Astoria Strategic Wealth, Inc. Portfolio Holdings

Astoria Strategic Wealth, Inc.

  • $339 Million
  • Q3 2024

Astoria Strategic Wealth, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $339 Million distributed in 34 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 $104M, Ishares Tr with a value of $35.6M, Vanguard Mun Bd Fds Tax Exempt with a value of $33.6M, Vanguard Bd Index Fd Inc Total with a value of $31.9M, and Ishares Core S&P Total U.S. St with a value of $23.7M.

Examining the 13F form we can see an increase of $16.2M in the current position value, from $323M to 339M.

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

Portfolio value $339 Million
ETFs: $338 Million
Financial Services: $397,000
Basic Materials: $376,000
Consumer Cyclical: $221,000
Consumer Defensive: $205,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $339 Million
  • Prior Value $323 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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