Gladstone Institutional Advisory LLC
CIK Number: 0001766530
2.16B
Market Value
618
# of Holdings
11 months
Avg. Holding Period
34.07%
Win Rate
21.46%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc. | 235.40 | -0.23% | 250.57K | +4.88% | 62.75M | 140.11 | 2.91% | |
| 2 | NVIDIA Corporat... | 117.34 | +1.16% | 380.23K | +10.58% | 51.06M | 36.64 | 2.37% | |
| 3 | SPDR S&P 500 ET... | 583.14 | +1.09% | 83.4K | +7.42% | 48.88M | 408.23 | 2.27% | |
| 4 | iShares Core S&... | 585.83 | +1.06% | 77.91K | +2.16% | 45.87M | 375.95 | 2.13% | |
| 5 | Vanguard 500 In... | 536.20 | +1.08% | 84.97K | +3.83% | 45.78M | 382.54 | 2.12% |
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