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Home > Institutional Investor > Gladstone Institutional Advisory Llc > Profile

Instuitional Investor - Gladstone Institutional Advisory Llc

Fund Profile
Filing Period:
Fund Name: Gladstone Institutional Advisory Llc
Portfolio Value $2,420,618,855
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 415,193 $65,596,295 2.71%
2.
Apple Inc.
 AAPL 273,778 $56,170,948 2.32%
3.
Ishares Trust
 IEF 84,581 $52,516,206 2.17%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 91,510 $51,980,594 2.15%
5.
Spdr S & P 500 Etf Trust
 SPY 81,965 $50,642,122 2.09%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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