Astoria Strategic Wealth, Inc. has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $315 Million distributed in 32 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 $94.9M, Vanguard Bd Index Fd Inc Total with a value of $43.2M, Ishares Tr with a value of $32.2M, Ishares Core U.S. Aggregate Bo with a value of $25.8M, and Ishares Core S&P Total U.S. St with a value of $22.5M.

Examining the 13F form we can see an increase of $21.3M in the current position value, from $294M to 315M.

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

Portfolio value $315 Million
ETFs: $314 Million
Basic Materials: $406,000
Financial Services: $363,000
Consumer Defensive: $274,000
Healthcare: $9,000

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 32
  • Current Value $315 Million
  • Prior Value $294 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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