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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
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 0.2%
2.22%
$6.92M
87,030 shares@ $79.51 avg price
TCAFT Rowe Price Etf Inc
Recent Activity
Increased 22.49%
2.12%
$6.587M
198,075 shares@ $33.26 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 7.36%
1.95%
$6.062M
101,794 shares@ $59.56 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.59%
1.87%
$5.809M
13,488 shares@ $430.72 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
MDYVSpdr Ser Tr
Recent Activity
Increased 2.28%
1.48%
$4.61M
57,864 shares@ $79.68 avg price
BUFFInnovator Etfs Trust
Recent Activity
Increased 2.95%
1.48%
$4.594M
104,123 shares@ $44.13 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 7.91%
1.42%
$4.419M
9,601 shares@ $460.26 avg price
TSPAT Rowe Price Etf Inc
Recent Activity
Increased 10.41%
1.35%
$4.199M
116,276 shares@ $36.11 avg price