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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 $1,782,899,879
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 105,373 $50,085,027 2.8%
2.
Apple Inc.
 AAPL 252,219 $48,559,697 2.72%
3.
Wisdomtree Tr
 872,066 $43,812,606 2.45%
4.
Vanguard Index Fds
 94,105 $41,105,041 2.3%
5.
Ishares Trust
 IEF 82,508 $39,408,298 2.21%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)