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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, BUFR, and represent 11.89% of Gladstone Institutional Advisory's stock portfolio.
Added to shares of these 10 stocks: SPTI (+$42M), SPIB (+$15M), SPMB (+$15M), IVV (+$13M), BIL (+$13M), FBND (+$7.2M), OSEA (+$6.9M), VLO (+$6.4M), DXJ (+$6.2M), PHYS (+$6.1M).
Started 108 new stock positions in CLM, FELG, MISL, FDT, ISPY, ICLN, MTRN, BSCU, PHYS, AVES.
Reduced shares in these 10 stocks: USFR (-$25M), XLG (-$13M), TLT (-$8.2M), DSTL (-$7.5M), IBB (-$7.1M), SPY (-$6.7M), XLU (-$6.1M), FTSM (-$5.9M), AFLG, XCEM.
Sold out of its positions in FEBU, APO, AstraZeneca, AXON, SAN, BDX, BTI, CBRE, CI, COIN.
Gladstone Institutional Advisory was a net buyer of stock by $132M.
Gladstone Institutional Advisory has $2.7B in assets under management (AUM), dropping by 1.92%.
Central Index Key (CIK): 0001766530

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Portfolio Holdings for Gladstone Institutional Advisory

Gladstone Institutional Advisory holds 829 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Gladstone Institutional Advisory has 829 total positions. Only the first 250 positions are shown.

Sign up to view all of the Gladstone Institutional Advisory March 31, 2026 positions
Download the Gladstone Institutional Advisory March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	2.7	$73M		416k	174.40	View chart
Apple (AAPL)	2.6	$70M		277k	253.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$68M	+24%	105k	653.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.1	$57M	+6%	95k	597.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.0	$53M	+9%	1.6M	33.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$48M	-12%	74k	650.34	View chart
Spdr Series Trust State Street Spd (SPTI)	1.7	$47M	+949%	1.6M	28.66	View chart
Spdr Series Trust State Street Spd (SPYM)	1.7	$45M	-3%	594k	76.54	View chart
Amazon (AMZN)	1.6	$42M	-5%	203k	208.27	View chart
Spdr Series Trust State Street Spd (SPYV)	1.4	$38M	-2%	678k	56.58	View chart
Microsoft Corporation (MSFT)	1.4	$37M		101k	370.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$37M	+19%	323k	113.11	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.3	$35M	+8%	506k	68.28	View chart
Spdr Series Trust State Street Spd (SPYG)	1.3	$34M	+6%	346k	97.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$29M	+4%	435k	67.53	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.0	$27M	-48%	539k	50.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$27M	+3%	217k	124.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$27M	+14%	92k	287.56	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.9	$24M	+8%	468k	50.12	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.8	$23M		181k	125.13	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$22M	+28%	94k	237.62	View chart
Meta Platforms Cl A (META)	0.8	$22M	-8%	39k	572.14	View chart
JPMorgan Chase & Co. (JPM)	0.8	$21M	-8%	73k	294.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$20M	+38%	225k	90.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$20M	+2%	94k	215.06	View chart
Exxon Mobil Corporation (XOM)	0.7	$20M	+6%	119k	169.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$20M		779k	25.64	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.7	$19M	+20%	320k	60.12	View chart
Spdr Series Trust State Street Spd (SPIB)	0.7	$19M	+402%	570k	33.54	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$19M	-2%	32k	577.20	View chart
Spdr Series Trust State Street Spd (SPMB)	0.7	$18M	+444%	822k	22.39	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$18M	-6%	43k	430.29	View chart
Broadcom (AVGO)	0.7	$18M	+4%	58k	309.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$18M	+26%	93k	191.92	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.7	$18M	+7%	456k	38.98	View chart
Tesla Motors (TSLA)	0.6	$17M	-7%	47k	371.75	View chart
Eli Lilly & Co. (LLY)	0.6	$17M	-6%	19k	919.81	View chart
Purecycle Technologies (PCT)	0.6	$17M		3.3M	5.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$17M		36k	479.21	View chart
Spdr Series Trust State Street Spd (SPMD)	0.6	$17M	+2%	286k	59.22	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$16M	+79%	356k	45.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$16M	-3%	55k	286.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$16M	+17%	83k	191.81	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.6	$16M	-44%	289k	54.55	View chart
Spdr Series Trust State Street Spd (BIL)	0.6	$16M	+404%	172k	91.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$15M	+63%	75k	196.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$14M	-8%	32k	436.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$13M		59k	211.15	View chart
Johnson & Johnson (JNJ)	0.4	$12M		49k	244.44	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$12M		169k	70.18	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.4	$12M	-4%	347k	33.66	View chart
Chevron Corporation (CVX)	0.4	$12M	+2%	56k	206.90	View chart
Wal-Mart Stores (WMT)	0.4	$11M	-5%	88k	124.28	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$11M	-6%	249k	43.13	View chart
Merck & Co (MRK)	0.4	$10M	+2%	85k	120.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$10M	+4%	31k	320.82	View chart
Spdr Series Trust State Street Spd (SPSM)	0.4	$9.8M	+2%	204k	48.32	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$9.5M	-21%	59k	161.73	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$9.4M	+37%	71k	132.90	View chart
Cisco Systems (CSCO)	0.3	$9.4M	-9%	121k	77.59	View chart
T1 Energy Com New (TE)	0.3	$9.0M	+14%	2.1M	4.39	View chart
Palantir Technologies Cl A (PLTR)	0.3	$8.9M	-10%	61k	146.28	View chart
CSX Corporation (CSX)	0.3	$8.7M		213k	41.05	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$8.6M	+57%	22k	390.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$8.5M	+2%	30k	287.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$8.5M	+21%	34k	248.00	View chart
Costco Wholesale Corporation (COST)	0.3	$8.4M	-4%	8.5k	996.53	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$8.3M	-2%	83k	100.57	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$8.2M	+2%	18k	463.21	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$8.2M	+27%	166k	49.37	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.3	$8.1M	-6%	242k	33.58	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$8.0M	+17%	451k	17.75	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$7.8M		257k	30.50	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.3	$7.8M	+74%	126k	62.08	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.3	$7.7M	+9%	269k	28.71	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$7.7M		11k	697.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$7.5M	+4%	81k	92.74	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.3	$7.5M		83k	89.86	View chart
Abbvie (ABBV)	0.3	$7.2M	+7%	33k	217.49	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$7.2M	+593%	45k	158.58	View chart
Goldman Sachs (GS)	0.3	$7.0M	-18%	8.3k	846.04	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.3	$6.9M	NEW	240k	28.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.3	$6.9M	-5%	196k	35.32	View chart
Visa Com Cl A (V)	0.3	$6.8M		23k	302.24	View chart
Valero Energy Corporation (VLO)	0.3	$6.8M	+1667%	27k	247.08	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$6.5M		30k	213.68	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.2	$6.4M	-32%	30k	218.72	View chart
Advanced Micro Devices (AMD)	0.2	$6.4M	-6%	31k	203.43	View chart
Netflix (NFLX)	0.2	$6.3M	-18%	66k	96.15	View chart
Verizon Communications (VZ)	0.2	$6.3M		125k	50.20	View chart
Raytheon Technologies Corp (RTX)	0.2	$6.3M	+2%	33k	192.90	View chart
International Business Machines (IBM)	0.2	$6.3M	-10%	26k	242.40	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$6.2M	-3%	89k	69.75	View chart
American Express Company (AXP)	0.2	$6.1M	-13%	20k	302.49	View chart
Procter & Gamble Company (PG)	0.2	$6.1M	+13%	42k	144.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$6.1M	-6%	14k	426.40	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$6.1M	NEW	171k	35.44	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.2	$6.0M	+9%	129k	47.02	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$6.0M	-31%	98k	61.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$6.0M	+30%	108k	55.52	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$5.9M	+146%	101k	58.18	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$5.8M	NEW	74k	78.66	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.2	$5.8M	-9%	145k	40.14	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$5.8M	+5%	136k	42.54	View chart
Phillips 66 (PSX)	0.2	$5.7M	-7%	31k	182.18	View chart
Caterpillar (CAT)	0.2	$5.7M	+9%	8.0k	708.49	View chart
McDonald's Corporation (MCD)	0.2	$5.6M	-19%	18k	310.80	View chart
Coca-Cola Company (KO)	0.2	$5.6M	-3%	73k	76.05	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$5.5M	+7%	65k	85.15	View chart
Oracle Corporation (ORCL)	0.2	$5.5M	+35%	38k	147.11	View chart
Uber Technologies (UBER)	0.2	$5.4M	-11%	76k	71.93	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.2	$5.4M	-4%	106k	50.84	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.2	$5.3M	+5%	97k	54.50	View chart
Home Depot (HD)	0.2	$5.3M	-23%	16k	328.89	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$5.3M		63k	83.43	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$5.3M	+5%	59k	89.33	View chart
Agnico (AEM)	0.2	$5.2M	-2%	26k	202.98	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$5.2M	+8%	41k	128.12	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.2	$5.2M	+67%	80k	65.44	View chart
Mastercard Incorporated Cl A (MA)	0.2	$5.1M	+2%	10k	499.70	View chart
Howmet Aerospace (HWM)	0.2	$5.1M	-12%	22k	230.46	View chart
Welltower Inc Com reit (WELL)	0.2	$5.1M	+16%	26k	197.72	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$5.1M		47k	107.39	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$5.0M	-3%	59k	83.57	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.2	$4.9M		109k	45.05	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$4.9M	+5%	263k	18.66	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$4.9M	-59%	29k	168.85	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$4.9M	+26%	57k	86.41	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$4.9M	-3%	44k	110.47	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$4.8M	-17%	50k	96.70	View chart
Quanta Services (PWR)	0.2	$4.8M		8.8k	549.02	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$4.8M	-56%	105k	45.89	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$4.8M	NEW	287k	16.72	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$4.8M	-55%	80k	59.78	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$4.7M	-43%	32k	146.61	View chart
Union Pacific Corporation (UNP)	0.2	$4.6M		19k	242.62	View chart
Ge Aerospace Com New (GE)	0.2	$4.6M	-13%	16k	283.78	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$4.5M	-8%	41k	110.86	View chart
McKesson Corporation (MCK)	0.2	$4.5M	+39%	5.2k	865.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$4.5M	-23%	19k	240.00	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$4.5M	-5%	113k	39.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.2	$4.4M	NEW	120k	37.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$4.4M	+4%	144k	30.68	View chart
Bank of America Corporation (BAC)	0.2	$4.4M	+3%	90k	48.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$4.4M	+2%	150k	29.13	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$4.3M	+31%	93k	46.83	View chart
Nextera Energy (NEE)	0.2	$4.2M	-5%	46k	92.88	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.2	$4.2M	+55%	131k	32.46	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.2M	+15%	7.0k	604.41	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$4.2M	+155%	83k	50.61	View chart
Boeing Company (BA)	0.2	$4.2M	-4%	21k	199.03	View chart
Spdr Series Trust State Street Spd (MDYG)	0.2	$4.2M		43k	95.96	View chart
Servicenow (NOW)	0.2	$4.1M	+63%	40k	104.55	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$4.1M		34k	120.97	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$4.1M	+10%	49k	84.66	View chart
Bristol Myers Squibb (BMY)	0.2	$4.1M	-25%	68k	60.65	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$4.1M	-66%	47k	86.69	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$4.0M	+6%	49k	82.75	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$4.0M	-7%	98k	40.83	View chart
Series Portfolios Tr Equable Shares H (HEDG)	0.1	$4.0M	+8%	136k	28.98	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$3.9M	-3%	12k	318.08	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$3.9M	-9%	78k	49.78	View chart
Wells Fargo & Company (WFC)	0.1	$3.9M	+2%	48k	79.61	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$3.8M	-12%	88k	43.20	View chart
Marriott Intl Cl A (MAR)	0.1	$3.8M	-9%	12k	327.07	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$3.8M	+52%	28k	135.72	View chart
Vanguard World Financials Etf (VFH)	0.1	$3.8M	+5%	32k	120.81	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$3.8M		83k	45.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.7M	+197%	69k	54.05	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$3.7M	+1488%	15k	253.99	View chart
Columbia Etf Tr I Us Equity Income (EQIN)	0.1	$3.7M	+4%	75k	49.15	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$3.6M	+3%	78k	46.91	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.6M		5.00	718140.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$3.6M	-32%	56k	64.08	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$3.5M	+5%	49k	71.75	View chart
Philip Morris International (PM)	0.1	$3.5M	-19%	21k	165.34	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$3.5M	+15%	36k	96.62	View chart
DNP Select Income Fund (DNP)	0.1	$3.5M	+10%	335k	10.30	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$3.4M	+6%	36k	94.58	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$3.4M	+14%	84k	40.54	View chart
Pepsi (PEP)	0.1	$3.4M	+9%	22k	155.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.4M	-8%	46k	73.64	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$3.3M	-3%	24k	142.43	View chart
Vanguard World Health Car Etf (VHT)	0.1	$3.3M	+11%	12k	272.35	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.3M	-3%	34k	97.23	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$3.3M	-4%	20k	163.59	View chart
ConocoPhillips (COP)	0.1	$3.2M	-22%	24k	132.00	View chart
Micron Technology (MU)	0.1	$3.2M	+29%	9.5k	337.85	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$3.2M	+6%	164k	19.53	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.1M	-6%	36k	86.64	View chart
Etfis Ser Tr I Virtus Reaves Ut (UTES)	0.1	$3.1M	+6%	39k	79.90	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$3.1M	-8%	144k	21.57	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$3.1M	+4%	61k	49.97	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$3.0M	+30%	30k	99.97	View chart
Walt Disney Company (DIS)	0.1	$3.0M	+2%	31k	96.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.0M	+20%	11k	261.93	View chart
United Parcel Svcs CL B (UPS)	0.1	$3.0M		30k	98.38	View chart
Wisdomtree Tr True Developed I (DOL)	0.1	$2.9M	-2%	43k	67.99	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.9M	+144%	51k	56.79	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$2.9M		7.0k	407.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$2.9M	+5%	146k	19.63	View chart
Cme (CME)	0.1	$2.9M	+4%	9.7k	295.37	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$2.9M	-2%	57k	50.04	View chart
John Hancock Exchange Traded Mortgage Backed (JHMB)	0.1	$2.8M	NEW	129k	22.01	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$2.8M	-2%	45k	62.68	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.1	$2.8M	-5%	37k	75.20	View chart
Abbott Laboratories (ABT)	0.1	$2.8M	+9%	27k	102.67	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.8M	+5%	45k	61.32	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$2.7M	+119%	56k	48.71	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$2.7M	+197%	15k	184.28	View chart
Intel Corporation (INTC)	0.1	$2.7M	-14%	61k	44.13	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$2.7M	+5%	132k	20.42	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$2.7M	+158%	24k	110.78	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.7M	+63%	5.4k	491.56	View chart
Bank of New York Mellon Corporation (BK)	0.1	$2.7M	-25%	22k	118.63	View chart
Blackrock (BLK)	0.1	$2.6M	-6%	2.7k	961.81	View chart
Pfizer (PFE)	0.1	$2.6M	+17%	94k	28.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.6M	+11%	19k	138.32	View chart
Citigroup Com New (C)	0.1	$2.6M	-15%	23k	113.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$2.6M	+56%	93k	28.00	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$2.6M	-25%	7.7k	337.99	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$2.6M	-4%	28k	92.76	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$2.6M	+8%	51k	50.75	View chart
UnitedHealth (UNH)	0.1	$2.6M		9.5k	270.59	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$2.5M	-6%	8.4k	302.28	View chart
Analog Devices (ADI)	0.1	$2.5M	-11%	7.8k	318.14	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$2.5M	-4%	46k	54.84	View chart
salesforce (CRM)	0.1	$2.5M	-5%	13k	186.68	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$2.5M	+120%	97k	25.55	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.1	$2.5M	-8%	48k	51.55	View chart
At&t (T)	0.1	$2.5M		86k	28.99	View chart
Allstate Corporation (ALL)	0.1	$2.4M	+80%	12k	207.35	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.4M	-18%	48k	50.37	View chart
Amgen (AMGN)	0.1	$2.4M	-4%	6.9k	351.88	View chart
Williams-Sonoma (WSM)	0.1	$2.4M	-16%	13k	182.33	View chart
Palo Alto Networks (PANW)	0.1	$2.4M	-58%	15k	160.32	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.1	$2.4M	-8%	113k	21.10	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$2.4M	+29%	102k	23.32	View chart
Constellation Energy (CEG)	0.1	$2.4M	+155%	8.5k	279.28	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$2.4M	-14%	81k	29.18	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$2.4M		36k	65.09	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.1	$2.3M	+21%	92k	25.51	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$2.3M	+122%	50k	46.74	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$2.3M	+4%	126k	18.40	View chart
Southern Company (SO)	0.1	$2.3M	+8%	24k	96.52	View chart
Ge Vernova (GEV)	0.1	$2.3M	+9%	2.6k	872.97	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$2.2M	-5%	89k	25.04	View chart
Victory Portfolios Ii Victoryshares We (MODL)	0.1	$2.2M		50k	44.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.2M	+6%	28k	79.27	View chart
Realty Income (O)	0.1	$2.2M	+18%	36k	61.18	View chart

Past Filings by Gladstone Institutional Advisory

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

Gladstone Institutional Advisory 2026 Q1 filed May 14, 2026
Gladstone Institutional Advisory 2025 Q4 filed Feb. 17, 2026
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

View all past filings

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