Garden State Investment Advisory Services LLC
Annual return '25
+18.4%
SPY '25
+17.7%
Alpha
+0.7ptsvs SPY
Invested
$454.9M
Holdings
291
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PWB
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 156.0k shares)
4.6%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 311.7k shares)
4.1%
03
$PLTR
PALANTIR TECHNOLOGIES INC
Q4 2025: Exited (was 61.6k shares)
3.9%
04
$HEDG
SERIES PORTFOLIOS TR
Held since at least Q1 2024
3.4%
05
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 101.0k shares)
3.0%
06
$TSPA
T ROWE PRICE ETF INC
Q4 2025: Exited (was 208.1k shares)
3.0%
07
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 23.0k shares)
2.8%
08
$META
META PLATFORMS INC
Q4 2025: Exited (was 31.5k shares)
2.5%
09
$AAPL
APPLE INC
Q4 2025: Exited (was 39.9k shares)
2.3%
10
$AMD
ADVANCED MICRO DEVICES INC
Q4 2025: Exited (was 23.9k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:13 UTC.