Astoria Strategic Wealth, Inc. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $323 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $98.6M, Vanguard Bd Index Fd Inc Total with a value of $45.3M, Ishares Tr with a value of $32.8M, Ishares Core U.S. Aggregate Bo with a value of $25.6M, and Ishares Core S&P Total U.S. St with a value of $23M.

Examining the 13F form we can see an increase of $7.66M in the current position value, from $315M to 323M.

Below you can find more details about Astoria Strategic Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $323 Million
ETFs: $322 Million
Basic Materials: $439,000
Financial Services: $351,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $323 Million
  • Prior Value $315 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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