Garden State Investment Advisory Services LLC Sells in Q2 2025

Garden State Investment Advisory Services LLC

  • $397 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-77.2K
- 30.98%
$24.32 - $27.87 $1.88M - $2.15M
172K $4.56B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-35.9K
- 43.71%
$50.36 - $50.68 $1.81M - $1.82M
46.2K $2.34B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-29.7K
- 71.97%
$45.3 - $50.64 $1.34M - $1.5M
11.6K $568M
AAPL
Apple Inc.

Technology
-2.82K
- 5.06%
$172.42 - $223.89 $487K - $632K
52.9K $10.9B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-29.7K
- 47.99%
$45.9 - $47.2 $1.36M - $1.4M
32.2K $1.52B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.54K
- 15.84%
$483.48 - $539.8 $744K - $830K
8.17K $3.97B
VIG
Vanguard Dividend Appreciation

ETFs
-7.22K
- 24.83%
N/A
21.9K $4.5B
MUB
Ishares National Muni Bond ETF

ETFs
-8.17K
- 39.59%
$102.31 - $105.8 $836K - $864K
12.5K $1.31B
PSEP
Innovator U.S. Equity Power Bu
-24K
- 36.2%
N/A
42.4K $1.73B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-6K
- 15.66%
$152.93 - $181.74 $918K - $1.09M
32.3K $5.89B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-13.6K
- 15.74%
$35.35 - $42.68 $482K - $582K
73K $3.11B
LLY
Eli Lilly & CO

Healthcare
-282
- 8.22%
$713.71 - $898.95 $201K - $254K
3.15K $2.46B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-6.46K
- 36.75%
$45.11 - $52.34 $291K - $338K
11.1K $582M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-3.26K
- 33.36%
$179.95 - $278.88 $586K - $909K
6.51K $1.82B
UNH
Unitedhealth Group Inc

Healthcare
-103
- 10.35%
$274.35 - $599.47 $28.3K - $61.7K
892 $279M
Innovator Etfs Trust
-9.6K
- 42.15%
N/A
13.2K $359M
MRCC
Monroe Capital Corp

Financial Services
-15.5K
- 19.34%
$6.15 - $7.66 $95.2K - $119K
64.5K $411M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.04K
- 2.44%
$51.14 - $57.0 $156K - $173K
121K $6.91B
PDEC
Innovator U.S. Equity Power Bu
-6.08K
- 35.41%
N/A
11.1K $443M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.56K
- 15.86%
$77.94 - $79.5 $200K - $204K
13.6K $1.08B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-5.82K
- 28.11%
$57.46 - $75.58 $334K - $440K
14.9K $1.12B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-650
- 11.11%
$468.22 - $566.51 $304K - $368K
5.2K $2.95B
Blackrock ETF Trust Ii
-3.2K
- 15.93%
N/A
16.9K $822M
COST
Costco Wholesale Corp

Consumer Defensive
-229
- 16.38%
$908.13 - $1056.85 $208K - $242K
1.17K $1.16B
FV
First Trust Dorsey Wright Focu

ETFs
-5.37K
- 13.89%
$48.43 - $59.26 $260K - $318K
33.3K $1.97B
MU
Micron Technology Inc

Technology
-2.93K
- 49.28%
$64.72 - $127.91 $190K - $375K
3.02K $372M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-5.25K
- 20.7%
$32.77 - $36.44 $172K - $191K
20.1K $733M
OGN
Organon & Co.

Healthcare
-4.32K
- 27.73%
$8.04 - $14.72 $34.7K - $63.5K
11.2K $109M
SUB
Ishares Short Term National Mu

ETFs
-1.13K
- 31.0%
$104.77 - $106.34 $118K - $120K
2.52K $268M
ABBV
Abb Vie Inc.

Healthcare
-115
- 3.62%
$170.16 - $206.27 $19.6K - $23.7K
3.06K $569M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-422
- 1.89%
$83.97 - $92.85 $35.4K - $39.2K
21.9K $1.94B
First Tr Exchange Traded Fd
-3.43K
- 12.01%
N/A
25.1K $499M
VZ
Verizon Communications Inc

Communication Services
-1.03K
- 4.73%
$41.67 - $45.62 $42.9K - $46.9K
20.7K $898M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-606
- 12.73%
$121.58 - $136.74 $73.7K - $82.9K
4.15K $564M
First Tr Exch Traded Fd Iii
-5.04K
- 10.9%
N/A
41.2K $845M
CVX
Chevron Corp

Energy
-102
- 4.59%
$133.73 - $168.51 $13.6K - $17.2K
2.12K $305M
POCT
Innovator U.S. Equity Power Bu

ETFs
-2.13K
- 23.47%
$36.35 - $41.3 $77.2K - $87.8K
6.93K $286M
MRK
Merck & Co., Inc.

Healthcare
-328
- 8.85%
$73.47 - $87.12 $24.1K - $28.6K
3.38K $270M
GWW
W.W. Grainger, Inc.

Industrials
-75
- 21.01%
$919.93 - $1101.66 $69K - $82.6K
282 $293M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-1.03K
- 1.78%
$13.74 - $15.66 $14.1K - $16.1K
56.5K $842M
PHYL
Pgim ETF Tr

ETFs
-1.69K
- 15.0%
$33.41 - $35.49 $56.5K - $60K
9.57K $340M
XLV
Select Sector Spdr Fund Health

ETFs
-151
- 6.68%
$128.77 - $144.3 $19.4K - $21.8K
2.11K $285M
MCD
Mcdonalds Corp

Consumer Cyclical
-66
- 5.2%
$285.55 - $321.23 $18.8K - $21.2K
1.2K $353M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.23K
- 14.05%
$51.6 - $62.74 $63.2K - $76.9K
7.5K $470M
DHR
Danaher Corp

Healthcare
-125
- 10.86%
$174.64 - $205.16 $21.8K - $25.6K
1.03K $203M
MO
Altria Group, Inc.

Consumer Defensive
-249
- 2.2%
$55.56 - $60.91 $13.8K - $15.2K
11.1K $650M
IBM
International Business Machines Corp

Technology
-321
- 23.01%
$221.03 - $294.78 $71K - $94.6K
1.07K $317M
VICI
Vici Properties Inc.

Real Estate
-789
- 8.14%
$29.41 - $32.97 $23.2K - $26K
8.91K $294M
VDC
Vanguard Consumer Staples ETF

ETFs
-101
- 4.31%
$204.89 - $224.73 $20.7K - $22.7K
2.24K $493M
Activity Summary
Buys All Purchases 153 New Holdings 44 Increased Positions 109 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 22 Puts 8
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