Gladstone Institutional Advisory

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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Gladstone Institutional Advisory

Companies in the Gladstone Institutional Advisory portfolio as of the March 2022 quarterly 13F filing

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.2 $47M +18% 267k 174.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $44M +53% 98k 451.64
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.4 $35M +565% 224k 157.71
Microsoft Corporation (MSFT) 2.0 $30M +25% 98k 308.31
Amazon (AMZN) 1.6 $23M +4% 7.1k 3259.92
Ishares Tr Core S&p500 Etf (IVV) 1.5 $23M +21% 50k 453.69
Vanguard Index Fds Value Etf (VTV) 1.3 $19M +221% 131k 147.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $19M +77% 45k 415.16
Ishares Tr S&p 500 Grwt Etf (IVW) 1.2 $18M +5% 230k 76.38
Select Sector Spdr Tr Technology (XLK) 1.2 $17M +183% 108k 158.93
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $16M -5% 248k 66.21
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $16M +12% 59k 268.34
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.1 $16M +8% 175k 89.04
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $16M +26% 100k 155.72

Setup an alert

Gladstone Institutional Advisory will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

NVIDIA Corporation (NVDA) 0.9 $14M +27% 50k 272.86
Tesla Motors (TSLA) 0.9 $13M +45% 12k 1077.60
Alphabet Cap Stk Cl A (GOOGL) 0.9 $13M +6% 4.8k 2781.38
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $13M +38% 118k 107.88
Select Sector Spdr Tr Financial (XLF) 0.8 $12M +333% 321k 38.32
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.8 $12M +110% 234k 49.58
Ishares Tr Core Msci Eafe (IEFA) 0.7 $11M +41% 153k 69.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $11M +113% 29k 362.53
UnitedHealth (UNH) 0.7 $11M +24% 21k 509.94
Exxon Mobil Corporation (XOM) 0.7 $10M +27% 126k 82.59
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.7 $10M -8% 362k 28.43
Johnson & Johnson (JNJ) 0.7 $10M +15% 57k 177.24
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $9.4M -6% 121k 77.57
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $9.3M -5% 130k 71.39
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.6 $8.8M +9% 270k 32.73
Meta Platforms Cl A (FB) 0.6 $8.6M +11% 39k 222.35
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $8.4M 245k 34.28
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.5 $8.0M NEW 452k 17.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $7.9M +64% 22k 352.92
Vanguard Wellington Us Value Factr (VFVA) 0.5 $7.9M NEW 74k 106.72
Home Depot (HD) 0.5 $7.8M -5% 26k 299.34
Chevron Corporation (CVX) 0.5 $7.7M -8% 47k 162.82
Union Pacific Corporation (UNP) 0.5 $7.6M +28% 28k 273.19
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.5 $7.6M +543% 156k 49.08
JPMorgan Chase & Co. (JPM) 0.5 $7.6M +21% 56k 136.33
Abbvie (ABBV) 0.5 $7.5M +114% 47k 162.12
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $7.5M -5% 75k 100.15
Visa Com Cl A (V) 0.5 $7.5M +19% 34k 221.77
Ishares Tr Morningstr Us Eq (ILCB) 0.5 $7.2M NEW 114k 62.85
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $6.9M +89% 92k 74.82
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $6.8M 25k 277.64
Select Sector Spdr Tr Energy (XLE) 0.5 $6.8M +587% 88k 76.44
Pfizer (PFE) 0.4 $6.6M -8% 128k 51.77
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $6.6M +123% 48k 136.99
Procter & Gamble Company (PG) 0.4 $6.5M 42k 152.80
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.4 $6.3M NEW 94k 67.30
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.4 $6.3M -60% 137k 45.76
Alphabet Cap Stk Cl C (GOOG) 0.4 $6.2M +37% 2.2k 2793.15
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $6.2M -3% 15k 416.47
Spdr Gold Tr Gold Shs (GLD) 0.4 $6.1M +65% 34k 180.64
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $6.1M +13% 61k 100.95
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $6.1M +34% 45k 134.62
Ishares Tr Core Div Grwth (DGRO) 0.4 $6.0M +3% 113k 53.41
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.4 $5.6M +129% 113k 49.57
First Tr Exchange Traded Finls Alphadex (FXO) 0.4 $5.6M +331% 121k 45.91
Nextera Energy (NEE) 0.4 $5.5M +29% 64k 84.72
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $5.4M +608% 23k 237.82
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.4 $5.4M 76k 70.38
Ishares Core Msci Emkt (IEMG) 0.4 $5.4M -11% 97k 55.55
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $5.3M +8% 15k 346.84
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $5.3M -39% 90k 59.53
Vanguard Index Fds Growth Etf (VUG) 0.4 $5.3M +5% 18k 287.60
United Parcel Service CL B (UPS) 0.4 $5.3M +89% 25k 214.44
Coca-Cola Company (KO) 0.4 $5.3M +60% 85k 62.00
First Tr Value Line Divid In SHS (FVD) 0.4 $5.2M -53% 124k 42.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $5.1M +5% 23k 227.67
Broadcom (AVGO) 0.3 $5.1M +90% 8.1k 629.73
Lowe's Companies (LOW) 0.3 $5.1M +2% 25k 202.18
Qualcomm (QCOM) 0.3 $5.0M +34% 33k 152.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $5.0M 30k 165.99
Ishares Tr Russell 2000 Etf (IWM) 0.3 $5.0M +9% 24k 205.26
Paypal Holdings (PYPL) 0.3 $5.0M +81% 43k 115.64
Costco Wholesale Corporation (COST) 0.3 $4.9M -22% 8.5k 575.84
Walt Disney Company (DIS) 0.3 $4.9M -4% 36k 137.16
Comcast Corp Cl A (CMCSA) 0.3 $4.9M +11% 104k 46.82
Lockheed Martin Corporation (LMT) 0.3 $4.8M +11% 11k 441.36
Accenture Plc Ireland Shs Class A (ACN) 0.3 $4.8M +56% 14k 337.25
Texas Instruments Incorporated (TXN) 0.3 $4.8M +20% 26k 183.48
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $4.6M -47% 242k 19.02
salesforce (CRM) 0.3 $4.6M +7% 22k 212.30
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $4.6M -45% 93k 49.00
BlackRock (BLK) 0.3 $4.5M +25% 5.9k 764.18
Spdr Ser Tr S&p Regl Bkg (KRE) 0.3 $4.5M +1058% 65k 68.90
Pepsi (PEP) 0.3 $4.3M +144% 26k 167.39
Merck & Co (MRK) 0.3 $4.3M +5% 53k 82.06
Mastercard Incorporated Cl A (MA) 0.3 $4.3M +15% 12k 357.35
Advanced Micro Devices (AMD) 0.3 $4.2M +72% 38k 109.34
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $4.2M NEW 84k 49.78
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $4.2M +545% 34k 120.95
Etf Ser Solutions Distillate Us (DSTL) 0.3 $4.1M 92k 44.50
Nike CL B (NKE) 0.3 $4.0M +34% 30k 134.56
Danaher Corporation (DHR) 0.3 $4.0M -13% 14k 293.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $4.0M +28% 51k 79.55
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $4.0M +141% 53k 75.88
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $4.0M -43% 51k 78.20
Cisco Systems (CSCO) 0.3 $4.0M -7% 71k 55.76
Adobe Systems Incorporated (ADBE) 0.3 $4.0M +23% 8.7k 455.57
Newell Rubbermaid (NWL) 0.3 $3.9M NEW 184k 21.41
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $3.9M +1228% 14k 275.65
McDonald's Corporation (MCD) 0.3 $3.9M 16k 247.28
Intuit (INTU) 0.3 $3.9M +23% 8.0k 480.91
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $3.8M -13% 35k 107.10
First Tr Exchange Traded Wtr Etf (FIW) 0.3 $3.7M -30% 44k 84.29
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $3.7M -58% 79k 47.05
At&t (T) 0.2 $3.7M +25% 155k 23.63
Vanguard Index Fds Small Cp Etf (VB) 0.2 $3.6M +35% 17k 212.55
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $3.6M +136% 35k 102.99
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.2 $3.5M 43k 83.34
ConocoPhillips (COP) 0.2 $3.5M -38% 35k 100.00
Bristol Myers Squibb (BMY) 0.2 $3.5M 48k 73.04
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $3.4M +15% 20k 168.27
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $3.4M +7% 46k 74.22
Target Corporation (TGT) 0.2 $3.4M +79% 16k 212.20
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $3.3M -61% 18k 187.88
Eli Lilly & Co. (LLY) 0.2 $3.3M +482% 12k 286.33
Realty Income (O) 0.2 $3.2M +267% 46k 69.29
Honeywell International (HON) 0.2 $3.2M -3% 16k 194.57
Netflix (NFLX) 0.2 $3.1M +48% 8.4k 374.63
Medtronic SHS (MDT) 0.2 $3.1M -35% 28k 110.95
Wal-Mart Stores (WMT) 0.2 $3.1M -33% 21k 148.91
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.2 $3.1M -2% 94k 32.77
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.2 $3.1M 32k 96.09
First Tr Exchange-traded Ssi Strg Etf (FCVT) 0.2 $3.1M -45% 79k 38.75
Illinois Tool Works (ITW) 0.2 $3.0M +447% 15k 209.40
Verizon Communications (VZ) 0.2 $3.0M 59k 50.94
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $3.0M 62k 48.03
Blackstone Group Inc Com Cl A (BX) 0.2 $3.0M +442% 23k 126.93
Helen Of Troy (HELE) 0.2 $3.0M NEW 15k 195.84
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $2.9M -6% 39k 74.70
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.2 $2.9M +13% 86k 33.89
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $2.9M +1137% 138k 21.07
Bank of America Corporation (BAC) 0.2 $2.9M +15% 70k 41.21
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $2.9M +21% 90k 31.87
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.2 $2.9M +907% 120k 23.82
First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) 0.2 $2.8M -76% 118k 24.14
Raytheon Technologies Corp (RTX) 0.2 $2.8M -5% 29k 99.08
Edwards Lifesciences (EW) 0.2 $2.8M NEW 24k 117.71
Ishares Tr Core Msci Intl (IDEV) 0.2 $2.8M +8% 44k 63.63
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $2.8M +51% 15k 184.98
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.2 $2.8M +96% 23k 119.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $2.8M +10% 36k 78.10
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.2 $2.8M +423% 131k 21.10
First Tr Morningstar Divid L SHS (FDL) 0.2 $2.8M +415% 74k 37.45
Sherwin-Williams Company (SHW) 0.2 $2.7M +36% 11k 249.61
Ishares Tr Tips Bd Etf (TIP) 0.2 $2.7M +79% 22k 124.58
Vanguard World Fds Financials Etf (VFH) 0.2 $2.7M +4% 29k 93.40
RBB Motley Fool Sml (TMFS) 0.2 $2.7M +44% 86k 31.16
Vanguard World Fds Health Car Etf (VHT) 0.2 $2.7M +6% 11k 254.38
Cullen/Frost Bankers (CFR) 0.2 $2.6M NEW 19k 138.41
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.2 $2.5M +9% 38k 67.14
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $2.5M +35% 27k 94.92
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $2.5M +499% 77k 32.66
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.2 $2.5M +8% 30k 85.66
Applied Materials (AMAT) 0.2 $2.5M +329% 19k 131.79
CVS Caremark Corporation (CVS) 0.2 $2.5M 25k 101.21
Listed Fd Tr Core Alt Fd (CCOR) 0.2 $2.5M -2% 82k 30.37
American Tower Reit (AMT) 0.2 $2.5M +142% 9.8k 251.20
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.2 $2.5M +5% 53k 46.25
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $2.4M +25% 28k 86.04
Wells Fargo & Company (WFC) 0.2 $2.4M +172% 50k 48.46
S&p Global (SPGI) 0.2 $2.3M +379% 5.7k 410.23
Thermo Fisher Scientific (TMO) 0.2 $2.3M -55% 4.0k 590.62
Franklin Resources (BEN) 0.2 $2.3M +44% 83k 27.92
General Dynamics Corporation (GD) 0.2 $2.3M +208% 9.6k 241.22
Vanguard World Mega Cap Index (MGC) 0.2 $2.3M NEW 14k 159.06
Vanguard World Fds Comm Srvc Etf (VOX) 0.2 $2.3M +4% 19k 120.05
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $2.3M +180% 28k 82.29
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.2 $2.3M -16% 44k 51.21
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.3M +17% 29k 78.04
Schlumberger Com Stk (SLB) 0.2 $2.2M +607% 54k 41.32
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $2.2M NEW 41k 53.54
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $2.2M +63% 79k 27.86
International Business Machines (IBM) 0.1 $2.2M 17k 130.03
Marvell Technology (MRVL) 0.1 $2.2M +38% 30k 71.70
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $2.2M +485% 48k 44.96
Phillips 66 (PSX) 0.1 $2.2M -26% 25k 86.39
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $2.1M -14% 40k 53.06
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.1M +100% 4.00 529000.00
O'reilly Automotive (ORLY) 0.1 $2.1M -23% 3.1k 685.01
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $2.1M +15% 55k 37.73
Ishares Tr Global Tech Etf (IXN) 0.1 $2.1M +32% 36k 58.02
Boeing Company (BA) 0.1 $2.1M 11k 191.52
Ishares Tr Global Mater Etf (MXI) 0.1 $2.0M +13% 21k 93.99
Booking Holdings (BKNG) 0.1 $2.0M NEW 849.00 2348.65
Gra (GGG) 0.1 $2.0M 29k 69.73
First Tr Exchange Traded Energy Alphadx (FXN) 0.1 $2.0M +503% 125k 15.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.0M -8% 25k 77.89
Ark Etf Tr Innovation Etf (ARKK) 0.1 $2.0M +68% 30k 66.28
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $1.9M +203% 40k 48.31
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $1.9M NEW 27k 68.90
Dollar Tree (DLTR) 0.1 $1.8M -9% 12k 160.18
Charter Communications Inc N Cl A (CHTR) 0.1 $1.8M NEW 3.4k 545.40
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.8M +5% 22k 83.81
Paychex (PAYX) 0.1 $1.8M -5% 13k 136.48
Amgen (AMGN) 0.1 $1.8M -16% 7.4k 241.86
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $1.8M +7% 22k 81.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.8M +10% 22k 78.91
Global X Fds Conscious Cos (KRMA) 0.1 $1.8M -4% 54k 32.42
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.1 $1.7M -5% 24k 74.05
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.7M +66% 11k 162.19
Zoetis Cl A (ZTS) 0.1 $1.7M +3% 9.0k 188.55
American Intl Group Com New (AIG) 0.1 $1.7M NEW 27k 62.77
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $1.7M -25% 32k 53.12
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $1.7M -12% 34k 49.78
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.1 $1.7M -16% 31k 53.86
Select Sector Spdr Tr Communication (XLC) 0.1 $1.6M +271% 24k 68.78
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $1.6M 27k 58.93
Ford Motor Company (F) 0.1 $1.6M -18% 95k 16.91
Abbott Laboratories (ABT) 0.1 $1.6M -4% 13k 118.32
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $1.6M -76% 18k 88.25
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $1.6M -65% 34k 45.92
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $1.6M +10% 5.1k 305.15
Starbucks Corporation (SBUX) 0.1 $1.6M +6% 17k 90.98
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $1.6M +4% 8.0k 195.89
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.1 $1.6M 21k 76.00
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $1.6M +7% 5.4k 288.72
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $1.5M NEW 33k 47.17
Crown Castle Intl (CCI) 0.1 $1.5M +3% 8.3k 184.61
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $1.5M -10% 24k 63.66
First Trust S&P REIT Index Fund (FRI) 0.1 $1.5M -13% 48k 31.20
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.5M +94% 14k 108.36
Celsius Hldgs Com New (CELH) 0.1 $1.5M -53% 27k 55.18
Intel Corporation (INTC) 0.1 $1.5M -7% 30k 49.57
Upstart Hldgs (UPST) 0.1 $1.5M -47% 14k 109.09
PNC Financial Services (PNC) 0.1 $1.5M 8.0k 184.51
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.5M +105% 14k 106.88
Wisdomtree Tr Floatng Rat Trea 0.1 $1.5M NEW 29k 50.29
First Tr Exchange-traded A Mid Cap Val Fd (FNK) 0.1 $1.4M NEW 31k 46.62
Automatic Data Processing (ADP) 0.1 $1.4M 6.3k 227.56
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.4M 8.3k 170.90
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.4M +166% 19k 73.59
Tidal Etf Tr National Inves (AWTM) 0.1 $1.4M +10% 29k 48.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.4M +185% 30k 46.12
Airbnb Com Cl A (ABNB) 0.1 $1.4M +52% 8.1k 171.80
Shopify Cl A (SHOP) 0.1 $1.4M +9% 2.0k 675.95
Marriott Intl Cl A (MAR) 0.1 $1.4M NEW 7.9k 175.79
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.1 $1.4M +153% 11k 124.60
Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.1 $1.4M NEW 40k 34.52
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $1.3M 54k 24.93
Legg Mason Etf Invt Tr Clearbrideg Lr (LRGE) 0.1 $1.3M NEW 25k 53.79
Ishares Tr Select Divid Etf (DVY) 0.1 $1.3M -8% 10k 128.11
Morgan Stanley Com New (MS) 0.1 $1.3M +41% 15k 87.40
Ishares Tr Cybersecurity (IHAK) 0.1 $1.3M +2% 30k 42.69
Direxion Shs Etf Tr Moonshot Innovat (MOON) 0.1 $1.3M +77% 64k 20.02
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.3M +193% 14k 88.14
Two Rds Shared Tr Ldrshs Alpfact (LSAF) 0.1 $1.3M NEW 39k 32.47

Past Filings by Gladstone Institutional Advisory

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