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

Companies in the Gladstone Institutional Advisory portfolio as of the June 2021 quarterly 13F filing

Gladstone Institutional Advisory has 516 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 2.7 $22M +24% 164k 136.76
Amazon (AMZN) 2.1 $18M +32% 5.2k 3440.17
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 2.0 $17M 356k 48.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $17M +25% 39k 428.07
First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) 1.7 $14M NEW 542k 25.93
Ark Etf Tr Genomic Rev Etf (ARKG) 1.6 $14M -7% 148k 92.50
Microsoft Corporation (MSFT) 1.5 $13M +65% 48k 270.89
First Tr Exchange-traded Dj Internt Idx (FDN) 1.5 $13M +12% 52k 244.86
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $13M -4% 174k 72.73
Ishares Tr Core S&p500 Etf (IVV) 1.4 $12M -4% 28k 429.93
First Tr Value Line Divid In SHS (FVD) 1.3 $11M +47% 282k 39.77
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $11M +3% 42k 268.73
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.3 $11M +117% 225k 48.01
First Tr Exchange-traded First Tr Enh New (FTSM) 1.2 $10M 166k 59.94

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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.1 $8.9M -8% 130k 68.37
General Electric Company 1.0 $8.6M -16% 80k 107.68
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 1.0 $8.3M NEW 351k 23.65
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $8.0M +9% 78k 101.97
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $7.8M +104% 212k 36.79
Facebook Cl A (FB) 0.9 $7.8M +74% 22k 347.72
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $7.8M 53k 147.64
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.9 $7.5M +5% 365k 20.60
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $7.4M -3% 51k 145.97
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.9 $7.4M +297% 86k 85.87
Alphabet Cap Stk Cl A (GOOGL) 0.9 $7.3M +50% 3.0k 2441.68
Wisdomtree Tr Cloud Computng (WCLD) 0.8 $7.0M 126k 55.89
First Tr Exchng Traded Fd Vi Low Dur Strtgc (LDSF) 0.8 $6.9M -68% 342k 20.29
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.8 $6.8M -30% 90k 75.55
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $6.8M -12% 92k 73.61
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.8 $6.8M +1764% 141k 48.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $6.8M +7% 25k 271.48
Ishares Core Msci Emkt (IEMG) 0.8 $6.6M +11% 98k 66.99
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.8 $6.5M -15% 122k 53.63
Ishares Tr Core Msci Eafe (IEFA) 0.6 $5.5M +10% 73k 74.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $5.3M +14% 13k 393.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $5.2M 23k 222.82
Exxon Mobil Corporation (XOM) 0.6 $5.0M +54% 79k 63.09
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $5.0M -2% 50k 98.75
Johnson & Johnson (JNJ) 0.6 $4.9M +106% 30k 164.73
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.6 $4.9M +67% 77k 63.35
Vanguard Index Fds Value Etf (VTV) 0.6 $4.9M +8% 36k 137.47
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.6 $4.7M -18% 70k 67.51
First Tr Exchange-traded Ssi Strg Etf (FCVT) 0.6 $4.7M -42% 90k 51.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $4.7M +11% 29k 158.63
NVIDIA Corporation (NVDA) 0.5 $4.6M +79% 5.8k 800.17
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $4.6M NEW 31k 150.72
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $4.5M +26% 13k 344.99
Tesla Motors (TSLA) 0.5 $4.4M +51% 6.5k 679.75
First Tr Exchange Traded Cloud Computing (SKYY) 0.5 $4.4M +3% 41k 105.96
Ishares Tr Russell 2000 Etf (IWM) 0.5 $4.3M +40% 19k 229.38
Ishares Tr Core Div Grwth (DGRO) 0.5 $4.3M NEW 85k 50.36
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $4.3M 38k 112.99
First Tr Exchange Traded Dow 30 Eql Wgt (EDOW) 0.5 $4.2M NEW 137k 30.63
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $4.2M -12% 40k 104.17
Vanguard Index Fds Growth Etf (VUG) 0.5 $4.2M 15k 286.82
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $4.0M -27% 35k 115.33
JPMorgan Chase & Co. (JPM) 0.5 $4.0M +44% 26k 155.52
Visa Com Cl A (V) 0.5 $3.9M +50% 17k 233.83
First Tr Exchng Traded Fd Vi MLT MNGD LRG GRW (MMLG) 0.4 $3.8M NEW 142k 26.51
Etf Ser Solutions Distillate Us (DSTL) 0.4 $3.8M -3% 90k 41.69
Walt Disney Company (DIS) 0.4 $3.6M -8% 21k 175.75
Dermtech Ord ord (DMTK) 0.4 $3.5M +2% 84k 41.57
Spdr Gold Tr Gold Shs (GLD) 0.4 $3.4M +33% 21k 165.62
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.4 $3.3M -7% 58k 57.29
Verizon Communications (VZ) 0.4 $3.3M +65% 59k 56.03
Bank of America Corporation (BAC) 0.4 $3.3M +24% 80k 41.23
Paypal Holdings (PYPL) 0.4 $3.2M +21% 11k 291.47
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $3.2M -13% 37k 85.72
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $3.2M +970% 24k 132.87
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.4 $3.1M -8% 41k 77.53
Home Depot (HD) 0.4 $3.1M +105% 9.9k 318.94
United Parcel Service CL B (UPS) 0.4 $3.1M +84% 15k 207.95
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.4 $3.0M 53k 56.23
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.3 $2.9M +6% 39k 74.06
Soaring Eagle Acquisition Cl A Shs 0.3 $2.9M NEW 289k 9.96
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.3 $2.8M -49% 41k 69.22
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.3 $2.8M -2% 37k 75.36
Merck & Co (MRK) 0.3 $2.8M +20% 36k 77.76
Shopify Cl A (SHOP) 0.3 $2.8M +23% 1.9k 1460.97
First Tr Exchange Traded Consumr Discre (FXD) 0.3 $2.8M +34% 46k 60.72
Boeing Company (BA) 0.3 $2.7M -4% 11k 239.53
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $2.7M +5% 53k 51.52
Pfizer (PFE) 0.3 $2.7M +67% 68k 39.17
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.3 $2.6M +14% 15k 172.65
UnitedHealth (UNH) 0.3 $2.6M +118% 6.6k 400.39
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.3 $2.6M -6% 17k 159.01
Aberdeen Std Precious Metals Physcl Pm Basket (GLTR) 0.3 $2.6M +17% 27k 96.45
First Tr Exchange Traded Indls Prod Dur (FXR) 0.3 $2.6M NEW 43k 58.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $2.6M -3% 30k 85.88
salesforce (CRM) 0.3 $2.6M +9% 11k 244.27
First Tr Exchange-traded Nasdaq Transn (FTXR) 0.3 $2.5M NEW 74k 33.99
Bristol Myers Squibb (BMY) 0.3 $2.5M +14% 37k 66.83
ConocoPhillips (COP) 0.3 $2.5M +5% 41k 60.89
Phillips 66 (PSX) 0.3 $2.5M +14% 29k 85.81
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.3 $2.4M +9% 45k 53.15
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.3 $2.4M +1039% 26k 93.27
Listed Fd Tr Core Alt Fd (CCOR) 0.3 $2.3M NEW 80k 29.38
First Tr Exchange-traded Rba Indl Etf (AIRR) 0.3 $2.3M NEW 57k 41.00
First Tr Exchange-traded Nasdaq Bk Etf (FTXO) 0.3 $2.3M NEW 74k 31.03
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.3M +35% 906.00 2506.62
First Tr Exchange Traded Finls Alphadex (FXO) 0.3 $2.2M NEW 51k 43.67
Gra (GGG) 0.3 $2.2M 29k 75.71
Apria (APR) 0.3 $2.1M NEW 77k 28.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $2.1M +12% 7.4k 277.89
Union Pacific Corporation (UNP) 0.2 $2.0M +56% 9.2k 219.88
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $2.0M +10% 38k 53.34
Select Sector Spdr Tr Technology (XLK) 0.2 $2.0M +5% 14k 147.65
Chevron Corporation (CVX) 0.2 $2.0M +105% 19k 104.76
International Business Machines (IBM) 0.2 $2.0M +3% 14k 146.58
Moderna (MRNA) 0.2 $1.9M +416% 8.2k 235.02
Procter & Gamble Company (PG) 0.2 $1.9M +59% 14k 134.90
Ishares Tr Ishares Biotech (IBB) 0.2 $1.9M 12k 163.68
Ark Etf Tr Innovation Etf (ARKK) 0.2 $1.9M +16% 14k 130.76
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.2 $1.9M +13% 28k 65.66
Comcast Corp Cl A (CMCSA) 0.2 $1.9M +123% 33k 57.01
Abbvie (ABBV) 0.2 $1.8M +39% 16k 112.66
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $1.8M -10% 21k 86.05
Cisco Systems (CSCO) 0.2 $1.8M +56% 34k 53.00
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.2 $1.8M +4% 58k 30.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.8M +41% 5.0k 354.40
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $1.7M 20k 88.77
Honeywell International (HON) 0.2 $1.7M +46% 7.9k 219.28
Wells Fargo & Company (WFC) 0.2 $1.7M +58% 38k 45.30
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $1.7M +52% 4.3k 398.80
McDonald's Corporation (MCD) 0.2 $1.7M +55% 7.4k 231.02
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $1.6M +33% 70k 23.46
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.2 $1.6M NEW 21k 77.16
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.6M +30% 13k 125.96
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $1.6M +329% 20k 79.24
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.2 $1.6M +25% 31k 50.17
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.2 $1.6M NEW 72k 21.59
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.2 $1.5M NEW 73k 21.10
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.2 $1.5M +477% 57k 26.66
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.2 $1.5M +20% 26k 57.33
Goldman Sachs (GS) 0.2 $1.5M +13% 4.0k 379.53
Amgen (AMGN) 0.2 $1.5M +67% 6.2k 243.69
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $1.5M -76% 13k 109.80
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.2 $1.5M NEW 14k 101.72
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.2 $1.4M NEW 66k 21.73
Adobe Systems Incorporated (ADBE) 0.2 $1.4M +93% 2.4k 585.78
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $1.4M +6% 52k 27.25
Mastercard Incorporated Cl A (MA) 0.2 $1.4M +12% 3.9k 365.02
Morgan Stanley Com New (MS) 0.2 $1.4M +6% 15k 91.72
Square Cl A (SQ) 0.2 $1.4M 5.7k 243.72
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 0.2 $1.4M NEW 55k 25.17
Janus Detroit Str Tr Hendersn Sml Etf (JSMD) 0.2 $1.4M -3% 20k 67.57
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $1.4M +132% 15k 90.62
American Express Company (AXP) 0.2 $1.4M +4% 8.2k 165.29
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $1.4M +66% 6.0k 226.73
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $1.3M 8.4k 160.34
Ishares Tr Global Tech Etf (IXN) 0.2 $1.3M +205% 4.0k 337.43
Celsius Hldgs Com New (CELH) 0.2 $1.3M +3% 18k 76.12
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.3M +9% 16k 82.19
PNC Financial Services (PNC) 0.2 $1.3M NEW 6.8k 190.81
Coca-Cola Company (KO) 0.2 $1.3M +86% 24k 54.10
Starbucks Corporation (SBUX) 0.2 $1.3M +37% 12k 111.83
Pepsi (PEP) 0.2 $1.3M +23% 8.7k 148.12
Medtronic SHS (MDT) 0.2 $1.3M +183% 10k 124.10
At&t (T) 0.2 $1.3M +41% 44k 28.79
Texas Instruments Incorporated (TXN) 0.2 $1.3M +159% 6.6k 192.37
Capital One Financial (COF) 0.1 $1.3M -10% 8.2k 154.68
Applied Materials (AMAT) 0.1 $1.2M +14% 8.8k 142.37
Dow (DOW) 0.1 $1.2M +407% 20k 63.29
Emerson Electric (EMR) 0.1 $1.2M +335% 13k 96.23
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.2M +15% 11k 113.21
Abbott Laboratories (ABT) 0.1 $1.2M +440% 11k 115.92
Wal-Mart Stores (WMT) 0.1 $1.2M +33% 8.7k 140.98
Lowe's Companies (LOW) 0.1 $1.2M +63% 6.2k 194.03
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.1 $1.2M +47% 16k 76.30
Caterpillar (CAT) 0.1 $1.2M +16% 5.4k 217.68
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $1.2M NEW 53k 22.19
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $1.2M -25% 31k 37.69
Select Sector Spdr Tr Financial (XLF) 0.1 $1.2M +66% 32k 36.69
Brown Forman Corp Cl A (BF.A) 0.1 $1.2M NEW 16k 70.47
Aurinia Pharmaceuticals (AUPH) 0.1 $1.2M 89k 12.96
Ishares Tr Cybersecurity (IHAK) 0.1 $1.1M +32% 27k 43.15
Ishares Tr Exponential Tech (XT) 0.1 $1.1M -6% 18k 63.26
BlackRock (BLK) 0.1 $1.1M +126% 1.3k 874.90
Intel Corporation (INTC) 0.1 $1.1M +73% 20k 56.12
MercadoLibre (MELI) 0.1 $1.1M +9% 700.00 1557.14
Oracle Corporation (ORCL) 0.1 $1.1M NEW 14k 77.83
BlackRock MuniHoldings New Jersey Ins Fn (MUJ) 0.1 $1.1M -5% 68k 15.95
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.1M +44% 6.0k 178.52
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.0M +2% 6.7k 154.74
Raytheon Technologies Corp (RTX) 0.1 $1.0M +71% 12k 85.31
Ford Motor Company (F) 0.1 $1.0M 70k 14.86
Simon Property (SPG) 0.1 $1.0M +4% 7.9k 130.50
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $1.0M -35% 20k 50.76
Nextera Energy (NEE) 0.1 $994k +56% 14k 73.29
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $993k -10% 25k 39.47
Aterian (ATER) 0.1 $990k NEW 68k 14.63
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $983k 21k 46.78
Automatic Data Processing (ADP) 0.1 $970k NEW 4.9k 198.57
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $966k +24% 8.4k 114.96
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $955k +58% 9.3k 102.42
Costco Wholesale Corporation (COST) 0.1 $947k +43% 2.4k 395.57
Asml Holding N V N Y Registry Shs (ASML) 0.1 $941k +13% 1.4k 690.90
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $941k +11% 24k 39.35
First Tr Morningstar Divid L SHS (FDL) 0.1 $938k +122% 28k 33.18
Thermo Fisher Scientific (TMO) 0.1 $937k +105% 1.9k 504.31
Us Bancorp Del Com New (USB) 0.1 $935k +25% 16k 56.95
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $935k -16% 9.8k 95.07
Netflix (NFLX) 0.1 $929k 1.8k 528.14
Vanguard World Mega Grwth Ind (MGK) 0.1 $911k 3.9k 231.45
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.1 $906k NEW 12k 73.25
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.1 $895k NEW 18k 50.74
Lockheed Martin Corporation (LMT) 0.1 $892k +67% 2.4k 378.29
Ishares Tr Select Divid Etf (DVY) 0.1 $890k +276% 7.6k 116.63
Nio Spon Ads (NIO) 0.1 $866k +18% 16k 53.19
Zoom Video Communications In Cl A (ZM) 0.1 $857k -33% 2.2k 386.91
Target Corporation (TGT) 0.1 $856k +43% 3.5k 241.74
MetLife (MET) 0.1 $851k +4% 14k 59.87
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $837k 2.00 418500.00
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $836k +12% 13k 65.69
American Intl Group Com New (AIG) 0.1 $836k +4% 18k 47.58
Schlumberger Com Stk (SLB) 0.1 $830k -5% 26k 32.00
Upstart Hldgs (UPST) 0.1 $824k NEW 6.6k 124.85
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $820k -7% 16k 50.22
L3harris Technologies (LHX) 0.1 $819k 3.8k 216.15
Fox Corp Cl A Com (FOXA) 0.1 $819k +16% 22k 37.14
Sea Sponsord Ads (SE) 0.1 $798k +11% 2.9k 274.51
Ishares Tr Tips Bd Etf (TIP) 0.1 $796k -19% 6.2k 127.93
Marsh & McLennan Companies (MMC) 0.1 $795k NEW 5.7k 140.66
Ishares Tr Mbs Etf (MBB) 0.1 $794k +2% 7.3k 108.22
Alexion Pharmaceuticals 0.1 $780k -2% 4.2k 183.62
Accenture Plc Ireland Shs Class A (ACN) 0.1 $779k NEW 2.6k 294.96
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $766k +12% 8.7k 88.10
T. Rowe Price (TROW) 0.1 $760k +100% 3.8k 197.87
CVS Caremark Corporation (CVS) 0.1 $759k +81% 9.1k 83.45
Ishares Tr Core Msci Total (IXUS) 0.1 $758k -8% 10k 73.27
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.1 $743k +41% 2.8k 262.36
Novartis Sponsored Adr (NVS) 0.1 $740k +84% 8.1k 91.26
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $739k +84% 15k 50.87
3M Company (MMM) 0.1 $734k +6% 3.7k 198.54
Occidental Petroleum Corporation (OXY) 0.1 $731k NEW 23k 31.27
Nike CL B (NKE) 0.1 $728k +31% 4.7k 154.47
Illinois Tool Works (ITW) 0.1 $722k +176% 3.2k 223.67
Sandbridge Acquisition Corp Com Cl A 0.1 $704k -11% 71k 9.99
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $703k 17k 42.27
Biogen Idec (BIIB) 0.1 $692k NEW 2.0k 346.52
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $686k -2% 4.0k 173.45
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $684k -25% 6.3k 107.77
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $673k +8% 6.8k 98.54
First Tr Exchange Traded Wtr Etf (FIW) 0.1 $668k +28% 8.0k 83.54
Airbnb Com Cl A (ABNB) 0.1 $665k NEW 4.3k 153.08
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.1 $662k +81% 20k 32.90
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $661k +16% 9.4k 69.96
Kraft Heinz (KHC) 0.1 $658k NEW 16k 40.80
Ishares Tr National Mun Etf (MUB) 0.1 $657k +6% 5.6k 117.20
Ishares Tr U.s. Tech Etf (IYW) 0.1 $654k +7% 6.6k 99.45

Past Filings by Gladstone Institutional Advisory

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