Gladstone Institutional Advisory LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$2.1B

Holdings

714

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (714 positions)

StockValue
EATBRINKER INTL INC
$431K
CGUSCAPITAL GROUP CORE EQUITY ET
$431K
TELTE CONNECTIVITY PLC
$430K
AOMISHARES TR
$428K
ETVEATON VANCE TAX-MANAGED BUY-
$425K
ULSTSSGA ACTIVE ETF TR
$424K
FIWFIRST TR EXCHANGE-TRADED FD
$421K
MUNIPIMCO ETF TR
$421K
CFGCITIZENS FINL GROUP INC
$421K
EFGISHARES TR
$418K
FTHIFIRST TR EXCHANGE TRADED FD
$414K
IMCGISHARES TR
$413K
AGZDWISDOMTREE TR
$412K
SYFSYNCHRONY FINANCIAL
$411K
CBRECBRE GROUP INC
$411K
CMICUMMINS INC
$411K
BOTZGLOBAL X FDS
$410K
CDNSCADENCE DESIGN SYSTEM INC
$410K
WTVWISDOMTREE TR
$408K
ITWILLINOIS TOOL WKS INC
$407K
VEEVVEEVA SYS INC
$406K
NOCNORTHROP GRUMMAN CORP
$404K
SCHWSCHWAB CHARLES CORP
$402K
RDVIFIRST TR EXCHANGE-TRADED FD
$400K
SPABSPDR SER TR
$399K
PCEFINVESCO EXCH TRADED FD TR II
$398K
WECWEC ENERGY GROUP INC
$398K
SYLDCAMBRIA ETF TR
$395K
VAWVANGUARD WORLD FD
$393K
IJKISHARES TR
$392K
MDYSPDR S&P MIDCAP 400 ETF TR
$392K
LDSFFIRST TR EXCHNG TRADED FD VI
$390K
QQQEDIREXION SHS ETF TR
$386K
CGGRCAPITAL GROUP GROWTH ETF
$385K
IHIISHARES TR
$384K
MUBISHARES TR
$380K
HYLSFIRST TR EXCHANGE-TRADED FD
$379K
QYLGGLOBAL X FDS
$379K
IDV*ISHARES TR
$378K
ONEYSPDR SER TR
$376K
ONEQFIDELITY COMWLTH TR
$376K
IMTMISHARES TR
$372K
MLB1MERCADOLIBRE INC
$369K
NMAINUVEEN MULTI ASSET INCOME FU
$361K
AMTAMERICAN TOWER CORP NEW
$355K
TIPISHARES TR
$353K
CLSCELESTICA INC
$347K
OKEONEOK INC NEW
$346K
QUSSPDR SER TR
$345K
TTENTOTALENERGIES SE
$344K
FTNTFORTINET INC
$344K
JGROJ P MORGAN EXCHANGE TRADED F
$344K
URAGLOBAL X FDS
$342K
IRENIREN LIMITED
$342K
FCXFREEPORT-MCMORAN INC
$340K
ARGXARGENX SE
$340K
IXP*ISHARES TR
$340K
MCOMOODYS CORP
$339K
JCPBJ P MORGAN EXCHANGE TRADED F
$336K
MTHMERITAGE HOMES CORP
$332K
RPARTIDAL ETF TR
$331K
ROKROCKWELL AUTOMATION INC
$329K
SCHASCHWAB STRATEGIC TR
$328K
VRTVERTIV HOLDINGS CO
$328K
HYMBSPDR SER TR
$328K
CWCURTISS WRIGHT CORP
$325K
DIVBISHARES TR
$324K
NUENUCOR CORP
$323K
GRALGRAIL INC
$323K
VEUVANGUARD INTL EQUITY INDEX F
$323K
COFCAPITAL ONE FINL CORP
$323K
SPGPINVESCO EXCHANGE TRADED FD T
$322K
TJXTJX COS INC NEW
$322K
WMBWILLIAMS COS INC
$322K
KLACKLA CORP
$320K
ARMARM HOLDINGS PLC
$317K
SHYGISHARES TR
$312K
FGDFIRST TR EXCHANGE TRADED FD
$312K
CEFSEXCHANGE LISTED FDS TR
$311K
MPLXMPLX LP
$311K
IYJISHARES TR
$310K
SYYSYSCO CORP
$309K
DFSEURDISCOVER FINL SVCS
$308K
GRMNGARMIN LTD
$307K
ICEINTERCONTINENTAL EXCHANGE IN
$304K
XJQCXNUVEEN CR STRATEGIES INCOME
$304K
PSCTINVESCO EXCH TRADED FD TR II
$301K
LNGCHENIERE ENERGY INC
$299K
BIVVANGUARD BD INDEX FDS
$297K
GNRCGENERAC HLDGS INC
$297K
APAAPA CORPORATION
$296K
CWISPDR INDEX SHS FDS
$295K
BRXBRIXMOR PPTY GROUP INC
$294K
MFCMANULIFE FINL CORP
$294K
OXYOCCIDENTAL PETE CORP
$293K
TLNTALEN ENERGY CORP
$291K
DDDUPONT DE NEMOURS INC
$290K
EMBISHARES TR
$290K
KHPIMANAGED PORTFOLIO SERIES
$288K
ENBENBRIDGE INC
$286K
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