Astoria Portfolio Advisors Llc. Purchases in Q3 2024

Astoria Portfolio Advisors Llc.

  • $280 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
170K
+ 117.66%
$33.74 - $37.96 $5.75M - $6.47M
315K $11.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
61.5K
+ 1074.28%
$83.76 - $91.82 $5.15M - $5.65M
67.2K $6.14M
IEMG
Ishares Inc

ETFs
88.2K
New
$53.64 - $53.64 $4.73M - $4.73M
88.2K $4.73M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.3K
+ 22.06%
$162.64 - $179.3 $2.32M - $2.56M
79.1K $14.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.3K
+ 196.95%
$77.02 - $85.06 $2.03M - $2.24M
39.7K $3.35M
SPTL
Spdr Portfolio Long Term Treas

ETFs
42.5K
+ 21.69%
$26.69 - $29.87 $1.13M - $1.27M
238K $6.93M
SPIB
Spdr Portfolio Intermediate Te

ETFs
16.1K
+ 2.53%
$32.36 - $33.78 $521K - $544K
652K $22M
AGNC
Agnc Investment Corp.

Real Estate
99.4K
New
$9.48 - $10.66 $942K - $1.06M
99.4K $1.04M
ZETA
Zeta Global Holdings Corp.

Technology
30.2K
New
$16.61 - $30.24 $501K - $913K
30.2K $900K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.78K
+ 200.35%
$59.93 - $66.52 $406K - $451K
10.2K $676K
LOW
Lowes Companies Inc

Consumer Cyclical
479
+ 9.26%
$213.3 - $270.78 $102K - $130K
5.65K $1.53M
LMT
Lockheed Martin Corp

Industrials
128
+ 4.88%
$460.3 - $584.56 $58.9K - $74.8K
2.75K $1.61M
SHW
Sherwin Williams CO

Basic Materials
247
+ 7.16%
$294.65 - $384.0 $72.8K - $94.8K
3.7K $1.41M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
9.02K
New
$35.73 - $39.48 $322K - $356K
9.02K $352K
META
Meta Platforms, Inc.

Communication Services
61
+ 1.32%
$453.41 - $572.44 $27.7K - $34.9K
4.7K $2.69M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
8.99K
+ 11.48%
$26.14 - $27.97 $235K - $251K
87.3K $2.41M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.85K
New
$61.47 - $67.36 $298K - $327K
4.85K $326K
SBLK
Star Bulk Carriers Corp.

Industrials
14K
+ 53.95%
$19.87 - $25.0 $279K - $351K
40K $947K
IVV
Ishares Core S&P 500 ETF

ETFs
542
New
$520.18 - $576.82 $282K - $313K
542 $312K
UNH
Unitedhealth Group Inc

Healthcare
71
+ 2.12%
$488.01 - $604.18 $34.6K - $42.9K
3.42K $2M
CAT
Caterpillar Inc

Industrials
309
+ 11.21%
$316.8 - $391.12 $97.9K - $121K
3.07K $1.2M
ORCL
Oracle Corp

Technology
166
+ 1.91%
$125.9 - $170.35 $20.9K - $28.3K
8.86K $1.51M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.36K
+ 100.73%
$36.98 - $41.55 $235K - $264K
12.7K $521K
MCD
Mcdonalds Corp

Consumer Cyclical
301
+ 9.01%
$245.82 - $304.51 $74K - $91.7K
3.64K $1.11M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.58K
New
$41.02 - $46.01 $229K - $257K
5.58K $253K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.5K
+ 100.4%
$46.9 - $51.96 $211K - $234K
8.99K $462K
KMB
Kimberly Clark Corp

Consumer Defensive
1.74K
New
$135.05 - $148.35 $234K - $258K
1.74K $246K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.09K
New
$98.71 - $117.61 $206K - $246K
2.09K $245K
TGT
Target Corp

Consumer Defensive
1.56K
New
$133.47 - $159.25 $208K - $248K
1.56K $242K
DOV
Dover Corp

Industrials
1.24K
New
$172.5 - $193.03 $214K - $240K
1.24K $238K
ITW
Illinois Tool Works Inc

Industrials
905
New
$233.14 - $263.97 $211K - $239K
905 $237K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.68K
New
$125.95 - $142.04 $211K - $238K
1.68K $237K
MET
Metlife Inc

Financial Services
2.74K
New
$67.96 - $82.48 $186K - $226K
2.74K $225K
AFG
American Financial Group Inc

Financial Services
1.61K
New
$119.65 - $137.03 $193K - $221K
1.61K $217K
CL
Colgate Palmolive CO

Consumer Defensive
2.08K
New
$95.54 - $108.77 $199K - $227K
2.08K $216K
ABBV
Abb Vie Inc.

Healthcare
195
+ 2.85%
$163.84 - $199.33 $31.9K - $38.9K
7.03K $1.39M
MXI
Ishares Global Materials ETF

ETFs
2.31K
New
$82.55 - $93.68 $191K - $216K
2.31K $215K
OKE
Oneok Inc

Energy
2.36K
New
$78.62 - $95.27 $185K - $225K
2.36K $214K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
3.38K
New
$56.83 - $62.44 $192K - $211K
3.38K $210K
BK
Bank Of New York Mellon Corp

Financial Services
2.9K
New
$59.54 - $72.17 $172K - $209K
2.9K $208K
WEC
Wec Energy Group, Inc.

Utilities
2.14K
New
$77.68 - $96.19 $166K - $206K
2.14K $206K
ED
Consolidated Edison Inc

Utilities
1.96K
New
$88.42 - $104.97 $173K - $205K
1.96K $203K
GD
General Dynamics Corp

Industrials
669
New
$279.51 - $308.09 $187K - $206K
669 $202K
PG
Procter & Gamble CO

Consumer Defensive
755
+ 10.92%
$160.76 - $177.82 $121K - $134K
7.67K $1.33M
UPS
United Parcel Service Inc

Industrials
1.33K
+ 26.88%
$123.32 - $147.38 $164K - $195K
6.26K $853K
ABC
Amerisourcebergen Corp

Healthcare
961
New
N/A
961 $177K
PM
Philip Morris International Inc.

Consumer Defensive
508
+ 9.18%
$101.25 - $127.45 $51.4K - $64.7K
6.04K $733K
PH
Parker Hannifin Corp

Industrials
76
+ 7.65%
$501.01 - $635.92 $38.1K - $48.3K
1.07K $675K
ADBE
Adobe Inc.

Technology
396
+ 44.39%
$508.13 - $586.55 $201K - $232K
1.29K $666K
Activity Summary
Buys All Purchases 132 New Holdings 26 Increased Positions 106 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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