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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
SLQDIshares Tr
Recent Activity
Decreased -0.07%
0.38%
$1.173M
23,238 shares@ $50.48 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -0.46%
0.33%
$1.008M
19,076 shares@ $52.87 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -5.64%
0.31%
$960,133↑ Call
21,369 shares@ $44.94 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -0.77%
0.27%
$811,352↑ Call
10,795 shares@ $75.16 avg price
IWPIshares Tr
Recent Activity
Decreased -3.7%
0.26%
$783,405
6,678 shares@ $117.32 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -9.17%
0.25%
$766,236
5,393 shares@ $142.08 avg price
TAt&t Inc
Recent Activity
Decreased -4.79%
0.23%
$712,368
32,370 shares@ $22.01 avg price
BSEPInnovator Etfs Trust
Recent Activity
Decreased -24.47%
0.22%
$676,079
16,050 shares@ $42.13 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -3.43%
0.22%
$659,233
7,497 shares@ $87.94 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -40.32%
0.21%
$655,047
2,695 shares@ $243.07 avg price