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Home > Institutional Investor > Garden State Investment Advisory Services Llc > Profile

Instuitional Investor - Garden State Investment Advisory Services Llc

Fund Profile
Filing Period:
Fund Name: Garden State Investment Advisory Services Llc
Portfolio Value $251,563,096
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 60,863 $11,718,544 4.65%
2.
J P Morgan Exchange Traded F
 199,117 $9,411,733 3.74%
3.
Invesco Exchange Traded Fd T
 58,563 $9,243,004 3.67%
4.
Invesco Exchange Traded Fd T
 470,862 $8,691,018 3.45%
5.
Schwab Strategic Trust
 FNDF 113,056 $8,607,051 3.42%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)