Gladstone Institutional Advisory LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2 Billion distributed in 683 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $55.6M, Spdr S&P 500 ETF Trust with a value of $44.6M, Ishares Core S&P 500 ETF with a value of $44M, Wisdomtree Floating Rate Treas with a value of $43.6M, and Vanguard Index Fds S&P 500 ETF with a value of $43.2M.
Examining the 13F form we can see an increase of $97.5M in the current position value, from $1.9B to 2B.
Gladstone Institutional Advisory LLC is based out at Boca Raton, FL
Below you can find more details about Gladstone Institutional Advisory LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2 Billion
ETFs: $1.26 Billion
Technology: $220 Million
Industrials: $95.8 Million
Financial Services: $90.7 Million
Healthcare: $88.7 Million
Consumer Cyclical: $73.5 Million
Communication Services: $61.6 Million
Consumer Defensive: $44.2 Million
Other: $57 Million
Stock Holdings Table Market Cap. of $200 Billions or more
