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
GOOGAlphabet Inc
Recent Activity
Increased 3.34%
0.78%
$2.433M↑ Call
14,547 shares@ $167.24 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
Increased 2.29%
0.78%
$2.405M
40,603 shares@ $59.24 avg price
LLYEli Lilly & Co
Recent Activity
Increased 16.45%
0.75%
$2.338M
2,634 shares@ $887.75 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 24.34%
0.69%
$2.146M
12,936 shares@ $165.92 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
Increased 20.09%
0.68%
$2.106M
38,647 shares@ $54.49 avg price
FVFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.07%
0.67%
$2.089M
35,845 shares@ $58.28 avg price
IWMIshares Tr
Recent Activity
Increased 7.96%
0.63%
$1.957M
8,851 shares@ $221.14 avg price
AIRRFirst Tr Exchange-traded Fd
Recent Activity
Increased 9.05%
0.62%
$1.918M
25,682 shares@ $74.68 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 5.79%
0.57%
$1.753M
3,071 shares@ $570.9 avg price
CALFPacer Fds Tr
Recent Activity
Increased 7.09%
0.53%
$1.649M
35,450 shares@ $46.52 avg price