StockDriftsStockDriftsTop 50 Gladstone Institutional Advisory LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 2.69% | 415.9K | $72.5M | +0.23%(+959) | $46.09(+411.51%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.6% | 276.8K | $70.3M | +1.53%(+4.18K) | $146.57(+103.46%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.53% | 104.5K | $68.2M | +24.07%(+20.26K) | $405.50(+85.34%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.11% | 95.2K | $56.9M | +6.46%(+5.78K) | $405.10(+69.77%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1.96% | 1.57M | $53.0M | +9.73%(+139.00K) | $25.91(+39.74%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.78% | 74.0K | $48.1M | -12.20%(-10.28K) | $420.40(+77.97%) | 2026-03-31 | |
| SPTI | SPDR SERIES TRUST | 1.73% | 1.63M | $46.6M | +949.80%(+1.47M) | $28.71(-1.20%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 1.68% | 593.7K | $45.4M | -3.16%(-19.38K) | $51.16(+72.11%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.57% | 203.3K | $42.3M | -5.35%(-11.50K) | $157.11(+70.08%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 1.42% | 677.5K | $38.3M | -2.43%(-16.87K) | $50.76(+18.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.36% | +74.34% |
| Top 20 Holdings Unweighted | +21.29% | +78.44% |
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