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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
SHYIshares Tr
Recent Activity
Exited
0%
$216,886
2,654 shares@ $81.73 avg price
KLACKla Corp
Recent Activity
Exited
0%
$215,924
261 shares@ $827.3 avg price
AMATApplied Matls Inc
Recent Activity
Exited
0%
$208,656
884 shares@ $236.04 avg price
CELHCelsius Hldgs Inc
Recent Activity
Exited
0%
$205,981
3,608 shares@ $57.1 avg price
MSMorgan Stanley
Recent Activity
Exited
0%
$205,008
2,106 shares@ $97.35 avg price
PIDInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$190,079
10,604 shares@ $17.93 avg price
RIVNRivian Automotive Inc
Recent Activity
Exited
0%
$146,399
10,909 shares@ $13.43 avg price