test

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
IVVIshares Tr
Recent Activity
Decreased -9.95%
0.6%
$1.843M
3,193 shares@ $577.3 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -4%
0.59%
$1.837M↑ Call
11,196 shares@ $164.09 avg price
MGKVanguard World Fd
Recent Activity
Decreased -2.84%
0.58%
$1.807M
5,607 shares@ $322.31 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -4.39%
0.58%
$1.785M
47,987 shares@ $37.2 avg price
VOVanguard Index Fds
Recent Activity
Decreased -1.51%
0.44%
$1.357M
5,143 shares@ $263.84 avg price
TSLRGraniteshares Etf Tr
Recent Activity
Decreased -13.88%
0.42%
$1.289M
60,497 shares@ $21.3 avg price
TLTIshares Tr
Recent Activity
Decreased -9.84%
0.41%
$1.279M
13,002 shares@ $98.35 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -0.9%
0.41%
$1.279M
2,418 shares@ $528.75 avg price
SMMUPimco Etf Tr
Recent Activity
Decreased -4.79%
0.41%
$1.277M
25,269 shares@ $50.55 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Decreased -30.74%
0.4%
$1.219M
23,960 shares@ $50.89 avg price