BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Garden State Investment Advisory Services LLC

· CIK 0001965351
13F Portfolio $454.9B AUM 339 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 118 Added 94 Reduced 45 Exited
Page 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 FXO FIRST TR EXCHANGE TRADED FD 32,298 $1.9M 0.43% SOLD
2 RKLB ROCKET LAB CORP Industrials 19,397 $1.4M 0.30% SOLD
3 THEMES ETF TR 58,008 $1.1M 0.24% SOLD
4 CALAMOS ETF TR 24,365 $663K 0.15% SOLD
5 FXU FIRST TR EXCHANGE TRADED FD 14,705 $662K 0.15% SOLD
6 GPIX GOLDMAN SACHS ETF TR 10,452 $552K 0.12% SOLD
7 USEP INNOVATOR ETFS TRUST 12,665 $498K 0.11% SOLD
8 IRM IRON MTN INC DEL Real Estate 5,505 $461K 0.10% SOLD
9 RUSSELL INVTS EXCHANGE TRADE 14,841 $441K 0.10% SOLD
10 TTD THE TRADE DESK INC Technology 11,460 $435K 0.10% SOLD
11 MP MP MATERIALS CORP Basic Materials 7,939 $401K 0.09% SOLD
12 ZECP ZACKS TRUST 10,826 $379K 0.08% SOLD
13 PCEF INVESCO EXCH TRADED FD TR II 18,941 $377K 0.08% SOLD
14 DECT AIM ETF PRODUCTS TRUST 10,200 $374K 0.08% SOLD
15 CALAMOS ETF TR 15,768 $361K 0.08% SOLD
16 BIDU BAIDU INC Communication Services 2,720 $355K 0.08% SOLD
17 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,207 $347K 0.08% SOLD
18 FSK FS KKR CAP CORP Financial Services 22,535 $334K 0.07% SOLD
19 ETN CALL EATON CORP PLC Industrials 1,000 $319K 0.07% SOLD
20 ADBE CALL ADOBE INC Technology 900 $315K 0.07% SOLD
Page 1 of 3  ·  45 positions
Sector Allocation
Technology 38.5%
Financial Services 23.1%
Communication Services 15.0%
Consumer Cyclical 10.1%
Healthcare 5.0%
Industrials 2.5%
Consumer Defensive 2.3%
Energy 1.9%
Utilities 0.8%
Real Estate 0.6%