Gladstone Institutional Advisory LLC

Q4 2024 13F Holdings

  • Location
    bedminster, NJ
  • Num holdings

    697

  • Value ($000)

    $2,155,814

  • Date Filed
    01/29/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$62.75M
3 %

250,566

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$51.06M
2 %

380,233

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$49.63M
2 %

986,193

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$48.88M
2 %

83,402

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$45.87M
2 %

77,913

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$45.78M
2 %

84,965

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$44.11M
2 %

639,868

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
33740F755
$39.39M
2 %

1,292,587

AMZN
AMZN

AMAZON COM INC

COM
023135106
$39.34M
2 %

179,307

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$38.03M
2 %

90,230

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