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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 AAPL, NVDA, USFR, SPY, IVV, and represent 11.98% of Gladstone Institutional Advisory's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$12M), SPYV (+$8.0M), SPLG (+$7.7M), BUFR (+$6.8M), IWP (+$6.4M), USFR (+$5.9M), FBND (+$5.5M), IJH (+$5.4M), NVDA, IOO.
Started 75 new stock positions in IYM, BK, CLH, SDOT, USHY, MTH, SJNK, CPS, CVSB, IONQ.
Reduced shares in these 10 stocks: LGOV (-$11M), , JANW (-$7.2M), FIXD (-$6.3M), TUA, XLE, XLP, EDV, Bsco etf, VNLA.
Sold out of its positions in AVEM, ELV, Arista Networks, AZN, BlackRock, ED, GLW, DVN, MSN, FITB.
Gladstone Institutional Advisory was a net buyer of stock by $114M.
Gladstone Institutional Advisory has $2.2B in assets under management (AUM), dropping by 5.25%.
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

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Portfolio Holdings for Gladstone Institutional Advisory

Gladstone Institutional Advisory holds 697 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Gladstone Institutional Advisory has 697 total positions. Only the first 250 positions are shown.

Sign up to view all of the Gladstone Institutional Advisory Dec. 31, 2024 positions
Download the Gladstone Institutional Advisory December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	2.9	$63M	+4%	251k	250.42	View chart
NVIDIA Corporation (NVDA)	2.4	$51M	+10%	380k	134.29	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.3	$50M	+13%	986k	50.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$49M	+7%	83k	586.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$46M	+2%	78k	588.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$46M	+3%	85k	538.81	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.0	$44M	+21%	640k	68.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.8	$39M	+21%	1.3M	30.47	View chart
Amazon (AMZN)	1.8	$39M	+9%	179k	219.39	View chart
Microsoft Corporation (MSFT)	1.8	$38M	+7%	90k	421.50	View chart
Purecycle Technologies (PCT)	1.6	$36M	+3%	3.5M	10.25	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.5	$32M	+33%	621k	51.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$25M	+15%	241k	101.53	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.1	$24M	+21%	275k	87.90	View chart
Meta Platforms Cl A (META)	1.0	$22M	+7%	38k	585.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$22M	+16%	117k	190.88	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$22M	+21%	103k	210.45	View chart
Tesla Motors (TSLA)	1.0	$21M	+18%	52k	403.84	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	1.0	$21M	-7%	413k	50.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$20M	+36%	325k	62.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$20M	+30%	39k	511.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$20M	+15%	173k	115.22	View chart
JPMorgan Chase & Co. (JPM)	0.9	$20M		82k	239.71	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$18M		156k	115.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$18M	+8%	94k	189.30	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.8	$18M	-8%	597k	29.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$18M	+209%	762k	23.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$16M	+4%	80k	195.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$15M	-4%	85k	175.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$14M		31k	453.28	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.6	$13M	-17%	386k	34.62	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.6	$13M	+8%	224k	59.14	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$13M	+19%	56k	232.52	View chart
Eli Lilly & Co. (LLY)	0.6	$12M		16k	771.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$12M	+25%	171k	70.28	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$12M	+23%	195k	59.77	View chart
Broadcom (AVGO)	0.5	$12M	-18%	50k	231.84	View chart
Exxon Mobil Corporation (XOM)	0.5	$11M	+5%	103k	107.57	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$11M		62k	178.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$11M	+9%	27k	410.44	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$11M	-3%	124k	87.33	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$11M	-13%	220k	48.33	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.5	$10M	-4%	128k	81.16	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$10M	+36%	74k	137.57	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.5	$9.8M	-3%	180k	54.23	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$9.6M		288k	33.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.4	$9.6M	-2%	305k	31.43	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$9.1M	+6%	69k	131.76	View chart
Costco Wholesale Corporation (COST)	0.4	$9.0M	+9%	9.9k	916.25	View chart
Sarepta Therapeutics (SRPT)	0.4	$9.0M	-11%	74k	121.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$8.8M	+4%	22k	401.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$8.8M	-2%	46k	190.44	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$8.8M	+16%	36k	242.13	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$8.7M		143k	61.34	View chart
Wal-Mart Stores (WMT)	0.4	$8.3M	+8%	92k	90.35	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$8.3M	+200%	185k	44.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$8.2M	+22%	37k	220.96	View chart
Merck & Co (MRK)	0.4	$7.8M	-2%	79k	99.48	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$7.8M	+436%	62k	126.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$7.8M	-7%	88k	88.79	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.4	$7.7M	-59%	371k	20.84	View chart
Home Depot (HD)	0.4	$7.6M		20k	389.00	View chart
Chevron Corporation (CVX)	0.4	$7.6M	+6%	53k	144.84	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.4	$7.6M	+45%	139k	54.69	View chart
Ishares Tr Global 100 Etf (IOO)	0.4	$7.6M	+173%	75k	100.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$7.4M	+134%	25k	289.81	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$7.3M	-33%	86k	85.66	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$7.3M	+2%	163k	44.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$7.2M		43k	169.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$7.1M	-7%	11k	621.81	View chart
UnitedHealth (UNH)	0.3	$7.0M		14k	505.87	View chart
Netflix (NFLX)	0.3	$6.9M	-3%	7.7k	891.27	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$6.9M	-7%	16k	425.51	View chart
CSX Corporation (CSX)	0.3	$6.9M		213k	32.27	View chart
Johnson & Johnson (JNJ)	0.3	$6.9M	-10%	48k	144.62	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.3	$6.7M	+5%	257k	26.06	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.3	$6.6M	-3%	120k	54.92	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$6.4M	+193%	246k	26.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$6.4M	+6%	24k	264.13	View chart
Visa Com Cl A (V)	0.3	$6.1M	-12%	19k	316.04	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$6.0M	+27%	60k	100.34	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$6.0M	+35%	62k	96.81	View chart
Procter & Gamble Company (PG)	0.3	$5.9M		35k	167.65	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$5.9M	+2%	331k	17.70	View chart
Oracle Corporation (ORCL)	0.3	$5.8M	+26%	35k	166.64	View chart
International Business Machines (IBM)	0.3	$5.8M		26k	219.83	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.3	$5.6M	+11%	147k	38.39	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.3	$5.6M	-41%	266k	21.22	View chart
McDonald's Corporation (MCD)	0.3	$5.6M	+6%	19k	289.89	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.3	$5.6M	-3%	110k	50.50	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.3	$5.5M	+17%	231k	23.93	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$5.4M		29k	185.13	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$5.3M	-6%	70k	76.15	View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT)	0.2	$5.3M	-15%	146k	36.08	View chart
Palo Alto Networks (PANW)	0.2	$5.2M	+223%	29k	181.96	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$5.2M	+14%	56k	92.72	View chart
Mastercard Incorporated Cl A (MA)	0.2	$5.2M	+8%	9.8k	526.57	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$5.1M	-5%	47k	109.80	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$5.1M	+9%	142k	35.85	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.2	$5.0M	+10%	109k	45.96	View chart
Abbvie (ABBV)	0.2	$4.9M		28k	177.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$4.9M	+248%	50k	96.53	View chart
American Express Company (AXP)	0.2	$4.9M	+45%	16k	296.80	View chart
Cisco Systems (CSCO)	0.2	$4.8M	-4%	82k	59.20	View chart
Arista Networks Com Shs (ANET)	0.2	$4.7M	NEW	43k	110.53	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$4.6M	-20%	61k	75.69	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$4.6M		51k	90.21	View chart
Coca-Cola Company (KO)	0.2	$4.6M	-5%	74k	62.26	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$4.5M	-5%	57k	80.20	View chart
Palantir Technologies Cl A (PLTR)	0.2	$4.5M	-35%	60k	75.63	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.2	$4.5M	-11%	154k	29.01	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$4.4M	+187%	55k	80.66	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.2	$4.4M	-4%	88k	49.82	View chart
3M Company (MMM)	0.2	$4.4M	+74%	34k	129.09	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.2	$4.4M		86k	50.83	View chart
Pfizer (PFE)	0.2	$4.4M	+9%	164k	26.53	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$4.3M	+20%	106k	40.67	View chart
salesforce (CRM)	0.2	$4.3M	-11%	13k	334.32	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$4.2M		81k	52.22	View chart
Vanguard World Extended Dur (EDV)	0.2	$4.2M	-45%	62k	67.72	View chart
Goldman Sachs (GS)	0.2	$4.1M	+149%	7.2k	572.65	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$4.1M	+146%	12k	342.17	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$4.1M	+3%	64k	64.47	View chart
Union Pacific Corporation (UNP)	0.2	$4.1M		18k	228.04	View chart
Helen Of Troy (HELE)	0.2	$4.0M	+15%	68k	59.83	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$4.0M	-28%	42k	96.90	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$4.0M	+9%	51k	77.79	View chart
Uber Technologies (UBER)	0.2	$3.9M	+233%	65k	60.32	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.9M	+5%	34k	115.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$3.8M	+3%	186k	20.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.8M	+253%	138k	27.87	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$3.8M	+259%	140k	27.32	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$3.8M		120k	31.92	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$3.8M		144k	26.19	View chart
Phillips 66 (PSX)	0.2	$3.7M	+11%	33k	113.93	View chart
Bristol Myers Squibb (BMY)	0.2	$3.7M	-8%	65k	56.56	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.7M	+3%	77k	47.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$3.7M	-2%	29k	128.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$3.7M		18k	206.92	View chart
Vanguard World Financials Etf (VFH)	0.2	$3.6M		31k	118.07	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$3.6M	+121%	72k	50.71	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$3.6M	-7%	42k	86.89	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.2	$3.6M	-10%	35k	102.05	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$3.6M	+1076%	196k	18.34	View chart
Nasdaq Omx (NDAQ)	0.2	$3.6M	+5%	46k	77.31	View chart
Bank of America Corporation (BAC)	0.2	$3.6M		81k	43.95	View chart
Verizon Communications (VZ)	0.2	$3.6M	+2%	89k	39.99	View chart
Chubb (CB)	0.2	$3.6M	+19%	13k	276.30	View chart
Nextera Energy (NEE)	0.2	$3.5M	+6%	50k	71.69	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$3.5M	+188%	118k	29.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$3.5M	-11%	83k	42.25	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$3.4M		5.00	680920.00	View chart
Comcast Corp Cl A (CMCSA)	0.2	$3.4M	-9%	91k	37.53	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.2	$3.4M	+7%	154k	22.04	View chart
Caterpillar (CAT)	0.2	$3.4M	-18%	9.4k	362.74	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$3.3M	-13%	45k	74.81	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$3.3M	+7%	41k	80.27	View chart
Eaton Corp SHS (ETN)	0.2	$3.3M	+2%	10k	331.87	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$3.3M	-40%	39k	84.14	View chart
Pepsi (PEP)	0.2	$3.3M	-9%	22k	152.06	View chart
ConocoPhillips (COP)	0.1	$3.2M	+5%	33k	99.17	View chart
Howmet Aerospace (HWM)	0.1	$3.2M		29k	109.37	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$3.2M		41k	77.22	View chart
First Tr Exchange-traded A Mid Cap Val Fd (FNK)	0.1	$3.2M	-11%	59k	53.51	View chart
Advanced Micro Devices (AMD)	0.1	$3.0M	-19%	25k	120.79	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$3.0M	-12%	78k	38.37	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.0M		34k	88.40	View chart
Legg Mason Etf Invt Clearbrideg Lr (LRGE)	0.1	$2.9M		39k	75.26	View chart
T. Rowe Price (TROW)	0.1	$2.9M	-9%	26k	113.09	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.9M	-5%	5.6k	520.23	View chart
Walt Disney Company (DIS)	0.1	$2.9M	-12%	26k	111.35	View chart
Dupont De Nemours (DD)	0.1	$2.9M	+168%	38k	76.25	View chart
Wells Fargo & Company (WFC)	0.1	$2.9M	+18%	41k	70.24	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$2.8M	+48%	96k	29.60	View chart
Abbott Laboratories (ABT)	0.1	$2.8M	-2%	25k	113.11	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$2.8M	+5%	61k	46.24	View chart
Lockheed Martin Corporation (LMT)	0.1	$2.8M	+10%	5.8k	485.97	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$2.8M	+133%	110k	25.30	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$2.8M	-69%	64k	42.97	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.7M	-6%	11k	253.70	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$2.7M	-4%	31k	87.25	View chart
Blackrock (BLK)	0.1	$2.7M	NEW	2.6k	1025.22	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$2.6M	-18%	9.4k	280.05	View chart
Quanta Services (PWR)	0.1	$2.6M	+2%	8.1k	316.05	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$2.6M	+16%	92k	27.88	View chart
Booking Holdings (BKNG)	0.1	$2.5M	-28%	511.00	4969.30	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$2.5M	+3%	131k	19.43	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.5M	-21%	5.6k	444.67	View chart
Servicenow (NOW)	0.1	$2.5M	-12%	2.4k	1060.12	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$2.5M	+2%	128k	19.48	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.5M	+644%	30k	81.98	View chart
Boeing Company (BA)	0.1	$2.5M	+52%	14k	177.00	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.5M	-6%	28k	87.82	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$2.4M	+6%	49k	50.37	View chart
Ge Aerospace Com New (GE)	0.1	$2.4M	-10%	14k	166.79	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$2.4M		49k	49.55	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.4M	-6%	6.8k	351.77	View chart
Philip Morris International (PM)	0.1	$2.4M	+4%	20k	120.35	View chart
Qualcomm (QCOM)	0.1	$2.3M	-36%	15k	153.62	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$2.3M	+8%	71k	32.76	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$2.3M	+3%	27k	84.75	View chart
At&t (T)	0.1	$2.3M	+42%	101k	22.77	View chart
Builders FirstSource (BLDR)	0.1	$2.3M	+26%	16k	142.93	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.3M		40k	56.48	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$2.3M		39k	58.66	View chart
Microstrategy Cl A New (MSTR)	0.1	$2.3M	+9%	7.8k	289.62	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$2.3M	+2%	112k	20.13	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.2M	+29%	114k	19.59	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$2.2M	+476%	30k	75.53	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$2.2M	-10%	27k	80.93	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.2M	+10%	38k	57.53	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$2.2M	-5%	24k	90.35	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$2.2M	+4%	34k	63.45	View chart
Applied Materials (AMAT)	0.1	$2.1M	-15%	13k	162.63	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.1M	-17%	48k	43.64	View chart
Marvell Technology (MRVL)	0.1	$2.1M		19k	110.45	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	0.1	$2.1M	-77%	62k	33.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.1M	+5%	26k	78.01	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$2.0M	+6%	41k	49.44	View chart
Southern Company (SO)	0.1	$2.0M	-10%	25k	82.32	View chart
Enovix Corp (ENVX)	0.1	$2.0M		186k	10.87	View chart
Intuit (INTU)	0.1	$2.0M	-2%	3.2k	628.50	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$2.0M		5.3k	375.39	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$2.0M	-17%	58k	33.74	View chart
Old Dominion Freight Line (ODFL)	0.1	$1.9M	-18%	11k	176.40	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$1.9M	+11%	99k	19.51	View chart
Realty Income (O)	0.1	$1.9M	-16%	36k	53.41	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.9M		6.7k	288.85	View chart
Trane Technologies SHS (TT)	0.1	$1.9M	+218%	5.2k	369.35	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.9M	+6%	29k	66.14	View chart
Analog Devices (ADI)	0.1	$1.9M		8.8k	212.47	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$1.9M	+61%	37k	49.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$1.9M	+6%	73k	25.52	View chart
Medtronic SHS (MDT)	0.1	$1.9M	-14%	23k	79.88	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.8M		16k	112.26	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.8M	-29%	7.5k	243.17	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$1.8M	-11%	23k	78.46	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.8M	+34%	57k	31.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.8M	+3%	7.5k	240.29	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.8M		14k	131.29	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	0.1	$1.8M	+48%	59k	30.39	View chart
Newell Rubbermaid (NWL)	0.1	$1.8M	-7%	179k	9.96	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.8M	-20%	27k	65.08	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$1.8M	NEW	29k	60.90	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.8M	-10%	3.4k	521.96	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.8M	-7%	2.8k	636.05	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$1.7M	+2%	29k	60.29	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$1.7M	+18%	81k	21.55	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.7M	+5%	17k	99.55	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.7M	-17%	5.0k	343.38	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 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
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

View all past filings

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