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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
AAPBGraniteshares Etf Tr
Recent Activity
Exited
0%
$687,753
27,141 shares@ $25.35 avg price
TJULInnovator Etfs Trust
Recent Activity
Exited
0%
$470,444
17,567 shares@ $26.78 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Exited
0%
$457,208
26,336 shares@ $17.37 avg price
SPHRSphere Entertainment Co
Recent Activity
Exited
0%
$416,267
11,873 shares@ $35.06 avg price
KRESpdr Ser Tr
Recent Activity
Exited
0%
$402,571
8,189 shares@ $49.16 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$272,850
254 shares@ $1074.22 avg price
GBTCGrayscale Bitcoin Tr Btc
Recent Activity
Exited
0%
$250,122
4,698 shares@ $53.25 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$231,640↑ Call
7,475 shares@ $30.99 avg price
CWEBDirexion Shs Etf Tr
Recent Activity
Exited
0%
$227,901
7,468 shares@ $30.52 avg price
DLODlocal Ltd
Recent Activity
Exited
0%
$225,671
27,895 shares@ $8.1 avg price