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Garden State Investment Advisory Services LLC

Q1 2024 · 13F-HR

Garden State Investment Advisory Services LLCholdings as filed

Filed 2024-05-14 · accession 0001172661-24-002294

$273.4M
Reported value
247
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$11.0M4.01%24,592CommonNONE
037833100AAPLAPPLE INC$10.4M3.82%61,055CommonNONE
023135106AMZNAMAZON COM INC$10.0M3.67%55,537CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$9.4M3.45%202,378CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$9.3M3.41%115,347CommonNONE
46137V548PIDINVESCO EXCHANGE TRADED FD T$8.5M3.12%459,553CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$8.4M3.09%49,729CommonNONE
67066G104NVDANVIDIA CORPORATION$7.9M2.90%8,755CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$7.8M2.84%42,365CommonNONE
30303M102METAMETA PLATFORMS INC$7.6M2.78%15,613CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$6.7M2.46%86,903CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$6.0M2.21%165,300CommonNONE
594918104MSFTMICROSOFT CORP$5.5M2.00%12,976CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$5.0M1.85%87,880CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.7M1.71%8,915CommonNONE
78464A839MDYVSPDR SER TR$4.3M1.59%57,015CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$4.3M1.57%103,135CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.7M1.36%8,840CommonNONE
78468R853SPSMSPDR SER TR$3.5M1.29%81,853CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$3.4M1.26%113,893CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$3.1M1.14%57,553CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$3.1M1.12%14,850CommonNONE
92189F676SMHVANECK ETF TRUST$3.0M1.10%13,261CommonNONE
233051481DEUSDBX ETF TR$3.0M1.09%57,295CommonNONE
464288414MUBISHARES TR$2.4M0.89%22,605CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$2.3M0.84%54,527CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.3M0.83%54,258CommonNONE
02079K107GOOGALPHABET INC$2.2M0.79%14,191CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.1M0.77%11,571CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$2.1M0.75%36,546CommonNONE
87283Q503TSPAT ROWE PRICE ETF INC$2.1M0.75%62,666CommonNONE
464287200IVVISHARES TR$1.9M0.70%3,668CommonNONE
92189F643MOATVANECK ETF TRUST$1.9M0.70%21,342CommonNONE
464287655IWMISHARES TR$1.9M0.69%9,051CommonNONE
921910816MGKVANGUARD WORLD FD$1.8M0.65%6,203CommonNONE
64110L106NFLXNETFLIX INC$1.8M0.64%2,877CommonNONE
33738R605FVFIRST TR EXCHANGE-TRADED FD$1.7M0.63%30,021CommonNONE
464287507IJHISHARES TR$1.6M0.58%26,071CommonNONE
33738R704AIRRFIRST TR EXCHANGE-TRADED FD$1.6M0.57%23,409CommonNONE
02079K305GOOGLALPHABET INC$1.6M0.57%10,154CommonNONE
532457108LLYELI LILLY & CO$1.5M0.56%1,971CommonNONE
88160R101TSLATESLA INC$1.5M0.56%8,649CommonNONE
254687106DISDISNEY WALT CO$1.5M0.55%12,219CommonNONE
464287432TLTISHARES TR$1.5M0.53%15,356CommonNONE
72201R874SMMUPIMCO ETF TR$1.4M0.52%28,473CommonNONE
47103U845JAAAJANUS DETROIT STR TR$1.3M0.47%25,710CommonNONE
922908629VOVANGUARD INDEX FDS$1.3M0.47%5,222CommonNONE
464288281EMBISHARES TR$1.3M0.46%14,003CommonNONE
69374H857CALFPACER FDS TR$1.3M0.46%25,840CommonNONE
69374H881COWZPACER FDS TR$1.2M0.44%20,605CommonNONE
30231G102XOMEXXON MOBIL CORP$1.1M0.41%9,560CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$1.1M0.39%43,960CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$1.1M0.39%19,790CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.37%23,771CommonNONE
46434V100SLQDISHARES TR$993,4710.36%20,167CommonNONE
437076102HDHOME DEPOT INC$991,2780.36%2,633CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$945,8680.35%1,300CommonNONE
78464A508SPYVSPDR SER TR$929,4710.34%18,666CommonNONE
922908363VOOVANGUARD INDEX FDS$923,0840.34%1,919CommonNONE
36257Y109GOTUGAOTU TECHEDU INC$912,8930.33%139,373CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$910,9040.33%1,641CommonNONE
78463V107GLDSPDR GOLD TR$902,1360.33%4,367CommonNONE
921937793BLVVANGUARD BD INDEX FDS$901,0030.33%12,390CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$894,9850.33%46,085CommonNONE
46435U325IBMQISHARES TR$884,3150.32%34,994CommonNONE
46435U283IBMPISHARES TR$871,1290.32%34,609CommonNONE
46435U259IBMOISHARES TR$861,6200.32%33,988CommonNONE
45817G201IDNINTELLICHECK INC$852,3310.31%259,857CommonNONE
44891N208IACIAC INC$849,1730.31%15,920CommonNONE
45782C532UDECINNOVATOR ETFS TRUST$848,1890.31%25,380CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$842,5490.31%36,777CommonNONE
45782C664BSEPINNOVATOR ETFS TRUST$834,7470.31%21,250CommonNONE
46435U697ISHARES TR$825,4890.30%31,808CommonNONE
46435U432ISHARES TR$822,3600.30%31,078CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$805,1420.29%10,464CommonNONE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$800,1780.29%15,367CommonNONE
464287481IWPISHARES TR$786,9550.29%6,936CommonNONE
46625H100JPMJPMORGAN CHASE & CO$780,7800.29%3,902CommonNONE
78464A763SDYSPDR SER TR$770,2160.28%5,893CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$738,0480.27%7,788CommonNONE
69344A206PHYLPGIM ETF TR$735,4770.27%21,238CommonNONE
45783Y541TJULINNOVATOR ETFS TRUST$726,2610.27%27,604CommonNONE
79466L302CRMSALESFORCE INC$706,8050.26%2,341CommonNONE
40167F101GOFGUGGENHEIM STRATEGIC OPPORTU$702,6390.26%49,308CommonNONE
595112103MUMICRON TECHNOLOGY INC$697,6560.26%5,884CommonNONE
92826C839VVISA INC$676,3050.25%2,422CommonNONE
23344D108D0ADADA NEXUS LTD$657,2590.24%320,614CommonNONE
33738D846DOGGFIRST TR EXCHANGE-TRADED FD$655,8670.24%31,165CommonNONE
00206R102TAT&T INC$654,9760.24%37,382CommonNONE
092528603BINCBLACKROCK ETF TRUST II$636,3670.23%12,212CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$635,8320.23%14,590CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$635,0210.23%13,750CommonNONE
02209S103MOALTRIA GROUP INC$630,9350.23%14,590CommonNONE
37954Y483QYLDGLOBAL X FDS$624,5710.23%34,840CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$623,0860.23%18,050CommonNONE
92204A207VDCVANGUARD WORLD FD$610,4660.22%2,983CommonNONE
00287Y109ABBVABBVIE INC$602,8810.22%3,321CommonNONE
78464A698KRESPDR SER TR$588,0890.22%11,681CommonNONE
345370860FFORD MTR CO DEL$587,9980.22%44,244CommonNONE
558256103MSGEMADISON SQUARE GARDEN ENTMT$585,7190.21%14,938CommonNONE
45782C649USEPINNOVATOR ETFS TRUST$573,7390.21%17,415CommonNONE
74348A467NOBLPROSHARES TR$561,0000.21%5,532CommonNONE
097023105BABOEING CO$554,3980.20%2,917CommonNONE
149123101CATCATERPILLAR INC$552,2630.20%1,514CommonNONE
87283Q404TDVGT ROWE PRICE ETF INC$551,3960.20%14,544CommonNONE
19248A109UTFCOHEN & STEERS INFRASTRUCTUR$548,2240.20%23,091CommonNONE
75513E101RTXRTX CORPORATION$535,4100.20%5,478CommonNONE
45782C730UJUNINNOVATOR ETFS TRUST$534,4570.20%17,235CommonNONE
060505104BACBANK AMERICA CORP$529,9000.19%14,000CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$528,2080.19%8,002CommonNONE
25460G195YINNDIREXION SHS ETF TR$524,7460.19%27,488CommonNONE
74348T102PSECPROSPECT CAP CORP$489,4040.18%89,142CommonNONE
717081103PFEPFIZER INC$488,0920.18%17,599CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$476,6970.17%5,984CommonNONE
883203101TXTTEXTRON INC$471,6900.17%4,916CommonNONE
46284V101IRMIRON MTN INC DEL$471,1690.17%5,839CommonNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$464,3070.17%7,103CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$458,4640.17%26,332CommonNONE
09260D107BXBLACKSTONE INC$456,8390.17%3,478CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$456,3440.17%924CommonNONE
26923N7692649699DETF OPPORTUNITIES TRUST$454,7870.17%16,651CommonNONE
747525103QCOMQUALCOMM INC$453,1600.17%2,659CommonNONE
337738108FISVFISERV INC$441,0920.16%2,764CommonNONE
697435105PANWPALO ALTO NETWORKS INC$437,4500.16%1,551CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$435,6660.16%10,626CommonNONE
384802104GWWGRAINGER W W INC$434,3870.16%427CommonNONE
97717X594IHDGWISDOMTREE TR$433,3410.16%9,421CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$428,6980.16%8,576CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$424,9540.16%4,195CommonNONE
892356106TSCOTRACTOR SUPPLY CO$418,4040.15%1,600CommonNONE
464288158SUBISHARES TR$418,1890.15%3,985CommonNONE
33738D820SDVDFIRST TR EXCH TRADED FD III$405,8640.15%18,575CommonNONE
27829G106ETJEATON VANCE RISK-MANAGED DIV$405,7360.15%48,590CommonNONE
948596101WBWEIBO CORP$399,3060.15%43,928CommonNONE
931142103WMTWALMART INC$396,7460.15%6,597CommonNONE
478160104JNJJOHNSON & JOHNSON$396,4940.15%2,505CommonNONE
464287309IVWISHARES TR$394,9880.14%4,675CommonNONE
461202103INTUINTUIT$390,0000.14%600CommonNONE
594972408MSTRMICROSTRATEGY INC$380,8680.14%231CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$380,2390.14%11,320CommonNONE
922908595VBKVANGUARD INDEX FDS$374,5500.14%1,450CommonNONE
10806X102BBIOBRIDGEBIO PHARMA INC$360,4040.13%11,688CommonNONE
922908769VTIVANGUARD INDEX FDS$356,6380.13%1,371CommonNONE
056752108BIDUBAIDU INC$356,4780.13%3,386CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$354,8650.13%8,456CommonNONE
46138E404PCEFINVESCO EXCH TRADED FD TR II$353,6310.13%18,941CommonNONE
57667L107MTCHMATCH GROUP INC NEW$352,9320.13%9,728CommonNONE
464287804IJRISHARES TR$352,3110.13%3,216CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$351,4080.13%886CommonNONE
260557103DOWDOW INC$346,1280.13%5,945CommonNONE
36465A109GGNGAMCO GLOBAL GOLD NAT RES &$345,3780.13%88,330CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$344,9510.13%5,922CommonNONE
580135101MCDMCDONALDS CORP$342,4780.13%1,216CommonNONE
49639K101KCKINGSOFT CLOUD HLDGS LTD$339,0210.12%111,520CommonNONE
36118L106FUTUFUTU HLDGS LTD$337,1920.12%6,227CommonNONE
36165L108GDSGDS HLDGS LTD$336,5760.12%50,613CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$336,3280.12%1,769CommonNONE
65339F101NEENEXTERA ENERGY INC$335,6230.12%5,279CommonNONE
166764100CVXCHEVRON CORP NEW$334,5690.12%2,109CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$332,0560.12%6,608CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$328,7040.12%5,860CommonNONE
62914V106NIONIO INC$326,4800.12%72,257CommonNONE
04010L103ARCCARES CAPITAL CORP$323,8950.12%15,885CommonNONE
46429B267GOVTISHARES TR$318,5310.12%13,987CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$315,1220.12%1,691CommonNONE
670100205NVONOVO-NORDISK A S$313,7530.11%2,452CommonNONE
723763108XMHIXPIONEER MUNICIPAL HIGH INCOM$312,7320.11%35,700CommonNONE
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$311,3740.11%26,122CommonNONE
126650100CVSCVS HEALTH CORP$311,1180.11%3,906CommonNONE
458140100INTCINTEL CORP$310,7210.11%6,998CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$308,0260.11%38,026CommonNONE
11135F101AVGOBROADCOM INC$301,1960.11%222CommonNONE
57636Q104MAMASTERCARD INCORPORATED$300,0780.11%624CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$293,1030.11%1,991CommonNONE
464287457SHYISHARES TR$291,5880.11%3,562CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$288,5100.11%4,573CommonNONE
384637104GHCGRAHAM HLDGS CO$287,8800.11%375CommonNONE
26923G772AMZAETFIS SER TR I$287,2470.11%7,008CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$285,8240.10%2,090CommonNONE
46138E180PSCDINVESCO EXCH TRADED FD TR II$280,0460.10%2,548CommonNONE
744320102PRUPRUDENTIAL FINL INC$276,7660.10%2,373CommonNONE
17275R102CSCOCISCO SYS INC$276,7530.10%5,535CommonNONE
21924B302CLMCORNERSTONE STRATEGIC VALUE$263,5040.10%34,930CommonNONE
235851102DHRDANAHER CORPORATION$257,3150.09%1,032CommonNONE
00214Q104ARKKARK ETF TR$249,1170.09%5,038CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$247,0040.09%8,850CommonNONE
92204A108VCRVANGUARD WORLD FD$244,4260.09%769CommonNONE
82509L107SHOPSHOPIFY INC$242,9740.09%3,138CommonNONE
464287408IVEISHARES TR$242,8280.09%1,306CommonNONE
68389X105ORCLORACLE CORP$241,7100.09%1,923CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$239,4340.09%1,146CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$238,4520.09%5,306CommonNONE
92204A876VPUVANGUARD WORLD FD$234,9250.09%1,648CommonNONE
25460G187CWEBDIREXION SHS ETF TR$234,2920.09%7,828CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$229,6730.08%664CommonNONE
46138G805BABINVESCO EXCH TRADED FD TR II$228,1260.08%8,674CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$227,0250.08%570CommonNONE
921910873MGCVANGUARD WORLD FD$226,5980.08%1,213CommonNONE
921910840MGVVANGUARD WORLD FD$224,5990.08%1,885CommonNONE
878742204TECKTECK RESOURCES LTD$218,3520.08%4,760CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$215,4110.08%11,049CommonNONE
47103U886VNLAJANUS DETROIT STR TR$215,2100.08%4,455CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$212,8290.08%73CommonNONE
68622V106OGNORGANON & CO$211,8340.08%11,449CommonNONE
046353108AZNNASTRAZENECA PLC$209,6180.08%3,097CommonNONE
031162100AMGNAMGEN INC$208,2630.08%734CommonNONE
27828N102XETYXEATON VANCE TAX-MANAGED DIVE$208,0960.08%15,715CommonNONE
27828H105XEVVXEATON VANCE LTD DURATION INC$156,4340.06%16,126CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$121,8940.04%11,054CommonNONE
83406F102SOFISOFI TECHNOLOGIES INC$115,2710.04%15,950CommonNONE
92838X102VIRTUS CONVERTIBLE & INCOME$98,9850.04%29,995CommonNONE
42806J148HTZWWHERTZ GLOBAL HLDGS INC$98,0840.04%22,600CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$97,2700.04%11,115CommonNONE
16934Q208CHIMERA INVT CORP$93,0500.03%20,491CommonNONE
919794107VLYVALLEY NATL BANCORP$91,8720.03%11,626CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$91,0140.03%174PUTNONE
67073D102XJQCXNUVEEN CR STRATEGIES INCOME$63,3390.02%11,396CommonNONE
023111206AMARIN CORP PLC$48,8630.02%55,400CommonNONE
50535E108PROSOMNUS INC$8,7460.00%15,370CommonNONE
595112103MUMICRON TECHNOLOGY INC$8,7240.00%74CALLNONE
88160R101TSLATESLA INC$5,9770.00%1,003CALLNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4,1250.00%500CALLNONE
83406F102SOFISOFI TECHNOLOGIES INC$4,0330.00%1,660CALLNONE
747525103QCOMQUALCOMM INC$3,7250.00%22CALLNONE
007903107AMDADVANCED MICRO DEVICES INC$3,2490.00%18CALLNONE
717081103PFEPFIZER INC$2,7750.00%100CALLNONE
11135F101AVGOBROADCOM INC$2,6510.00%2CALLNONE
02079K305GOOGLALPHABET INC$2,2640.00%15CALLNONE
C00948122AVXAGRIFORCE GROWING SYSTEMS LT$2,1390.00%11,626CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2,0980.00%50CALLNONE
097023105BABOEING CO$1,9300.00%10CALLNONE
345370860FFORD MTR CO DEL$1,7260.00%130CALLNONE
037833100AAPLAPPLE INC$1,7150.00%10CALLNONE
70450Y103PYPLPAYPAL HLDGS INC$1,4740.00%22PUTNONE
88160R101TSLATESLA INC$1,2310.00%7PUTNONE
90353T100UBERUBER TECHNOLOGIES INC$9240.00%12PUTNONE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$7840.00%12CALLNONE
68389X105ORCLORACLE CORP$6280.00%5CALLNONE
30303M102METAMETA PLATFORMS INC$4860.00%1CALLNONE
68622V106OGNORGANON & CO$4240.00%800CALLNONE
060505104BACBANK AMERICA CORP$3790.00%10CALLNONE
254687106DISDISNEY WALT CO$3670.00%3CALLNONE
037833100AAPLAPPLE INC$3430.00%2PUTNONE
70450Y103PYPLPAYPAL HLDGS INC$3350.00%5CALLNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$2740.00%25CALLNONE
82509L107SHOPSHOPIFY INC$2320.00%3CALLNONE
46138E180PSCDINVESCO EXCH TRADED FD TR II$1090.00%1PUTNONE

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.