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Asset Manager ← All Institutions

Garden State Investment Advisory Services LLC

Q2 2025 · Filed 2025-08-14
Market Value
$365M
+18.4%
Holdings
289
+20
New Purchases
42
Added To
106
Closed
20
Reduced
94
Top 10 Concentration
30.5%
Turnover
21.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PWB 4.97% 2.98% +1.99% $18M
QQQ 3.51% 2.30% +1.21% $13M
FDN 1.04% 0.09% +0.95% $4M
NVDA 4.60% 3.74% +0.86% $17M
SPYI 0.70% 0.10% +0.60% $3M
AVGO 1.43% 0.86% +0.57% $5M
TSPA 2.12% 1.65% +0.47% $8M
RWL 0.33% 0.00% +0.33% $1M
NFLX 1.14% 0.81% +0.33% $4M
GOVI 2.01% 1.69% +0.32% $7M
PLTR 1.29% 0.97% +0.31% $5M
PXF 0.91% 0.60% +0.30% $3M
HYTI 0.27% 0.00% +0.27% $991K
PZA 0.25% 0.00% +0.25% $901K
META 3.31% 3.08% +0.23% $12M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.98% 4.01% -1.03% $11M
SCHD 1.25% 2.26% -1.01% $5M
JPST 0.64% 1.35% -0.71% $2M
VIG 1.23% 1.84% -0.61% $4M
BRK-B 1.09% 1.68% -0.59% $4M
RSP 1.61% 2.16% -0.55% $6M
JCPB 0.42% 0.95% -0.53% $2M
KNG 0.16% 0.68% -0.52% $568K
JEPI 1.89% 2.31% -0.42% $7M
PSEP 0.48% 0.83% -0.35% $2M
MUB 0.36% 0.71% -0.35% $1M
TCAF 2.00% 2.33% -0.33% $7M
MDYV 0.62% 0.94% -0.32% $2M
AUMI 0.00% 0.30% -0.30% $0
SPSM 0.85% 1.15% -0.29% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 50 $131M 35.9%
Large Cap 125 $121M 33.1%
Mid Cap 50 $50M 13.8%
Small Cap 44 $49M 13.4%
Micro Cap 20 $14M 3.8%

Portfolio Analytics

Avg Market Cap
$213.7B
Median Market Cap
$25.5B
Avg P/E
40.4
Median P/E
26.1
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
131
# ETFs / Funds
158

Top Holdings (289 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PWB 4.97% 154,234 $18M $117.44 $9M +58,670 +61.4%
2 NVDA 4.60% 106,150 $17M $158.02 $5M -432 -0.4%
3 QQQ 3.51% 23,132 $13M $553.07 $6M +8,121 +54.1%
4 META 3.31% 16,322 $12M $739.07 $3M -460 -2.7%
5 AMZN 3.09% 51,450 $11M $219.39 $1M -1,890 -3.5%
6 AAPL 2.98% 52,931 $11M $205.28 -$1M -2,822 -5.1%
7 TSPA 2.12% 198,788 $8M $38.90 $3M +54,211 +37.5%
8 GOVI 2.01% 266,864 $7M $27.47 $2M +79,953 +42.8%
9 TCAF 2.00% 206,666 $7M $35.30 $125K -15,342 -6.9%
10 JEPI 1.89% 121,431 $7M $56.90 -$209K -3,041 -2.4%
11 MSFT 1.74% 12,734 $6M $498.09 $1M -664 -5.0%
12 RSP 1.61% 32,315 $6M $182.18 -$773K -6,000 -15.7%
13 SPY 1.58% 9,301 $6M $618.70 $390K -270 -2.8%
14 JEPQ 1.56% 104,442 $6M $54.44 $344K +1,361 +1.3%
15 AVGO 1.43% 18,956 $5M $275.93 $3M +3,161 +20.0%
16 BUFF 1.35% 104,439 $5M $47.00 $186K -2,681 -2.5%
17 PLTR 1.29% 34,421 $5M $136.32 $2M -1,326 -3.7%
18 SCHD 1.25% 171,917 $5M $26.51 -$2M -77,151 -31.0%
19 VIG 1.23% 21,850 $4M $205.88 -$1M -7,217 -24.8%
20 JIRE 1.18% 60,587 $4M $70.78 $320K -1,688 -2.7%
21 NFLX 1.14% 3,111 $4M $1,339.13 $2M +421 +15.7%
22 BRK-B 1.09% 8,171 $4M $485.77 -$1M -1,538 -15.8%
23 AIRR 1.07% 47,949 $4M $81.40 $691K +860 +1.8%
24 IJH 1.04% 61,423 $4M $62.03 $1M +14,762 +31.6%
25 FDN 1.04% 14,043 $4M $269.33 $4M +12,849 +1076.1%
26 PXF 0.91% 57,531 $3M $57.42 $1M +21,747 +60.8%
27 ICLO 0.85% 121,944 $3M $25.56 $862K +33,497 +37.9%
28 SPSM 0.85% 73,047 $3M $42.64 -$423K -13,645 -15.7%
29 DEUS 0.85% 54,885 $3M $56.21 $58K -1,548 -2.7%
30 MDY 0.81% 5,200 $3M $567.39 -$175K -650 -11.1%
31 IWM 0.78% 13,247 $3M $215.93 $130K -768 -5.5%
32 GOOG 0.78% 15,972 $3M $177.46 $477K +888 +5.9%
33 GOOGL 0.77% 15,871 $3M $176.35 $769K +2,667 +20.2%
34 VO 0.75% 9,813 $3M $279.83 $656K +1,730 +21.4%
35 TSLA 0.73% 8,363 $3M $317.66 $438K -229 -2.7%
36 IXUS 0.72% 33,872 $3M $77.32 $133K -1,743 -4.9%
37 VWO 0.71% 52,375 $3M $49.55 $569K +6,253 +13.6%
38 MOAT 0.70% 27,337 $3M $93.79 $158K
39 SPYI 0.70% 50,519 $3M $50.32 $2M +43,980 +672.6%
40 IVV 0.69% 4,045 $3M $621.67 $347K +192 +5.0%
41 LLY 0.67% 3,149 $2M $781.75 -$379K -282 -8.2%
42 JPST 0.64% 46,218 $2M $50.69 -$2M -35,887 -43.7%
43 XLF 0.62% 43,401 $2M $52.38 $388K +5,552 +14.7%
44 MDYV 0.62% 28,250 $2M $79.64 -$648K -9,251 -24.7%
45 TMSL 0.59% 65,470 $2M $32.80 $351K +6,541 +11.1%
46 EMB 0.57% 22,577 $2M $92.86 $275K +2,520 +12.6%
47 TRPA 0.56% 52,762 $2M $39.01 $811K +20,768 +64.9%
48 MGK 0.56% 5,576 $2M $366.53 $307K -40 -0.7%
49 FXO 0.54% 35,317 $2M $56.06 $48K -1,130 -3.1%
50 FV 0.54% 33,312 $2M $59.27 -$148K -5,373 -13.9%
51 TLT 0.53% 21,875 $2M $88.53 -$98K -422 -1.9%
52 AMD 0.51% 13,209 $2M $141.90 $526K +88 +0.7%
53 SMH 0.50% 6,511 $2M $278.92 -$250K -3,259 -33.4%
54 PSEP 0.48% 42,388 $2M $40.89 -$819K -24,048 -36.2%
55 CALF 0.44% 40,523 $2M $39.81 $41K -1,395 -3.3%
56 JPM 0.43% 5,344 $2M $290.72 $422K +706 +15.2%
57 JCPB 0.42% 32,198 $2M $47.08 -$1M -29,706 -48.0%
58 UBER 0.41% 16,076 $1M $93.30 $433K +1,435 +9.8%
59 JAAA 0.39% 28,216 $1M $50.75 $61K +1,182 +4.4%
60 VOO 0.38% 2,455 $1M $569.38 $143K +18 +0.7%
61 DIS 0.38% 11,233 $1M $124.40 $193K -933 -7.7%
62 IDN 0.38% 257,357 $1M $5.39 $607K
63 MUB 0.36% 12,469 $1M $104.68 -$874K -8,170 -39.6%
64 COWZ 0.35% 23,434 $1M $55.19 -$15K -431 -1.8%
65 IBIT 0.34% 20,288 $1M $61.21 $401K +2,328 +13.0%
66 CEG 0.34% 3,807 $1M $323.62 $574K +554 +17.0%
67 SLQD 0.33% 24,020 $1M $50.64 -$461 -164 -0.7%
68 RWL 0.33% 11,562 $1M $104.32 +11,562 NEW
69 COST 0.32% 1,169 $1M $996.05 -$159K -229 -16.4%
70 MSTR 0.32% 2,865 $1M $404.23 $332K
71 CIBR 0.31% 14,871 $1M $75.60 -$179K -5,816 -28.1%
72 BINC 0.31% 21,235 $1M $52.84 $101K +1,750 +9.0%
73 APP 0.30% 3,132 $1M $350.08 $449K +689 +28.2%
74 VCSH 0.30% 13,589 $1M $79.58 -$194K -2,562 -15.9%
75 XOM 0.28% 9,615 $1M $107.90 -$62K +380 +4.1%
76 SMCI 0.28% 21,032 $1M $49.01 $358K +1,386 +7.0%
77 HD 0.28% 2,775 $1M $367.01 $113K +307 +12.4%
78 INTU 0.27% 1,259 $994K $789.34 $275K +91 +7.8%
79 HYTI 0.27% 49,425 $991K $20.06 +49,425 NEW
80 V 0.26% 2,705 $964K $356.38 $110K +276 +11.4%
81 CRM 0.26% 3,495 $956K $273.56 $53K +135 +4.0%
82 IWP 0.25% 6,629 $919K $138.70 $135K -49 -0.7%
83 ORCL 0.25% 4,166 $912K $218.82 $699K +2,647 +174.3%
84 PZA 0.25% 40,230 $901K $22.39 +40,230 NEW
85 VZ 0.25% 20,740 $898K $43.29 -$90K -1,029 -4.7%
86 T 0.24% 30,586 $886K $28.95 $59K +1,358 +4.7%
87 PDI 0.24% 45,840 $870K $18.97 -$38K
88 CRWD 0.24% 1,702 $867K $509.31 $288K +61 +3.7%
89 QQQI 0.24% 16,614 $864K $52.03 $440K +7,668 +85.7%
90 GOF 0.23% 56,531 $842K $14.89 -$54K -1,025 -1.8%
91 RKLB 0.23% 23,005 $823K $35.77 +23,005 NEW
92 WMT 0.22% 8,377 $820K $97.92 $70K -256 -3.0%
93 GRNY 0.22% 34,953 $793K $22.68 $144K -731 -2.0%
94 CSCO 0.21% 11,035 $767K $69.50 $110K +409 +3.9%
95 GLD 0.21% 2,509 $765K $304.83 $100K +203 +8.8%
96 VYM 0.21% 5,663 $755K $133.34 $501K +3,696 +187.9%
97 RDVI 0.21% 30,511 $754K $24.71 -$11K -1,719 -5.3%
98 QYLD 0.20% 44,545 $745K $16.72 -$16K -1,215 -2.7%
99 PANW 0.20% 3,618 $740K $204.64 $147K +142 +4.1%
100 DAPP 0.20% 44,600 $738K $16.55 $335K

Options Breakdown

30 Calls $5M Call Value 10 Puts $22M Put Value 4.0 P/C Ratio

Top Calls

SymbolSharesValueStatus
AMD 7,100 $1M
AMZN 3,200 $702K
MCHP 7,400 $502K NEW
QCOM 3,000 $478K
V 1,300 $462K NEW
CRM 1,500 $409K NEW
ADBE 900 $348K NEW
VZ 5,000 $216K
SPY 300 $185K
DIS 1,300 $161K

Top Puts

SymbolSharesValueStatus
SPY 19,700 $12M
PLTR 42,900 $6M NEW
MU 16,000 $2M NEW
META 800 $545K
AMZN 2,200 $483K NEW
NVDA 2,000 $316K
NFLX 200 $268K NEW
GLD 300 $91K NEW
WMT $0 SOLD
COST $0 SOLD

New Positions

SymbolValue% Port
RWL $1M 0.33%
HYTI $991K 0.27%
PZA $901K 0.25%
RKLB $823K 0.23%
PWR $637K 0.17%
IVES $589K 0.16%
SHV $536K 0.15%
BIL $535K 0.15%
FXU $503K 0.14%
QGRO $496K 0.14%
ASML $483K 0.13%
CAIE $451K 0.12%
FDL $412K 0.11%
NTRA $408K 0.11%
LQD $359K 0.10%

Sold Out Positions

SymbolValue% Port
NIO —%
BLK —%
DOW —%
OHI —%
API —%
IBMQ —%
IAC —%
AMGN —%
BKR —%
YINN —%
VGK —%
TIGR —%
AUMI —%
TSCO —%
VLYPN —%
View SEC EDGAR Filings for Garden State Investment Advisory Services LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms