Astoria Portfolio Advisors Llc. Reduced Holdings in Q1 2025

Astoria Portfolio Advisors Llc.

  • $259 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
-181K
- 28.63%
$32.5 - $33.3 $5.88M - $6.03M
451K $15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-42.9K
- 45.01%
$64.88 - $72.1 $2.78M - $3.09M
52.4K $3.44M
PG
Procter & Gamble CO

Consumer Defensive
-5.05K
- 62.36%
$158.56 - $176.26 $800K - $889K
3.05K $518K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.64K
- 8.27%
$168.16 - $186.21 $444K - $491K
29.3K $5M
IEMG
Ishares Inc

ETFs
-11.4K
- 14.41%
N/A
68K $3.65M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-22.5K
- 56.1%
$23.88 - $25.48 $537K - $573K
17.6K $427K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-25.1K
- 37.36%
$23.28 - $23.95 $585K - $602K
42.1K $1M
BAC
Bank Of America Corp

Financial Services
-2.36K
- 1.15%
$39.61 - $47.74 $93.6K - $113K
203K $8.46M
VEA
Vanguard Ftse Developed Market

ETFs
-11.5K
- 60.93%
$47.4 - $52.99 $544K - $608K
7.35K $373K
AVGO
Broadcom Inc.

Technology
-499
- 7.59%
$167.43 - $244.7 $83.5K - $122K
6.08K $1.02M
UNH
Unitedhealth Group Inc

Healthcare
-970
- 26.86%
$461.52 - $548.18 $448K - $532K
2.64K $1.38M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-14.4K
- 22.32%
$28.92 - $29.24 $416K - $421K
50.1K $1.46M
AMT
American Tower Corp

Real Estate
-2.33K
- 56.21%
$173.46 - $217.6 $403K - $506K
1.81K $394K
LMT
Lockheed Martin Corp

Industrials
-563
- 19.78%
$423.19 - $506.29 $238K - $285K
2.28K $1.02M
IBM
International Business Machines Corp

Technology
-1.7K
- 57.91%
$217.4 - $264.74 $370K - $451K
1.24K $307K
ORCL
Oracle Corp

Technology
-702
- 7.95%
$139.81 - $186.47 $98.1K - $131K
8.13K $1.14M
PH
Parker Hannifin Corp

Industrials
-457
- 41.93%
$591.65 - $707.05 $270K - $323K
633 $384K
AMGN
Amgen Inc

Healthcare
-1.41K
- 49.65%
$258.59 - $327.36 $364K - $461K
1.43K $444K
SHW
Sherwin Williams CO

Basic Materials
-856
- 22.21%
$330.16 - $365.55 $283K - $313K
3K $1.05M
JPM
Jpmorgan Chase & CO

Financial Services
-1.27K
- 11.86%
$225.19 - $279.95 $287K - $356K
9.46K $2.32M
TYL
Tyler Technologies Inc

Technology
-500
- 5.81%
$553.41 - $646.74 $277K - $323K
8.11K $4.72M
TXN
Texas Instruments Inc

Technology
-1.27K
- 37.87%
N/A
2.08K $405K
DFS
Discover Financial Services

Financial Services
-1.36K
- 42.41%
$152.99 - $203.25 $207K - $276K
1.84K $314K
AMP
Ameriprise Financial Inc

Financial Services
-380
- 35.58%
$472.29 - $575.13 $179K - $219K
688 $333K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-39
- 44.32%
$4295.4 - $5141.88 $168K - $201K
49 $225K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-3.85K
- 37.45%
$51.94 - $55.24 $200K - $213K
6.43K $342K
VO
Vanguard Mid Cap ETF

ETFs
-703
- 41.4%
$251.87 - $277.95 $177K - $195K
995 $257K
CSCO
Cisco Systems, Inc.

Technology
-3.52K
- 27.14%
$58.74 - $64.87 $206K - $228K
9.43K $582K
CAT
Caterpillar Inc

Industrials
-191
- 5.51%
$326.75 - $407.63 $62.4K - $77.9K
3.28K $1.08M
VZ
Verizon Communications Inc

Communication Services
-5.08K
- 49.94%
$37.81 - $46.49 $192K - $236K
5.09K $230K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.64K
- 4.7%
$78.0 - $84.37 $128K - $139K
33.3K $2.66M
XLI
Industrial Sector Spdr

ETFs
-1.24K
- 24.26%
$128.78 - $141.67 $160K - $176K
3.88K $508K
VB
Vanguard Small Cap ETF

ETFs
-563
- 27.5%
$217.89 - $252.64 $123K - $142K
1.48K $329K
CMCSA
Comcast Corp

Communication Services
-3.92K
- 18.62%
$33.19 - $38.23 $130K - $150K
17.1K $631K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-1.4K
- 33.8%
$86.24 - $97.98 $121K - $137K
2.75K $239K
GLDM
World Gold Trust

ETFs
-6.16K
- 23.43%
$52.19 - $61.89 $322K - $381K
20.1K $1.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
-25
- 0.66%
$551.42 - $612.93 $13.8K - $15.3K
3.77K $2.11M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-484
- 3.8%
$96.88 - $111.25 $46.9K - $53.8K
12.3K $1.22M
CRM
Salesforce, Inc.

Technology
-102
- 8.59%
$268.36 - $359.95 $27.4K - $36.7K
1.09K $291K
ABBV
Abb Vie Inc.

Healthcare
-1.51K
- 21.29%
$169.2 - $216.66 $255K - $327K
5.57K $1.17M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-29
- 0.68%
$65.15 - $91.81 $1.89K - $2.66K
4.27K $278K
NUE
Nucor Corp

Basic Materials
-746
- 28.39%
$114.48 - $142.52 $85.4K - $106K
1.88K $226K
CSX
Csx Corp

Industrials
-733
- 4.34%
$29.11 - $33.67 $21.3K - $24.7K
16.2K $475K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-606
- 12.19%
$128.74 - $138.67 $78K - $84K
4.37K $592K
PGR
Progressive Corp

Financial Services
-649
- 22.38%
$235.61 - $291.22 $153K - $189K
2.25K $637K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
-3.76K
- 0.45%
$14.01 - $15.76 $52.7K - $59.3K
824K $11.9M
ABC
Amerisourcebergen Corp

Healthcare
-266
- 23.67%
N/A
858 $158K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-606
- 25.05%
$106.31 - $123.73 $64.4K - $75K
1.81K $224K
CB
Chubb LTD

Financial Services
-403
- 12.55%
$257.71 - $301.99 $104K - $122K
2.81K $847K
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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