Gladstone Institutional Advisory LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationbedminster, NJ
- CIK0001766530
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
697 | $2.16B | AAPL, NVDA, USFR, SPY | 13F-HR | Jan 29, 2025 | 000117266125000406 | ||
683 | $2.05B | AAPL, SPY, IVV, USFR | 13F-HR | Oct 28, 2024 | 000117266124004379 | ||
661 | $1.92B | VOO, SPY, AAPL, IVV | 13F-HR | Aug 2, 2024 | 000117266124003044 | ||
641 | $1.82B | SPY, VOO, USFR, IVV | 13F-HR | May 14, 2024 | 000117266124002284 | ||
665 | $1.78B | SPY, AAPL, USFR, VOO | 13F-HR | Feb 9, 2024 | 000117266124000609 | ||
619 | $1.54B | SPY, AAPL, USFR, QQQM | 13F-HR | Nov 13, 2023 | 000117266123003748 | ||
629 | $1.64B | KRE, AAPL, SPY, QQQM | 13F-HR | Aug 10, 2023 | 000117266123002884 | ||
657 | $1.54B | SPY, AAPL, USFR, FTSM | 13F-HR | May 12, 2023 | 000117266123002073 | ||
646 | $1.42B | SPY, FTSM, VOO, USFR | 13F-HR | Feb 1, 2023 | 000117266123000384 | ||
631 | $1.28B | SPY, AAPL, FTSM, USFR | RESTATEMENT | Jan 30, 2023 | 000117266123000333 | ||
645 | $1.26B | SPY, AAPL, USFR, FTSM | RESTATEMENT | Jan 30, 2023 | 000117266123000330 | ||
697 | $1.48B | AAPL, SPY, RSP, MSFT | RESTATEMENT | Jan 30, 2023 | 000117266123000328 | ||
594 | $1.29B | AAPL, SPY, MSFT, AMZN | RESTATEMENT | Jan 30, 2023 | 000117266123000335 | ||
544 | $1.02B | AAPL, SPY, AMZN, MSFT | RESTATEMENT | Jan 30, 2023 | 000117266123000332 | ||
516 | $841.68M | AAPL, AMZN, HYLS, SPY | RESTATEMENT | Jan 30, 2023 | 000117266123000329 | ||
414 | $643.44M | LDSF, HYLS, AAPL, ARKG | RESTATEMENT | Jan 30, 2023 | 000117266123000327 | ||
296 | $502.02M | FTSM, HYLS, LDSF, SPY | RESTATEMENT | Jan 30, 2023 | 000117266123000334 | ||
269 | $418.65M | FTSM, LDSF, HYLS, SPY | RESTATEMENT | Jan 30, 2023 | 000117266123000331 | ||
242 | $393.15M | LDSF, FTSM, HYLS, SCHF | 13F-HR | Aug 17, 2020 | 000117266120001876 | ||
268 | $387.57M | FTSM, SCHF, SCHG, SCHV | 13F-HR | May 14, 2020 | 000117266120001223 | ||
273 | $407.97M | FTSM, SCHF, SCHG, SCHV | 13F-HR | Feb 12, 2020 | 000117266120000437 | ||
282 | $393.18M | FTSM, SCHF, SCHV, SCHG | 13F-HR | Nov 13, 2019 | 000117266119002179 | ||
267 | $328.21M | SCHF, FTSM, SCHV, SCHG | 13F-HR | Aug 14, 2019 | 000117266119001813 | ||
212 | $272.44M | SCHF, IVV, SCHV, SCHG | 13F-HR | May 10, 2019 | 000117266119001147 | ||
168 | $171.70M | IVV, FTSM, VTI, VUG | 13F-HR | Feb 13, 2019 | 000117266119000448 |