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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 SPY, VOO, USFR, IVV, SPLG, and represent 11.92% of Gladstone Institutional Advisory's stock portfolio.
Added to shares of these 10 stocks: PINK (+$13M), IJH (+$10M), PCT (+$7.5M), SRPT (+$7.3M), PAVE, ODFL, SOXQ, TROW, WMT, TUA.
Started 61 new stock positions in VICI, IXG, SPIB, ILMN, HYMB, GRMN, CHWY, MOD, BATT, SOXQ.
Reduced shares in these 10 stocks: COWZ (-$12M), GSY (-$12M), XLK (-$11M), ALL (-$11M), AAPL (-$6.8M), SPY (-$5.4M), MSFT, AMZN, NVDA, MGK.
Sold out of its positions in AEHR, ANET, CIB, BDX, BIIB, MUA, BKCI, CME, CTRA, Cerberus Cyber Sentinel Corp.
Gladstone Institutional Advisory was a net seller of stock by $-82M.
Gladstone Institutional Advisory has $1.8B in assets under management (AUM), dropping by 2.23%.
Central Index Key (CIK): 0001766530

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Portfolio Holdings for Gladstone Institutional Advisory

Gladstone Institutional Advisory holds 641 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Gladstone Institutional Advisory has 641 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$50M	-9%	95k	523.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$46M	+2%	96k	480.70	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.3	$42M	-5%	826k	50.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$42M	-4%	79k	525.73	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.1	$38M	-4%	622k	61.53	View chart
Apple (AAPL)	2.0	$37M	-15%	213k	171.48	View chart
Microsoft Corporation (MSFT)	1.9	$35M	-10%	84k	420.72	View chart
NVIDIA Corporation (NVDA)	1.6	$29M	-10%	32k	903.55	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	1.5	$28M	-29%	559k	49.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	1.5	$27M	-7%	977k	27.96	View chart
Amazon (AMZN)	1.5	$27M	-12%	148k	180.38	View chart
JPMorgan Chase & Co. (JPM)	1.3	$23M	-11%	116k	200.30	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	1.2	$21M	-4%	1.0M	21.38	View chart
Purecycle Technologies (PCT)	1.1	$21M	+56%	3.3M	6.22	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.1	$20M	+5%	107k	182.69	View chart
Meta Platforms Cl A (META)	1.0	$19M	-13%	38k	485.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$18M	+2%	94k	186.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$17M	-8%	101k	169.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$16M	-2%	193k	84.44	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.9	$16M	-2%	157k	103.79	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.9	$16M	+368%	520k	30.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$16M	+12%	141k	110.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$14M		94k	150.93	View chart
Vanguard World Extended Dur (EDV)	0.7	$13M	-8%	172k	76.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$13M	+391%	216k	60.74	View chart
Vanguard World Mega Grwth Ind (MGK)	0.7	$12M	-20%	43k	286.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)	0.7	$12M		420k	28.33	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.6	$12M	-3%	211k	55.23	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.6	$12M	-8%	375k	30.98	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.6	$12M	-3%	205k	56.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$11M	-9%	27k	420.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$11M	-3%	25k	444.01	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.6	$11M	-7%	180k	59.62	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.6	$10M		235k	43.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$10M		61k	164.35	View chart
Merck & Co (MRK)	0.5	$9.9M	-20%	75k	131.95	View chart
Exxon Mobil Corporation (XOM)	0.5	$9.8M	+16%	85k	116.24	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$9.4M	-8%	100k	94.41	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.5	$9.3M	+4%	272k	34.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$9.2M	-11%	124k	74.22	View chart
Eli Lilly & Co. (LLY)	0.5	$8.8M	-7%	11k	777.99	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.5	$8.8M		182k	48.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$8.6M	+6%	139k	62.06	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$8.5M	-2%	101k	83.58	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$8.4M		145k	58.06	View chart
Johnson & Johnson (JNJ)	0.5	$8.2M	+13%	52k	158.19	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$8.2M	+46%	56k	147.73	View chart
Cadence Design Systems (CDNS)	0.4	$8.1M	-4%	26k	311.28	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$8.0M	+20%	85k	94.62	View chart
Costco Wholesale Corporation (COST)	0.4	$8.0M	-19%	11k	732.62	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.4	$7.8M	-19%	154k	50.46	View chart
CSX Corporation (CSX)	0.4	$7.7M		208k	37.07	View chart
Home Depot (HD)	0.4	$7.7M	-16%	20k	383.61	View chart
Broadcom (AVGO)	0.4	$7.6M	-22%	5.7k	1325.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$7.5M	+18%	36k	210.30	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.4	$7.5M	+46%	102k	73.27	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$7.4M	-5%	175k	42.12	View chart
Sarepta Therapeutics (SRPT)	0.4	$7.3M	NEW	56k	129.46	View chart
UnitedHealth (UNH)	0.4	$7.2M	+14%	15k	494.69	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.4	$7.0M		130k	53.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$7.0M	-6%	21k	337.05	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.4	$6.9M	-13%	240k	28.92	View chart
Indexiq Etf Tr Ftse Internl Eqt (HFXI)	0.4	$6.9M		256k	26.83	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.4	$6.8M	-2%	94k	72.47	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$6.8M	+2%	17k	397.76	View chart
Chevron Corporation (CVX)	0.4	$6.7M	+32%	43k	157.74	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$6.7M		88k	75.98	View chart
Comcast Corp Cl A (CMCSA)	0.4	$6.5M	-30%	151k	43.35	View chart
Tesla Motors (TSLA)	0.4	$6.5M	+6%	37k	175.79	View chart
Palo Alto Networks (PANW)	0.4	$6.5M		23k	284.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$6.3M	-12%	39k	162.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$6.0M	-2%	40k	152.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$6.0M		18k	344.20	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.3	$5.9M	+119%	272k	21.87	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$5.9M	-64%	28k	208.27	View chart
International Business Machines (IBM)	0.3	$5.8M	-33%	30k	190.96	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$5.8M	+7%	135k	43.04	View chart
salesforce (CRM)	0.3	$5.6M	-3%	19k	301.18	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$5.6M	-9%	325k	17.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$5.6M	-7%	11k	524.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$5.6M		22k	249.86	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.3	$5.6M	-2%	76k	72.83	View chart
Global X Fds Conscious Cos (KRMA)	0.3	$5.5M	-29%	153k	36.22	View chart
Bristol Myers Squibb (BMY)	0.3	$5.5M	+61%	101k	54.23	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.3	$5.5M		136k	40.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$5.5M	-11%	27k	205.72	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$5.4M		71k	76.19	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$5.3M	-3%	26k	205.09	View chart
Visa Com Cl A (V)	0.3	$5.3M	-24%	19k	279.09	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$5.3M		29k	179.11	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$5.3M	+9%	42k	125.96	View chart
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)	0.3	$5.3M		94k	56.13	View chart
Wal-Mart Stores (WMT)	0.3	$5.2M	+210%	86k	60.17	View chart
Procter & Gamble Company (PG)	0.3	$5.2M	-11%	32k	162.25	View chart
McDonald's Corporation (MCD)	0.3	$5.2M	-25%	18k	281.96	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$5.0M	+1935%	126k	39.81	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.3	$4.9M	+12%	52k	95.50	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$4.9M	+83%	75k	65.65	View chart
Global X Fds Nasdq 100 Cvrdgw (QYLG)	0.3	$4.8M	+5%	158k	30.64	View chart
Cisco Systems (CSCO)	0.3	$4.8M	-27%	97k	49.91	View chart
Helen Of Troy (HELE)	0.3	$4.8M	+11%	42k	115.24	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.3	$4.8M	-4%	171k	27.94	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.3	$4.8M		63k	76.00	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.3	$4.8M	+10%	200k	23.72	View chart
Oracle Corporation (ORCL)	0.3	$4.7M	+12%	38k	125.61	View chart
Abbvie (ABBV)	0.3	$4.7M	+15%	26k	182.10	View chart
Advanced Micro Devices (AMD)	0.3	$4.7M	-10%	26k	180.49	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$4.6M	-21%	25k	183.89	View chart
ConocoPhillips (COP)	0.3	$4.6M	-28%	36k	127.28	View chart
Union Pacific Corporation (UNP)	0.2	$4.6M	-8%	19k	245.93	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.2	$4.4M	-4%	43k	102.10	View chart
Netflix (NFLX)	0.2	$4.4M	+24%	7.2k	607.30	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$4.3M	+3%	49k	88.44	View chart
Old Dominion Freight Line (ODFL)	0.2	$4.3M	+1684%	20k	219.31	View chart
Coca-Cola Company (KO)	0.2	$4.3M		70k	61.18	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$4.3M	-2%	49k	87.29	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$4.3M	+60%	16k	260.73	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$4.2M	+2%	62k	67.13	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$4.2M	+15%	43k	97.94	View chart
Texas Instruments Incorporated (TXN)	0.2	$4.2M	+9%	24k	174.21	View chart
T. Rowe Price (TROW)	0.2	$4.1M	+865%	34k	121.92	View chart
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)	0.2	$4.1M	+5%	82k	50.33	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.1M	-14%	9.0k	454.87	View chart
Applied Materials (AMAT)	0.2	$4.1M	+295%	20k	206.23	View chart
Adobe Systems Incorporated (ADBE)	0.2	$4.0M	-7%	7.9k	504.59	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$4.0M	+130%	101k	39.53	View chart
Medtronic SHS (MDT)	0.2	$3.9M	+55%	45k	87.15	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$3.9M	-13%	76k	51.60	View chart
McKesson Corporation (MCK)	0.2	$3.9M	+11%	7.3k	536.86	View chart
Nextera Energy (NEE)	0.2	$3.8M	-26%	60k	63.91	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.8M	-19%	6.6k	581.25	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$3.8M		43k	89.90	View chart
Realty Income (O)	0.2	$3.8M	+18%	71k	54.10	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.2	$3.8M	-2%	52k	72.96	View chart
Pepsi (PEP)	0.2	$3.8M		22k	175.01	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.2	$3.8M	NEW	98k	38.59	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.2	$3.7M	-12%	41k	90.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$3.7M	-2%	40k	92.72	View chart
Morgan Stanley Com New (MS)	0.2	$3.7M	-30%	39k	94.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$3.6M	-9%	32k	115.30	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$3.6M	+10%	115k	31.34	View chart
Phillips 66 (PSX)	0.2	$3.6M	-3%	22k	163.34	View chart
Caterpillar (CAT)	0.2	$3.5M	-14%	9.6k	366.42	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$3.5M	-5%	76k	46.21	View chart
Mastercard Incorporated Cl A (MA)	0.2	$3.5M	-21%	7.2k	481.59	View chart
Walt Disney Company (DIS)	0.2	$3.4M	-9%	28k	122.36	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$3.4M		33k	100.54	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.2	$3.3M	+22%	71k	46.38	View chart
First Tr Exchange-traded A Mid Cap Val Fd (FNK)	0.2	$3.3M		61k	54.15	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$3.3M	+6%	66k	49.70	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$3.3M	-10%	17k	187.35	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.2	$3.3M	+3%	155k	20.97	View chart
Vanguard World Health Car Etf (VHT)	0.2	$3.2M	-9%	12k	270.51	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$3.2M	+7%	158k	20.43	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$3.2M	-38%	42k	76.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.2M	-20%	64k	50.17	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$3.2M	+2%	51k	62.34	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$3.1M	-9%	74k	42.23	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$3.1M	+2%	85k	36.19	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$3.0M	-40%	8.7k	346.62	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.2	$3.0M	-2%	24k	123.90	View chart
Servicenow (NOW)	0.2	$3.0M	+456%	3.9k	762.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$3.0M	+13%	38k	77.31	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$2.9M		35k	82.97	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$2.9M	-14%	52k	56.39	View chart
Toll Brothers (TOL)	0.2	$2.9M	-49%	23k	129.37	View chart
Abbott Laboratories (ABT)	0.2	$2.9M	+43%	26k	113.66	View chart
Vanguard World Financials Etf (VFH)	0.2	$2.9M	-3%	28k	102.39	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$2.9M		40k	72.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.9M	-3%	11k	259.91	View chart
O'reilly Automotive (ORLY)	0.2	$2.9M	+9%	2.5k	1128.88	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$2.8M	-12%	33k	85.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$2.8M		34k	84.09	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.2	$2.8M	+124%	79k	35.80	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$2.8M	-29%	87k	32.68	View chart
Starbucks Corporation (SBUX)	0.2	$2.8M	+8%	31k	91.39	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.2	$2.8M	+8%	39k	72.19	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$2.8M	+349%	48k	57.86	View chart
3M Company (MMM)	0.1	$2.7M	+6%	26k	106.07	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$2.7M	-10%	63k	42.81	View chart
Intuit (INTU)	0.1	$2.6M	+83%	4.0k	650.00	View chart
Southern Company (SO)	0.1	$2.5M	+293%	36k	71.74	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.5M	+33%	4.00	634440.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$2.5M	-3%	50k	50.45	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$2.5M	-48%	30k	81.66	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$2.4M	+16%	54k	45.31	View chart
Verizon Communications (VZ)	0.1	$2.4M	-17%	57k	41.96	View chart
American Express Company (AXP)	0.1	$2.4M	-21%	11k	227.69	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$2.4M		27k	87.23	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.3M	-4%	24k	97.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.3M	+6%	29k	80.63	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$2.3M	-4%	41k	56.21	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$2.3M	+8%	43k	53.34	View chart
Intel Corporation (INTC)	0.1	$2.2M		51k	44.17	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.2M	+43%	58k	38.48	View chart
Nike CL B (NKE)	0.1	$2.2M	+5%	24k	93.98	View chart
Celsius Hldgs Com New (CELH)	0.1	$2.2M	-3%	27k	82.92	View chart
Target Corporation (TGT)	0.1	$2.1M	+259%	12k	177.21	View chart
Chipotle Mexican Grill (CMG)	0.1	$2.1M	+16%	737.00	2906.77	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$2.1M	+5%	26k	80.51	View chart
Airbnb Com Cl A (ABNB)	0.1	$2.1M	+152%	13k	164.96	View chart
BlackRock (BLK)	0.1	$2.1M	-13%	2.5k	833.77	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$2.1M	+8%	46k	45.31	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$2.0M	-16%	27k	74.81	View chart
Linde SHS (LIN)	0.1	$2.0M	+19%	4.4k	464.32	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$2.0M	+2%	29k	69.67	View chart
Booking Holdings (BKNG)	0.1	$2.0M	+9%	540.00	3628.03	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$1.9M	-4%	55k	34.82	View chart
Qualcomm (QCOM)	0.1	$1.9M	-23%	11k	169.30	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.9M	+9%	4.8k	399.09	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	0.1	$1.9M	-5%	49k	38.80	View chart
Pfizer (PFE)	0.1	$1.9M	-21%	67k	27.75	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$1.9M	+30%	44k	42.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$1.8M		96k	19.21	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$1.8M	+41%	53k	34.70	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$1.8M	-3%	27k	67.86	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.8M	+12%	18k	101.41	View chart
Cintas Corporation (CTAS)	0.1	$1.8M	-62%	2.6k	687.06	View chart
Bank of America Corporation (BAC)	0.1	$1.8M	-17%	47k	37.92	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.8M	-86%	31k	58.11	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.8M	+168%	24k	73.15	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$1.8M	-3%	17k	106.49	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$1.8M	+7%	92k	19.29	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$1.7M	-43%	35k	49.16	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.1	$1.7M	-8%	44k	39.17	View chart
Enbridge (ENB)	0.1	$1.7M	+7%	48k	36.18	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$1.7M	-12%	16k	110.21	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$1.7M	+39%	28k	61.03	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$1.7M	-35%	57k	29.77	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$1.7M		54k	31.10	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.7M	-17%	5.2k	320.59	View chart
Boeing Company (BA)	0.1	$1.7M	-17%	8.6k	192.99	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$1.7M	+44%	39k	42.95	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.1	$1.7M	+11%	32k	51.71	View chart
Lowe's Companies (LOW)	0.1	$1.7M	-62%	6.5k	254.72	View chart
General Electric Com New (GE)	0.1	$1.7M	+3%	9.4k	175.52	View chart
Parker-Hannifin Corporation (PH)	0.1	$1.6M	+121%	3.0k	555.79	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$1.6M	+81%	33k	50.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.6M	-45%	8.9k	182.62	View chart
Overstock (BYON)	0.1	$1.6M	NEW	45k	35.91	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M	+3%	13k	123.18	View chart
Legg Mason Etf Invt Clearbrideg Lr (LRGE)	0.1	$1.6M	-9%	24k	67.09	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$1.6M	+7%	81k	20.07	View chart
Analog Devices (ADI)	0.1	$1.6M	+419%	8.1k	197.79	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.1	$1.6M	-30%	8.1k	197.10	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$1.6M	+2%	5.0k	317.76	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.6M	-56%	3.8k	418.01	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$1.6M	+6%	7.7k	204.13	View chart
Indexiq Etf Tr Iq U.s. Small Ca	0.1	$1.6M		42k	37.30	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$1.6M		40k	38.47	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 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
Gladstone Institutional Advisory 2020 Q4 restated filed Jan. 30, 2023
Gladstone Institutional Advisory 2021 Q4 restated filed Jan. 30, 2023
Gladstone Institutional Advisory 2022 Q3 filed Oct. 20, 2022

View all past filings

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