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

Summary

  • 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
Track This Portfolio

Track Astoria Strategic Wealth, Inc. Portfolio

Follow Astoria Strategic Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Astoria Strategic Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Astoria Strategic Wealth, Inc. with notifications on news.