Steven Trigili

@Garden State Investment Advisory Services Llc

Latest period2024 - Q3

Reported1mo 9d ago

Managed Assets$311.95M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
KKRKkr & Co Inc Recent Activity New Position	0.07%	$208,928 1,600 shares@ $130.58 avg price	New Position
PMPhilip Morris Intl Inc Recent Activity New Position	0.07%	$208,632 1,713 shares@ $121.8 avg price	New Position
QUALIshares Tr Recent Activity New Position	0.07%	$203,685 1,136 shares@ $179.31 avg price	New Position
DDDupont De Nemours Inc Recent Activity New Position	0.07%	$202,903 2,277 shares@ $89.11 avg price	New Position
OGNOrganon & Co Recent Activity New Position	0.07%	$202,613 10,590 shares@ $19.14 avg price	New Position
PGProcter And Gamble Co Recent Activity New Position	0.07%	$200,625 1,155 shares@ $173.71 avg price	New Position
AURAurora Innovation Inc Recent Activity New Position	0.07%	$192,305 32,484 shares@ $5.92 avg price	New Position
NXJNuveen New Jersey Qult Mun F Recent Activity New Position	0.06%	$157,265 12,000 shares@ $13.11 avg price	New Position
ETHUVolatility Shs Tr Recent Activity New Position	0.05%	$141,939 24,858 shares@ $5.71 avg price	New Position