ASTRA WEALTH PARTNERS LLC
ASTRA WEALTH PARTNERS LLC runs ASTRA WEALTH PARTNERS LLC and currently holds 104 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $188.06M. Their top holdings are IVV, IEFA, DISV, VTI, VEA. The top five represent 37.3% of reported portfolio weight. ASTRA WEALTH PARTNERS LLC ranks #825 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ASTRA WEALTH PARTNERS LLC initiated 10 new positions. They added to 55 existing positions. They trimmed 15 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
104 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
IVV ISHARES TR | 12.78% | $595.50 | $769.30 | +29.19% | Added +1.76% |
IEFA ISHARES TR | 12.76% | $75.75 | $100.87 | +33.16% | Added +4.86% |
DISV DIMENSIONAL ETF TRUST | 4.02% | $28.57 | $44.49 | +55.72% | Added +3.24% |
VTI VANGUARD INDEX FDS | 3.99% | $291.44 | $378.25 | +29.79% | Added +1.20% |
VEA VANGUARD TAX-MANAGED FDS | 3.81% | $50.59 | $73.43 | +45.15% | Added +0.65% |
BOXX EA SERIES TRUST | 3.31% | $112.83 | $117.95 | +4.54% | Added +3.24% |
IEMG ISHARES INC | 3.07% | $53.88 | $81.56 | +51.37% | Trimmed -0.70% |
IJH ISHARES TR | 2.61% | $63.02 | $76.75 | +21.79% | Added +2.14% |
IJJ ISHARES TR | 2.51% | $125.70 | $148.97 | +18.51% | Added +1.11% |
VOO VANGUARD INDEX FDS | 2.12% | $543.02 | $703.77 | +29.60% | Added +0.40% |
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