Gladstone Institutional Advisory LLC Portfolio Holdings

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.