Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Garden State Investment Advisory Services

Latest statistics and disclosures from Garden State Investment Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are PLTR, PWB, NVDA, HEDG, QQQ, and represent 20.31% of Garden State Investment Advisory Services's stock portfolio.
Added to shares of these 10 stocks: HEDG (+$16M), RWL, TSPA, NFLX, META, IJH, GRID, CMCSA, UBER, PWB.
Started 39 new stock positions in CLX, FTMH, WEEL, MP, EQT, MSTX, THAR, AMGN, BIDU, IWD.
Reduced shares in these 10 stocks: SPY (-$23M), MU (-$7.5M), GOVI, GDXJ, SSRM, MDY, PLTR, MOAT, AIRR, SPHR.
Sold out of its positions in ARKK, ASTS, SILJ, CNC, CIEN, COHR, Cohen & Steers Infrastructur, DJT, EVV, FIW.
Garden State Investment Advisory Services was a net seller of stock by $-1.9M.
Garden State Investment Advisory Services has $454M in assets under management (AUM), dropping by 1.05%.
Central Index Key (CIK): 0001965351

Tip: Access up to 7 years of quarterly data

Positions held by Garden State Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Garden State Investment Advisory Services

Garden State Investment Advisory Services holds 290 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Palantir Technologies Cl A Put Option (PLTR)	4.7	$21M	-6%	120k	177.75	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	4.6	$21M	+6%	166k	127.11	View chart
NVIDIA Corporation Call Option (NVDA)	4.5	$20M	+2%	110k	186.50	View chart
Series Portfolios Tr Equable Shares H (HEDG)	3.5	$16M	NEW	541k	29.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.0	$14M	-4%	22k	615.80	View chart
Meta Platforms Cl A Call Option (META)	2.9	$13M	+19%	20k	660.09	View chart
Amazon (AMZN)	2.8	$13M	+2%	55k	230.82	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	2.6	$12M	+30%	271k	42.79	View chart
Apple (AAPL)	2.4	$11M	+2%	41k	272.05	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.9	$8.5M		221k	38.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$8.2M	-73%	12k	682.46	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.7	$7.7M		133k	57.54	View chart
Broadcom Call Option (AVGO)	1.6	$7.3M	+15%	21k	346.10	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.5	$6.8M		116k	58.39	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	1.4	$6.3M	+231%	55k	114.53	View chart
Microsoft Corporation (MSFT)	1.4	$6.2M	+5%	13k	484.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$6.2M	+50%	94k	66.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$5.7M	-4%	30k	192.01	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.2	$5.4M	+16%	72k	74.90	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.1	$5.1M		102k	49.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$4.7M	-2%	21k	220.33	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$4.6M	-5%	15k	313.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$4.3M	+9%	14k	313.30	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.9	$4.2M	+8%	65k	65.55	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.9	$4.1M	-45%	147k	27.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$3.7M	+2%	7.4k	502.65	View chart
Eli Lilly & Co. (LLY)	0.8	$3.7M		3.4k	1077.85	View chart
Advanced Micro Devices Call Option (AMD)	0.8	$3.7M		17k	214.16	View chart
Tesla Motors (TSLA)	0.8	$3.7M	-4%	8.2k	449.72	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.8	$3.6M	+13%	143k	25.55	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.8	$3.6M	-23%	37k	98.32	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.8	$3.6M		13k	269.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$3.4M	-8%	124k	27.44	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.7	$3.4M	+43%	94k	35.90	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.7	$3.3M	+3%	64k	52.53	View chart
Dbx Etf Tr Xtrackers Russel (DEUS)	0.7	$3.1M	-3%	54k	58.31	View chart
First Tr Exchange-traded Vest High Yield (HYTI)	0.7	$3.1M	+40%	157k	19.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$3.1M	+4%	58k	53.84	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.7	$3.0M	+22%	8.4k	360.22	View chart
Spdr Series Trust State Street Spd (SPSM)	0.7	$3.0M		63k	46.91	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$2.9M	+4%	34k	84.65	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$2.8M		9.8k	290.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$2.8M	-10%	12k	246.29	View chart
Uber Technologies (UBER)	0.6	$2.8M	+89%	35k	81.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.8M		4.0k	685.39	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$2.7M	+21%	28k	96.51	View chart
Netflix Put Option (NFLX)	0.6	$2.6M	+879%	28k	93.76	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.6	$2.6M	+11%	47k	54.77	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$2.5M	+11%	50k	50.76	View chart
Micron Technology (MU)	0.6	$2.5M	-74%	8.8k	286.54	View chart
Vanguard World Mega Grwth Ind (MGK)	0.5	$2.4M	+4%	5.8k	413.13	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.5	$2.4M	+327%	16k	153.02	View chart
Spdr Series Trust State Street Spd (MDYV)	0.5	$2.2M	-6%	26k	84.84	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.4	$1.9M	-3%	32k	60.35	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.4	$1.7M	-6%	28k	62.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.4	$1.7M	-7%	40k	43.72	View chart
Comcast Corp Cl A (CMCSA)	0.4	$1.7M	NEW	57k	29.89	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.7M	-2%	5.2k	323.38	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$1.7M	-41%	16k	103.56	View chart
Walt Disney Company (DIS)	0.4	$1.7M	+10%	15k	114.72	View chart
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)	0.4	$1.6M	-25%	41k	39.06	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$1.6M	-14%	18k	87.38	View chart
Applovin Corp Com Cl A (APP)	0.4	$1.6M	-13%	2.4k	673.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.6M		2.5k	628.19	View chart
Constellation Energy (CEG)	0.3	$1.5M	+3%	4.2k	354.42	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.3	$1.5M	+12%	27k	53.87	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$1.4M	+18%	4.4k	304.64	View chart
Rocket Lab Corp (RKLB)	0.3	$1.4M	-8%	19k	69.76	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.3	$1.3M	+22%	27k	48.68	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$1.3M		57k	23.19	View chart
Visa Com Cl A (V)	0.3	$1.3M	-5%	3.8k	351.90	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$1.3M	+10%	48k	26.24	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$1.2M	+25%	31k	40.63	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.3	$1.2M	+32%	10k	117.74	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.3	$1.2M	-3%	24k	50.74	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$1.2M	-17%	26k	47.55	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$1.2M	+3%	23k	52.77	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$1.1M	-11%	19k	60.62	View chart
salesforce Call Option (CRM)	0.3	$1.1M	-16%	4.3k	264.91	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.2	$1.1M	+10%	46k	24.76	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$1.1M		15k	71.48	View chart
Themes Etf Tr Leverage Shs 2x (UNHG)	0.2	$1.1M	-3%	58k	18.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.1M	+92%	11k	99.88	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M		8.9k	120.47	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.1M	+2%	13k	79.80	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.1M	+2%	2.7k	396.31	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$1.1M	+33%	23k	45.88	View chart
Wal-Mart Stores (WMT)	0.2	$1.0M	+11%	9.4k	111.72	View chart
Cisco Systems (CSCO)	0.2	$1.0M	+5%	13k	77.20	View chart
Verizon Communications (VZ)	0.2	$975k	-2%	24k	40.75	View chart
Home Depot (HD)	0.2	$935k		2.7k	344.36	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$929k	-66%	1.5k	607.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$920k	+24%	2.7k	335.43	View chart
Tower Semiconductor Shs New (TSEM)	0.2	$919k	-4%	7.8k	117.42	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$902k	-33%	18k	50.59	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$898k		6.6k	136.96	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$880k	-38%	20k	44.37	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$855k	-12%	1.8k	468.76	View chart
Bridgebio Pharma (BBIO)	0.2	$848k		11k	76.49	View chart
Intuit (INTU)	0.2	$818k	-6%	1.2k	664.71	View chart
Quanta Services (PWR)	0.2	$817k	+4%	1.9k	422.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$812k	+79%	1.1k	754.54	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$812k		46k	17.71	View chart
Teradyne (TER)	0.2	$804k		4.2k	193.61	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.2	$798k	+4%	18k	45.02	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$794k		45k	17.67	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$791k		16k	49.25	View chart
Oracle Corporation (ORCL)	0.2	$783k	+86%	4.0k	195.09	View chart
Intuitive Surgical Com New (ISRG)	0.2	$773k	-40%	1.4k	566.36	View chart
Costco Wholesale Corporation (COST)	0.2	$761k	-15%	879.00	865.13	View chart
Vaneck Etf Trust Digi Transfrm (DAPP)	0.2	$737k		45k	16.53	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$699k	-9%	4.5k	154.55	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$681k	+107%	15k	44.74	View chart
Etf Opportunities Trust Laffer Ten Eq In (TGLR)	0.1	$679k	+11%	19k	36.19	View chart
At&t (T)	0.1	$676k	-38%	27k	24.85	View chart
Chevron Corporation (CVX)	0.1	$665k	+105%	4.4k	152.72	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.1	$663k	+16%	24k	27.20	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.1	$662k	+6%	15k	45.01	View chart
Affirm Hldgs Com Cl A Call Option (AFRM)	0.1	$659k	NEW	8.9k	74.43	View chart
Qualcomm Call Option (QCOM)	0.1	$653k	+57%	3.8k	171.05	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.1	$645k		17k	37.40	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$643k	+108%	28k	23.03	View chart
Abbvie (ABBV)	0.1	$621k		2.7k	229.05	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$613k	+20%	15k	41.27	View chart
T Rowe Price Etf Capital Apprecia (TCAL)	0.1	$602k	+46%	26k	23.58	View chart
Ge Aerospace Com New (GE)	0.1	$600k	+156%	1.9k	308.45	View chart
Altria (MO)	0.1	$599k	-4%	10k	57.71	View chart
Oscar Health Cl A (OSCR)	0.1	$590k	-4%	41k	14.37	View chart
Johnson & Johnson (JNJ)	0.1	$582k		2.8k	207.30	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$580k	-6%	12k	48.71	View chart
Caterpillar (CAT)	0.1	$574k	-14%	1.0k	573.65	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$571k		14k	39.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$569k		14k	41.88	View chart
Boeing Company (BA)	0.1	$565k	-18%	2.6k	217.15	View chart
Eaton Corp SHS Call Option (ETN)	0.1	$563k		1.8k	318.51	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.1	$560k	-16%	44k	12.88	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$552k	NEW	11k	52.80	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$552k	+85%	32k	17.01	View chart
Cohen & Steers infrastucture Fund (UTF)	0.1	$551k	-9%	23k	24.12	View chart
Target Corporation (TGT)	0.1	$547k	NEW	5.6k	97.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$538k	+7%	8.6k	62.47	View chart
Palo Alto Networks (PANW)	0.1	$533k	-11%	2.9k	184.20	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$531k	-32%	11k	49.65	View chart
Agree Realty Corporation (ADC)	0.1	$528k		7.3k	72.03	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$518k	+22%	6.0k	85.80	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$510k	+3%	12k	44.35	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$504k	+12%	8.5k	59.35	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$498k		13k	39.33	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$496k	+9%	5.9k	83.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$495k	+2%	11k	43.38	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$481k	+8%	9.4k	51.05	View chart
Clorox Company Call Option (CLX)	0.1	$475k	NEW	4.7k	100.83	View chart
Bank of America Corporation (BAC)	0.1	$466k	-29%	8.5k	55.02	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.1	$465k	+181%	49k	9.57	View chart
Nextera Energy (NEE)	0.1	$463k		5.8k	80.35	View chart
Iron Mountain (IRM)	0.1	$461k		5.5k	83.80	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$458k	-3%	2.2k	212.14	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$457k		12k	39.12	View chart
Adobe Systems Incorporated (ADBE)	0.1	$456k	+26%	1.3k	349.99	View chart
Ford Motor Company Call Option (F)	0.1	$454k	+3%	35k	13.12	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$451k	+65%	22k	21.00	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$446k	NEW	2.8k	162.04	View chart
Strategy Cl A New (MSTR)	0.1	$445k	+2%	2.9k	151.95	View chart
Fiserv Call Option (FI)	0.1	$441k	+36%	6.6k	67.17	View chart
Russell Invts Exchange Trade Global Equity Et (RGLO)	0.1	$441k	+28%	15k	29.69	View chart
Tidal Trust Ii Peerless Option (WEEL)	0.1	$438k	NEW	22k	20.05	View chart
Ares Capital Corporation (ARCC)	0.1	$436k		22k	20.23	View chart
Cornerstone Strategic Value (CLM)	0.1	$436k	+5%	52k	8.36	View chart
The Trade Desk Com Cl A (TTD)	0.1	$435k	NEW	12k	37.96	View chart
Select Sector Spdr Tr State Street Con Put Option (XLP)	0.1	$426k	NEW	5.5k	77.68	View chart
Pfizer (PFE)	0.1	$426k	-11%	17k	24.91	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.1	$425k	-13%	82k	5.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$417k	+185%	2.9k	144.12	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$416k	+31%	2.7k	155.22	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$415k	-20%	6.0k	69.47	View chart
Raytheon Technologies Corp (RTX)	0.1	$406k	-3%	2.2k	183.63	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$403k	-2%	1.3k	302.11	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.1	$403k		46k	8.82	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$401k	NEW	7.9k	50.52	View chart
Coreweave Com Cl A (CRWV)	0.1	$401k	+81%	5.6k	71.61	View chart
BlackRock MuniHoldings Fund (MHD)	0.1	$401k		34k	11.74	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.1	$400k	-25%	20k	20.35	View chart
Mastercard Incorporated Cl A (MA)	0.1	$398k		696.00	571.80	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.1	$398k	NEW	12k	32.99	View chart
Graham Hldgs Com Cl B (GHC)	0.1	$385k	-6%	350.00	1098.60	View chart
Match Group (MTCH)	0.1	$385k		12k	32.34	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$384k	-15%	359.00	1070.87	View chart
Zacks Trust Earngs Constant (ZECP)	0.1	$379k	NEW	11k	35.03	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$379k	NEW	14k	26.75	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$377k		19k	19.88	View chart
Corning Incorporated (GLW)	0.1	$376k	-37%	4.3k	87.62	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$374k		10k	36.66	View chart
EQT Corporation Call Option (EQT)	0.1	$368k	NEW	6.9k	53.60	View chart
Themes Etf Tr Gold Miners Etf (AUMI)	0.1	$365k		4.0k	91.95	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.1	$365k		11k	33.94	View chart
Calamos Etf Tr Bitcoin 90 Ser (CBXO)	0.1	$361k	NEW	16k	22.89	View chart
Baidu Spon Adr Rep A (BIDU)	0.1	$355k	NEW	2.7k	130.66	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$351k	-2%	3.2k	110.23	View chart
Kenvue Call Option (KVUE)	0.1	$351k	NEW	20k	17.25	View chart
McDonald's Corporation (MCD)	0.1	$350k	-3%	1.1k	307.45	View chart
Texas Pacific Land Corp (TPL)	0.1	$347k	NEW	1.2k	287.22	View chart
Cigna Corp (CI)	0.1	$347k		1.3k	275.76	View chart
Aurora Innovation Class A Com (AUR)	0.1	$346k	+3%	90k	3.84	View chart
Global X Fds Global X Uranium (URA)	0.1	$345k	-27%	8.1k	42.73	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$344k		1.4k	251.36	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$344k	-13%	2.4k	141.26	View chart
International Business Machines (IBM)	0.1	$336k	-40%	1.1k	296.37	View chart
Fs Kkr Capital Corp (FSK)	0.1	$334k	-25%	23k	14.81	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$321k	-18%	2.1k	155.78	View chart
Sofi Technologies (SOFI)	0.1	$320k	-3%	12k	26.18	View chart
Northern Oil And Gas Inc Mn (NOG)	0.1	$315k	+16%	15k	21.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$314k		2.6k	120.25	View chart
Vaneck Etf Trust Alternative Asse (GPZ)	0.1	$313k	+51%	12k	27.16	View chart
Roku Com Cl A (ROKU)	0.1	$312k		2.9k	108.49	View chart
Carrier Global Corporation (CARR)	0.1	$305k	-3%	5.7k	52.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$303k		8.9k	34.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$299k		6.8k	43.92	View chart
MercadoLibre (MELI)	0.1	$298k	-3%	148.00	2014.26	View chart
Investment Managers Ser Tr Tradr 2x Long	0.1	$297k	NEW	29k	10.33	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$296k	+22%	4.5k	66.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$296k		2.4k	123.26	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$294k	-43%	2.1k	139.30	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$293k	-21%	9.0k	32.57	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$292k	-36%	5.1k	56.83	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$290k	-2%	30k	9.53	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$289k		7.9k	36.79	View chart
Gilead Sciences (GILD)	0.1	$286k	-12%	2.3k	122.84	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$286k	-9%	10k	28.41	View chart
Paypal Holdings (PYPL)	0.1	$285k	-4%	4.9k	58.40	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$283k	+15%	2.5k	114.92	View chart
Philip Morris International (PM)	0.1	$282k		1.8k	160.97	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$281k		710.00	395.17	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$280k	NEW	6.7k	41.48	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$280k	-7%	1.7k	160.97	View chart
W.W. Grainger (GWW)	0.1	$280k		277.00	1009.05	View chart
Direxion Shs Etf Tr Daily Nflx Bull (NFXL)	0.1	$277k	NEW	9.0k	30.65	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$274k		981.00	279.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$270k	-33%	1.9k	143.61	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$268k		15k	18.22	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$262k	-7%	5.3k	49.76	View chart
Vanguard World Utilities Etf (VPU)	0.1	$256k	+3%	1.4k	185.29	View chart
Innovator Etfs Trust Us Eqty Accelrtd (XTOC)	0.1	$255k	NEW	7.6k	33.48	View chart
Annaly Capital Management In Com New (NLY)	0.1	$254k		11k	22.36	View chart
Prudential Financial (PRU)	0.1	$252k		2.2k	113.15	View chart
Lumen Technologies (LUMN)	0.1	$248k	+54%	32k	7.77	View chart
Wells Fargo & Company (WFC)	0.1	$245k	NEW	2.6k	93.41	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.1	$245k	NEW	5.7k	42.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$242k		1.1k	212.07	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$240k		4.9k	49.15	View chart
MGM Resorts International. (MGM)	0.1	$239k	-2%	6.6k	36.49	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$237k		1.7k	141.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$237k		485.00	488.39	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.1	$236k		8.7k	27.20	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$236k		5.5k	43.25	View chart
UnitedHealth (UNH)	0.1	$235k	-27%	710.00	331.40	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$232k	NEW	9.9k	23.51	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$228k	-16%	14k	16.74	View chart
Kkr & Co (KKR)	0.1	$227k	+3%	1.8k	127.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$227k	NEW	1.1k	210.36	View chart
Applied Materials (AMAT)	0.0	$226k	-23%	876.00	257.91	View chart
Amgen (AMGN)	0.0	$226k	NEW	689.00	327.48	View chart
Tidal Trust Ii Yieldmax Googl (GOOY)	0.0	$226k	+6%	16k	14.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$226k		4.8k	47.47	View chart
Intel Corporation (INTC)	0.0	$225k	-7%	6.1k	36.91	View chart
Vici Pptys (VICI)	0.0	$223k	-10%	7.8k	28.56	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$223k		15k	15.34	View chart
Lam Research Corp Com New (LRCX)	0.0	$223k	-31%	1.3k	171.95	View chart
Spdr Series Trust State Street Spd (SPYD)	0.0	$222k	NEW	5.1k	43.25	View chart
Boston Scientific Corporation (BSX)	0.0	$221k	NEW	2.3k	95.35	View chart
Omega Healthcare Investors (OHI)	0.0	$216k		4.9k	44.39	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.0	$216k	+2%	3.3k	64.39	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$215k	-40%	4.4k	48.67	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.0	$214k	NEW	9.1k	23.41	View chart
Docusign (DOCU)	0.0	$211k		3.1k	68.40	View chart
Monroe Cap (MRCC)	0.0	$211k	-44%	33k	6.37	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$210k	NEW	759.00	277.16	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.0	$210k		9.2k	22.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$207k	NEW	5.0k	41.78	View chart
Nike CL B (NKE)	0.0	$207k	-23%	3.2k	64.14	View chart
Etfis Ser Tr I Infrac Act Mlp (AMZA)	0.0	$203k	-19%	5.1k	39.52	View chart
Investment Managers Ser Tr I Tradr 2x Long (CRDU)	0.0	$203k	NEW	14k	15.05	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$203k	NEW	1.7k	122.03	View chart
Putnam Etf Trust Franklin Muni Hi (FTMH)	0.0	$197k	NEW	17k	11.57	View chart
Prospect Capital Corporation (PSEC)	0.0	$175k		67k	2.59	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$136k	+9%	13k	10.72	View chart
Silvercorp Metals (SVM)	0.0	$94k	NEW	11k	8.34	View chart
Tidal Trust Ii Def Dly Tgt 2x L (MSTX)	0.0	$73k	NEW	19k	3.85	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$65k		13k	5.02	View chart
Hertz Global Hldgs *w Exp 06/30/205 (HTZWW)	0.0	$53k	-16%	20k	2.68	View chart
Tharimmune (THAR)	0.0	$46k	NEW	15k	3.03	View chart

Past Filings by Garden State Investment Advisory Services

SEC 13F filings are viewable for Garden State Investment Advisory Services going back to 2022

Garden State Investment Advisory Services 2025 Q4 filed Feb. 17, 2026
Garden State Investment Advisory Services 2025 Q3 filed Nov. 14, 2025
Garden State Investment Advisory Services 2025 Q2 filed Aug. 14, 2025
Garden State Investment Advisory Services 2025 Q1 filed May 15, 2025
Garden State Investment Advisory Services 2024 Q4 filed Feb. 13, 2025
Garden State Investment Advisory Services 2024 Q3 restated filed Dec. 10, 2024
Garden State Investment Advisory Services 2024 Q1 filed May 14, 2024
Garden State Investment Advisory Services 2023 Q4 filed Feb. 14, 2024
Garden State Investment Advisory Services 2023 Q3 filed Nov. 13, 2023
Garden State Investment Advisory Services 2023 Q2 filed Aug. 14, 2023
Garden State Investment Advisory Services 2023 Q1 filed May 11, 2023
Garden State Investment Advisory Services 2022 Q4 filed Feb. 13, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z