$172 Million is the total value of Gladstone Institutional Advisory LLC's 168 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 23 | Q2 2024 | 8.0% |
| SPDR S&P 500 ETF TR | 23 | Q2 2024 | 4.2% |
| ISHARES TR | 23 | Q2 2024 | 5.6% |
| APPLE INC | 23 | Q2 2024 | 3.2% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 2.6% |
| AMAZON COM INC | 23 | Q2 2024 | 2.1% |
| MICROSOFT CORP | 23 | Q2 2024 | 2.0% |
| ISHARES TR | 23 | Q2 2024 | 2.5% |
| ISHARES TR | 23 | Q2 2024 | 2.4% |
| ISHARES TR | 23 | Q2 2024 | 2.9% |
View Gladstone Institutional Advisory LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-02 |
| N-PX | 2024-08-02 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-01 |
| 13F-HR/A | 2023-01-30 |
| 13F-HR/A | 2023-01-30 |
View Gladstone Institutional Advisory LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.