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Garden State Investment Advisory Services LLC

Q3 2023 · 13F-HR

Garden State Investment Advisory Services LLCholdings as filed

Filed 2023-11-13 · accession 0001172661-23-003809

$217.5M
Reported value
220
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$10.4M4.79%60,847CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$8.8M4.06%197,487CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$8.5M3.89%59,708CommonNONE
46090E103QQQINVESCO QQQ TR$8.4M3.84%23,290CommonNONE
46137V548PIDINVESCO EXCHANGE TRADED FD T$8.0M3.66%476,834CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$7.8M3.58%110,185CommonNONE
023135106AMZNAMAZON COM INC$7.0M3.23%55,313CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$6.8M3.12%90,215CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$6.5M2.98%41,480CommonNONE
45782C656PSEPINNOVATOR ETFS TR$5.3M2.46%165,086CommonNONE
78464A839MDYVSPDR SER TR$5.3M2.44%81,966CommonNONE
30303M102METAMETA PLATFORMS INC$5.0M2.32%16,820CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$4.4M2.02%81,957CommonNONE
67066G104NVDANVIDIA CORPORATION$3.9M1.80%9,015CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.7M1.70%8,654CommonNONE
594918104MSFTMICROSOFT CORP$3.6M1.65%11,353CommonNONE
78464A763SDYSPDR SER TR$3.5M1.61%30,390CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.0M1.38%8,561CommonNONE
78468R853SPSMSPDR SER TR$2.8M1.29%76,130CommonNONE
233051481DEUSDBX ETF TR$2.5M1.15%58,340CommonNONE
464288414MUBISHARES TR$2.3M1.06%22,468CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$2.3M1.06%14,391CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2.2M1.03%47,842CommonNONE
92189F676SMHVANECK ETF TRUST$2.1M0.98%14,705CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$2.1M0.97%50,322CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.1M0.94%52,365CommonNONE
02079K107GOOGALPHABET INC$2.0M0.90%14,852CommonNONE
88160R101TSLATESLA INC$1.7M0.79%6,899CommonNONE
92189F643MOATVANECK ETF TRUST$1.7M0.76%21,857CommonNONE
464288281EMBISHARES TR$1.5M0.68%17,932CommonNONE
72201R874SMMUPIMCO ETF TR$1.5M0.67%29,934CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$1.4M0.64%31,465CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$1.4M0.64%65,925CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.4M0.62%13,143CommonNONE
464287200IVVISHARES TR$1.3M0.60%3,042CommonNONE
921910816MGKVANGUARD WORLD FD$1.2M0.57%5,490CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$1.2M0.55%48,265CommonNONE
02079K305GOOGLALPHABET INC$1.2M0.55%9,092CommonNONE
464287507IJHISHARES TR$1.2M0.54%4,702CommonNONE
30231G102XOMEXXON MOBIL CORP$1.2M0.54%9,928CommonNONE
64110L106NFLXNETFLIX INC$1.2M0.53%3,047CommonNONE
922908629VOVANGUARD INDEX FDS$1.1M0.51%5,289CommonNONE
254687106DISDISNEY WALT CO$1.0M0.47%12,700CommonNONE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$1.0M0.47%19,944CommonNONE
45783Y814BUFFINNOVATOR ETFS TR$1.0M0.46%26,926CommonNONE
33733E401QQXTFIRST TR EXCHANGE-TRADED FD$1.0M0.46%12,293CommonNONE
46435G318ISHARES TR$958,6560.44%37,557CommonNONE
46435U259IBMOISHARES TR$950,1740.44%38,298CommonNONE
46435U697ISHARES TR$945,3270.43%36,798CommonNONE
46435U283IBMPISHARES TR$943,6340.43%38,547CommonNONE
46435U325IBMQISHARES TR$940,3700.43%38,524CommonNONE
46435U432ISHARES TR$927,9040.43%35,578CommonNONE
78463V107GLDSPDR GOLD TR$920,3440.42%5,368CommonNONE
46434V100SLQDISHARES TR$909,8320.42%18,956CommonNONE
92204A207VDCVANGUARD WORLD FDS$864,2350.40%4,709CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$862,0060.40%58,283CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$856,8420.39%49,586CommonNONE
093712107BEBLOOM ENERGY CORP$844,6620.39%63,700CommonNONE
464287432TLTISHARES TR$821,1510.38%9,257CommonNONE
437076102HDHOME DEPOT INC$799,7570.37%2,648CommonNONE
921937793BLVVANGUARD BD INDEX FDS$790,9030.36%11,782CommonNONE
78464A508SPYVSPDR SER TR$769,9530.35%18,662CommonNONE
69374H881COWZPACER FDS TR$766,1590.35%15,499CommonNONE
44891N208IACIAC INC$746,4770.34%14,814CommonNONE
922908363VOOVANGUARD INDEX FDS$730,4240.34%1,857CommonNONE
45782C664BSEPINNOVATOR ETFS TR$715,2750.33%21,250CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$708,2430.33%14,114CommonNONE
532457108LLYELI LILLY & CO$694,6770.32%1,292CommonNONE
78464A698KRESPDR SER TR$689,5940.32%16,508CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$689,4510.32%17,481CommonNONE
69374H857CALFPACER FDS TR$669,7020.31%16,060CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$660,9290.30%7,312CommonNONE
097023105BABOEING CO$651,6580.30%3,399CommonNONE
464287481IWPISHARES TR$647,4510.30%7,087CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$635,4170.29%13,892CommonNONE
45783Y541TJULINNOVATOR ETFS TR$612,4290.28%25,079CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$607,8930.28%18,757CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$592,2800.27%1,048CommonNONE
46434V407SHYGISHARES TR$592,0860.27%14,430CommonNONE
45817G201IDNINTELLICHECK INC$584,6780.27%259,857CommonNONE
46625H100JPMJPMORGAN CHASE & CO$582,0700.27%4,011CommonNONE
00206R102TAT&T INC$569,0230.26%37,885CommonNONE
45782C748PJUNINNOVATOR ETFS TR$565,1460.26%18,050CommonNONE
451100101IEPICAHN ENTERPRISES LP$542,1360.25%27,408CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$541,8720.25%33,867CommonNONE
69344A206PHYLPGIM ETF TR$531,3430.24%15,904CommonNONE
02209S103MOALTRIA GROUP INC$526,0620.24%12,509CommonNONE
74348T102PSECPROSPECT CAP CORP$516,6640.24%85,399CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$511,7510.24%7,317CommonNONE
79466L302CRMSALESFORCE INC$508,5720.23%2,508CommonNONE
92826C839VVISA INC$495,5310.23%2,153CommonNONE
33738D846DOGGFIRST TR EXCHANGE-TRADED FD$495,2920.23%25,345CommonNONE
45782C730UJUNINNOVATOR ETFS TR$487,7510.22%17,235CommonNONE
464288158SUBISHARES TR$483,6170.22%4,700CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$472,0020.22%6,212CommonNONE
37954Y483QYLDGLOBAL X FDS$471,4280.22%28,111CommonNONE
45782C649USEPINNOVATOR ETFS TR$465,8320.21%15,915CommonNONE
00287Y109ABBVABBVIE INC$463,6400.21%3,111CommonNONE
78468R663BILSPDR SER TR$444,1050.20%4,837CommonNONE
74348A467NOBLPROSHARES TR$443,2810.20%5,006CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$431,8440.20%4,200CALLNONE
90353T100UBERUBER TECHNOLOGIES INC$428,2130.20%9,311CommonNONE
21924B302CLMCORNERSTONE STRATEGIC VALUE$425,5770.20%52,864CommonNONE
345370860FFORD MTR CO DEL$424,9390.20%34,215CommonNONE
558256103MSGEMADISON SQUARE GARDEN ENTMT$421,0180.19%12,793CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$413,4640.19%25,890CommonNONE
717081103PFEPFIZER INC$406,9940.19%12,270CommonNONE
46429B267GOVTISHARES TR$401,3960.18%18,212CommonNONE
47103U886VNLAJANUS DETROIT STR TR$400,8760.18%8,357CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$398,5800.18%6,818CommonNONE
87283Q404TDVGT ROWE PRICE ETF INC$397,6070.18%12,394CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$397,4600.18%6,689CommonNONE
478160104JNJJOHNSON & JOHNSON$395,0880.18%2,537CommonNONE
060505104BACBANK AMERICA CORP$390,7700.18%14,216CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$389,1510.18%8,900CommonNONE
27829G106ETJEATON VANCE RISK-MANAGED DIV$385,3940.18%50,181CommonNONE
149123101CATCATERPILLAR INC$380,2430.17%1,393CommonNONE
166764100CVXCHEVRON CORP NEW$379,7920.17%2,251CommonNONE
46284V101IRMIRON MTN INC DEL$369,0780.17%6,154CommonNONE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$367,6650.17%18,779CommonNONE
97717X594IHDGWISDOMTREE TR$364,9430.17%9,421CommonNONE
09260D107BXBLACKSTONE INC$355,5090.16%3,318CommonNONE
45782C870PAPRINNOVATOR ETFS TR$352,6270.16%11,520CommonNONE
464287457SHYISHARES TR$348,0840.16%4,299CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$342,3840.16%6,205CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$341,9840.16%800PUTNONE
74144T108TROWPRICE T ROWE GROUP INC$341,3290.16%3,251CommonNONE
33733B100FIWFIRST TR EXCHANGE TRADED FD$335,5510.15%4,055CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$335,3890.15%665CommonNONE
12468P104AIC3 AI INC$331,7600.15%13,000PUTNONE
580135101MCDMCDONALDS CORP$323,0580.15%1,227CommonNONE
46138E404PCEFINVESCO EXCH TRADED FD TR II$315,2330.14%18,435CommonNONE
747525103QCOMQUALCOMM INC$307,1190.14%2,767CommonNONE
461202103INTUINTUIT$306,5640.14%600CommonNONE
57667L107MTCHMATCH GROUP INC NEW$302,0780.14%7,711CommonNONE
17275R102CSCOCISCO SYS INC$297,9610.14%5,542CommonNONE
36465A109GGNGAMCO GLOBAL GOLD NAT RES &$297,3150.14%81,234CommonNONE
260557103DOWDOW INC$296,1570.14%5,744CommonNONE
126650100CVSCVS HEALTH CORP$286,2570.13%4,100CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$285,6150.13%2,036CommonNONE
72352L106PINSPINTEREST INC$281,3550.13%10,409CommonNONE
92204A876VPUVANGUARD WORLD FDS$280,6630.13%2,194CommonNONE
464287655IWMISHARES TR$278,5560.13%1,574CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$277,9620.13%11,350CommonNONE
922908595VBKVANGUARD INDEX FDS$276,9350.13%1,293CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$271,9510.13%36,899CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$270,8940.12%9,895CommonNONE
337738108FISVFISERV INC$269,5230.12%2,386CommonNONE
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$269,3180.12%26,122CommonNONE
55826T102SPHRSPHERE ENTERTAINMENT CO$267,1430.12%7,189CommonNONE
29355A107ENPHENPHASE ENERGY INC$265,0510.12%2,206CommonNONE
723763108XMHIXPIONEER MUNICIPAL HIGH INCOM$258,1110.12%35,700CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$257,2720.12%1,998CommonNONE
57636Q104MAMASTERCARD INCORPORATED$255,9630.12%646CommonNONE
921910873MGCVANGUARD WORLD FD$251,0410.12%1,653CommonNONE
458140100INTCINTEL CORP$245,4940.11%6,904CommonNONE
235851102DHRDANAHER CORPORATION$244,0500.11%984CommonNONE
46431W507NEARISHARES U S ETF TR$241,9670.11%4,850CommonNONE
45782C698BAUGINNOVATOR ETFS TR$241,7980.11%7,325CommonNONE
046353108AZNNASTRAZENECA PLC$235,2680.11%3,474CommonNONE
256163106DOCUDOCUSIGN INC$234,4440.11%5,582CommonNONE
464287697IDUISHARES TR$232,7990.11%3,164CommonNONE
46138E180PSCDINVESCO EXCH TRADED FD TR II$231,8630.11%2,727CommonNONE
68389X105ORCLORACLE CORP$225,2030.10%2,126CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$221,8480.10%759CommonNONE
26923G772AMZAETFIS SER TR I$219,7420.10%6,288CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$219,3650.10%8,674CommonNONE
384637104GHCGRAHAM HLDGS CO$218,6250.10%375CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$216,3930.10%5,516CommonNONE
931142103WMTWALMART INC$213,9690.10%1,337CommonNONE
744320102PRUPRUDENTIAL FINL INC$213,5890.10%2,250CommonNONE
92204A108VCRVANGUARD WORLD FDS$207,8890.10%770CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$206,6570.10%10,965CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$205,4570.09%669CommonNONE
75513E101RTXRTX CORPORATION$204,3050.09%2,839CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$203,3330.09%444CommonNONE
45783Y301XBAPINNOVATOR ETFS TR$202,3690.09%7,000CommonNONE
464288588MBBISHARES TR$201,7540.09%2,272CommonNONE
12685J105CABOCABLE ONE INC$200,0830.09%325CommonNONE
747525103QCOMQUALCOMM INC$177,6960.08%1,600CALLNONE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$168,4340.08%14,595CommonNONE
02376R102AALAMERICAN AIRLS GROUP INC$147,3150.07%11,500CALLNONE
254687106DISDISNEY WALT CO$145,8900.07%1,800CALLNONE
934423104WBDWARNER BROS DISCOVERY INC$141,3540.06%13,016CommonNONE
82509L107SHOPSHOPIFY INC$139,8630.06%2,563CommonNONE
27828H105XEVVXEATON VANCE LTD DURATION INC$135,4250.06%14,981CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$132,6180.06%16,598CommonNONE
595112103MUMICRON TECHNOLOGY INC$122,4540.06%1,800CALLNONE
16934Q208CHIMERA INVT CORP$122,3080.06%22,401CommonNONE
256163106DOCUDOCUSIGN INC$121,8000.06%2,900PUTNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$105,0900.05%300PUTNONE
82509L107SHOPSHOPIFY INC$96,3820.04%1,300PUTNONE
919794107VLYVALLEY NATL BANCORP$94,2250.04%10,969CommonNONE
92838X102VIRTUS CONVERTIBLE & INCOME$92,6450.04%29,789CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$85,4960.04%200CALLNONE
595112103MUMICRON TECHNOLOGY INC$84,9790.04%1,249CommonNONE
42806J148HTZWWHERTZ GLOBAL HLDGS INC$84,7620.04%13,850CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$82,2560.04%800PUTNONE
934423104WBDWARNER BROS DISCOVERY INC$78,1920.04%7,200PUTNONE
549498103CCIVGBPLUCID GROUP INC$68,5890.03%12,270CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$63,1210.03%7,900CALLNONE
67073D102XJQCXNUVEEN CR STRATEGIES INCOME$56,5410.03%11,163CommonNONE
532457108LLYELI LILLY & CO$53,7130.02%100CALLNONE
023111206AMARIN CORP PLC$50,9680.02%55,400CommonNONE
345370860FFORD MTR CO DEL$49,6800.02%4,000CALLNONE
82968B103SIRIEURSIRIUS XM HOLDINGS INC$46,9160.02%10,380CommonNONE
72352L106PINSPINTEREST INC$40,5450.02%1,500CALLNONE
097023105BABOEING CO$38,3360.02%200CALLNONE
64110L106NFLXNETFLIX INC$37,7600.02%100CALLNONE
30231G102XOMEXXON MOBIL CORP$35,2740.02%300PUTNONE
30303M102METAMETA PLATFORMS INC$30,0210.01%100CALLNONE
70450Y103PYPLPAYPAL HLDGS INC$29,2300.01%500CALLNONE
060505104BACBANK AMERICA CORP$27,3800.01%1,000CALLNONE
29355A107ENPHENPHASE ENERGY INC$24,0300.01%200CALLNONE
83406F102SOFISOFI TECHNOLOGIES INC$23,9700.01%3,000PUTNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$13,9880.01%200CALLNONE
747525103QCOMQUALCOMM INC$11,1060.01%100PUTNONE
138035100CANOPY GROWTH CORP$10,0530.00%12,842CommonNONE
69012T206ONSGBPOUTLOOK THERAPEUTICS INC$3,2920.00%14,898CommonNONE
12468P104AIC3 AI INC$2,5520.00%100CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.