Garden State Investment Advisory Services LLC

CIK: 0001965351Latest portfolio: $454.1M · Q4 2025

Holdings

290

Total Value

$454.1M

New Positions

39

Closed Positions

29

#StockSharesValue% PortfolioChangeType
1
PLTRPALANTIR TECHNOLOGIES INC
120,221$21.4M4.71%-8,681Put
2
PWBINVESCO EXCHANGE TRADED FD T
165,654$21.1M4.64%+10K
3
NVDANVIDIA CORPORATION
109,599$20.4M4.50%+3KPut
4
HEDGSERIES PORTFOLIOS TR
540,693$15.9M3.49%NEW
5
NDQINVESCO QQQ TR
21,973$13.5M2.98%-995
6
METAMETA PLATFORMS INC
20,166$13.3M2.93%+3KPut
7
AMZNAMAZON COM INC
55,122$12.7M2.80%+1KCall
8
TSPAT ROWE PRICE ETF INC
271,178$11.6M2.56%+63K
9
AAPLAPPLE INC
40,808$11.1M2.44%+901
10
TCAFT ROWE PRICE ETF INC
221,117$8.5M1.86%+3K
11
SPYSPDR S&P 500 ETF TR
11,959$8.2M1.80%-33,612Put
12
JEPIJ P MORGAN EXCHANGE TRADED F
132,974$7.7M1.68%-1,001
13
AVGOBROADCOM INC
20,983$7.3M1.60%+3KCall
14
JEPQJ P MORGAN EXCHANGE TRADED F
116,161$6.8M1.49%+402
15
RWLINVESCO EXCH TRADED FD TR II
54,804$6.3M1.38%+38K
16
MSFTMICROSOFT CORP
12,865$6.2M1.37%+721
17
IJHISHARES TR
93,737$6.2M1.36%+31K
18
RSPINVESCO EXCHANGE TRADED FD T
29,719$5.7M1.26%-1,373
19
JIREJ P MORGAN EXCHANGE TRADED F
71,744$5.4M1.18%+10K
20
BUFFINNOVATOR ETFS TRUST
101,622$5.1M1.12%-291
21
VIGVANGUARD SPECIALIZED FUNDS
21,224$4.7M1.03%-491
22
GOOGALPHABET INC
14,809$4.6M1.02%-810
23
GOOGLALPHABET INC
13,606$4.3M0.94%+1K
24
PXFINVESCO EXCH TRADED FD TR II
64,786$4.2M0.93%+5K
25
GOVIINVESCO EXCH TRADED FD TR II
147,422$4.1M0.89%-124,513

Quarterly Changes

New Positions

Closed Positions

  • GDXJCLOSED
    $3.0B
  • SSRMCLOSED
    $2.9B
  • LLYCLOSED
    $2.6B
  • ISRGCLOSED
    $1.0B
  • SPHRCLOSED
    $674.5M
  • ASTSCLOSED
    $653.8M
  • VASTA PLATFORM LTDCLOSED
    $616.2M
  • ETHACLOSED
    $612.4M
  • CNCCLOSED
    $563.7M
  • FIWCLOSED
    $513.4M

Increased Positions

NameSharesChange
TSPA271K+63K
HYTI157K+45K
RWL55K+38K
IJH94K+31K
VMO49K+31K
TMSL94K+29K
ICLO143K+17K
UBER34K+16K
WCMI32K+15K
AQLT28K+15K

Decreased Positions

NameSharesChange
GOVI147K-124513
SPY12K-33612
MONROE CAP CORP33K-26805
T27K-17084
TRPA41K-14031
GGN82K-12982
CALF20K-12373
SCHD124K-11473
AIRR37K-11278
MOAT16K-11276

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.1368204411110175e+133T)
Unknown0.0% ($1.3530372117301354e+80T)
Healthcare0.0% ($3.70784777362159e+29T)
Communication Services0.0% ($1.3327464842622607e+24T)
Industrials0.0% ($817599574564562432.0T)
Consumer Cyclical0.0% ($127223698934454.3T)
Consumer Defensive0.0% ($1045760599.5T)
Real Estate0.0% ($527461254.2T)
Energy0.0% ($1068664.4T)
Utilities0.0% ($1.5B)
Basic Materials0.0% ($40.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$454.1M325
Q3 2025Nov 14, 2025$449.5B312
Q2 2025Aug 14, 2025$396.5B308
Q1 2025May 15, 2025$312.3B282
Q4 2024Feb 13, 2025$336.0B277

Fund Information

CIK0001965351
Most Recent FilingFeb 17, 2026
Number of Filings5

Garden State Investment Advisory Services LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $454.1M across 290 holdings. The largest position is PALANTIR TECHNOLOGIES INC (PLTR), representing 4.7% of the portfolio. Compared to the previous quarter, the fund opened 42 new positions and closed 33 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.