Gladstone Institutional Advisory LLC Portfolio Holdings
Gladstone Institutional Advisory LLC
- $2.5 Billion
- Q3 2025
Gladstone Institutional Advisory LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.5 Billion distributed in 784 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $78.6M, Apple Inc. with a value of $69M, Ishares Core S&P 500 ETF with a value of $56.2M, Vanguard Index Fds S&P 500 ETF with a value of $55.1M, and Spdr S&P 500 ETF Trust with a value of $53.6M.
Examining the 13F form we can see an increase of $429M in the current position value, from $2.07B to 2.5B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 784
- Current Value $2.5 Billion
- Prior Value $2.07 Billion
- Filing
- Period Q3 2025
- Filing Date October 22, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 133 stocks
- Additional Purchases 331 stocks
- Sold out of 0 stocks
- Reduced holdings in 308 stocks