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Gladstone Institutional Advisory

Latest statistics and disclosures from Gladstone Institutional Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, AAPL, USFR, VOO, IVV, and represent 12.51% of Gladstone Institutional Advisory's stock portfolio.
Added to shares of these 10 stocks: MGK (+$13M), XLK (+$10M), RDVY (+$9.8M), ALL (+$8.6M), GSY (+$7.0M), MSFT (+$6.9M), TLT (+$6.6M), META (+$5.1M), SPY (+$5.1M), USFR.
Started 87 new stock positions in NDAQ, HYFI, ITB, CME, JCPB, NOC, PSCT, FSIG, TRGP, AJG.
Reduced shares in these 10 stocks: QQQM (-$27M), PAVE (-$8.1M), ORCL, PDBC, XLE, , , EFA, Guggenheim Bulletshrs 2023 Corp Bd Etf, SPLG.
Sold out of its positions in QVAL, ANSS, ADM, BKIE, DQ, DAL, DPG, 1847 HLDGS, ETNB, FXD.
Gladstone Institutional Advisory was a net buyer of stock by $98M.
Gladstone Institutional Advisory has $1.8B in assets under management (AUM), dropping by 15.45%.
Central Index Key (CIK): 0001766530

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Positions held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Gladstone Institutional Advisory

Gladstone Institutional Advisory holds 665 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Gladstone Institutional Advisory has 665 total positions. Only the first 250 positions are shown.

Sign up to view all of the Gladstone Institutional Advisory Dec. 31, 2023 positions
Download the Gladstone Institutional Advisory December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.8	$50M	+11%	105k	475.31	View chart
Apple (AAPL)	2.7	$49M	+8%	252k	192.53	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.5	$44M	+11%	872k	50.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$41M	+3%	94k	436.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$39M	+6%	83k	477.63	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	2.2	$39M	+21%	789k	49.88	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.0	$36M	-6%	649k	55.90	View chart
Microsoft Corporation (MSFT)	2.0	$35M	+24%	94k	376.04	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	1.6	$28M	-2%	1.1M	26.57	View chart
Amazon (AMZN)	1.4	$26M	+7%	168k	151.94	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	1.3	$23M	-4%	1.1M	22.13	View chart
JPMorgan Chase & Co. (JPM)	1.2	$22M	+9%	131k	170.10	View chart
NVIDIA Corporation (NVDA)	1.0	$18M	+4%	36k	495.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$17M	-3%	110k	157.80	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$17M	-61%	101k	168.54	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$16M		92k	173.89	View chart
Meta Platforms Cl A (META)	0.9	$16M	+48%	44k	353.96	View chart
Select Sector Spdr Tr Technology (XLK)	0.9	$15M	+187%	80k	192.48	View chart
Vanguard World Extended Dur (EDV)	0.8	$15M	-10%	187k	81.03	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$15M	-8%	160k	93.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$15M	-5%	198k	75.10	View chart
Vanguard World Mega Grwth Ind (MGK)	0.8	$14M	+1021%	54k	259.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$14M	+2%	125k	108.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$13M	+16%	95k	139.69	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$12M	-4%	237k	51.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$12M		44k	277.15	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.7	$12M	-6%	195k	59.66	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Fd (BUFQ)	0.6	$12M	+32%	428k	27.00	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.6	$11M	+5%	407k	27.71	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.6	$11M		218k	51.41	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.6	$11M	+840%	213k	51.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$11M	+2%	26k	409.52	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.6	$11M	+4%	238k	44.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$11M	+40%	30k	356.66	View chart
Merck & Co (MRK)	0.6	$10M	+24%	95k	109.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$9.8M	+3%	140k	70.35	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.5	$9.7M	+30%	191k	50.52	View chart
Comcast Corp Cl A (CMCSA)	0.5	$9.6M	+5%	219k	43.85	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$9.1M	-24%	109k	83.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$9.0M	+12%	61k	147.14	View chart
Allstate Corporation (ALL)	0.5	$9.0M	+2132%	64k	139.98	View chart
Costco Wholesale Corporation (COST)	0.5	$8.9M	-2%	13k	660.06	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.5	$8.7M		181k	48.32	View chart
Tesla Motors (TSLA)	0.5	$8.6M	-11%	35k	248.48	View chart
Purecycle Technologies (PCT)	0.5	$8.6M	+17%	2.1M	4.05	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.5	$8.5M		260k	32.66	View chart
Home Depot (HD)	0.5	$8.3M		24k	346.55	View chart
Broadcom (AVGO)	0.5	$8.2M	+6%	7.4k	1116.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$8.1M		104k	78.03	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.5	$8.1M	-6%	277k	29.05	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$7.9M	-6%	146k	53.82	View chart
International Business Machines (IBM)	0.4	$7.4M		46k	163.55	View chart
Cadence Design Systems (CDNS)	0.4	$7.4M	+4%	27k	272.37	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$7.3M	+4%	130k	56.40	View chart
Exxon Mobil Corporation (XOM)	0.4	$7.3M	+14%	73k	99.98	View chart
CSX Corporation (CSX)	0.4	$7.3M		209k	34.67	View chart
McDonald's Corporation (MCD)	0.4	$7.2M	+6%	24k	296.51	View chart
Global X Fds Conscious Cos (KRMA)	0.4	$7.2M		217k	33.40	View chart
Johnson & Johnson (JNJ)	0.4	$7.2M		46k	156.74	View chart
Eli Lilly & Co. (LLY)	0.4	$7.1M		12k	582.94	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$7.0M	+90%	185k	37.60	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$7.0M	+1782%	70k	98.88	View chart
Palo Alto Networks (PANW)	0.4	$6.8M	+87%	23k	294.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$6.8M		22k	303.17	View chart
UnitedHealth (UNH)	0.4	$6.7M	+10%	13k	526.47	View chart
Cisco Systems (CSCO)	0.4	$6.7M	+7%	132k	50.52	View chart
Visa Com Cl A (V)	0.4	$6.6M	-3%	25k	260.35	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$6.6M	+4%	44k	149.50	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.4	$6.5M		132k	49.37	View chart
Indexiq Etf Tr Ftse Internl Eqt (HFXI)	0.4	$6.5M		260k	24.87	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.4	$6.3M		96k	65.76	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$6.3M		89k	70.10	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$6.3M		17k	376.87	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$6.0M	-8%	358k	16.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$6.0M	+13%	30k	200.71	View chart
ConocoPhillips (COP)	0.3	$5.8M	+2%	50k	116.07	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$5.7M	+51%	32k	178.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$5.7M	+15%	30k	191.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$5.7M	+6%	41k	140.93	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.3	$5.6M	-2%	12k	484.02	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$5.3M	+2%	17k	310.88	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$5.3M		126k	42.18	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.3	$5.3M		79k	67.13	View chart
Procter & Gamble Company (PG)	0.3	$5.3M	+11%	36k	146.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$5.2M	+6%	23k	232.64	View chart
Morgan Stanley Com New (MS)	0.3	$5.2M	+98%	56k	93.25	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.3	$5.2M	+7%	180k	29.02	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$5.2M	-12%	38k	136.38	View chart
salesforce (CRM)	0.3	$5.1M	-3%	20k	263.14	View chart
Adobe Systems Incorporated (ADBE)	0.3	$5.1M		8.5k	596.57	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$5.1M		15k	350.92	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$5.1M	+155%	27k	186.55	View chart
Union Pacific Corporation (UNP)	0.3	$5.0M	+8%	20k	245.63	View chart
Nextera Energy (NEE)	0.3	$5.0M		82k	60.74	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$4.9M		70k	70.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$4.9M	+5%	30k	165.25	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$4.9M	+28%	68k	72.03	View chart
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)	0.3	$4.9M		94k	52.49	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.3	$4.9M		138k	35.26	View chart
Chevron Corporation (CVX)	0.3	$4.8M		32k	149.16	View chart
Lockheed Martin Corporation (LMT)	0.3	$4.7M	+22%	11k	453.26	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.3	$4.7M		69k	67.57	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.3	$4.7M	+3%	64k	73.38	View chart
Toll Brothers (TOL)	0.3	$4.6M	NEW	44k	102.79	View chart
Helen Of Troy (HELE)	0.3	$4.5M	-6%	38k	120.81	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$4.4M		88k	50.58	View chart
Wal-Mart Stores (WMT)	0.2	$4.4M		28k	157.65	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$4.4M	-26%	38k	113.99	View chart
Global X Fds Nasdq 100 Cvrdgw (QYLG)	0.2	$4.3M	+4%	150k	28.91	View chart
Thermo Fisher Scientific (TMO)	0.2	$4.3M	+7%	8.2k	530.79	View chart
Advanced Micro Devices (AMD)	0.2	$4.3M	+12%	29k	147.41	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$4.3M	+23%	59k	72.66	View chart
First Tr Exchange Traded Wtr Etf (FIW)	0.2	$4.3M	-5%	45k	94.80	View chart
Cintas Corporation (CTAS)	0.2	$4.2M	-3%	7.0k	602.67	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$4.2M	+45%	46k	91.02	View chart
Coca-Cola Company (KO)	0.2	$4.1M	+8%	70k	58.93	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$4.1M	+17%	182k	22.44	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$3.9M	-8%	122k	32.17	View chart
Mastercard Incorporated Cl A (MA)	0.2	$3.9M	-13%	9.2k	426.50	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$3.9M		48k	82.08	View chart
Lowe's Companies (LOW)	0.2	$3.9M	-7%	18k	222.56	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$3.9M	+6%	61k	63.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.8M	+5%	80k	47.90	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.2	$3.8M	NEW	47k	81.37	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$3.8M		50k	75.67	View chart
Texas Instruments Incorporated (TXN)	0.2	$3.7M	+2%	22k	170.46	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$3.7M	+34%	81k	46.07	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.2	$3.7M		78k	47.58	View chart
Pepsi (PEP)	0.2	$3.7M	+12%	22k	169.84	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$3.7M	+16%	35k	105.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$3.7M	+31%	37k	99.25	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$3.6M	+6%	43k	84.87	View chart
Oracle Corporation (ORCL)	0.2	$3.5M	-56%	34k	105.43	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$3.5M	+20%	8.6k	406.89	View chart
Abbvie (ABBV)	0.2	$3.5M	+6%	22k	154.97	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$3.5M		53k	64.86	View chart
Realty Income (O)	0.2	$3.4M		60k	57.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.4M	-3%	41k	82.96	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$3.4M	-41%	34k	99.79	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$3.3M	-13%	82k	40.56	View chart
Caterpillar (CAT)	0.2	$3.3M	+36%	11k	295.67	View chart
Vanguard World Fds Health Car Etf (VHT)	0.2	$3.3M		13k	250.71	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$3.2M	+26%	60k	53.84	View chart
Bristol Myers Squibb (BMY)	0.2	$3.2M	+19%	63k	51.31	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$3.2M		105k	30.69	View chart
First Tr Exchange-traded A Mid Cap Val Fd (FNK)	0.2	$3.2M		62k	51.00	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.2	$3.1M	+17%	150k	20.89	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$3.1M	+13%	62k	49.39	View chart
McKesson Corporation (MCK)	0.2	$3.0M	NEW	6.6k	462.99	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$3.0M	-5%	19k	156.89	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.2	$3.0M		111k	27.34	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.0M	-4%	38k	80.04	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$3.0M	+81%	63k	48.03	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$3.0M	+3%	36k	83.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$3.0M	+10%	146k	20.45	View chart
Phillips 66 (PSX)	0.2	$3.0M	+12%	23k	133.14	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$3.0M	-9%	50k	59.62	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.9M		83k	35.41	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$2.9M	NEW	29k	101.73	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$2.9M	-16%	70k	41.43	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.2	$2.9M	-3%	25k	117.45	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.2	$2.9M	NEW	124k	23.15	View chart
Netflix (NFLX)	0.2	$2.8M		5.8k	486.85	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	0.2	$2.8M	+165%	62k	45.22	View chart
Walt Disney Company (DIS)	0.2	$2.8M		31k	90.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$2.8M	+76%	16k	170.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.7M	+10%	12k	237.22	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.2	$2.7M	+31%	58k	46.91	View chart
Starbucks Corporation (SBUX)	0.2	$2.7M	+77%	28k	96.01	View chart
Boeing Company (BA)	0.2	$2.7M	-17%	10k	260.66	View chart
Vanguard World Fds Financials Etf (VFH)	0.2	$2.7M		29k	92.26	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.2	$2.7M	+51%	20k	136.91	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$2.7M		40k	67.06	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.6M		34k	77.73	View chart
3M Company (MMM)	0.1	$2.6M	+19%	24k	109.32	View chart
Verizon Communications (VZ)	0.1	$2.6M	-3%	69k	37.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.6M		34k	77.37	View chart
Honeywell International (HON)	0.1	$2.6M	-27%	12k	209.71	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$2.6M		87k	29.78	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$2.6M	-30%	52k	50.23	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$2.6M	-40%	41k	63.33	View chart
Intel Corporation (INTC)	0.1	$2.6M	+28%	51k	50.25	View chart
American Express Company (AXP)	0.1	$2.5M	+4%	13k	187.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$2.5M	+14%	10k	241.78	View chart
Pfizer (PFE)	0.1	$2.5M	-11%	85k	28.79	View chart
Nike CL B (NKE)	0.1	$2.4M	-9%	22k	108.57	View chart
Medtronic SHS (MDT)	0.1	$2.4M		29k	82.38	View chart
Amgen (AMGN)	0.1	$2.4M	+5%	8.3k	288.01	View chart
BlackRock (BLK)	0.1	$2.4M		2.9k	811.83	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$2.4M	+35%	36k	66.38	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$2.3M		28k	83.63	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$2.3M	+2%	43k	53.61	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$2.2M	+5%	33k	68.18	View chart
O'reilly Automotive (ORLY)	0.1	$2.2M		2.3k	950.08	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.1M	+32%	47k	46.04	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$2.1M	-17%	12k	183.55	View chart
Qualcomm (QCOM)	0.1	$2.1M	+3%	15k	144.63	View chart
Chubb (CB)	0.1	$2.1M	+159%	9.4k	226.00	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.1M	+14%	25k	84.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.1M	+19%	27k	76.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$2.0M		25k	81.28	View chart
Abbott Laboratories (ABT)	0.1	$2.0M	+18%	18k	110.07	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$2.0M	+2%	40k	48.72	View chart
Bank of America Corporation (BAC)	0.1	$1.9M	-16%	57k	33.67	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$1.9M	-13%	58k	32.77	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.9M	+3%	25k	73.55	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$1.8M	-30%	94k	19.30	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.8M	-2%	18k	101.99	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.8M	+8%	28k	64.93	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	0.1	$1.8M	-4%	52k	34.47	View chart
United Parcel Service CL B (UPS)	0.1	$1.8M	-30%	11k	157.23	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$1.8M		28k	64.09	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$1.8M	+7%	42k	42.28	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$1.8M	-55%	44k	40.06	View chart
Booking Holdings (BKNG)	0.1	$1.8M	-21%	495.00	3547.22	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$1.7M	+7%	17k	98.04	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$1.7M	-36%	86k	19.45	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.1	$1.7M	-2%	48k	34.46	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.6M	-25%	3.00	542625.00	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.6M	+24%	6.3k	255.32	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$1.6M		53k	30.27	View chart
Zoetis Cl A (ZTS)	0.1	$1.6M		8.1k	197.37	View chart
Enbridge (ENB)	0.1	$1.6M	-8%	44k	36.02	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.6M	NEW	7.1k	223.40	View chart
Legg Mason Etf Invt Clearbrideg Lr (LRGE)	0.1	$1.6M		27k	59.68	View chart
Marriott Intl Cl A (MAR)	0.1	$1.6M	NEW	7.0k	225.52	View chart
Spdr Ser Tr Oilgas Equip (XES)	0.1	$1.6M	+49%	18k	84.51	View chart
Newell Rubbermaid (NWL)	0.1	$1.5M		178k	8.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.5M		7.2k	213.32	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$1.5M	NEW	75k	20.28	View chart
Linde SHS (LIN)	0.1	$1.5M	-28%	3.7k	410.74	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.5M	-8%	16k	95.20	View chart
Celsius Hldgs Com New (CELH)	0.1	$1.5M	+200%	28k	54.52	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.5M	-2%	13k	117.22	View chart
Indexiq Etf Tr Iq U.s. Small Ca (CSML)	0.1	$1.5M	-6%	41k	36.05	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.1	$1.5M		4.8k	304.56	View chart
Enovix Corp (ENVX)	0.1	$1.5M		117k	12.52	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$1.5M	+27%	32k	46.07	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.5M	+56%	4.3k	337.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.5M	-63%	19k	75.35	View chart
Chipotle Mexican Grill (CMG)	0.1	$1.5M	+5%	635.00	2286.96	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$1.5M	-2%	5.1k	286.24	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$1.4M	+39%	40k	35.88	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$1.4M	-3%	40k	35.20	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$1.4M	+24%	29k	49.26	View chart
Crown Castle Intl (CCI)	0.1	$1.4M	-11%	12k	115.19	View chart
Philip Morris International (PM)	0.1	$1.4M	+32%	15k	94.08	View chart
PNC Financial Services (PNC)	0.1	$1.4M	-2%	8.9k	154.86	View chart
Intuit (INTU)	0.1	$1.4M	+159%	2.2k	625.06	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.1	$1.4M		7.2k	190.95	View chart

Past Filings by Gladstone Institutional Advisory

SEC 13F filings are viewable for Gladstone Institutional Advisory going back to 2018

Gladstone Institutional Advisory 2023 Q4 filed Feb. 9, 2024
Gladstone Institutional Advisory 2023 Q3 filed Nov. 13, 2023
Gladstone Institutional Advisory 2023 Q2 filed Aug. 10, 2023
Gladstone Institutional Advisory 2023 Q1 filed May 12, 2023
Gladstone Institutional Advisory 2022 Q4 filed Feb. 1, 2023
Gladstone Institutional Advisory 2021 Q1 restated filed Jan. 30, 2023
Gladstone Institutional Advisory 2022 Q1 restated filed Jan. 30, 2023
Gladstone Institutional Advisory 2021 Q2 restated filed Jan. 30, 2023
Gladstone Institutional Advisory 2022 Q2 restated filed Jan. 30, 2023
Gladstone Institutional Advisory 2020 Q3 restated filed Jan. 30, 2023
Gladstone Institutional Advisory 2021 Q3 restated filed Jan. 30, 2023
Gladstone Institutional Advisory 2022 Q3 restated filed Jan. 30, 2023
Gladstone Institutional Advisory 2020 Q4 restated filed Jan. 30, 2023
Gladstone Institutional Advisory 2021 Q4 restated filed Jan. 30, 2023
Gladstone Institutional Advisory 2022 Q3 filed Oct. 20, 2022
Gladstone Institutional Advisory 2022 Q2 filed Aug. 15, 2022

View all past filings

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