Garden State Investment Advisory Services LLC Reduced Holdings in Q3 2025

Garden State Investment Advisory Services LLC

  • $449 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-472
- 15.17%
$1147.87 - $1297.18 $542K - $612K
2.64K $3.16B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-36.8K
- 21.39%
$26.38 - $27.95 $970K - $1.03M
135K $3.69B
AAPL
Apple Inc.

Technology
-13K
- 24.61%
$202.38 - $256.87 $2.64M - $3.35M
39.9K $10.2B
META
Meta Platforms, Inc.

Communication Services
-586
- 3.59%
$695.21 - $791.73 $407K - $464K
15.7K $11.6B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.84K
- 50.19%
$132.9 - $142.03 $378K - $404K
2.82K $398M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-936
- 11.46%
$459.11 - $506.91 $430K - $474K
7.24K $3.64B
ORCL
Oracle Corp

Technology
-2.02K
- 48.39%
$218.96 - $328.33 $441K - $662K
2.15K $604M
Calamos ETF Tr
-11.7K
- 35.84%
N/A
20.9K $562M
ASML
Asml Holding Nv

Technology
-375
- 62.29%
$689.63 - $968.09 $259K - $363K
227 $220M
PFE
Pfizer Inc

Healthcare
-10.2K
- 34.5%
$23.29 - $25.88 $238K - $264K
19.4K $494M
CRM
Salesforce, Inc.

Technology
-334
- 9.56%
$231.66 - $273.65 $77.4K - $91.4K
3.16K $751M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-8.31K
- 20.5%
$39.37 - $44.24 $327K - $368K
32.2K $1.41B
AMZN
Amazon Com Inc

Consumer Cyclical
-964
- 1.87%
$211.65 - $238.24 $204K - $230K
50.5K $11.1B
Blackrock ETF Trust Ii
-4.22K
- 24.99%
N/A
12.7K $624M
COST
Costco Wholesale Corp

Consumer Defensive
-127
- 10.86%
$915.95 - $994.57 $116K - $126K
1.04K $968M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-572
- 11.0%
$567.09 - $607.37 $324K - $347K
4.63K $2.76B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-5.53K
- 27.45%
$36.37 - $38.37 $201K - $212K
14.6K $560M
NKE
Nike, Inc.

Consumer Cyclical
-2.26K
- 34.98%
$69.24 - $79.24 $156K - $179K
4.2K $294M
DIS
Walt Disney CO

Communication Services
-480
- 4.27%
$112.25 - $124.0 $53.9K - $59.5K
10.8K $1.23B
FV
First Trust Dorsey Wright Focu

ETFs
-4.03K
- 12.09%
$59.23 - $62.14 $239K - $250K
29.3K $1.81B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-9.06K
- 12.4%
$42.26 - $47.16 $383K - $427K
64K $2.96B
XLI
Industrial Sector Spdr

ETFs
-1.07K
- 29.76%
$147.94 - $154.99 $158K - $166K
2.53K $390M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.03K
- 27.24%
$52.12 - $55.33 $158K - $168K
8.09K $448M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-12.5K
- 20.2%
$7.95 - $8.31 $99.1K - $104K
49.2K $408M
CARR
Carrier Global Corp

Industrials
-140
- 2.3%
$58.75 - $80.73 $8.23K - $11.3K
5.95K $355M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.16K
- 5.28%
$85.01 - $90.35 $98.3K - $104K
20.7K $1.85B
FXR
First Trust Industrials/Produc

ETFs
-1.24K
- 28.71%
$75.64 - $80.06 $93.4K - $98.9K
3.07K $239M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.27K
- 9.68%
$55.15 - $58.11 $125K - $132K
21.2K $1.22B
XLK
Technology Sector Spdr

ETFs
-410
- 28.81%
$250.97 - $282.66 $103K - $116K
1.01K $286M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.44K
- 5.09%
$50.53 - $50.82 $72.6K - $73K
26.8K $1.36B
PANW
Palo Alto Networks Inc

Technology
-333
- 9.2%
$167.06 - $208.19 $55.6K - $69.3K
3.29K $669M
PM
Philip Morris International Inc.

Consumer Defensive
-177
- 9.23%
$157.77 - $183.27 $27.9K - $32.4K
1.74K $282M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-4.63K
- 8.18%
$14.8 - $15.15 $68.5K - $70.1K
51.9K $778M
XLE
Energy Sector Spdr

ETFs
-963
- 11.59%
$84.25 - $91.99 $81.1K - $88.6K
7.35K $656M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.01K
- 2.19%
$50.47 - $50.74 $51.2K - $51.5K
45.2K $2.29B
PULS
Pgim ETF Tr

ETFs
-992
- 14.9%
$49.58 - $49.83 $49.2K - $49.4K
5.66K $282M
Innovator Etfs Trust
-2K
- 15.18%
N/A
11.2K $312M
MSFT
Microsoft Corp

Technology
-590
- 4.63%
$491.09 - $535.64 $290K - $316K
12.1K $6.3B
V
Visa Inc.

Financial Services
-19
- 0.7%
$332.09 - $358.86 $6.31K - $6.82K
2.69K $918M
PSEC
Prospect Capital Corp

Financial Services
-5.2K
- 7.16%
$2.59 - $3.47 $13.5K - $18.1K
67.4K $185M
VCIT
Vanguard Intermediate Term Cor

ETFs
-590
- 9.82%
$81.75 - $84.54 $48.2K - $49.9K
5.42K $456M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-421
- 10.13%
$136.48 - $142.97 $57.5K - $60.2K
3.73K $523M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-570
- 4.19%
$78.96 - $80.04 $45K - $45.6K
13K $1.04B
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-4.06K
- 8.13%
$8.88 - $9.09 $36K - $36.9K
45.8K $412M
VZ
Verizon Communications Inc

Communication Services
-1.17K
- 5.65%
$40.84 - $45.06 $47.8K - $52.8K
19.6K $860M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-1.07K
- 3.32%
$46.37 - $47.77 $49.6K - $51.1K
31.1K $1.48B
GWW
W.W. Grainger, Inc.

Industrials
-5
- 1.77%
$932.44 - $1059.49 $4.66K - $5.3K
277 $264M
KKR
Kkr & Co. Inc.

Financial Services
-180
- 9.42%
$129.95 - $152.16 $23.4K - $27.4K
1.73K $225M
Innovator Etfs Trust
-1.27K
- 9.99%
N/A
11.4K $363M
Activity Summary
Buys All Purchases 132 New Holdings 38 Increased Positions 94 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 17 Puts 5
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