Astoria Portfolio Advisors Llc. New Holdings in Q1 2025

Astoria Portfolio Advisors Llc.

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
190K
New
$25.54 - $27.64 $4.86M - $5.26M
190K $5.19M
WMT
Walmart Inc.

Consumer Defensive
12.2K
New
$84.5 - $105.05 $1.03M - $1.28M
12.2K $1.07M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.83K
New
$102.49 - $119.96 $598K - $700K
5.83K $610K
GOOG
Alphabet Inc.

Communication Services
3.7K
New
$156.06 - $207.71 $578K - $769K
3.7K $578K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
5.18K
New
$97.76 - $107.35 $506K - $556K
5.18K $520K
VONE
Vanguard Russell 1000 ETF

ETFs
1.87K
New
$250.16 - $278.79 $468K - $522K
1.87K $475K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.54K
New
$97.38 - $104.52 $442K - $475K
4.54K $463K
ROP
Roper Technologies Inc

Industrials
667
New
$502.71 - $593.81 $335K - $396K
667 $393K
IVV
Ishares Core S&P 500 ETF

ETFs
685
New
$554.06 - $615.85 $380K - $422K
685 $384K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.77K
New
$95.85 - $99.25 $362K - $374K
3.77K $373K
CVX
Chevron Corp

Energy
1.98K
New
$146.71 - $167.97 $290K - $333K
1.98K $331K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.2K
New
$25.58 - $29.24 $312K - $356K
12.2K $319K
ECL
Ecolab Inc.

Basic Materials
1.21K
New
$229.72 - $269.82 $279K - $328K
1.21K $307K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.95K
New
$97.25 - $104.79 $287K - $309K
2.95K $306K
SPG
Simon Property Group Inc

Real Estate
1.71K
New
$159.48 - $187.78 $273K - $321K
1.71K $284K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.12K
New
$85.29 - $92.57 $266K - $289K
3.12K $283K
GLD
Spdr Gold Trust

ETFs
982
New
$243.19 - $288.14 $239K - $283K
982 $282K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.61K
New
$76.94 - $78.28 $278K - $283K
3.61K $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
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.73K
New
$69.82 - $78.67 $260K - $293K
3.73K $262K
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
8.81K
New
$28.67 - $31.89 $253K - $281K
8.81K $254K
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
IWR
Ishares Russell Mid Cap ETF

ETFs
2.77K
New
$82.81 - $92.93 $229K - $257K
2.77K $235K
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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.07K
New
$203.38 - $274.79 $217K - $293K
1.07K $219K
PSA
Public Storage

Real Estate
735
New
$288.99 - $313.98 $212K - $231K
735 $219K
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
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
11.9K
New
$10.43 - $10.86 $124K - $129K
11.9K $124K
RAYD
Advsrs Inner Crcl Fd Iii Rayli
7.33K
New
N/A
7.33K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
8.7K
New
N/A
8.7K $0
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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