Gladstone Institutional Advisory

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

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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 631 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Gladstone Institutional Advisory has 631 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.2 $54M +45% 150k 357.18
Apple (AAPL) 2.8 $36M 258k 138.20
First Tr Exchange-traded First Tr Enh New (FTSM) 2.6 $33M +22% 552k 59.32
Wisdomtree Tr Floatng Rat Trea (USFR) 2.4 $31M -3% 615k 50.28
Ishares Tr Core S&p500 Etf (IVV) 1.6 $21M +8% 57k 358.64
Microsoft Corporation (MSFT) 1.6 $20M 86k 232.90
Amazon (AMZN) 1.5 $20M +2% 175k 113.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $16M +2% 49k 328.29
Select Sector Spdr Tr Technology (XLK) 1.2 $16M 132k 118.78
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.2 $15M -35% 118k 127.28
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $15M +6% 253k 57.85
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $14M +7% 110k 128.52
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $13M +5% 58k 219.27
Vanguard World Extended Dur (EDV) 1.0 $13M NEW 147k 86.71

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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.0 $12M 173k 71.02
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.9 $12M +406% 184k 65.51
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $11M +1605% 272k 41.99
Home Depot (HD) 0.9 $11M +62% 40k 275.95
CSX Corporation (CSX) 0.9 $11M +3039% 412k 26.64
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $10M +6% 119k 87.19
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.8 $10M -2% 238k 43.54
Johnson & Johnson (JNJ) 0.8 $10M +4% 63k 163.36
Ishares Tr Russell 2000 Etf (IWM) 0.7 $9.5M +154% 58k 164.92
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.7 $9.5M NEW 329k 28.91
Alphabet Cap Stk Cl A (GOOGL) 0.7 $9.4M +1859% 98k 95.66
Exxon Mobil Corporation (XOM) 0.7 $9.4M -7% 107k 87.31
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.7 $8.8M +3% 181k 48.49
UnitedHealth (UNH) 0.7 $8.6M -5% 17k 505.01
Tesla Motors (TSLA) 0.6 $8.1M +231% 30k 265.26
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.6 $7.8M +28% 158k 49.26
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $7.6M 116k 66.10
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $7.0M +8% 70k 98.87
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $6.9M -4% 118k 58.51
Ishares Tr Core Msci Eafe (IEFA) 0.5 $6.9M +2% 131k 52.67
Vanguard Index Fds Growth Etf (VUG) 0.5 $6.6M +64% 31k 213.95
Chevron Corporation (CVX) 0.5 $6.6M -5% 46k 143.67
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.5 $6.5M 264k 24.75
JPMorgan Chase & Co. (JPM) 0.5 $6.4M +4% 61k 104.49
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.5 $6.3M +27% 144k 44.07
Vanguard Index Fds Value Etf (VTV) 0.5 $6.1M -62% 50k 123.48
Meta Platforms Cl A (META) 0.5 $6.0M +11% 44k 135.67
Pfizer (PFE) 0.5 $6.0M -5% 136k 43.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $5.8M -22% 22k 267.01
Union Pacific Corporation (UNP) 0.5 $5.8M +2% 30k 194.83
McDonald's Corporation (MCD) 0.4 $5.8M +57% 25k 230.74
Ishares Tr Morningstr Us Eq (ILCB) 0.4 $5.5M 112k 49.39
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $5.4M -12% 210k 25.80
Procter & Gamble Company (PG) 0.4 $5.4M 42k 126.25
Coca-Cola Company (KO) 0.4 $5.4M +7% 96k 56.02
NVIDIA Corporation (NVDA) 0.4 $5.3M -4% 43k 121.38
Bristol Myers Squibb (BMY) 0.4 $5.2M +62% 74k 71.09
Ishares Tr Core Div Grwth (DGRO) 0.4 $5.1M 115k 44.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $5.1M -3% 24k 210.39
Cigna Corp (CI) 0.4 $5.1M +1381% 18k 277.48
Eli Lilly & Co. (LLY) 0.4 $5.0M +6% 16k 323.34
Nextera Energy (NEE) 0.4 $5.0M +42% 64k 78.41
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.4 $5.0M 92k 53.88
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $4.9M -68% 41k 121.10
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.4 $4.9M -13% 194k 25.34
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $4.9M +3% 17k 287.32
Visa Com Cl A (V) 0.4 $4.9M -6% 27k 177.65
Paypal Holdings (PYPL) 0.4 $4.8M +20% 56k 86.07
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $4.8M 46k 103.93
Genuine Parts Company (GPC) 0.4 $4.8M +1143% 32k 149.31
Select Sector Spdr Tr Financial (XLF) 0.4 $4.7M -4% 155k 30.36
Merck & Co (MRK) 0.4 $4.7M +5% 55k 86.11
Etf Ser Solutions Distillate Us (DSTL) 0.4 $4.7M +38% 127k 36.90
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $4.6M 58k 79.55
United Parcel Service CL B (UPS) 0.4 $4.6M +5% 28k 161.54
Pepsi (PEP) 0.3 $4.5M +54% 27k 163.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $4.5M -8% 80k 55.81
Cisco Systems (CSCO) 0.3 $4.5M +19% 112k 40.00
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $4.4M -2% 14k 307.37
First Tr Value Line Divid In SHS (FVD) 0.3 $4.4M +9% 124k 35.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.4M +20% 17k 267.26
Bank of America Corporation (BAC) 0.3 $4.4M +81% 146k 30.20
Select Sector Spdr Tr Energy (XLE) 0.3 $4.4M -17% 61k 72.01
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $4.3M +61% 31k 142.44
First Tr Exchange Traded Wtr Etf (FIW) 0.3 $4.2M +31% 58k 71.80
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $4.0M -13% 242k 16.70
Verizon Communications (VZ) 0.3 $4.0M +24% 104k 37.97
International Business Machines (IBM) 0.3 $3.9M +104% 33k 118.80
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.9M -11% 21k 188.00
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $3.8M -6% 28k 135.99
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $3.8M -13% 66k 57.82
Abbvie (ABBV) 0.3 $3.8M -25% 28k 134.22
Qualcomm (QCOM) 0.3 $3.8M +77% 33k 112.98
Ishares Core Msci Emkt (IEMG) 0.3 $3.7M -10% 87k 42.98
Texas Instruments Incorporated (TXN) 0.3 $3.7M +35% 24k 154.77
Spdr Gold Tr Gold Shs (GLD) 0.3 $3.6M -41% 23k 154.69
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $3.6M +131% 106k 34.06
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.3 $3.6M -8% 51k 69.84
Netflix (NFLX) 0.3 $3.5M +204% 15k 235.42
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.3 $3.5M +24% 58k 60.34
Comcast Corp Cl A (CMCSA) 0.3 $3.5M +11% 119k 29.33
Costco Wholesale Corporation (COST) 0.3 $3.4M +10% 7.3k 472.23
Broadcom (AVGO) 0.3 $3.4M -8% 7.7k 444.00
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.3 $3.4M NEW 23k 150.40
Walt Disney Company (DIS) 0.3 $3.3M -24% 35k 94.33
Mastercard Incorporated Cl A (MA) 0.3 $3.3M +2% 12k 284.33
Alphabet Cap Stk Cl C (GOOG) 0.3 $3.3M +1913% 34k 96.15
salesforce (CRM) 0.2 $3.2M +9% 22k 143.86
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $3.1M 33k 96.35
Target Corporation (TGT) 0.2 $3.1M +31% 21k 148.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $3.0M -5% 17k 179.45
Thermo Fisher Scientific (TMO) 0.2 $3.0M +118% 5.9k 507.15
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $3.0M +34% 96k 31.04
Helen Of Troy (HELE) 0.2 $2.9M +49% 30k 96.43
Zoetis Cl A (ZTS) 0.2 $2.9M +131% 20k 148.31
Listed Fd Tr Core Alt Fd (CCOR) 0.2 $2.9M +19% 97k 29.70
Wal-Mart Stores (WMT) 0.2 $2.9M -24% 22k 129.69
Nike CL B (NKE) 0.2 $2.9M +22% 34k 83.11
Abbott Laboratories (ABT) 0.2 $2.8M +8% 29k 96.76
3M Company (MMM) 0.2 $2.8M +35% 25k 110.50
Chubb (CB) 0.2 $2.8M +36% 15k 181.87
Spdr Ser Tr S&p Biotech (XBI) 0.2 $2.8M +55% 35k 79.33
AFLAC Incorporated (AFL) 0.2 $2.7M +46% 49k 56.19
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $2.7M 21k 131.16
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.2 $2.7M -22% 70k 38.32
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $2.7M -11% 40k 66.43
Vanguard Index Fds Small Cp Etf (VB) 0.2 $2.7M -2% 16k 170.93
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $2.6M +942% 53k 50.16
Advanced Micro Devices (AMD) 0.2 $2.6M +10% 41k 63.36
First Tr Exchange-traded Ssi Strg Etf (FCVT) 0.2 $2.6M -6% 84k 31.14
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $2.6M 39k 66.74
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.2 $2.6M 32k 81.13
Lockheed Martin Corporation (LMT) 0.2 $2.6M -14% 6.7k 386.26
Cintas Corporation (CTAS) 0.2 $2.6M +109% 6.6k 388.24
Vanguard World Fds Health Car Etf (VHT) 0.2 $2.6M +10% 11k 223.66
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.2 $2.5M 95k 26.65
Ishares Tr Core Msci Intl (IDEV) 0.2 $2.5M +11% 52k 48.32
Newell Rubbermaid (NWL) 0.2 $2.5M +7% 179k 13.89
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $2.5M 33k 74.27
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.2 $2.5M +3% 96k 25.83
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $2.5M +11% 30k 82.86
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.2 $2.4M +43% 38k 64.14
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $2.4M +2% 41k 59.99
Kla Corp Com New (KLAC) 0.2 $2.4M +85% 8.0k 302.66
Adobe Systems Incorporated (ADBE) 0.2 $2.4M +5% 8.8k 275.24
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $2.4M -50% 61k 38.88
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.2 $2.4M +50% 41k 56.98
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $2.3M -15% 34k 67.14
Celsius Hldgs Com New (CELH) 0.2 $2.3M -3% 25k 90.69
Blackstone Group Inc Com Cl A (BX) 0.2 $2.3M +19% 27k 83.70
Global X Fds Conscious Cos (KRMA) 0.2 $2.3M +44% 90k 25.51
Danaher Corporation (DHR) 0.2 $2.3M -26% 8.7k 258.30
Airbnb Com Cl A (ABNB) 0.2 $2.2M +69% 21k 105.06
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $2.2M 23k 96.19
Consolidated Edison (ED) 0.2 $2.2M 26k 85.75
Phillips 66 (PSX) 0.2 $2.2M +13% 27k 80.71
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.2M 35k 62.14
Automatic Data Processing (ADP) 0.2 $2.2M +48% 9.6k 226.16
BlackRock (BLK) 0.2 $2.2M -14% 3.9k 550.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $2.1M -3% 59k 36.36
Vanguard World Fds Financials Etf (VFH) 0.2 $2.1M 29k 74.43
Ishares Tr Tips Bd Etf (TIP) 0.2 $2.1M +4% 20k 104.89
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $2.1M -4% 82k 25.74
Medtronic SHS (MDT) 0.2 $2.1M 26k 80.74
Cheniere Energy Com New (LNG) 0.2 $2.1M +452% 13k 165.87
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $2.1M +5% 90k 23.13
Raytheon Technologies Corp (RTX) 0.2 $2.1M -6% 25k 81.87
RBB Motley Fool Sml (TMFS) 0.2 $2.1M +4% 89k 23.26
Honeywell International (HON) 0.2 $2.0M -7% 12k 166.99
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.2 $2.0M 38k 53.29
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.2 $2.0M +92% 84k 23.82
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.2 $2.0M +91% 109k 18.37
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $2.0M NEW 106k 18.64
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $2.0M NEW 106k 18.61
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.2 $2.0M -2% 49k 39.50
Lowe's Companies (LOW) 0.2 $1.9M -53% 10k 187.80
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $1.9M -3% 27k 71.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.9M -25% 27k 71.32
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $1.9M +23% 75k 25.36
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $1.9M -4% 15k 126.25
S&p Global (SPGI) 0.1 $1.9M +109% 6.2k 305.39
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $1.9M +36% 14k 131.99
Cme (CME) 0.1 $1.9M NEW 11k 177.17
Amcor Ord (AMCR) 0.1 $1.8M NEW 169k 10.73
Select Sector Spdr Tr Communication (XLC) 0.1 $1.8M +2% 38k 47.88
ConocoPhillips (COP) 0.1 $1.8M -37% 18k 102.33
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.8M +21% 19k 91.27
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.8M +19% 26k 68.12
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $1.8M -36% 86k 20.39
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.8M +114% 22k 79.42
Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $1.7M +2% 21k 82.37
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $1.7M 53k 32.74
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.1 $1.7M -36% 82k 20.87
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $1.7M -3% 40k 42.69
Gra (GGG) 0.1 $1.7M 28k 59.94
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $1.7M +29% 31k 53.92
Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.1 $1.7M +5% 52k 32.21
Ishares Tr Global Tech Etf (IXN) 0.1 $1.7M +10% 40k 42.18
National Retail Properties (NNN) 0.1 $1.7M NEW 42k 39.86
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $1.7M +13% 37k 44.43
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.7M -23% 21k 79.97
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.6M 4.00 406500.00
CF Industries Holdings (CF) 0.1 $1.6M +64% 17k 96.27
Corteva (CTVA) 0.1 $1.6M +54% 28k 57.16
Invesco Exch Traded Fd Tr Ii Purbta 0 5 Yr (PBTP) 0.1 $1.6M +379% 65k 24.35
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.6M +2% 21k 75.70
American Tower Reit (AMT) 0.1 $1.6M +52% 7.3k 214.68
O'reilly Automotive (ORLY) 0.1 $1.6M -42% 2.2k 703.14
Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $1.6M +16% 64k 24.62
Starbucks Corporation (SBUX) 0.1 $1.6M -4% 19k 84.28
Realty Income (O) 0.1 $1.6M -45% 27k 58.20
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $1.6M +40% 26k 60.41
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.1 $1.5M +44% 29k 52.59
Ea Series Trust Us Quan Value (QVAL) 0.1 $1.5M +50% 52k 29.19
Southern Company (SO) 0.1 $1.5M +165% 22k 68.02
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $1.5M +14% 31k 48.72
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.1 $1.5M +367% 19k 80.28
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.1 $1.5M +46% 59k 25.21
Ishares Tr Select Divid Etf (DVY) 0.1 $1.5M +12% 14k 107.18
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $1.5M -35% 36k 40.87
Goldman Sachs Etf Tr Innovat Eq Etf (GINN) 0.1 $1.5M +47% 37k 38.86
Schlumberger Com Stk (SLB) 0.1 $1.4M -17% 40k 35.91
Ark Etf Tr Innovation Etf (ARKK) 0.1 $1.4M +20% 38k 37.72
Two Rds Shared Tr Ldrshs Alpfact (LSAF) 0.1 $1.4M +10% 53k 26.85
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.4M -55% 5.5k 257.36
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $1.4M +13% 37k 38.50
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $1.4M NEW 56k 24.88
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $1.4M +40% 48k 29.23
PNC Financial Services (PNC) 0.1 $1.4M +12% 9.2k 149.44
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $1.4M 35k 38.57
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $1.4M -2% 22k 62.90
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $1.3M +233% 38k 36.02
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $1.3M +571% 18k 75.27
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.3M -4% 9.9k 135.14
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.3M -26% 18k 74.83
Crown Castle Intl (CCI) 0.1 $1.3M +4% 9.1k 144.51
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $1.3M 5.1k 253.11
At&t (T) 0.1 $1.3M -22% 85k 15.34
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.3M -33% 13k 102.41
Air Transport Services (ATSG) 0.1 $1.3M 54k 24.09
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.1 $1.3M +9% 13k 101.58
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $1.3M -4% 7.3k 171.75
First Tr Exchange Traded Consumr Staple (FXG) 0.1 $1.2M +3% 22k 56.85
Boeing Company (BA) 0.1 $1.2M 10k 121.07
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $1.2M +61% 26k 47.34
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.2M +8% 18k 67.99
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.2M -16% 24k 50.26
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $1.2M 27k 43.70
Ford Motor Company (F) 0.1 $1.2M +52% 105k 11.20
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $1.2M -4% 5.0k 235.05
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $1.2M +26% 25k 47.42
Exchange Listed Fds Tr Saba Int Rate (CEFS) 0.1 $1.2M +8% 69k 16.66
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $1.2M NEW 24k 48.96
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.1 $1.2M 29k 39.91
Amgen (AMGN) 0.1 $1.1M -5% 5.1k 225.34
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.1M -4% 8.0k 138.72

Past Filings by Gladstone Institutional Advisory

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

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