56%
$81.5 - $94.15 $7.5K - $8.66K
5.98K $491K
JNJ
Johnson & Johnson

Healthcare
39
+ 1.5%
$143.34 - $165.86 $5.59K - $6.47K
2.64K $381K
VZ
Verizon Communications Inc

Communication Services
41
+ 0.4%
$39.6 - $45.21 $1.62K - $1.85K
10.2K $406K
KLAC
Kla Corp

Technology
90
+ 12.26%
$614.46 - $829.55 $55.3K - $74.7K
824 $519K
AMD
Advanced Micro Devices Inc

Technology
97
+ 5.28%
$118.88 - $172.8 $11.5K - $16.8K
1.93K $233K
AGNC
Agnc Investment Corp.

Real Estate
6.02K
+ 6.06%
$9.21 - $10.59 $55.5K - $63.8K
105K $970K
CMCSA
Comcast Corp

Communication Services
219
+ 1.05%
$37.39 - $45.14 $8.19K - $9.89K
21K $789K
LLY
Eli Lilly & CO

Healthcare
42
+ 4.17%
$727.2 - $932.06 $30.5K - $39.1K
1.05K $809K
ADBE
Adobe Inc.

Technology
11
+ 0.85%
$437.39 - $552.96 $4.81K - $6.08K
1.3K $577K
LOW
Lowes Companies Inc

Consumer Cyclical
172
+ 3.04%
$244.52 - $284.07 $42.1K - $48.9K
5.82K $1.44M
AMAT
Applied Materials Inc

Technology
182
+ 5.72%
$161.44 - $213.89 $29.4K - $38.9K
3.37K $547K
SHW
Sherwin Williams CO

Basic Materials
159
+ 4.3%
$338.75 - $399.71 $53.9K - $63.6K
3.85K $1.31M
AMGN
Amgen Inc

Healthcare
226
+ 8.67%
$258.78 - $328.31 $58.5K - $74.2K
2.83K $738K
ABBV
Abb Vie Inc.

Healthcare
45
+ 0.64%
$164.99 - $203.87 $7.42K - $9.17K
7.08K $1.26M
ELV
Elevance Health, Inc.

Healthcare
5
+ 0.43%
$365.96 - $514.62 $1.83K - $2.57K
1.17K $430K
UNH
Unitedhealth Group Inc

Healthcare
189
+ 5.52%
$485.52 - $625.25 $91.8K - $118K
3.61K $1.83M
LMT
Lockheed Martin Corp

Industrials
94
+ 3.42%
$479.66 - $614.62 $45.1K - $57.8K
2.85K $1.38M
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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