Gladstone Institutional Advisory LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.07 Billion distributed in 714 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $59M, Wisdomtree Floating Rate Treas with a value of $48.7M, Spdr S&P 500 ETF Trust with a value of $46.5M, Nvidia Corp with a value of $45.5M, and Ishares Core S&P 500 ETF with a value of $45.3M.
Examining the 13F form we can see an decrease of $31.9M in the current position value, from $2.1B to 2.07B.
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
$2.07 Billion
ETFs: $1.31 Billion
Technology: $228 Million
Financial Services: $101 Million
Industrials: $86.1 Million
Healthcare: $79.7 Million
Consumer Cyclical: $78.6 Million
Communication Services: $71.3 Million
Consumer Defensive: $48.9 Million
Other: $58.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
