1y return+19.1%S&P 500 +20.9%
3y return+58.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $179 against $195 in the S&P 500.2
Garden State Investment Advisory Services LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PWBInvesco Exchange Traded Fd T | $29.1M | 5.7% | +3.6% |
| NVDANvidia Corporation | $22.7M | 4.4% | +10.2% |
| TSPAT Rowe Price Exchange-traded | $19.2M | 3.8% | +22.8% |
| HEDGSeries Portfolios Tr | $16.0M | 3.1% | |
| QQQInvesco Qqq Tr | $15.8M | 3.1% | −1.3% |
| AMZNAmazon Com Inc | $13.2M | 2.6% | +1.5% |
| AAPLApple Inc | $11.4M | 2.2% | −3.2% |
| METAMeta Platforms Inc | $10.2M | 2.0% | +6.4% |
| AVGOBroadcom Inc | $9.4M | 1.8% | +11.4% |
| TCAFT Rowe Price Exchange-traded | $9.2M | 1.8% | −1.2% |
| JEPQJ P Morgan Exchange Traded F | $7.9M | 1.5% | +7.1% |
| JEPIJ P Morgan Exchange Traded F | $7.8M | 1.5% | +3.8% |
| AMDAdvanced Micro Devices Inc | $7.8M | 1.5% | −2.7% |
| GOVIInvesco Exch Traded Fd Tr II | $7.6M | 1.5% | +919.3% |
| SPYState Str Spdr S&p 500 Etf T | $7.0M | 1.4% | +1.6% |
| RSPInvesco Exchange Traded Fd T | $5.9M | 1.2% | −3.9% |
| GOOGLAlphabet Inc | $5.8M | 1.1% | +12.4% |
| PXFInvesco Exch Traded Fd Tr II | $5.8M | 1.1% | +17.4% |
| HYTIFirst Tr Exchange-traded Fd | $5.7M | 1.1% | +10.3% |
| RWLInvesco Exch Traded Fd Tr II | $5.6M | 1.1% | −22.9% |
| JPSTJ P Morgan Exchange Traded F | $5.2M | 1.0% | +24.8% |
| SMHVaneck Etf Trust | $5.1M | 1.0% | −5.7% |
| GOOGAlphabet Inc | $5.1M | 1.0% | −1.1% |
| MSFTMicrosoft Corp | $5.0M | 1.0% | +2.2% |
| VIGVanguard Specialized Funds | $5.0M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PLTRPalantir Technologies Inc | December 31, 2022 | +1717.3% | $3.7M |
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $22.7M |
| AMDAdvanced Micro Devices Inc | December 31, 2022 | +796.9% | $7.8M |
| SMHVaneck Etf Trust | March 31, 2023 | +398.4% | $5.1M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $10.2M |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $5.8M |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $5.1M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $9.4M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $13.2M |
| AIRRFirst Tr Exchange Traded Fd | March 31, 2023 | +177.5% | $4.7M |
Sold off last quarter
- VCXFundrise Innovation Fd LLC was $3.0M
- Themes Etf TrCUSIP 88340F738 was $2.3M
- Etf Opportunities TrustCUSIP 26923N769 was $722K
- BTGDTidal Trust II was $595K
- XLCSelect Sector Spdr Tr was $563K
- DXYZDestiny Tech100 Inc was $447K
- IGLDFirst Tr Exchange-traded Fd was $397K
- FANGDiamondback Energy Inc was $393K
- AUMIThemes Etf Tr was $393K
- MELIMercadolibre Inc was $389K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.0% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +11.0% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | +2.4% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +2.5% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | +7.4% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Garden State Investment Advisory Services LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1965351&type=13F-HR&dateb=&owner=include&count=40CIK 1965351
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1965351/000117266126003239/Filed August 11, 2026 · accession 0001172661-26-003239