Gladstone Institutional Advisory LLC
Q1 2025 13F Holdings
- Locationbedminster, NJ
- Num holdings
714
- Value ($000)
$2,145,516
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001766530
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $58.97M | 3 % | 265,476 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $48.74M | 2 % | 968,494 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $46.46M | 2 % | 83,048 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $45.51M | 2 % | 419,940 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $45.26M | 2 % | 80,544 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $43.58M | 2 % | 662,742 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $42.81M | 2 % | 83,305 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $42.78M | 2 % | 1,440,754 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $37.01M | 2 % | 724,756 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $36.60M | 2 % | 97,486 |
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