Gladstone Institutional Advisory LLC
Gladstone Institutional Advisory LLC is an asset management and investment advisory firm headquartered in Boca Raton, Florida. Founded in 2011, the firm manages approximately $4 billion in assets and employs 104 professionals. Gladstone Institutional serves a diverse client base, including high net worth individuals, other individuals, corporations, pension plans, and charitable organizations. The firm primarily offers institutional-quality investment advisory, portfolio management, and wealth management services to U.S.-based clients.
Investment Strategy
Gladstone Institutional Advisory LLC employs a diversified investment strategy focused on public equities and ETFs, emphasizing large-cap technology, financials, and index-based exposures. The firm's holdings include major S&P 500 ETFs (VOO, SPY, IVV), top technology stocks (AAPL, NVDA, MSFT, AMZN), and exposure to fixed income through treasury and laddered securities. The investment approach balances broad market diversification with targeted sector allocations to enhance long-term client returns while managing risk through prudent portfolio construction and extensive research.
Top Holdings
Equity Positions (770)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.03% | $78.6M | 421,164 | $45.45 | $186.58 | +$13.0M |
A AAPL | APPLE INC | 2.66% | $69.0M | 270,849 | $146.55 | $254.63 | +$12.8M |
I IVV | ISHARES TR | 2.16% | $56.2M | 83,981 | $393.43 | $669.30 | +$3.7M |
V VOO | VANGUARD INDEX FDS | 2.12% | $55.1M | 90,020 | $399.17 | $612.38 | +$3.1M |
S SPY | SPDR S&P 500 ETF TR | 2.06% | $53.6M | 80,401 | $408.23 | $666.18 | +$2.9M |