Garden State Investment Advisory Services LLC

All 13F Filings

Location
Red Bank, NJ
Most recent 13F
Q2 2026
Holdings value ($000)
552,992
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/11/2026 365 552,992 13F-HR Garden State Investment Advisory Services LLC
Q1 2026 5/13/2026 339 454,938 13F-HR Garden State Investment Advisory Services LLC
Q4 2025 2/17/2026 325 454,127 13F-HR Garden State Investment Advisory Services LLC
Q3 2025 11/14/2025 312 449,484 13F-HR Garden State Investment Advisory Services LLC
Q2 2025 8/14/2025 308 396,527 13F-HR Garden State Investment Advisory Services LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 42.88 K (7.8% of total reported value) · QoQ Δ: +6.137 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 224.8 K 44.6% 30.68 K 0 30.68 K
ETFs 277 K 55.0% 60.15 K 0 60.15 K
Debt 2.08 K 0.4% 0 47 -47
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
552,992
Holdings
365
QoQ value change ($000)
98,054 (21.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.