Astoria Strategic Wealth, Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $336 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 $107M, Ishares Tr with a value of $33.5M, Vanguard Bd Index Fd Inc Total with a value of $30.5M, Vanguard Mun Bd Fds Tax Exempt with a value of $28.9M, and Ishares Core S&P Total U.S. St with a value of $23.3M.

Examining the 13F form we can see an decrease of $2.93M in the current position value, from $339M to 336M.

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

Portfolio value $336 Million
ETFs: $335 Million
Basic Materials: $455,000
Financial Services: $391,000
Consumer Cyclical: $261,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $336 Million
  • Prior Value $339 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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