GS

Garden State Investment Advisory Services LLC

13F
Garden State Investment Advisory Services LLC
Last update 2024-12-10 259 Stocks (19 new)
Value $312.00 Mil Turnover 8 %
Countries:
Top Holdings: QQQ(4.86%)AAPL(4.38%)NVDA(3.65%)AMZN(3.29%)JCPB(3.23%)
Portfolio Report
Summary Stock Picks Current Portfolio
Garden State Investment Adviso... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQ 		INVESCO QQQ Trust
30,990
15169.480
+13.07%
4.860
+0.56%
0.010
+1.69%
-1.20%
314058.744
 
AAPL 		Apple Inc
58,597
13657.730
-2.60%
4.380
-0.11%
0.000
+0.97%
-6.84%
3508035.247
Hardware
NVDA 		NVIDIA Corp
93,678
11378.000
+3.99%
3.650
+0.14%
0.000
-4.56%
-1.88%
3226802.400
Semiconductors
AMZN 		Amazon.com Inc
55,133
10272.930
-1.07%
3.290
-0.04%
0.000
+16.11%
-0.74%
2289748.797
Retail - Cyclical
JCPB 		JPMorgan Core Plus Bond ETF
208,874
10081.030
+3.26%
3.230
+0.10%
0.200
-2.36%
-1.02%
4943.040
 
SCHD 		Schwab US Dividend Equity ETF
343,134
9682.820
+195.91%
3.100
+2.05%
0.000
-3.18%
+0.73%
66555.744
 
META 		Meta Platforms Inc
16,793
9624.770
+7.23%
3.090
+0.21%
0.000
+0.73%
+1.49%
1500177.311
Interactive Media
RSP 		Invesco S&P 500 Equal Weight ETF
50,800
9131.090
+0.19%
2.930
+0.01%
0.010
-2.49%
+0.49%
72351.272
 
VIG 		Vanguard Dividend Appreciation FTF
43,404
8658.310
+0.69%
2.780
+0.02%
0.010
-2.62%
-0.33%
85844.710
 
JIRE 		JPMorgan International Research Enhanced Equity ETF
116,833
7714.480
+5.14%
2.470
+0.12%
0.110
-10.68%
-0.36%
6881.026
 

Garden State Investment Advisory Services LLC's Historical Top Holdings Breakdowns

Garden State Investment Advisory Services LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PID 		Invesco International Dividend Achievers ETF2024-06-30Reduce
-3.05%
●
17.33 ($18.18) 18.86
$18.30
0.65%
Reduce -97.69%
10,604
-448,949
JIRE 		JPMorgan International Research Enhanced Equity ETF2024-06-30New Buy
+2.40%
●
59.87 ($62.5) 64.55
$58.35
-6.63%
New holding
111,120
111,120
VCSH 		Vanguard Short-Term Corporate Bond ETF2023-03-31Add
+2.13%
●
74.39 ($75.2) 76.03
$77.78
3.43%
Add 461.4%
78,669
64,656
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+2.05%
●
25.67 ($27.24) 28.35
$27.52
1.03%
Add 195.91%
343,134
75,725
JCPB 		JPMorgan Core Plus Bond ETF2023-03-31Add
+1.95%
●
45.69 ($46.64) 47.58
$45.48
-2.49%
Add 1264.25%
102,373
94,869
PSEP 		Innovator U.S. Equity Power Buffer ETF - September2023-09-30Add
+1.89%
●
32.24 ($32.94) 33.55
$38.99
18.37%
Add 318.88%
165,086
125,675
SDY 		SPDR Dividend ETF2023-09-30Reduce
-1.68%
●
115.01 ($122.06) 127.58
$131.12
7.42%
Reduce -53.29%
30,390
-34,669
BUFF 		Innovator Laddered Allocation Power Buffer ETF2023-12-31New Buy
+1.62%
●
36.58 ($38.49) 40.08
$44.89
16.63%
New holding
101,695
101,695
JCPB 		JPMorgan Core Plus Bond ETF2023-06-30Add
+1.56%
●
46.24 ($46.89) 47.58
$45.48
-3.01%
Add 82.85%
187,187
84,814
PGNY 		Progyny Inc2024-03-31Sold Out
-1.39%
●
33.63 ($37.8) 41.62
$20.04
-46.98%
Sold Out
0
-12,759

Garden State Investment Advisory Services LLC Total Holding History ($B)

To

Garden State Investment Advisory Services LLC's Asset Allocation

To

Garden State Investment Advisory Services LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Garden State Investment Advisory Services LLC's Hypothetical Growth since 2024-09-30

Garden State Investment Advisory Services LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Garden State Investment Advisory Services LLC's Holdings Heat Map

Size field:

Garden State Investment Advisory Services LLC's Holdings Bubble Chart

Garden State Investment Advisory Services LLC News

  • 1

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