Garden State Investment Advisory Services LLC Reduced Holdings in Q1 2025

Garden State Investment Advisory Services LLC

  • $312 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-33
- 2.43%
$206.38 - $242.18 $6.81K - $7.99K
1.33K $274M
KEYS
Keysight Technologies, Inc.

Technology
-82
- 3.13%
$148.16 - $185.11 $12.1K - $15.2K
2.54K $381M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-432
- 8.32%
$128.74 - $138.67 $55.6K - $59.9K
4.76K $646M
PSEC
Prospect Capital Corp

Financial Services
-5.54K
- 7.15%
$4.1 - $4.45 $22.7K - $24.6K
71.9K $295M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5
- 0.16%
$102.49 - $119.96 $512 - $600
3.03K $318M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-3.25K
- 9.32%
$8.11 - $8.58 $26.3K - $27.9K
31.6K $257M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-476
- 2.64%
$49.78 - $53.19 $23.7K - $25.3K
17.6K $898M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-2.62K
- 16.31%
$9.83 - $10.34 $25.7K - $27.1K
13.4K $134M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-150
- 1.26%
$35.21 - $37.69 $5.28K - $5.65K
11.8K $421M
PDEC
Innovator U.S. Equity Power Bu
-55
- 0.32%
N/A
17.2K $645M
FIW
First Trust Water ETF

ETFs
-70
- 1.42%
$99.48 - $106.74 $6.96K - $7.47K
4.86K $489M
UNH
Unitedhealth Group Inc

Healthcare
-57
- 5.42%
$461.52 - $548.18 $26.3K - $31.2K
995 $523M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-1.08K
- 7.86%
$5.3 - $5.75 $5.75K - $6.23K
12.7K $68.5M
NEE
Nextera Energy Inc

Utilities
-74
- 1.37%
$66.96 - $76.16 $4.96K - $5.64K
5.31K $377M
QCOM
Qualcomm Inc

Technology
-37
- 1.84%
$151.94 - $175.86 $5.62K - $6.51K
1.97K $303M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-51
- 0.38%
$22.25 - $23.0 $1.13K - $1.17K
13.4K $309M
XLE
Energy Sector Spdr

ETFs
-598
- 8.45%
$85.7 - $93.96 $51.2K - $56.2K
6.48K $607M
HTZWW
Hertz Global Hldgs Inc New
-1.25K
- 4.83%
$1.92 - $2.53 $2.4K - $3.16K
24.7K $55.7M
MGV
Vanguard Mega Cap Value

ETFs
-44
- 1.67%
$123.61 - $133.01 $5.44K - $5.85K
2.59K $334M
VCIT
Vanguard Intermediate Term Cor

ETFs
-46
- 0.75%
$79.17 - $82.04 $3.64K - $3.77K
6.07K $497M
MCD
Mcdonalds Corp

Consumer Cyclical
-18
- 1.4%
$279.74 - $321.29 $5.04K - $5.78K
1.27K $399M
IDN
Intellicheck, Inc.

Technology
-12K
- 4.46%
$2.24 - $3.03 $26.9K - $36.4K
257K $780M
GLD
Spdr Gold Trust

ETFs
-266
- 10.34%
$243.19 - $288.14 $64.7K - $76.6K
2.31K $664M
CI
Cigna Corp

Healthcare
-89
- 6.53%
$274.49 - $329.0 $24.4K - $29.3K
1.27K $420M
CVX
Chevron Corp

Energy
-38
- 1.68%
$146.71 - $167.97 $5.57K - $6.38K
2.22K $373M
V
Visa Inc.

Financial Services
-88
- 3.5%
$306.92 - $362.71 $27K - $31.9K
2.43K $854M
ABBV
Abb Vie Inc.

Healthcare
-141
- 4.25%
$169.2 - $216.66 $23.9K - $30.5K
3.18K $667M
MO
Altria Group, Inc.

Consumer Defensive
-29
- 0.26%
$50.81 - $60.02 $1.47K - $1.74K
11.3K $681M
IXUS
Ishares Tr

ETFs
-619
- 1.71%
$65.06 - $72.31 $40.3K - $44.8K
35.6K $2.49B
T
At&T Inc.

Communication Services
-250
- 0.85%
$21.56 - $28.28 $5.39K - $7.07K
29.2K $827M
PLTR
Palantir Technologies Inc.

Technology
-674
- 1.85%
$64.98 - $124.62 $43.8K - $84K
35.7K $3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.07%
$442.66 - $534.52 $3.1K - $3.74K
9.71K $5.16B
Activity Summary
Buys All Purchases 149 New Holdings 33 Increased Positions 116 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 20 Puts 6
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