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Steven Trigili

@Garden State Investment Advisory Services Llc

Latest period2024 - Q3ReportedManaged Assets$311.95MTotal holdings231
Assets growth rate7.57%Assets growth rate (2-Q avg)6.83%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Garden State Investment Advisory Services Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 231 positions.

Assets under management

The assets under management (AUM) of Garden State Investment Advisory Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 311.95M in assets, with a quarterly growth rate of 7.57% and a 2-quarter average growth rate of 6.83%. The portfolio is managed by Steven Trigili, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.62%
4.38%
$13.659M↑ Call
58,602 shares@ $233.08 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.06%
3.3%
$10.275M↑ Call
55,146 shares@ $186.33 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -1.36%
3.11%
$9.683M
114,378 shares@ $84.66 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.72%
1.69%
$5.247M
9,135 shares@ $574.44 avg price
PSEPInnovator Etfs Trust
Recent Activity
Decreased -11.35%
1.53%
$4.749M
123,248 shares@ $38.53 avg price
SMHVaneck Etf Trust
Recent Activity
Decreased -21.81%
0.85%
$2.643M
10,765 shares@ $245.49 avg price
MUBIshares Tr
Recent Activity
Decreased -0.07%
0.79%
$2.463M
22,641 shares@ $108.81 avg price
SRLNSsga Active Etf Tr
Recent Activity
Decreased -3.38%
0.73%
$2.255M
53,945 shares@ $41.8 avg price
NFLXNetflix Inc
Recent Activity
Decreased -2.29%
0.63%
$1.935M
2,728 shares@ $709.28 avg price
TSLATesla Inc
Recent Activity
Decreased -19.26%
0.62%
$1.907M
7,290 shares@ $261.63 avg price