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Home > Institutional Investor > Astra Wealth Partners Llc > Profile

Instuitional Investor - Astra Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Astra Wealth Partners Llc
Portfolio Value $170,083,122
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 30,757 $21,066,736 12.39%
2.
Ishares Trust
 VLUE 221,805 $19,842,632 11.67%
3.
Vanguard Index Fds
 20,466 $6,861,678 4.03%
4.
Dimensional Etf Trust
 174,867 $6,644,932 3.91%
5.
Vanguard Tax-Managed Fds
 98,424 $6,148,519 3.62%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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