Astoria Portfolio Advisors Llc. Sells in Q2 2025

Astoria Portfolio Advisors Llc.

  • $266 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
-395K
- 87.56%
$32.62 - $33.58 $12.9M - $13.3M
56.1K $1.88M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-206K
- 32.96%
$28.21 - $28.85 $5.82M - $5.95M
420K $12.1M
IHDG
Wisdomtree Tr

ETFs
-115K
- 92.06%
$38.54 - $46.0 $4.45M - $5.31M
9.96K $448K
AAPL
Apple Inc.

Technology
-1.86K
- 4.99%
$172.42 - $223.89 $321K - $417K
35.4K $7.27M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-33.6K
- 66.28%
$29.82 - $30.19 $1M - $1.01M
17.1K $515K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-34.6K
- 69.02%
$29.07 - $29.38 $1M - $1.02M
15.5K $454K
UNH
Unitedhealth Group Inc

Healthcare
-611
- 23.14%
$274.35 - $599.47 $168K - $366K
2.03K $633K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-16.3K
- 24.02%
$19.49 - $19.66 $317K - $320K
51.5K $1.01M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-15.2K
- 26.29%
$20.66 - $20.74 $314K - $315K
42.6K $880K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-13K
- 22.74%
$23.03 - $23.64 $299K - $306K
44K $1.03M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-14.1K
- 18.11%
$19.44 - $19.56 $274K - $276K
63.7K $1.24M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-10.9K
- 22.93%
$23.2 - $23.63 $253K - $258K
36.6K $862K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-12K
- 21.84%
$20.29 - $21.52 $244K - $259K
43K $925K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-9.49K
- 23.08%
$24.37 - $24.56 $231K - $233K
31.6K $776K
BSJR
Invesco Indx Tr

ETFs
-9.57K
- 23.37%
$21.81 - $22.71 $209K - $217K
31.4K $712K
TYL
Tyler Technologies Inc

Technology
-500
- 6.17%
$521.68 - $592.84 $261K - $296K
7.61K $4.51M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-9.1K
- 50.17%
$20.42 - $25.3 $186K - $230K
9.03K $228K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.31K
- 5.28%
$24.32 - $27.87 $80.6K - $92.3K
59.5K $1.58M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.44K
- 19.39%
$48.13 - $49.85 $166K - $172K
14.3K $702K
XOM
Exxon Mobil Corp

Energy
-513
- 4.84%
$99.93 - $119.04 $51.3K - $61.1K
10.1K $1.09M
CMCSA
Comcast Corp

Communication Services
-3.75K
- 21.88%
$32.84 - $36.72 $123K - $138K
13.4K $477K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-16
- 0.51%
$483.48 - $539.8 $7.74K - $8.64K
3.1K $1.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-142
- 3.42%
$285.55 - $321.23 $40.5K - $45.6K
4.01K $1.17M
LLY
Eli Lilly & CO

Healthcare
-24
- 1.12%
$713.71 - $898.95 $17.1K - $21.6K
2.12K $1.65M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-2.2K
- 14.42%
$50.34 - $51.86 $111K - $114K
13K $669K
PG
Procter & Gamble CO

Consumer Defensive
-239
- 7.85%
$157.66 - $172.39 $37.7K - $41.2K
2.81K $447K
AGNC
Agnc Investment Corp.

Real Estate
-1.68K
- 1.44%
$8.12 - $9.49 $13.6K - $15.9K
115K $1.05M
MRK
Merck & Co., Inc.

Healthcare
-70
- 1.38%
$73.47 - $87.12 $5.14K - $6.1K
5.01K $396K
SBUX
Starbucks Corp

Consumer Cyclical
-167
- 2.51%
$79.69 - $99.41 $13.3K - $16.6K
6.5K $595K
TROW
Price T Rowe Group Inc

Financial Services
-731
- 25.69%
$80.27 - $98.06 $58.7K - $71.7K
2.12K $204K
HD
Home Depot, Inc.

Consumer Cyclical
-140
- 2.22%
$335.24 - $380.78 $46.9K - $53.3K
6.16K $2.26M
PGR
Progressive Corp

Financial Services
-45
- 2.0%
$255.27 - $288.74 $11.5K - $13K
2.21K $588K
COP
Conocophillips

Energy
-98
- 4.24%
$82.66 - $106.1 $8.1K - $10.4K
2.21K $198K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-1.84K
- 10.21%
$20.16 - $20.49 $37.2K - $37.8K
16.2K $332K
CL
Colgate Palmolive CO

Consumer Defensive
-43
- 0.41%
$87.57 - $96.0 $3.77K - $4.13K
10.3K $938K
MO
Altria Group, Inc.

Consumer Defensive
-218
- 1.63%
$55.56 - $60.91 $12.1K - $13.3K
13.1K $769K
IGV
Ishares Expanded Tech Software

ETFs
-741
- 28.5%
$80.15 - $109.5 $59.4K - $81.1K
1.86K $203K
DHR
Danaher Corp

Healthcare
-72
- 3.93%
$174.64 - $205.16 $12.6K - $14.8K
1.76K $347K
AFL
Aflac Inc

Financial Services
-56
- 1.71%
$99.77 - $112.45 $5.59K - $6.3K
3.22K $339K
ADBE
Adobe Inc.

Technology
-87
- 2.97%
$340.0 - $420.68 $29.6K - $36.6K
2.84K $1.1M
MA
Mastercard Inc

Financial Services
-138
- 3.39%
$479.92 - $590.74 $66.2K - $81.5K
3.94K $2.21M
TJX
Tjx Companies Inc

Consumer Cyclical
-297
- 2.98%
$119.13 - $135.03 $35.4K - $40.1K
9.68K $1.2M
SPG
Simon Property Group Inc

Real Estate
-59
- 3.45%
$140.37 - $171.44 $8.28K - $10.1K
1.65K $265K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
-45
- 0.08%
$13.57 - $16.83 $611 - $757
56.4K $879K
SO
Southern CO

Utilities
-186
- 2.88%
$84.91 - $92.56 $15.8K - $17.2K
6.26K $575K
V
Visa Inc.

Financial Services
-142
- 1.92%
$308.27 - $373.31 $43.8K - $53K
7.25K $2.58M
WM
Waste Management Inc

Industrials
-9
- 0.2%
$216.47 - $242.1 $1.95K - $2.18K
4.41K $1.01M
PSA
Public Storage

Real Estate
-30
- 4.08%
$266.31 - $309.77 $7.99K - $9.29K
705 $206K
AFG
American Financial Group Inc

Financial Services
-29
- 1.68%
$116.9 - $132.12 $3.39K - $3.83K
1.7K $214K
Activity Summary
Buys All Purchases 139 New Holdings 42 Increased Positions 97 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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