Garden State Investment Advisory Services LLC Reduced Holdings in Q4 2024

Garden State Investment Advisory Services LLC

  • $336 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-123
- 4.56%
$236.59 - $257.5 $29.1K - $31.7K
2.57K $623M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-373
- 12.44%
$84.34 - $95.14 $31.5K - $35.5K
2.63K $229M
MO
Altria Group, Inc.

Consumer Defensive
-877
- 7.16%
$49.06 - $57.74 $43K - $50.6K
11.4K $595M
XLI
Industrial Sector Spdr

ETFs
-105
- 3.57%
$131.76 - $143.99 $13.8K - $15.1K
2.84K $375M
AMRN
Amarin Corp Plcuk

Healthcare
-34K
- 61.37%
$0.44 - $0.63 $15K - $21.4K
21.4K $10.4M
ETF Opportunities Trust
-717
- 4.27%
N/A
16.1K $478M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-924
- 5.44%
$9.77 - $10.51 $9.03K - $9.71K
16.1K $157M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-1.69K
- 10.59%
$14.38 - $15.35 $24.3K - $26K
14.3K $214M
MCD
Mcdonalds Corp

Consumer Cyclical
-6
- 0.46%
$288.47 - $316.54 $1.73K - $1.9K
1.29K $375M
OHI
Omega Healthcare Investors Inc

Real Estate
-111
- 1.98%
$37.51 - $42.56 $4.16K - $4.72K
5.49K $208M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-564
- 4.01%
$22.39 - $23.45 $12.6K - $13.2K
13.5K $310M
MGV
Vanguard Mega Cap Value

ETFs
-77
- 2.84%
$124.06 - $133.48 $9.55K - $10.3K
2.63K $329M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-513
- 10.15%
$55.73 - $66.16 $28.6K - $33.9K
4.54K $274M
BA
Boeing CO

Industrials
-352
- 16.39%
$138.14 - $180.72 $48.6K - $63.6K
1.8K $318M
SHOP
Shopify Inc.

Technology
-737
- 27.63%
$78.14 - $119.49 $57.6K - $88.1K
1.93K $205M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-14
- 0.46%
$113.92 - $127.38 $1.59K - $1.78K
3.04K $351M
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
-320
- 1.13%
$3.38 - $3.72 $1.08K - $1.19K
27.9K $97M
AMZA
Etfis Ser Tr I

ETFs
-390
- 5.69%
$39.41 - $47.31 $15.4K - $18.5K
6.47K $277M
ACN
Accenture PLC

Technology
-1
- 0.16%
$343.9 - $376.86 $344 - $377
641 $225M
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-482
- 1.03%
$9.1 - $9.51 $4.39K - $4.58K
46.5K $433M
PWR
Quanta Services, Inc.

Industrials
-23
- 2.81%
$296.05 - $346.6 $6.81K - $7.97K
795 $252M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-339
- 3.28%
$21.45 - $24.97 $7.27K - $8.46K
10K $240M
MA
Mastercard Inc

Financial Services
-10
- 1.53%
$491.3 - $536.15 $4.91K - $5.36K
645 $340M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
-220
- 1.9%
$22.35 - $29.5 $4.92K - $6.49K
11.4K $312M
VCR
Vanguard Consumer Discretionar

ETFs
-17
- 2.21%
$328.51 - $401.37 $5.58K - $6.82K
753 $283M
ISRG
Intuitive Surgical Inc

Healthcare
-8
- 0.82%
$471.27 - $550.62 $3.77K - $4.4K
966 $504M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-234
- 3.43%
$77.25 - $91.3 $18.1K - $21.4K
6.59K $563M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-35
- 1.64%
$172.07 - $207.36 $6.02K - $7.26K
2.1K $414M
SPY
Spdr S&P 500 ETF Trust

ETFs
-71
- 0.78%
$567.81 - $607.81 $40.3K - $43.2K
9.05K $5.31B
V
Visa Inc.

Financial Services
-72
- 2.78%
$273.87 - $320.91 $19.7K - $23.1K
2.52K $798M
CRWD
Crowd Strike Holdings, Inc.

Technology
-21
- 1.32%
$275.15 - $388.2 $5.78K - $8.15K
1.57K $537M
SOFI
So Fi Technologies, Inc.

Financial Services
-1.68K
- 10.81%
$7.63 - $16.88 $12.8K - $28.3K
13.8K $213M
DIS
Walt Disney CO

Communication Services
-10
- 0.08%
$92.39 - $117.6 $924 - $1.18K
12.3K $1.37B
GOOGL
Alphabet Inc.

Communication Services
-189
- 1.46%
$161.86 - $196.66 $30.6K - $37.2K
12.7K $2.41B
NFLX
Netflix Inc

Communication Services
-46
- 1.69%
$687.65 - $936.56 $31.6K - $43.1K
2.68K $2.39B
APP
App Lovin Corp

Technology
-260
- 8.88%
$130.67 - $401.5 $34K - $104K
2.67K $864M
AAPL
Apple Inc.

Technology
-828
- 1.41%
$221.69 - $259.02 $184K - $214K
57.8K $14.5B
PLTR
Palantir Technologies Inc.

Technology
-11.6K
- 24.1%
$36.46 - $82.38 $422K - $953K
36.4K $2.75B
TSLA
Tesla, Inc.

Consumer Cyclical
-129
- 1.77%
$213.65 - $479.86 $27.6K - $61.9K
7.15K $2.89B
AMZN
Amazon Com Inc

Consumer Cyclical
-14
- 0.03%
$180.88 - $232.93 $2.53K - $3.26K
55.1K $12.1B
Activity Summary
Buys All Purchases 135 New Holdings 33 Increased Positions 102 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 22 Puts 9
Track This Portfolio

Track Garden State Investment Advisory Services LLC Portfolio

Follow Garden State Investment Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Garden State Investment Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Garden State Investment Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email