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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
FXOFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.36%
$1.106M
21,625 shares@ $51.13 avg price
IQIqiyi Inc
Recent Activity
New Position
0.27%
$835,306
292,065 shares@ $2.87 avg price
FBTFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.16%
$473,118
26,137 shares@ $18.11 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
New Position
0.15%
$446,228
1,591 shares@ $280.48 avg price
CIThe Cigna Group
Recent Activity
New Position
0.15%
$443,650
1,279 shares@ $346.88 avg price
NIONio Inc
Recent Activity
New Position
0.12%
$374,327
56,037 shares@ $6.68 avg price
GOTUGaotu Techedu Inc
Recent Activity
New Position
0.11%
$336,532
85,850 shares@ $3.92 avg price
OHIOmega Healthcare Invs Inc
Recent Activity
New Position
0.08%
$228,221
5,602 shares@ $40.74 avg price
GILDGilead Sciences Inc
Recent Activity
New Position
0.08%
$220,795
2,633 shares@ $83.86 avg price
MRCCMonroe Cap Corp
Recent Activity
New Position
0.07%
$210,172
26,006 shares@ $8.09 avg price