Gladstone Institutional Advisory LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.1T
Holdings
714
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (714 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $59.0M |
USFRWISDOMTREE TR | $48.7M |
SPYSPDR S&P 500 ETF TR | $46.5M |
NVDANVIDIA CORPORATION | $45.5M |
IVVISHARES TR | $45.3M |
SPYMSPDR SER TR | $43.6M |
VOOVANGUARD INDEX FDS | $42.8M |
BUFRFIRST TR EXCHNG TRADED FD VI | $42.8M |
SPYVSPDR SER TR | $37.0M |
MSFTMICROSOFT CORP | $36.6M |
AMZNAMAZON COM INC | $36.0M |
PCTPURECYCLE TECHNOLOGIES INC | $23.6M |
IVEISHARES TR | $23.4M |
SPYGSPDR SER TR | $23.2M |
IVWISHARES TR | $23.0M |
METAMETA PLATFORMS INC | $22.4M |
IJHISHARES TR | $21.4M |
QQQMINVESCO EXCH TRADED FD TR II | $20.2M |
JPMJPMORGAN CHASE & CO. | $19.6M |
GSLCGOLDMAN SACHS ETF TR | $19.5M |
IJRISHARES TR | $19.5M |
GSYINVESCO ACTIVELY MANAGED EXC | $19.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $17.6M |
PINKSIMPLIFY EXCHANGE TRADED FUN | $16.7M |
NDQINVESCO QQQ TR | $16.5M |
SCHXSCHWAB STRATEGIC TR | $16.1M |
VIGVANGUARD SPECIALIZED FUNDS | $15.7M |
AQLTISHARES TR | $14.8M |
RSPINVESCO EXCHANGE TRADED FD T | $14.6M |
LLYELI LILLY & CO | $14.3M |
XLKSELECT SECTOR SPDR TR | $14.1M |
RECSCOLUMBIA ETF TR I | $13.3M |
XOMEXXON MOBIL CORP | $13.0M |
TSLATESLA INC | $12.7M |
GOOGLALPHABET INC | $12.2M |
RDVYFIRST TR EXCHANGE TRADED FD | $12.0M |
OMFLINVESCO EXCH TRD SLF IDX FD | $12.0M |
GQ9SPDR GOLD TR | $11.8M |
TLTISHARES TR | $11.7M |
FTSMFIRST TR EXCHANGE-TRADED FD | $11.6M |
VUGVANGUARD INDEX FDS | $11.2M |
QUALISHARES TR | $10.7M |
XLFSELECT SECTOR SPDR TR | $10.4M |
XLISELECT SECTOR SPDR TR | $10.1M |
SPMDSPDR SER TR | $10.0M |
GSIEGOLDMAN SACHS ETF TR | $9.6M |
XLVSELECT SECTOR SPDR TR | $9.4M |
DGROISHARES TR | $9.3M |
UNPUNION PAC CORP | $9.1M |
COSTCOSTCO WHSL CORP NEW | $9.1M |
AVGOBROADCOM INC | $9.0M |
JNJJOHNSON & JOHNSON | $8.9M |
CVXCHEVRON CORP NEW | $8.9M |
GOOGALPHABET INC | $8.9M |
FEBUAIM ETF PRODUCTS TRUST | $8.6M |
NFLXNETFLIX INC | $8.5M |
IBMINTERNATIONAL BUSINESS MACHS | $8.4M |
VTIVANGUARD INDEX FDS | $8.2M |
BUFQFIRST TR EXCHNG TRADED FD VI | $8.0M |
FBNDFIDELITY MERRIMACK STR TR | $7.9M |
VTVVANGUARD INDEX FDS | $7.9M |
CSXCSX CORP | $7.9M |
MINTPIMCO ETF TR | $7.8M |
UNHUNITEDHEALTH GROUP INC | $7.7M |
MRKMERCK & CO INC | $7.6M |
HDHOME DEPOT INC | $7.5M |
USMVISHARES TR | $7.5M |
SPSMSPDR SER TR | $7.4M |
IWPISHARES TR | $7.4M |
DONSPDR DOW JONES INDL AVERAGE | $7.3M |
LGOVFIRST TR EXCHANGE-TRADED FD | $7.2M |
WMTWALMART INC | $7.2M |
IWMISHARES TR | $7.1M |
HFXINEW YORK LIFE INVESTMENTS ET | $7.1M |
XLESELECT SECTOR SPDR TR | $6.9M |
ILCBISHARES TR | $6.8M |
VVISA INC | $6.7M |
PGPROCTER AND GAMBLE CO | $6.6M |
DSTLETF SER SOLUTIONS | $6.5M |
SCHVSCHWAB STRATEGIC TR | $6.5M |
IOOISHARES TR | $6.5M |
MCDMCDONALDS CORP | $6.4M |
IWFISHARES TR | $6.3M |
VOVANGUARD INDEX FDS | $6.2M |
ABBVABBVIE INC | $6.2M |
XLGINVESCO EXCHANGE TRADED FD T | $6.1M |
SDVYFIRST TR EXCHANGE-TRADED FD | $6.1M |
GLTRABRDN PRECIOUS METALS BASKET | $6.0M |
FTGCFIRST TR EXCHANGE TRAD FD VI | $5.9M |
XFEBFIRST TR EXCH TRADED FD III | $5.9M |
MAMASTERCARD INCORPORATED | $5.9M |
VGTVANGUARD WORLD FD | $5.8M |
MTUMISHARES TR | $5.8M |
UBERUBER TECHNOLOGIES INC | $5.7M |
IWDISHARES TR | $5.6M |
NEARISHARES U S ETF TR | $5.6M |
KOCOCA COLA CO | $5.6M |
FDNFIRST TR EXCHANGE-TRADED FD | $5.5M |
MOATVANECK ETF TRUST | $5.5M |
QDPLPACER FDS TR | $5.4M |
Page 1 of 8Next