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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 NVDA, AAPL, IVV, VOO, SPY, and represent 12.03% of Gladstone Institutional Advisory's stock portfolio.
Added to shares of these 10 stocks: RDVY (+$16M), XLU, AMZN, AEM, USFR, CME, AXP, CSCO, SPHY, TLT.
Started 74 new stock positions in PIZ, JSML, IBTM, NGG, FDIS, BURU, BDX, WULF, STX, ORLY.
Reduced shares in these 10 stocks: IVE (-$14M), IEFA (-$6.7M), XLF, HOOD, FEBU, ANET, CAVA, BUFR, QQQM, SPYV.
Sold out of its positions in POWW, ABNB, ATI, BBAI, CTRA, CAVA, CHTR, EXE, CRK, CORZ.
Gladstone Institutional Advisory was a net buyer of stock by $8.1M.
Gladstone Institutional Advisory has $2.6B in assets under management (AUM), dropping by 7.27%.
Central Index Key (CIK): 0001766530

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Portfolio Holdings for Gladstone Institutional Advisory

Gladstone Institutional Advisory holds 784 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Gladstone Institutional Advisory has 784 total positions. Only the first 250 positions are shown.

Sign up to view all of the Gladstone Institutional Advisory Sept. 30, 2025 positions
Download the Gladstone Institutional Advisory September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.0	$79M		421k	186.58	View chart
Apple (AAPL)	2.7	$69M		271k	254.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$56M		84k	669.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$55M		90k	612.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.1	$54M		80k	666.18	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.9	$50M	-3%	642k	78.34	View chart
Microsoft Corporation (MSFT)	1.9	$49M		95k	517.95	View chart
Amazon (AMZN)	1.8	$48M	+9%	217k	219.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.8	$47M	-4%	1.4M	33.42	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.8	$47M	+7%	927k	50.27	View chart
Purecycle Technologies (PCT)	1.6	$43M		3.2M	13.15	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	1.6	$40M	-4%	730k	55.33	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.3	$33M		315k	104.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$32M		269k	120.72	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.2	$31M	+102%	461k	67.26	View chart
Meta Platforms Cl A (META)	1.1	$29M		40k	734.38	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.1	$29M		497k	57.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$27M	+3%	408k	65.26	View chart
JPMorgan Chase & Co. (JPM)	1.0	$25M	-4%	79k	315.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$24M	+5%	200k	118.83	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.9	$24M		180k	130.28	View chart
Tesla Motors (TSLA)	0.9	$22M		50k	444.72	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.8	$22M	-2%	436k	50.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$21M	-2%	35k	600.37	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$21M		786k	26.34	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$20M	-9%	82k	247.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$19M	-3%	79k	243.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$19M		88k	215.79	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.7	$19M	-4%	471k	40.35	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$19M		66k	281.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$18M	+3%	35k	502.73	View chart
Broadcom (AVGO)	0.7	$18M	-4%	53k	329.91	View chart
Eli Lilly & Co. (LLY)	0.6	$16M	+8%	21k	763.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$16M	+9%	65k	243.55	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.6	$16M	+3%	261k	60.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$15M	+6%	31k	479.61	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$15M	+4%	42k	355.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$14M		74k	189.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$14M	-32%	160k	87.31	View chart
Select Sector Spdr Tr Indl (XLI)	0.5	$13M	+2%	86k	154.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$13M	-52%	62k	206.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$13M		66k	194.50	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.5	$12M	+7%	217k	57.19	View chart
Exxon Mobil Corporation (XOM)	0.5	$12M		110k	112.75	View chart
Netflix (NFLX)	0.5	$12M	+11%	10k	1198.91	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.5	$12M	-12%	385k	31.71	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$12M	+3%	195k	59.91	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$11M	+75%	129k	87.21	View chart
Wal-Mart Stores (WMT)	0.4	$11M	+15%	107k	103.06	View chart
Palantir Technologies Cl A (PLTR)	0.4	$11M	-12%	61k	182.42	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$11M	-2%	268k	41.11	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$11M		161k	68.08	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$10M	+17%	117k	89.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$10M		30k	328.17	View chart
Johnson & Johnson (JNJ)	0.4	$9.8M	-2%	53k	185.42	View chart
Costco Wholesale Corporation (COST)	0.4	$9.7M	-8%	11k	925.59	View chart
Cisco Systems (CSCO)	0.4	$9.2M	+22%	134k	68.42	View chart
Chevron Corporation (CVX)	0.3	$9.0M	+7%	58k	155.29	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$8.8M	+10%	190k	46.24	View chart
Home Depot (HD)	0.3	$8.7M	+2%	22k	405.19	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.3	$8.7M	+2%	188k	46.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$8.7M		47k	186.49	View chart
International Business Machines (IBM)	0.3	$8.6M	+2%	31k	282.16	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$8.5M	-2%	61k	139.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$8.3M	+6%	28k	293.74	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$8.3M		82k	100.69	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$8.3M		18k	463.75	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.3	$8.1M		261k	31.01	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$8.1M		11k	746.62	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.3	$8.0M		86k	92.42	View chart
CSX Corporation (CSX)	0.3	$7.6M		213k	35.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$7.6M	-3%	16k	468.42	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.3	$7.5M		46k	165.45	View chart
Uber Technologies (UBER)	0.3	$7.4M	-5%	76k	97.97	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$7.4M		253k	29.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.3	$7.4M		212k	34.84	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.3	$7.4M		127k	57.96	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$7.3M	-13%	52k	142.41	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$7.3M	-35%	136k	53.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$7.3M	-2%	77k	95.14	View chart
Visa Com Cl A (V)	0.3	$7.2M	+7%	21k	341.38	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$7.2M	+9%	15k	490.40	View chart
Abbvie (ABBV)	0.3	$7.2M		31k	231.54	View chart
Ge Aerospace Com New (GE)	0.3	$7.1M	+23%	24k	300.82	View chart
Merck & Co (MRK)	0.3	$7.1M		84k	83.93	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$6.9M		378k	18.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$6.9M	-2%	28k	241.96	View chart
Goldman Sachs (GS)	0.3	$6.8M	-9%	8.6k	796.32	View chart
Oracle Corporation (ORCL)	0.3	$6.7M	-3%	24k	281.24	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.3	$6.7M	+4%	160k	41.90	View chart
Palo Alto Networks (PANW)	0.3	$6.7M	+16%	33k	203.62	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$6.6M	+8%	74k	89.34	View chart
American Express Company (AXP)	0.2	$6.5M	+40%	19k	332.16	View chart
Aim Etf Products Trust Allianzim Us Eq (FEBU)	0.2	$6.4M	-29%	236k	27.27	View chart
Mastercard Incorporated Cl A (MA)	0.2	$6.4M		11k	568.80	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$6.3M		244k	25.90	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$6.3M	-14%	110k	57.52	View chart
Procter & Gamble Company (PG)	0.2	$6.3M	+6%	41k	153.65	View chart
McDonald's Corporation (MCD)	0.2	$6.2M		20k	303.90	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$6.1M		30k	203.59	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$6.1M		24k	256.45	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$6.1M		62k	99.11	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$6.0M		157k	38.02	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$5.8M	+2%	113k	51.28	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$5.8M	+6%	49k	118.37	View chart
Raytheon Technologies Corp (RTX)	0.2	$5.7M	-13%	34k	167.33	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$5.6M		85k	65.92	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$5.5M		67k	83.05	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.2	$5.5M		116k	47.52	View chart
UnitedHealth (UNH)	0.2	$5.2M	-3%	15k	345.30	View chart
Boston Scientific Corporation (BSX)	0.2	$5.1M	+39%	52k	97.63	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.2	$5.0M		60k	83.41	View chart
Coca-Cola Company (KO)	0.2	$4.9M	+2%	74k	66.32	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$4.9M	-4%	62k	80.17	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$4.9M	+9%	117k	42.03	View chart
Advanced Micro Devices (AMD)	0.2	$4.9M	+7%	30k	161.79	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.2	$4.8M		91k	53.47	View chart
Phillips 66 (PSX)	0.2	$4.8M		35k	136.02	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.2	$4.8M	-9%	123k	38.81	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$4.8M	+4%	131k	36.33	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$4.8M		48k	99.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$4.8M	-2%	79k	59.92	View chart
Howmet Aerospace (HWM)	0.2	$4.7M	-13%	24k	196.23	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$4.7M		54k	87.03	View chart
Bank of America Corporation (BAC)	0.2	$4.7M	-7%	90k	51.59	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$4.6M	+3%	110k	42.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$4.6M	+2%	145k	31.91	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$4.6M		46k	99.53	View chart
Servicenow (NOW)	0.2	$4.6M	-7%	5.0k	920.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$4.5M	+4%	219k	20.69	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$4.5M		6.00	754200.00	View chart
Bristol Myers Squibb (BMY)	0.2	$4.5M	-11%	100k	45.10	View chart
Union Pacific Corporation (UNP)	0.2	$4.5M	+2%	19k	236.37	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$4.5M	+2%	238k	18.81	View chart
Philip Morris International (PM)	0.2	$4.4M	-2%	27k	162.20	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.2	$4.4M	-18%	201k	21.75	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.2	$4.3M	+25%	116k	37.19	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.2	$4.3M	+3%	154k	27.76	View chart
Verizon Communications (VZ)	0.2	$4.2M	-3%	96k	43.95	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$4.2M		103k	40.73	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.2	$4.1M	-4%	67k	61.92	View chart
salesforce (CRM)	0.2	$4.1M	-24%	17k	237.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$4.1M	-2%	28k	145.65	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$4.0M	-45%	28k	143.18	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.2	$4.0M	+4%	139k	28.90	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.2	$3.9M		43k	91.56	View chart
Welltower Inc Com reit (WELL)	0.1	$3.9M	+37%	22k	178.14	View chart
Progressive Corporation (PGR)	0.1	$3.9M	+23%	16k	246.94	View chart
Nextera Energy (NEE)	0.1	$3.9M		51k	75.49	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$3.9M	-8%	32k	120.01	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$3.9M		51k	76.01	View chart
Agnico (AEM)	0.1	$3.9M	NEW	23k	168.56	View chart
Vanguard World Financials Etf (VFH)	0.1	$3.8M		29k	131.24	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$3.7M	+3%	45k	84.11	View chart
Wells Fargo & Company (WFC)	0.1	$3.7M	-8%	45k	83.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.7M	-4%	136k	27.30	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$3.7M	-2%	44k	85.04	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$3.7M		13k	279.84	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$3.7M	-3%	43k	85.34	View chart
Quanta Services (PWR)	0.1	$3.7M	-26%	8.8k	414.42	View chart
Caterpillar (CAT)	0.1	$3.6M	+3%	7.6k	477.13	View chart
Boeing Company (BA)	0.1	$3.6M	+24%	17k	215.84	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$3.5M	+48%	57k	62.12	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.5M	+7%	47k	74.37	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$3.4M	+2%	101k	33.89	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.1	$3.4M	+10%	73k	46.69	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.4M	+2%	35k	96.55	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.3M		12k	279.30	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.1	$3.3M	+6%	70k	47.51	View chart
Marriott Intl Cl A (MAR)	0.1	$3.3M	+2%	13k	260.45	View chart
Blackrock (BLK)	0.1	$3.3M	+6%	2.9k	1166.06	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$3.3M	+4%	9.9k	332.84	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.1	$3.3M		39k	83.35	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$3.2M	+2%	69k	46.81	View chart
Pepsi (PEP)	0.1	$3.2M		23k	140.44	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$3.2M	+7%	75k	42.79	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$3.2M	-6%	108k	29.32	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$3.2M	+92%	61k	52.23	View chart
Walt Disney Company (DIS)	0.1	$3.2M		28k	114.50	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$3.2M	+3%	46k	68.96	View chart
Abbott Laboratories (ABT)	0.1	$3.2M		24k	133.94	View chart
Qualcomm (QCOM)	0.1	$3.1M		19k	166.36	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$3.1M		7.2k	435.44	View chart
ConocoPhillips (COP)	0.1	$3.1M	-5%	33k	94.59	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$3.1M		37k	83.44	View chart
Bank of New York Mellon Corporation (BK)	0.1	$3.0M	-8%	28k	108.96	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.0M	+9%	59k	50.78	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$3.0M	+2%	34k	88.65	View chart
Spdr Series Trust Port Mtg Bk Etf (SPMB)	0.1	$2.9M	+6%	131k	22.44	View chart
At&t (T)	0.1	$2.9M	-19%	104k	28.24	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.9M	+11%	5.9k	499.18	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.1	$2.9M	-16%	133k	21.87	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$2.9M	+3%	147k	19.56	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.9M		11k	259.61	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.9M	+5%	31k	93.64	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$2.7M	-12%	86k	31.88	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.1	$2.7M	+21%	78k	35.16	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$2.7M	+9%	29k	94.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$2.7M	+3%	138k	19.71	View chart
United Parcel Service CL B (UPS)	0.1	$2.7M		32k	83.53	View chart
Citigroup Com New (C)	0.1	$2.7M	+23%	26k	101.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$2.6M		8.9k	297.61	View chart
Capital One Financial (COF)	0.1	$2.6M	+23%	12k	212.57	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.1	$2.6M	+4%	51k	52.27	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$2.6M		42k	62.25	View chart
Spotify Technology S A SHS (SPOT)	0.1	$2.6M	+10%	3.7k	698.00	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$2.6M		54k	47.72	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.6M	+11%	56k	45.84	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$2.5M	-35%	29k	89.62	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$2.5M	-3%	47k	53.99	View chart
Reddit Cl A (RDDT)	0.1	$2.5M	-39%	11k	229.99	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$2.5M	+2%	123k	20.57	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.5M		30k	82.58	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$2.5M	-5%	24k	103.21	View chart
Applovin Corp Com Cl A (APP)	0.1	$2.4M	+39%	3.3k	718.54	View chart
Strategy Cl A New (MSTR)	0.1	$2.4M	-9%	7.4k	322.21	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$2.4M	-20%	48k	49.72	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$2.4M		123k	19.43	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$2.4M		38k	63.43	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$2.4M	+3%	16k	151.08	View chart
Arista Networks Com Shs (ANET)	0.1	$2.3M	-53%	16k	145.71	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.3M		19k	122.45	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$2.3M	-4%	14k	160.66	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.3M		36k	62.91	View chart
Comcast Corp Cl A (CMCSA)	0.1	$2.3M	-16%	72k	31.42	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$2.3M		44k	51.45	View chart
Victory Portfolios Ii Victoryshares We (MODL)	0.1	$2.2M	+3%	49k	46.22	View chart
Intuit (INTU)	0.1	$2.2M	-7%	3.3k	682.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.2M	+2%	8.8k	254.27	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$2.2M	-2%	45k	49.83	View chart
Analog Devices (ADI)	0.1	$2.2M	-8%	9.0k	245.69	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.1	$2.2M		112k	19.26	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.1	$2.1M	-3%	27k	78.06	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$2.1M	+6%	33k	64.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.1M	-6%	21k	100.25	View chart
Realty Income (O)	0.1	$2.1M	+6%	35k	60.79	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.1M	+11%	5.2k	402.44	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$2.1M	+9%	32k	65.00	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.1M	-10%	25k	82.96	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$2.0M	+3%	51k	40.16	View chart
Southern Company (SO)	0.1	$2.0M		22k	94.77	View chart
Helen Of Troy (HELE)	0.1	$2.0M	+4%	80k	25.20	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$2.0M	-9%	80k	25.10	View chart
Cme (CME)	0.1	$2.0M	NEW	7.4k	270.18	View chart
Pfizer (PFE)	0.1	$2.0M	-3%	79k	25.48	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.0M		25k	79.93	View chart
Vanguard World Extended Dur (EDV)	0.1	$2.0M	-24%	29k	68.45	View chart
Medtronic SHS (MDT)	0.1	$2.0M		21k	95.24	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.0M	+4%	9.5k	209.27	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.0M	-32%	4.1k	485.04	View chart

Past Filings by Gladstone Institutional Advisory

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

Gladstone Institutional Advisory 2025 Q3 filed Oct. 22, 2025
Gladstone Institutional Advisory 2025 Q2 filed Aug. 12, 2025
Gladstone Institutional Advisory 2025 Q1 filed May 15, 2025
Gladstone Institutional Advisory 2024 Q4 filed Jan. 29, 2025
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

View all past filings

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