Gladstone Institutional Advisory LLC

Q2 2025 13F Holdings

  • Location
    bedminster, NJ
  • Num holdings

    753

  • Value ($000)

    $2,420,619

  • Date Filed
    08/12/2025
  • Form type
    13F-HR
  • CIK
    0001766530
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$65.60M
3 %

415,193

AAPL
AAPL

APPLE INC

COM
037833100
$56.17M
2 %

273,778

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$52.52M
2 %

84,581

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$51.98M
2 %

91,510

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$50.64M
2 %

81,965

KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$48.27M
2 %

664,018

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$47.07M
2 %

94,632

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
33740F755
$46.99M
2 %

1,477,793

PCT
PCT

PURECYCLE TECHNOLOGIES INC

COM
74623V103
$43.82M
2 %

3,198,343

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$43.58M
2 %

866,224

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