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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
QQQInvesco Qqq Tr
Recent Activity
Increased 13.07%
4.87%
$15.169M
30,990 shares@ $489.5 avg price
AAPLApple Inc
Recent Activity
Decreased -2.62%
4.38%
$13.659M↑ Call
58,602 shares@ $233.08 avg price
NVDANvidia Corporation
Recent Activity
Increased 4%
3.65%
$11.378M↓ Put
93,681 shares@ $121.46 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.06%
3.3%
$10.275M↑ Call
55,146 shares@ $186.33 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 3.26%
3.24%
$10.081M
208,874 shares@ $48.27 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -1.36%
3.11%
$9.683M
114,378 shares@ $84.66 avg price
METAMeta Platforms Inc
Recent Activity
Increased 7.29%
3.09%
$9.631M↓ Put
16,804 shares@ $573.15 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 0.2%
2.93%
$9.131M
50,800 shares@ $179.75 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.69%
2.78%
$8.658M
43,404 shares@ $199.49 avg price
JIREJ P Morgan Exchange Traded F
Recent Activity
Increased 5.15%
2.48%
$7.714M
116,833 shares@ $66.04 avg price