Gladstone Institutional Advisory LLC Q1 2023 Filing
Filed May 12, 2023
Portfolio Value
$1.5B
Holdings
657
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (657 positions)
| Stock | Value |
|---|---|
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.9M |
SLYGSPDR SER TR | $1.9M |
PSXPHILLIPS 66 | $1.8M |
LSATTWO RDS SHARED TR | $1.8M |
BSCRINVESCO EXCH TRD SLF IDX FD | $1.8M |
ODFLOLD DOMINION FREIGHT LINE IN | $1.8M |
PAYXPAYCHEX INC | $1.8M |
XFEBFIRST TR EXCH TRADED FD III | $1.8M |
BSCQINVESCO EXCH TRD SLF IDX FD | $1.8M |
DVNDEVON ENERGY CORP NEW | $1.8M |
VCITVANGUARD SCOTTSDALE FDS | $1.8M |
IXNISHARES TR | $1.7M |
DOCUDOCUSIGN INC | $1.7M |
SBUXSTARBUCKS CORP | $1.7M |
BXBLACKSTONE INC | $1.7M |
ENBENBRIDGE INC | $1.7M |
FDNFIRST TR EXCHANGE-TRADED FD | $1.6M |
FBNDFIDELITY MERRIMACK STR TR | $1.6M |
EFGISHARES TR | $1.6M |
BSVVANGUARD BD INDEX FDS | $1.6M |
ORLYOREILLY AUTOMOTIVE INC | $1.6M |
EFVISHARES TR | $1.6M |
BNDVANGUARD BD INDEX FDS | $1.6M |
NUENUCOR CORP | $1.6M |
VIGVANGUARD SPECIALIZED FUNDS | $1.6M |
LSAFTWO RDS SHARED TR | $1.6M |
COWZPACER FDS TR | $1.5M |
HESHESS CORP | $1.5M |
8CWCROWN CASTLE INC | $1.5M |
CATCATERPILLAR INC | $1.5M |
COPCONOCOPHILLIPS | $1.5M |
SPGIS&P GLOBAL INC | $1.5M |
TDIVFIRST TR EXCHANGE-TRADED FD | $1.4M |
VRTVERTIV HOLDINGS CO | $1.4M |
INTCINTEL CORP | $1.4M |
ZTSZOETIS INC | $1.4M |
IYHISHARES TR | $1.4M |
TIPISHARES TR | $1.4M |
EFAISHARES TR | $1.4M |
XSOEWISDOMTREE TR | $1.3M |
NOBLPROSHARES TR | $1.3M |
VDCVANGUARD WORLD FDS | $1.3M |
TAT&T INC | $1.3M |
VCRVANGUARD WORLD FDS | $1.3M |
QUSSPDR SER TR | $1.3M |
SPYGSPDR SER TR | $1.2M |
PRFINVESCO EXCHANGE TRADED FD T | $1.2M |
SQEWTWO RDS SHARED TR | $1.2M |
HYGISHARES TR | $1.2M |
CIBRFIRST TR EXCHANGE TRADED FD | $1.2M |
FPEIFIRST TR EXCH TRADED FD III | $1.2M |
CTVACORTEVA INC | $1.2M |
DYLDTWO RDS SHARED TR | $1.2M |
LRGELEGG MASON ETF INVT | $1.2M |
DOWDOW INC | $1.2M |
GDGENERAL DYNAMICS CORP | $1.2M |
SRLNSSGA ACTIVE ETF TR | $1.2M |
VUSBVANGUARD BD INDEX FDS | $1.2M |
STPZPIMCO ETF TR | $1.1M |
DEDEERE & CO | $1.1M |
ATSG*AIR TRANSPORT SERVICES GRP I | $1.1M |
DYHTARGET CORP | $1.1M |
GILDGILEAD SCIENCES INC | $1.1M |
SOSOUTHERN CO | $1.1M |
XLBSELECT SECTOR SPDR TR | $1.1M |
4I1PHILIP MORRIS INTL INC | $1.1M |
ZZILLOW GROUP INC | $1.1M |
RFREGIONS FINANCIAL CORP NEW | $1.1M |
VNQVANGUARD INDEX FDS | $1.1M |
DWDMORGAN STANLEY | $1.1M |
GEGENERAL ELECTRIC CO | $1.1M |
PZAINVESCO EXCH TRADED FD TR II | $1.1M |
RDVYFIRST TR EXCHANGE-TRADED FD | $1.1M |
BSJPINVESCO EXCH TRD SLF IDX FD | $1.1M |
FDVVFIDELITY COVINGTON TRUST | $1.0M |
DLNWISDOMTREE TR | $1.0M |
LQDISHARES TR | $1.0M |
FIWFIRST TR EXCHANGE TRADED FD | $1.0M |
XTISHARES TR | $1.0M |
FMBFIRST TR EXCH TRADED FD III | $1.0M |
ULSTSSGA ACTIVE ETF TR | $1.0M |
MGKVANGUARD WORLD FD | $1.0M |
AAALCOA CORP | $1.0M |
JAAAJANUS DETROIT STR TR | $1.0M |
ADPAUTOMATIC DATA PROCESSING IN | $1.0M |
FMHIFIRST TR EXCH TRADED FD III | $997K |
MLB1MERCADOLIBRE INC | $996K |
PNCPNC FINL SVCS GROUP INC | $995K |
ESGUISHARES TR | $994K |
IWSISHARES TR | $982K |
FTAFIRST TR LRG CP VL ALPHADEX | $976K |
KXIISHARES TR | $966K |
HSYHERSHEY CO | $966K |
SCHDSCHWAB STRATEGIC TR | $960K |
MDLZMONDELEZ INTL INC | $956K |
SLBSCHLUMBERGER LTD | $950K |
IXCISHARES TR | $947K |
IXUSISHARES TR | $946K |
GNRCGENERAC HLDGS INC | $944K |
VWOVANGUARD INTL EQUITY INDEX F | $942K |