Gladstone Institutional Advisory LLC Portfolio Holdings
Gladstone Institutional Advisory LLC
- $1.9 Billion
- Q2 2024
Gladstone Institutional Advisory LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.9 Billion distributed in 661 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $49.8M, Spdr S&P 500 ETF Trust with a value of $48.6M, Apple Inc. with a value of $45.4M, Ishares Core S&P 500 ETF with a value of $43.7M, and Wisdomtree Floating Rate Treas with a value of $43M.
Examining the 13F form we can see an increase of $93.8M in the current position value, from $1.81B to 1.9B.
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 661
- Current Value $1.9 Billion
- Prior Value $1.81 Billion
- Filing
- Period Q2 2024
- Filing Date August 02, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 63 stocks
- Additional Purchases 322 stocks
- Sold out of 0 stocks
- Reduced holdings in 254 stocks