Garden State Investment Advisory Services LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Garden State Investment Advisory Services LLC with $387.8M in long positions as of Q3 2025, 57% allocated to ETF, and 30% concentrated in top 10 positions.
- Portfolio Value
- $387.8M
- Top 10 Concentration
- 30%
- Top Sector
- ETF (57%)
- US Exposure
- 99%
- Countries
- 8
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
48 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
No market cap data available
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 8.4 quarters
- Avg. Top 20
- 9.1 quarters
- Avg. All Positions
- 6.6 quarters
- Median Holding Period
- 8 quarters
- Longest Held
SPDR S&P 500 ETF TrustSPY - 11 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.16%
- Avg. Position Weight
- 0.37%
- Largest Position
Invesco Large Cap Growth ETFPWB - 5.04%
Historical (Since Q4 2022)
- Avg. New Position
- 0.31%
- Largest Position
- SDYSPDR S&P Dividend ETFSDY - 5.42% (Q4 2022)
Portfolio Turnover
No data available