Garden State Investment Advisory Services LLC
Garden State Investment Advisory Services LLC is an SEC-registered investment adviser headquartered in Red Bank, New Jersey. Founded in 2011, the firm serves over 2,100 clients and manages assets primarily for individuals, high-net-worth individuals, and some pension plans. The firm employs 32 professionals, focusing on tailored portfolio management and financial planning. It operates in conjunction with Garden State Securities, a well-established independent brokerage and financial planning firm.
Investment Strategy
Garden State Investment Advisory Services LLC provides discretionary and non-discretionary portfolio management services, focusing on customized investment solutions for individuals and high-net-worth clients. The firm broadly allocates assets to equities, ETFs, and mutual funds, with its largest holdings as of mid-2025 in technology and growth-oriented large caps such as Nvidia, Meta, Amazon, and Apple, as well as broad market ETFs. The advisory approach emphasizes diversification, risk management, and aligning investment choices to client goals and market conditions.
Top Holdings
Equity Positions (270)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PWB | INVESCO EXCHANGE TRADED FD T | 4.57% | $18.1M | 154,234 | $104.18 | $117.44 | +$8.9M |
N NVDA | NVIDIA CORPORATION | 4.23% | $16.8M | 106,150 | $33.50 | $157.99 | +$5.3M |
Q QQQ | INVESCO QQQ TR | 3.23% | $12.8M | 23,132 | $438.57 | $551.64 | +$5.7M |
M META | META PLATFORMS INC | 3.04% | $12.1M | 16,322 | $156.10 | $738.09 | +$2.6M |
A AMZN | AMAZON COM INC | 2.85% | $11.3M | 51,450 | $89.46 | $219.39 | +$1.2M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $12.2M | 197 | $617.85 | $617.82 | +196.8 | +$12.2M |
P PLTR | PALANTIR TECHNOLOGIES INC | New | Put | $5.8M | 429 | $136.32 | $136.32 | +429 | +$5.8M |
M MU | MICRON TECHNOLOGY INC | New | Put | $2.0M | 160 | $123.25 | $123.25 | +160 | +$2.0M |
A AMD | ADVANCED MICRO DEVICES INC | Bought | Call | $1.0M | 71 | $141.90 | $141.35 | +69.13 | +$988.3K |
A AMZN | AMAZON COM INC | Bought | Call | $702.0K | 32 | $219.39 | $219.39 | +31.9 | +$700.1K |