Astoria Strategic Wealth, Inc. Buys Apple Inc, Sells S&P 500 ETF TRUST ETF

- By insider

Investment company Astoria Strategic Wealth, Inc. (Current Portfolio) buys Apple Inc, sells S&P 500 ETF TRUST ETF during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Astoria Strategic Wealth, Inc.. As of 2021Q1, Astoria Strategic Wealth, Inc. owns 29 stocks with a total value of $196 million. These are the details of the buys and sells.

  • New Purchases: AAPL,

  • Added Positions: BND, VTIP, SHY, IVE, DGRW, SPTM, BSV, SPDW, CLNY,

  • Reduced Positions: ITOT, IEMG, VEU, VT, SCHA, VB, VEA, VWO,

  • Sold Out: SPY,


For the details of Astoria Strategic Wealth, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/astoria+strategic+wealth%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Astoria Strategic Wealth, Inc.

  1. Vanguard Total Stock Market ETF (VTI) - 219,933 shares, 23.17% of the total portfolio. Shares added by 0.95%

  2. SPDR Portfolio Aggregate Bond ETF (SPAB) - 951,970 shares, 14.39% of the total portfolio. Shares added by 0.25%

  3. Vanguard Total Bond Market ETF (BND) - 296,290 shares, 12.80% of the total portfolio. Shares added by 13.28%

  4. iShares Core MSCI Total International Stock ETF (IXUS) - 257,014 shares, 9.21% of the total portfolio. Shares added by 0.74%

  5. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 282,934 shares, 7.43% of the total portfolio. Shares added by 3.54%

New Purchase: Apple Inc (AAPL)

Astoria Strategic Wealth, Inc. initiated holding in Apple Inc. The purchase prices were between $116.36 and $143.16, with an estimated average price of $128.47. The stock is now traded at around $131.240000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,996 shares as of 2021-03-31.

Sold Out: S&P 500 ETF TRUST ETF (SPY)

Astoria Strategic Wealth, Inc. sold out a holding in S&P 500 ETF TRUST ETF. The sale prices were between $367.59 and $396.33, with an estimated average price of $384.57.



Here is the complete portfolio of Astoria Strategic Wealth, Inc.. Also check out:

1. Astoria Strategic Wealth, Inc.'s Undervalued Stocks

2. Astoria Strategic Wealth, Inc.'s Top Growth Companies, and

3. Astoria Strategic Wealth, Inc.'s High Yield stocks

4. Stocks that Astoria Strategic Wealth, Inc. keeps buyingThis article first appeared on GuruFocus.