Steven Trigili Portfolio
Invests via Garden State Investment Advisory Services LLC | Managed by Garden State Investment Advisory Services LLC
Invests via Garden State Investment Advisory Services LLC
Managed by Garden State Investment Advisory Services LLC
Automatically Tracked
Steven Trigili Profile
Steven Trigili has made a significant mark in the finance sector through his expertise in investment management and corporate advisory. With a robust background in operational leadership, he navigates complex business challenges with acumen, making him an influential figure among executives seeking strategic growth. His hands-on experience spans several key industries, where he has excelled in driving value creation initiatives and optimizing organizational performance. Recognized for cultivating impactful relationships across diverse stakeholder groups, Steven plays an integral role in shaping the landscape of contemporary investing and corporate development.
Steven Trigili has made a significant mark in the finance sector through his expertise in investment management and corporate advisory. With a robust background in operational leadership, he navigates complex business challenges with acumen, making him an influential figure among executives seeking strategic growth. His hands-on experience spans several key industries, where he has excelled in driving value creation initiatives and optimizing organizational performance. Recognized for cultivating impactful relationships across diverse stakeholder groups, Steven plays an integral role in shaping the landscape of contemporary investing and corporate development.
Investment Philosophy & Strategy
Investment opportunities often hinge on the synthesis of strategic insight and operational expertise. Steven Trigili embodies this intersection, leveraging his extensive background in corporate advisory to identify areas ripe for growth. His approach favors proactive engagement with evolving market dynamics, facilitating well-informed decision-making that enhances value creation. An advocate for innovative strategies, he is adept at transforming organizational frameworks to capitalize on competitive advantages. Through building enduring partnerships across industries, effective collaboration emerges as a cornerstone of his investment methodology.
Investment opportunities often hinge on the synthesis of strategic insight and operational expertise. Steven Trigili embodies this intersection, leveraging his extensive background in corporate advisory to identify areas ripe for growth. His approach favors proactive engagement with evolving market dynamics, facilitating well-informed decision-making that enhances value creation. An advocate for innovative strategies, he is adept at transforming organizational frameworks to capitalize on competitive advantages. Through building enduring partnerships across industries, effective collaboration emerges as a cornerstone of his investment methodology.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
93.53%
Gain -0.59%
Monthly
1.79%
Yearly
23.74%
Drawdown
21.49%
$509.13M
Equity
Holdings
$509.13M
Investment
$371.3M
$199.2M
Profit -$1.92M
Realized
$61.37M
Unrealized
$137.83M
Dividends
$23.28M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$1.92M
Win %
71%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$1.92M
Win %
71%
This Month
Compared to last month
Gain
-0.62%
Profit
-$3.2M
Win %
71%
This Year
Compared to last year
Gain
0.07%
Profit
$356,923.96
Win %
71%
NOWL GraniteShares 2x Long NOW Daily ETF
+15.24%
+$297,618.36 
CRWD CrowdStrike Holdings, Inc.
+14.38%
+$349,624.68 
PANW Palo Alto Networks, Inc.
+14.16%
+$151,729.23 
DAMD Defiance Daily Target 2X Short AMD ETF
+8.04%
+$26,750 
NOW ServiceNow, Inc.
+7.69%
+$46,935.14 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.32%
+$91,991.73 
DOCU DocuSign Inc.
+5.8%
+$19,724.37 
INTU Intuit Inc.
+5.55%
+$13,754.63 
IGV iShares Expanded Tech-Software Sector ETF
+5.2%
+$15,708 
TEM Tempus AI, Inc.
+5.14%
+$11,441.95 
IBRX ImmunityBio, Inc.
+5.12%
+$4,050 
GMRS GMR Solutions Inc.
+4.7%
+$24,079.8 
ADBE Adobe Inc.
+4.54%
+$7,121.9 
CRM Salesforce Inc
+4.5%
+$49,372.35 
BSX Boston Scientific Corporation
+4.49%
+$10,146.01 
MSTR Strategy Inc.
+4.25%
+$16,442.64 
SHOP Shopify Inc.
+4.17%
+$8,933.25 
OSCR Oscar Health, Inc.
+4.15%
+$54,416.32 
PLTR Palantir Technologies Inc.
+4.14%
+$219,085.02 
NFLX Netflix, Inc.
+3.87%
+$89,562.48 
RDDT Reddit Inc Class A
+3.85%
+$10,822.4 
CI The Cigna Group
+3.4%
+$11,905.91 
PINS Pinterest, Inc. Class A
+3.18%
+$2,326.22 
GOOGL Alphabet Inc
+3.09%
+$170,585.8 
APP AppLovin Corporation Class A Common Stock
+2.97%
+$27,667.15 
GOOG Alphabet Inc
+2.97%
+$143,045.38 
META Meta Platforms Inc Class A
+2.85%
+$335,660.32 
IBM International Business Machines Corporation
+2.73%
+$21,453.87 
GOOY YieldMax GOOGL Option Income Strategy ETF
+2.47%
+$5,179.31 
GHC Graham Holdings Co.
+2.43%
+$9,684.5 
IBIT iShares Bitcoin Trust
+2.42%
+$10,854.4 
ISRG Intuitive Surgical, Inc.
+2.39%
+$12,432.65 
AFRM Affirm Holdings, Inc.
+2.35%
+$594.72 
MO Altria Group, Inc.
+2.3%
+$15,800.86 
MSFT Microsoft Corp.
+2.3%
+$153,812.08 
WMT Walmart Inc.
+2.27%
+$25,292.35 
LUMN Lumen Technologies Inc.
+2.23%
+$3,611.5 
DIS The Walt Disney Company
+2.14%
+$20,196.24 
SOFI SoFi Technologies, Inc.
+2.07%
+$5,948.57 
LLY Eli Lilly and Company
+2.07%
+$84,332.16 
HOOD Robinhood Markets, Inc.
+2.05%
+$4,296.6 
MCD McDonald's Corporation
+2.02%
+$4,590 
T AT&T Inc.
+2%
+$11,560.66 
TGT Target Corporation
+1.98%
+$2,215.53 
GILD Gilead Sciences Inc.
+1.93%
+$5,052.48 
CLX The Clorox Company
+1.93%
+$3,520.27 
MSGE Madison Square Garden Entertainment Corp.
+1.93%
+$4,532.3 
MTCH Match Group, Inc.
+1.83%
+$10,156.37 
PM Philip Morris International Inc.
+1.81%
+$6,134.1 
ABBV AbbVie Inc.
+1.7%
+$10,977.98 
ROKU Roku, Inc.
+1.69%
+$4,846.98 
COST Costco Wholesale Corporation
+1.61%
+$12,728.26 
ARKK ARK Innovation ETF Fund
+1.55%
+$3,582.8 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$5,449.84 
KMB Kimberly-Clark Corporation
+1.45%
+$2,891.32 
VZ Verizon Communications Inc.
+1.43%
+$12,077.77 
FDN First Trust Dow Jones Internet Index Fund
+1.36%
+$6,067.92 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.35%
+$13,716.08 
MOAT VanEck Morningstar Wide Moat Fund
+1.33%
+$13,870.08 
XLP Consumer Staples Select Sector SPDR Fund
+1.32%
+$10,754.7 
UNH UnitedHealth Group Incorporated
+1.31%
+$2,967.09 
UBER Uber Technologies, Inc.
+1.28%
+$20,622.72 
VDC VANGUARD CONSUMER STAPLES ETF
+1.24%
+$5,874.4 
LMND Lemonade Inc.
+1.24%
+$1,938.58 
NVO Novo Nordisk A/S Sponsored ADR
+1.2%
+$3,360.89 
V Visa Inc. Class A
+1.06%
+$10,300.34 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$45,746.68 
XBI SPDR S&P Biotech ETF
+1.02%
+$5,218.84 
HD The Home Depot, Inc.
+1.01%
+$8,197.99 
COWZ Pacer US Cash Cows 100 ETF
+0.93%
+$12,194 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.88%
+$8,558.3 
OHI Omega Healthcare Investors Inc.
+0.73%
+$1,809.53 
PYPL PayPal Holdings Inc
+0.72%
+$2,420.49 
AUR Aurora Innovation, Inc.
+0.7%
+$5,331.1 
ASTX Tradr 2X Long ASTS Daily ETF
+0.69%
+$2,343.81 
KKR KKR & Co. Inc.
+0.67%
+$2,288.88 
NKE Nike, Inc. - Class B
+0.65%
+$605.04 
SDY SPDR S&P Dividend ETF
+0.64%
+$2,098.18 
CVE Cenovus Energy Inc.
+0.62%
+$2,194.73 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$26,883.15 
MA Mastercard Incorporated
+0.6%
+$2,342.7 
JNJ Johnson & Johnson
+0.59%
+$4,684.71 
AAPL Apple Inc.
+0.55%
+$72,327.49 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.55%
+$3,763.99 
ANIP Ani Pharmaceuticals Inc.
+0.5%
+$1,101.8 
XTN SPDR S&P Transportation ETF
+0.44%
+$6,904.16 
DAPP VanEck Digital Transformation ETF
+0.35%
+$3,115 
KRE SPDR S&P Regional Banking ETF
+0.28%
+$1,435.41 
CNTN Canton Strategic Holdings, Inc.
+0.27%
+$86.62 
RWL Invesco S&P 500 Revenue ETF
+0.24%
+$13,841.73 
BKLN Invesco Senior Loan ETF
+0.22%
+$2,260.8 
TLT iShares 20+ Year Treasury Bond ETF
+0.18%
+$1,292.55 
FTXR First Trust Nasdaq Transportation ETF
+0.15%
+$1,317.47 
SRLN SPDR Blackstone Senior Loan ETF
+0.11%
+$1,278.9 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$6,373.99 
HRZN Horizon Technology Finance Corporation
+0.1%
+$55.72 
ARCC Ares Capital Corporation
+0.1%
+$432.85 
PRU Prudential Financial, Inc.
+0.1%
+$293.04 
GOVI Invesco Equal Weight 0-30 Yr GovI Mutual Fund
+0.1%
+$7,029.98 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.07%
+$970.9 
DEUS Xtrackers Russell US Multifactor ETF
+0.07%
+$2,073.3 
CPSR Calamos S&P 500 Structured Alt Protection ETF – March
+0.07%
+$180.03 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.06%
+$2,669.68 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$201.39 
FV First Trust Dorsey Wright Focus 5 ETF
+0.05%
+$1,042.93 
WEEL Peerless Option Income Wheel ETF
+0.05%
+$847.25 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.05%
+$221.9 
PFE Pfizer Inc.
+0.04%
+$205.11 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$545.6 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$99.33 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.03%
+$105.15 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.02%
+$45.85 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$250.07 
GOVT iShares U.S. Treasury Bond ETF
+0.01%
+$31.1 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$24.89 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 HIMU
HIMU
0%
$0 AAPR
AAPR
0%
$0 RGLO
RGLO
0%
$0 CCUP
CCUP
0%
$0 
GLW Corning Incorporated
-14.09%
-$105,409.64 
MVLL GraniteShares 2x Long Marvell ETF
-13.2%
-$28,491.68 
TER Teradyne, Inc.
-12.98%
-$108,416 
CWVX Tradr 2X Long CRWV Daily ETF
-12.47%
-$18,308.41 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.86%
-$27,296.69 
TSEM Tower Semiconductor Ltd.
-9.44%
-$30,498.88 
ARM Arm Holdings plc American Depositary Receipt
-8.93%
-$11,588.5 
GEV GE Vernova Inc.
-8.6%
-$15,645.55 
CRDO Credo Technology Group Holding Ltd.
-7.88%
-$9,954.87 
LRCX Lam Research Corporation
-7.87%
-$34,626.96 
ETN Eaton Corporation plc
-7.51%
-$23,909.82 
ASML ASML Holding N.V. New York Registry Shares
-6.88%
-$74,894.47 
CEG Constellation Energy Corporation
-6.71%
-$39,406.32 
AMAT Applied Materials, Inc.
-6.61%
-$13,697.18 
MRVL Marvell Technology, Inc.
-6.59%
-$13,981.87 
KLAC KLA Corporation
-6.44%
-$10,604.04 
CRWV CoreWeave, Inc.
-6.29%
-$31,752 
CENX Century Aluminum Company
-5.63%
-$15,362.35 
APH Amphenol Corporation
-5.63%
-$3,609.9 
BAC Bank of America Corporation
-5.36%
-$28,096.32 
INTC Intel Corporation
-5.32%
-$39,907.28 
AVGO Broadcom Inc.
-4.83%
-$434,738.53 
MU Micron Technology, Inc.
-4.82%
-$151,043.16 
NTAP NetApp, Inc.
-4.62%
-$23,402.61 
PWR Quanta Services Inc.
-4.57%
-$63,031.72 
SMH VanEck Semiconductor ETF
-4.52%
-$199,278.44 
SNDK SanDisk Corporation
-4.39%
-$11,256.9 
ORCL Oracle Corporation
-4.38%
-$14,304.92 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.31%
-$21,796.42 
CAT Caterpillar Inc.
-4.17%
-$32,076.25 
AMD Advanced Micro Devices, Inc.
-3.87%
-$268,830.9 
WDC Western Digital Corporation
-3.72%
-$5,733.9 
TEL TE Connectivity plc
-3.64%
-$27,833.14 
ARTY iShares Future AI & Tech ETF
-3.54%
-$10,533.15 
WELD Tema U.S. Manufacturing & Reshoring ETF
-3.51%
-$20,023.59 
DTCR Global X Data Center & Digital Infrastructure ETF
-3.5%
-$13,236.3 
MS Morgan Stanley
-3.43%
-$13,948.16 
HYP Golden Eagle Dynamic Hypergrowth ETF
-3.33%
-$20,553.05 
HTZWW Hertz Global Holdings, Inc. Warrant
-3.24%
-$684.52 
GDX VanEck Gold Miners ETF
-3.1%
-$15,664.03 
URA Global X Uranium ETF
-3.08%
-$10,117 
ARWR Arrowhead Pharmaceuticals Inc.
-2.99%
-$8,602.83 
NVDA NVIDIA Corporation
-2.84%
-$702,622.04 
OBIO Orchestra BioMed Holdings, Inc.
-2.78%
-$1,795.54 
PWB Invesco Large Cap Growth ETF
-2.67%
-$725,529.44 
UTF Cohen & Steers Infrastructure Fund, Inc.
-2.65%
-$14,949.91 
TTEQ T. Rowe Price Technology ETF
-2.58%
-$34,791.71 
VLO Valero Energy Corporation
-2.31%
-$29,681.64 
AIRR First Trust RBA American Industrial Renaissance ETF
-2.31%
-$87,457.2 
IRM Iron Mountain Inc.
-2.22%
-$13,888 
PDI Pimco Dynamic Income Fund
-2.2%
-$14,898.33 
PLUG Plug Power Inc.
-2.14%
-$495 
GE General Electric Company
-2.01%
-$4,485.76 
WFC Wells Fargo & Company
-1.93%
-$5,449.64 
RPG Invesco S&P 500 Pure Growth ETF
-1.9%
-$4,204.37 
EQT EQT Corporation
-1.89%
-$5,918.04 
IDE Voya Infrastructure, Industrials and Materials Fund
-1.81%
-$3,429.3 
JPM JPMorgan Chase & Co.
-1.73%
-$33,645.97 
SLV iShares Silver Trust
-1.72%
-$3,997 
CSCO Cisco Systems, Inc.
-1.69%
-$23,740.5 
NUG Leverage Shares 2x Long NU Daily ETF
-1.58%
-$5,400.49 
CNEQ Alger Concentrated Equity ETF
-1.55%
-$3,328.38 
EVV Eaton Vance Limited Duration Income Fund
-1.52%
-$1,738.12 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$6,274.71 
FISV Fiserv, Inc.
-1.47%
-$209 
AVO Mission Produce Inc.
-1.46%
-$6,618.65 
TSLA Tesla, Inc.
-1.44%
-$39,516.75 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$5,748.64 
TPL Texas Pacific Land Corporation
-1.38%
-$5,339.96 
SPCX Space Exploration Technologies Corp. Class A
-1.37%
-$2,777.95 
GLD SPDR Gold Shares
-1.35%
-$24,742.57 
XLU Utilities Select Sector SPDR Fund
-1.33%
-$11,112.99 
RTX RTX Corporation
-1.31%
-$6,173.48 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.29%
-$18,120.24 
VPU Vanguard Utilities ETF
-1.28%
-$3,669.12 
VGT Vanguard Information Technology ETF
-1.25%
-$9,629.27 
AMZN Amazon.com Inc
-1.24%
-$176,213.34 
ARKQ Ark Autonomous Technology & Robotics ETF
-1.24%
-$4,389 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$6,322.29 
TGLR Laffer Tengler Equity Income Fund
-1.16%
-$9,223.35 
QLD ProShares Ultra QQQ
-1.16%
-$2,484 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$48,084.96 
XLE Energy Select Sector SPDR Fund
-1.15%
-$29,298 
IXUS iShares Core International Stock ETF
-1.14%
-$39,787.95 
NU Nu Holdings Ltd.
-1.13%
-$2,364.45 
SCHF Schwab International Equity ETF
-1.12%
-$2,580.48 
ILDR First Trust Innovation Leaders ETF
-1.1%
-$23,792.78 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-1.08%
-$4,430.34 
WCMI First Trust WCM International Equity ETF
-1.02%
-$14,030.22 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-1.02%
-$4,939.2 
CVX Chevron Corporation
-0.98%
-$4,132.8 
XOM Exxon Mobil Corporation
-0.88%
-$13,140.09 
QCOM QUALCOMM Incorporated
-0.87%
-$4,684.7 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.86%
-$36,750.96 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.85%
-$52,286.56 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.83%
-$7,858.12 
MDY SPDR S&P MidCap 400 ETF Trust
-0.83%
-$7,383.71 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$19,359.58 
FEX First Trust Large Cap Core Fund A
-0.72%
-$1,729.7 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$2,162.94 
MDST Westwood Salient Enhanced Midstream ETF
-0.71%
-$18,968.25 
NLY Annaly Capital Management, Inc.
-0.71%
-$1,775.68 
CAIQ Calamos Nasdaq Autocallable Income ETF
-0.69%
-$3,088.75 
CLM Cornerstone Strategic Investment Fund, Inc.
-0.68%
-$2,936.7 
PSEC Prospect Capital Corporation
-0.68%
-$885.6 
NEE NextEra Energy, Inc.
-0.67%
-$3,654.75 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$5,705.46 
RDVI FT Vest Rising Dividend Achievers Fund
-0.57%
-$8,931.28 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.57%
-$13,092.42 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.56%
-$1,052.4 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$84,494.45 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.54%
-$18,730.25 
RDVY First Trust Rising Dividend Achievers ETF
-0.54%
-$3,968.94 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$1,984.41 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$1,549.59 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$1,136.02 
XLG Invesco S&P 500 Top 50 ETF
-0.52%
-$3,061.82 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$38,399.4 
F Ford Motor Company
-0.5%
-$2,078.58 
VBK Vanguard Small-Cap Growth ETF
-0.49%
-$2,229.45 
MTEK Maris-Tech Ltd.
-0.48%
-$50 
NIHI NEOS MSCI EAFE High Income ETF
-0.47%
-$1,416.88 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.47%
-$10,800.18 
QQQI Neos NASDAQ-100 High Income ETF
-0.46%
-$11,022.25 
MHD BlackRock MuniHoldings Fund Inc.
-0.45%
-$1,706.1 
XLF Financial Select Sector SPDR Fund
-0.45%
-$2,007.36 
VO Vanguard Mid-Cap ETF
-0.43%
-$13,700.05 
MGV Vanguard Mega Cap Value ETF
-0.43%
-$2,031.31 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.42%
-$82,615.21 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.4%
-$929.88 
ADC Agree Realty Corporation
-0.39%
-$2,052.12 
CAIE Calamos Autocallable Income ETF
-0.37%
-$1,816.8 
PWV Invesco Large Cap Value ETF
-0.35%
-$1,273.66 
MGC Vanguard Mega Cap ETF
-0.35%
-$1,339.65 
FPE First Trust Preferred Securities and Income ETF
-0.34%
-$881.58 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$17,440.58 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$24,272.45 
IVV iShares Core S&P 500 ETF
-0.33%
-$8,563.13 
VOO Vanguard S&P 500 ETF
-0.33%
-$5,765.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.32%
-$12,793.35 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$2,614.81 
TDVG T. Rowe Price Dividend Growth ETF
-0.31%
-$2,523.24 
GWW W.W. Grainger, Inc.
-0.3%
-$1,100.1 
GPIX S&P 500 Core Premium Income Fund
-0.27%
-$1,200.3 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.27%
-$585.11 
BBIO BridgeBio Pharma, Inc.
-0.25%
-$1,991.7 
MISL First Trust Indxx Aerospace & Defense ETF
-0.25%
-$7,885.19 
SPYI NEOS S&P 500 High Income ETF
-0.24%
-$9,648.4 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.23%
-$1,406.05 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.22%
-$3,870.72 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.22%
-$21,284.94 
FTMH Franklin Municipal High Yield ETF
-0.22%
-$426.48 
UFEB Innovator U.S. Equity Ultra ETF
-0.22%
-$678.24 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.22%
-$622.27 
PAUG Innovator U.S. Equity Power Buffer ETF - August
-0.21%
-$505 
VMO Invesco Municipal Opportunity Trust
-0.2%
-$6,572.57 
CARR Carrier Global Corporation
-0.2%
-$607.54 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.2%
-$1,006.08 
FMAR FT Vest U.S. Equity Buffer ETF
-0.19%
-$494 
BA Boeing Company
-0.19%
-$1,049.6 
BSEP Innovator U.S. Equity Buffer ETF
-0.18%
-$1,592.5 
IWM iShares Russell 2000 ETF
-0.18%
-$5,788.27 
XYLD Global X S&P 500 Covered Call ETF
-0.18%
-$2,302.35 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.18%
-$774.67 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$13,844 
BX Blackstone Inc.
-0.17%
-$1,291.12 
VUG Vanguard Growth ETF
-0.17%
-$427.19 
QDEC FT Vest Nasdaq-100 Buffer ETF
-0.17%
-$360 
UJUN Innovator U.S. Equity Ultra Fund
-0.16%
-$1,101.32 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.15%
-$358.51 
BINC iShares Flexible Income Active ETF
-0.15%
-$1,845.75 
HEDG Equable Shares Hedged Equity ETF
-0.15%
-$24,065.78 
TRPA Hartford AAA CLO ETF
-0.14%
-$1,367.89 
VCR Vanguard Consumer Discretionary ETF
-0.14%
-$382.52 
MGK Vanguard Mega Cap Growth ETF
-0.13%
-$2,883.6 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.13%
-$288.42 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.12%
-$2,892.59 
BTT BlackRock Municipal 2030 Target Term Trust
-0.11%
-$230 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$332.01 
HYTI FT Vest High Yield & Target Income ETF
-0.11%
-$5,997.86 
IWMI Neos Russell 2000 High Income ETF
-0.11%
-$3,317.87 
JQC Nuveen Credit Strategies Income Fund
-0.11%
-$64.66 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.1%
-$393.45 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$284.52 
BUFF Innovator Laddered Allocation Fund
-0.09%
-$4,440.1 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.09%
-$186.97 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.08%
-$625.55 
BUFR FT Vestladder Buffer ETF-USD I
-0.07%
-$227.44 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.07%
-$2,542.65 
XTOC Innovator U.S. Equity Accelerated Plus ETF
-0.07%
-$165.37 
FTSL First Trust Senior Loan ETF
-0.06%
-$1,162.25 
SHYD VanEck Short High Yield Municipal Fund
-0.04%
-$241.19 
DVY iShares Select Dividend ETF
-0.04%
-$136.92 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$487.58 
IWD iShares Russell 1000 Value ETF
-0.03%
-$85.84 
UDEC Innovator U.S. Equity Ultra Fund
-0.02%
-$141.86 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.02%
-$63 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$871.17 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$135.4 
JCPB JPMorgan Core Plus Bond ETF
-0.01%
-$151.69 
SPLV Invesco S&P 500 Low Volatility ETF
-0.01%
-$208.42 Events
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Dividends
Dividend Analysis
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| Trades 3394 | Longs Won 2330/3394 68% | Profit Factor 9.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $481,228.6 |
| Average Win $95,077.39 | Best Trade (Sep 04) $17.21M | Sharpe Ratio -51.74 |
| Average Loss -$20,988.17 | Worst Trade (Sep 01) -$1.07M | Z-Score 4.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w | Expectancy $58,691.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 39,523 | $5.54M | $13.2M | - | $7.67M | 138.47% | +0.551% |
| AAPR AAPR | 8,825 | $225,083.36 | $260,284 | - | $35,200.64 | 15.64% | 0.0 |
| ABBV AbbVie Inc. | 2,515 | $406,116.08 | $657,634.77 | - | $251,518.69 | 61.93% | +1.698% |
| ADBE Adobe Inc. | 622 | $127,522 | $164,008.96 | - | $36,486.96 | 28.61% | +4.54% |
| ADC Agree Realty Corporation | 7,329 | $565,726 | $519,992.55 | - | -$45,733.45 | -8.08% | -0.393% |
| AFRM Affirm Holdings, Inc. | 354 | $26,348 | $25,884.48 | - | -$463.52 | -1.76% | +2.352% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 13,426 | $337,559.88 | $345,115.33 | - | $7,555.45 | 2.24% | +0.058% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 35,265 | $2.34M | $3.7M | - | $1.36M | 58.08% | -2.311% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 863 | $416,847 | $224,026.17 | - | -$192,820.83 | -46.26% | -10.861% |
| AMAT Applied Materials, Inc. | 454 | $93,177.36 | $193,549.28 | - | $100,371.92 | 107.72% | -6.609% |
| AMD Advanced Micro Devices, Inc. | 13,455 | $1.26M | $6.68M | - | $5.41M | 427.98% | -3.871% |
| AMZN Amazon.com Inc | 55,413 | $5.61M | $14.05M | - | $8.45M | 150.71% | -1.238% |
| ANIP Ani Pharmaceuticals Inc. | 3,148 | $260,591 | $222,059.92 | - | -$38,531.08 | -14.79% | +0.499% |
| APH Amphenol Corporation | 764 | $33,722.2 | $60,504.98 | - | $26,782.78 | 79.42% | -5.63% |
| APP AppLovin Corporation Class A Common Stock | 2,876 | $597,280.88 | $959,376.08 | - | $362,095.2 | 60.62% | +2.97% |
| ARCC Ares Capital Corporation | 21,535 | $443,087.49 | $425,533.75 | - | -$17,553.74 | -3.96% | +0.102% |
| ARKK ARK Innovation ETF Fund | 2,756 | $222,716 | $233,929.28 | - | $11,213.28 | 5.03% | +1.555% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 2,926 | $328,130.09 | $350,710.36 | - | $22,580.27 | 6.88% | -1.236% |
| ARM Arm Holdings plc American Depositary Receipt | 490 | $173,739 | $118,158.6 | - | -$55,580.4 | -31.99% | -8.932% |
| ARTY iShares Future AI & Tech ETF | 3,945 | $300,451 | $287,235.45 | - | -$13,215.55 | -4.4% | -3.537% |
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FAQ
Which stocks have generated the highest profits for Steven Trigili?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $19.22M, Invesco QQQ Trust, Series 1 - $4.41M, Apple Inc - $3.28M, NVIDIA Corporation - $1.91M, and Meta Platforms Inc Class A - $1.8M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Nio Inc - $1.12M, Fundrise Innovation Fund, LLC - $1.03M, Icahn Enterprises L.P - $811,157.76, Defiance Daily 2x Long Master Fund - $359,140.4, and Iqiyi Inc - $354,889.58. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Steven Trigili's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.28M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.68M, JPMorgan Nasdaq Equity Premium Income ETF - $1.65M, JPMorgan Core Plus Bond ETF - $950,402.16, Schwab U.S. Dividend Equity ETF - $572,362.38, and Vanguard Short-Term Corporate Bond ETF - $567,758.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Steven Trigili's monthly returns?
Steven Trigili's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Steven Trigili's strategy be considered aggressive or moderate?
Steven Trigili's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Steven Trigili's strategy?
Steven Trigili's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
