Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $2,698,953,408
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 415,918 $72,536,188 2.69%
2.
Apple Inc.
 AAPL 276,839 $70,259,012 2.6%
3.
Ishares Trust
 IEF 104,466 $68,238,409 2.53%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 95,230 $56,904,807 2.11%
5.
First Tr Exchng Traded Fd Vi
 1,568,092 $52,954,467 1.96%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.