Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Gladstone Institutional Advisory

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

Top 5 stock holdings are AAPL, SPY, IVV, USFR, VOO, and represent 11.28% of Gladstone Institutional Advisory's stock portfolio.
Added to shares of these 10 stocks: SPYV (+$22M), SPYG (+$14M), VIG (+$13M), AVGO (+$9.6M), INDA (+$8.4M), JANW (+$7.4M), SCHX (+$6.8M), JANT (+$5.7M), AAPL (+$5.4M), TUA.
Started 73 new stock positions in IYR, VIOO, HWM, REFI, DSI, Z, VRT, NSC, GSC, AVUV.
Reduced shares in these 10 stocks: VOO (-$9.3M), JPM (-$9.0M), SPLG (-$7.3M), DXJ (-$7.2M), SPY (-$6.7M), XLG (-$6.5M), CDNS (-$5.8M), MGK (-$5.5M), SYLD (-$5.5M), QYLG (-$5.4M).
Sold out of its positions in ALLY, GHI, COR, BLOK, GOLD, BBY, CGGO, CISO, LNG, CRK.
Gladstone Institutional Advisory was a net buyer of stock by $34M.
Gladstone Institutional Advisory has $2.0B in assets under management (AUM), dropping by 6.66%.
Central Index Key (CIK): 0001766530

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Gladstone Institutional Advisory

Gladstone Institutional Advisory holds 683 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Gladstone Institutional Advisory has 683 total positions. Only the first 250 positions are shown.

Sign up to view all of the Gladstone Institutional Advisory Sept. 30, 2024 positions
Download the Gladstone Institutional Advisory September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	2.7	$56M	+10%	239k	233.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$45M	-13%	78k	573.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$44M	-4%	76k	576.82	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.1	$44M		869k	50.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$43M	-17%	82k	527.67	View chart
NVIDIA Corporation (NVDA)	2.0	$42M	+7%	344k	121.44	View chart
Microsoft Corporation (MSFT)	1.8	$36M	+2%	84k	430.30	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.7	$36M	-17%	528k	67.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.6	$32M	+10%	1.1M	29.89	View chart
Purecycle Technologies (PCT)	1.5	$32M		3.3M	9.50	View chart
Amazon (AMZN)	1.5	$31M	+6%	165k	186.33	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.2	$25M	+734%	464k	52.86	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.1	$22M	-4%	444k	50.18	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	1.0	$21M	+3%	650k	32.83	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	1.0	$21M	-7%	916k	22.40	View chart
Meta Platforms Cl A (META)	1.0	$21M	-6%	36k	572.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$20M	+5%	209k	95.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$20M	+6%	101k	197.17	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.9	$19M	+329%	227k	82.94	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$18M	+4%	150k	116.96	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.9	$18M		155k	112.94	View chart
JPMorgan Chase & Co. (JPM)	0.8	$17M	-34%	81k	210.86	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$17M	-19%	85k	200.85	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$17M	+69%	246k	67.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$16M	-6%	88k	179.16	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.8	$16M	+24%	465k	33.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$15M	+779%	76k	198.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$15M	+6%	238k	62.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$15M	+16%	30k	488.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$15M	+11%	32k	460.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$14M	-8%	87k	165.85	View chart
Eli Lilly & Co. (LLY)	0.7	$14M	+40%	16k	885.92	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$13M	+28%	128k	98.10	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.6	$12M	+2%	206k	59.21	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$12M	+11%	254k	45.32	View chart
Exxon Mobil Corporation (XOM)	0.6	$12M	+7%	98k	117.22	View chart
Select Sector Spdr Tr Energy (XLE)	0.6	$11M	+9%	129k	87.80	View chart
Tesla Motors (TSLA)	0.6	$11M	+6%	43k	261.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$11M		61k	179.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$11M	+5%	137k	78.05	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.5	$11M	+43%	134k	79.23	View chart
Broadcom (AVGO)	0.5	$11M	+978%	61k	172.50	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.5	$11M	+76%	457k	22.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$11M	+16%	47k	225.76	View chart
Sarepta Therapeutics (SRPT)	0.5	$10M	+47%	83k	124.89	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.5	$10M		283k	36.17	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.5	$9.9M	-10%	186k	52.99	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.5	$9.5M	-5%	210k	45.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.5	$9.5M	-16%	312k	30.35	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$9.5M		158k	59.87	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$9.4M	+9%	25k	383.92	View chart
Merck & Co (MRK)	0.4	$9.2M	+9%	81k	113.56	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	0.4	$9.1M	+436%	277k	32.94	View chart
Vanguard World Extended Dur (EDV)	0.4	$9.1M	-34%	114k	79.68	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$8.9M	-3%	142k	62.69	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$8.7M	+53%	65k	135.44	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$8.6M	-4%	94k	91.31	View chart
Johnson & Johnson (JNJ)	0.4	$8.6M		53k	162.06	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$8.4M	-25%	54k	154.02	View chart
Ishares Tr Msci India Etf (INDA)	0.4	$8.4M	NEW	143k	58.53	View chart
Home Depot (HD)	0.4	$8.1M	+9%	20k	405.20	View chart
Costco Wholesale Corporation (COST)	0.4	$8.0M	-13%	9.0k	886.50	View chart
UnitedHealth (UNH)	0.4	$8.0M	-5%	14k	584.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$8.0M	+17%	48k	167.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$7.9M	-3%	21k	375.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$7.6M	+20%	31k	243.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$7.4M		43k	174.57	View chart
CSX Corporation (CSX)	0.4	$7.4M		214k	34.53	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$7.4M	+2%	17k	423.11	View chart
Chevron Corporation (CVX)	0.4	$7.3M	+6%	49k	147.27	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$7.2M	+3%	158k	45.51	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$7.2M	-4%	12k	586.53	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.3	$7.0M		124k	56.73	View chart
Wal-Mart Stores (WMT)	0.3	$6.9M	-7%	85k	80.75	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.3	$6.8M		245k	27.64	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$6.7M		84k	80.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$6.7M		31k	220.89	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$6.3M	+24%	66k	96.38	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$6.2M	-36%	77k	80.78	View chart
Procter & Gamble Company (PG)	0.3	$6.1M	+5%	36k	173.20	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.3	$6.1M	+1314%	174k	35.11	View chart
Visa Com Cl A (V)	0.3	$6.1M	+5%	22k	274.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$6.0M		23k	263.83	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$5.9M	+12%	58k	101.27	View chart
International Business Machines (IBM)	0.3	$5.8M	-9%	26k	221.08	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.3	$5.8M	-9%	114k	51.24	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$5.8M	-2%	321k	18.10	View chart
Netflix (NFLX)	0.3	$5.7M	-4%	8.1k	709.23	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.3	$5.7M		75k	76.02	View chart
Coca-Cola Company (KO)	0.3	$5.6M	+4%	79k	71.86	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.3	$5.6M		49k	113.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$5.5M		29k	189.80	View chart
McDonald's Corporation (MCD)	0.3	$5.5M	+2%	18k	304.51	View chart
Abbvie (ABBV)	0.3	$5.5M		28k	197.48	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$5.2M	+88%	96k	54.68	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$5.1M	-15%	62k	83.00	View chart
Advanced Micro Devices (AMD)	0.2	$5.1M		31k	164.08	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$5.1M	-13%	174k	29.41	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.2	$5.0M	+26%	132k	37.96	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$4.8M		60k	79.46	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$4.7M	+6%	49k	96.95	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.2	$4.7M	+33%	99k	47.93	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$4.7M	+7%	47k	100.69	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$4.7M	+90%	129k	36.38	View chart
Oracle Corporation (ORCL)	0.2	$4.7M	-23%	28k	170.40	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$4.7M		197k	23.69	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$4.6M		81k	57.41	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.2	$4.6M	+242%	93k	49.80	View chart
Cisco Systems (CSCO)	0.2	$4.6M	-5%	86k	53.22	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$4.6M	-47%	93k	49.04	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$4.5M	+2%	51k	88.92	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.2	$4.5M		85k	53.13	View chart
Mastercard Incorporated Cl A (MA)	0.2	$4.5M	+27%	9.1k	493.81	View chart
Caterpillar (CAT)	0.2	$4.5M	+26%	11k	391.11	View chart
Union Pacific Corporation (UNP)	0.2	$4.4M	-9%	18k	246.48	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$4.4M	-2%	62k	70.83	View chart
Pfizer (PFE)	0.2	$4.4M	+117%	151k	28.94	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.2	$4.3M	-6%	39k	109.33	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$4.2M	-14%	145k	29.07	View chart
Comcast Corp Cl A (CMCSA)	0.2	$4.2M	-34%	101k	41.77	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$4.2M		118k	35.11	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$4.1M	+21%	46k	90.40	View chart
Qualcomm (QCOM)	0.2	$4.1M	+76%	24k	170.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$4.1M		39k	104.18	View chart
Pepsi (PEP)	0.2	$4.0M		24k	170.05	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$3.9M	-3%	45k	87.74	View chart
Verizon Communications (VZ)	0.2	$3.9M	+41%	88k	44.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.9M	-2%	74k	52.81	View chart
Nextera Energy (NEE)	0.2	$3.9M	-20%	47k	84.53	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$3.9M	-7%	88k	44.67	View chart
salesforce (CRM)	0.2	$3.9M	-26%	14k	273.71	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$3.9M	+2%	52k	75.76	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.9M	+32%	32k	121.16	View chart
Phillips 66 (PSX)	0.2	$3.8M	+15%	29k	131.45	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$3.8M	+1595%	93k	41.32	View chart
Adobe Systems Incorporated (ADBE)	0.2	$3.7M	-19%	7.2k	517.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$3.7M		180k	20.65	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$3.7M	+11%	47k	78.56	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$3.7M		89k	41.28	View chart
Bristol Myers Squibb (BMY)	0.2	$3.7M	-33%	71k	51.74	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$3.7M		29k	125.62	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.6M	-11%	5.9k	618.61	View chart
First Tr Exchange-traded A Mid Cap Val Fd (FNK)	0.2	$3.6M	+12%	66k	54.49	View chart
Helen Of Troy (HELE)	0.2	$3.6M	+6%	58k	61.85	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$3.6M	-23%	18k	202.76	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.2	$3.5M		166k	21.12	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$3.5M	-16%	5.00	691180.00	View chart
Linde SHS (LIN)	0.2	$3.5M	+62%	7.2k	476.87	View chart
Palantir Technologies Cl A (PLTR)	0.2	$3.4M	+621%	92k	37.20	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$3.4M	+142%	14k	245.46	View chart
Vanguard World Financials Etf (VFH)	0.2	$3.4M		31k	109.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$3.3M	+29%	39k	84.53	View chart
Vanguard World Health Car Etf (VHT)	0.2	$3.3M		12k	282.20	View chart
Arista Networks (ANET)	0.2	$3.3M	+64%	8.5k	383.82	View chart
ConocoPhillips (COP)	0.2	$3.3M	-10%	31k	105.28	View chart
Bank of America Corporation (BAC)	0.2	$3.2M	+68%	82k	39.68	View chart
Eaton Corp SHS (ETN)	0.2	$3.2M	+493%	9.8k	331.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$3.2M	+38%	39k	83.75	View chart
Nasdaq Omx (NDAQ)	0.2	$3.2M	+705%	44k	73.01	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$3.2M		41k	77.47	View chart
T. Rowe Price (TROW)	0.2	$3.1M	-29%	29k	108.93	View chart
Chubb (CB)	0.2	$3.1M	+336%	11k	288.40	View chart
Applied Materials (AMAT)	0.2	$3.1M	-31%	15k	202.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.1M	-4%	12k	267.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$3.1M	-9%	11k	283.17	View chart
American Express Company (AXP)	0.1	$3.1M	-21%	11k	271.21	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.0M	-39%	5.2k	584.58	View chart
Ge Aerospace Com New (GE)	0.1	$3.0M	+59%	16k	188.58	View chart
Booking Holdings (BKNG)	0.1	$3.0M	+27%	718.00	4212.53	View chart
Palo Alto Networks (PANW)	0.1	$3.0M	-62%	8.8k	341.80	View chart
Howmet Aerospace (HWM)	0.1	$2.9M	NEW	29k	100.25	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.9M	-3%	33k	88.14	View chart
Abbott Laboratories (ABT)	0.1	$2.9M	-9%	26k	114.01	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.9M	+10%	62k	46.74	View chart
Walt Disney Company (DIS)	0.1	$2.9M		30k	96.19	View chart
Legg Mason Etf Invt Clearbrideg Lr (LRGE)	0.1	$2.8M		39k	73.02	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$2.8M		32k	86.82	View chart
Realty Income (O)	0.1	$2.7M	-40%	43k	63.42	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$2.7M	+96%	27k	99.16	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.7M		30k	90.80	View chart
Old Dominion Freight Line (ODFL)	0.1	$2.7M	-39%	14k	198.64	View chart
3M Company (MMM)	0.1	$2.7M	-20%	20k	136.70	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.7M	-8%	59k	45.49	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.6M	+4%	58k	45.89	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$2.6M	+847%	144k	18.02	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$2.6M	+22%	71k	36.49	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.6M	-10%	7.3k	353.49	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$2.6M	-57%	31k	83.21	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$2.5M		127k	19.56	View chart
Southern Company (SO)	0.1	$2.5M	-28%	28k	90.18	View chart
BlackRock (BLK)	0.1	$2.5M		2.6k	949.34	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$2.5M	+2%	125k	19.72	View chart
Builders FirstSource (BLDR)	0.1	$2.5M	NEW	13k	193.86	View chart
Medtronic SHS (MDT)	0.1	$2.4M	-43%	27k	90.03	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$2.4M	NEW	36k	67.27	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$2.4M		48k	49.78	View chart
Servicenow (NOW)	0.1	$2.4M	-35%	2.7k	894.39	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$2.4M		26k	93.11	View chart
Quanta Services (PWR)	0.1	$2.4M	NEW	8.0k	298.15	View chart
Global X Fds Nasdq 100 Cvrdgw (QYLG)	0.1	$2.4M	-69%	74k	32.15	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.3M	+11%	41k	57.83	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$2.3M	-2%	40k	58.69	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$2.3M	-4%	46k	50.74	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$2.3M	+12%	79k	29.06	View chart
Philip Morris International (PM)	0.1	$2.3M	+37%	19k	121.40	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$2.3M	-59%	11k	211.83	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$2.2M	NEW	22k	101.32	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$2.2M		109k	20.56	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.2M	-7%	34k	64.86	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$2.2M	-34%	65k	33.71	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$2.2M	-5%	43k	50.65	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$2.2M	-71%	30k	72.37	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$2.2M	-8%	26k	82.53	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.2M	-26%	11k	200.37	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$2.1M	+20%	65k	32.67	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$2.1M	+14%	39k	53.97	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$2.1M	-8%	26k	80.30	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.1M	-29%	9.9k	206.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.0M	-33%	34k	59.51	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$2.0M	-6%	44k	45.71	View chart
Intuit (INTU)	0.1	$2.0M	-7%	3.3k	621.00	View chart
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)	0.1	$2.0M	-65%	33k	61.03	View chart
Analog Devices (ADI)	0.1	$2.0M	-14%	8.7k	230.18	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.0M	-36%	25k	79.42	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.1	$2.0M	-64%	47k	41.68	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.0M	-73%	6.1k	321.96	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.9M	-4%	27k	72.63	View chart
Wells Fargo & Company (WFC)	0.1	$1.9M	+259%	34k	56.49	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.9M	-44%	33k	59.23	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.9M		16k	117.62	View chart
Amgen (AMGN)	0.1	$1.9M	+20%	5.9k	322.22	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.9M		3.0k	631.83	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.1	$1.9M	NEW	83k	22.42	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$1.9M		18k	104.67	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$1.8M	-4%	28k	65.75	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$1.8M	+718%	89k	20.78	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.8M	-27%	3.7k	491.27	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.8M		14k	135.07	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.8M		6.6k	276.76	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$1.8M	+4%	5.3k	340.45	View chart
Enovix Corp (ENVX)	0.1	$1.8M		189k	9.34	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.8M	-6%	17k	106.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.8M	+7%	47k	37.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.7M	+9%	7.2k	237.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$1.7M	-2%	68k	25.04	View chart
Air Products & Chemicals (APD)	0.1	$1.7M	-9%	5.7k	297.72	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$1.7M	+16%	42k	40.48	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$1.7M		7.6k	218.47	View chart
Lam Research Corporation (LRCX)	0.1	$1.7M	-6%	2.0k	816.08	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.7M	-74%	40k	41.16	View chart

Past Filings by Gladstone Institutional Advisory

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

Gladstone Institutional Advisory 2024 Q3 filed Oct. 28, 2024
Gladstone Institutional Advisory 2024 Q2 filed Aug. 2, 2024
Gladstone Institutional Advisory 2024 Q1 filed May 14, 2024
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z