Long-term investor
Gladstone Institutional Advisory LLC @gladstoneinstitutionalad
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001766530).
Record
- Tracked since 2025-12-31 (257 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.4%
- Max drawdown n/a · win rate 10% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 2.7% · long · since 2025-12-31
- IVV · 2.6% · long · since 2025-12-31
- AAPL · 2.6% · long · since 2025-12-31
- BUFR · 2.4% · long · since 2025-12-31
- VOO · 2.1% · long · since 2025-12-31
- SPY · 1.7% · long · since 2025-12-31
- SPYM · 1.7% · long · since 2025-12-31
- SPTI · 1.6% · long · since 2025-12-31
- AMZN · 1.5% · long · since 2025-12-31
- IVW · 1.4% · long · since 2025-12-31
- SPYG · 1.3% · long · since 2025-12-31
- RDVY · 1.3% · long · since 2025-12-31