Gladstone Institutional Advisory LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$2.4B
Holdings
753
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (753 positions)
| Stock | Value |
|---|---|
EDVVANGUARD WORLD FD | $2.6M |
SPOTSPOTIFY TECHNOLOGY S A | $2.6M |
DOLWISDOMTREE TR | $2.6M |
CAVACAVA GROUP INC | $2.6M |
JSIJANUS DETROIT STR TR | $2.5M |
RPGINVESCO EXCHANGE TRADED FD T | $2.5M |
IDMOINVESCO EXCH TRADED FD TR II | $2.5M |
TROWPRICE T ROWE GROUP INC | $2.5M |
VBKVANGUARD INDEX FDS | $2.5M |
WELLWELLTOWER INC | $2.4M |
BSCSINVESCO EXCH TRD SLF IDX FD | $2.4M |
LMTLOCKHEED MARTIN CORP | $2.4M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.4M |
SLYGSPDR SERIES TRUST | $2.3M |
ADIANALOG DEVICES INC | $2.3M |
IXNISHARES TR | $2.3M |
IXUSISHARES TR | $2.3M |
SHYISHARES TR | $2.3M |
FTSLFIRST TR EXCHANGE-TRADED FD | $2.3M |
PULSPGIM ETF TR | $2.3M |
PFFDGLOBAL X FDS | $2.3M |
FEZSPDR INDEX SHS FDS | $2.3M |
FTCFIRST TR EXCHANGE-TRADED ALP | $2.2M |
HDVISHARES TR | $2.2M |
AGGISHARES TR | $2.2M |
EVTRMORGAN STANLEY ETF TRUST | $2.2M |
JEPIJ P MORGAN EXCHANGE TRADED F | $2.2M |
VRIGINVESCO ACTIVELY MANAGED EXC | $2.2M |
ISCBISHARES TR | $2.2M |
ACNACCENTURE PLC IRELAND | $2.2M |
MMM3M CO | $2.2M |
HELEHELEN OF TROY LTD | $2.2M |
JQUAJ P MORGAN EXCHANGE TRADED F | $2.1M |
OMAHTIDAL TRUST III | $2.1M |
COFCAPITAL ONE FINL CORP | $2.1M |
GRIDFIRST TR EXCHANGE TRADED FD | $2.1M |
FXRFIRST TR EXCHANGE TRADED FD | $2.1M |
VBVANGUARD INDEX FDS | $2.0M |
MODLVICTORY PORTFOLIOS II | $2.0M |
KXIISHARES TR | $2.0M |
PFEPFIZER INC | $2.0M |
VCSHVANGUARD SCOTTSDALE FDS | $2.0M |
SOSOUTHERN CO | $2.0M |
LINLINDE PLC | $1.9M |
AOKISHARES TR | $1.9M |
CNEQTHE ALGER ETF TRUST | $1.9M |
AMGNAMGEN INC | $1.9M |
OREALTY INCOME CORP | $1.9M |
COWZPACER FDS TR | $1.9M |
ISRGINTUITIVE SURGICAL INC | $1.8M |
SJNKSPDR SERIES TRUST | $1.8M |
TRVCCITIGROUP INC | $1.8M |
MDTMEDTRONIC PLC | $1.8M |
IBITISHARES BITCOIN TRUST ETF | $1.8M |
ADPAUTOMATIC DATA PROCESSING IN | $1.8M |
PHPARKER-HANNIFIN CORP | $1.8M |
CVSCVS HEALTH CORP | $1.8M |
DYNFBLACKROCK ETF TRUST | $1.7M |
ITA*ISHARES TR | $1.7M |
ETENERGY TRANSFER L P | $1.7M |
MGKVANGUARD WORLD FD | $1.7M |
IYFISHARES TR | $1.7M |
NOBLPROSHARES TR | $1.7M |
TXNTEXAS INSTRS INC | $1.7M |
IYWISHARES TR | $1.7M |
MRVLMARVELL TECHNOLOGY INC | $1.7M |
SPHQINVESCO EXCHANGE TRADED FD T | $1.7M |
XTISHARES TR | $1.6M |
ILCGISHARES TR | $1.6M |
AIGAMERICAN INTL GROUP INC | $1.6M |
FIXDFIRST TR EXCHNG TRADED FD VI | $1.6M |
VTWGVANGUARD SCOTTSDALE FDS | $1.6M |
KNGFIRST TR EXCHANGE-TRADED FD | $1.6M |
GCOWPACER FDS TR | $1.6M |
GPIXGOLDMAN SACHS ETF TR | $1.6M |
EFAISHARES TR | $1.6M |
FDLFIRST TR EXCHANGE-TRADED FD | $1.6M |
SPGIS&P GLOBAL INC | $1.6M |
EDIVSPDR INDEX SHS FDS | $1.5M |
BSJPINVESCO EXCH TRD SLF IDX FD | $1.5M |
LOWLOWES COS INC | $1.5M |
AXONAXON ENTERPRISE INC | $1.5M |
SIXJAIM ETF PRODUCTS TRUST | $1.5M |
ICLOINVESCO ACTIVELY MANAGED EXC | $1.5M |
ODFLOLD DOMINION FREIGHT LINE IN | $1.5M |
AQLTISHARES TR | $1.5M |
ENVXENOVIX CORPORATION | $1.4M |
LSAFTWO RDS SHARED TR | $1.4M |
IXCISHARES TR | $1.4M |
CGDGCAPITAL GROUP DIVIDEND GROWE | $1.4M |
VTVANGUARD INTL EQUITY INDEX F | $1.4M |
DFASDIMENSIONAL ETF TRUST | $1.4M |
RJFRAYMOND JAMES FINL INC | $1.4M |
JSMDJANUS DETROIT STR TR | $1.4M |
ROUSLATTICE STRATEGIES TR | $1.4M |
DHRDANAHER CORPORATION | $1.4M |
ADBEADOBE INC | $1.4M |
XLFISELECT SECTOR SPDR TR | $1.4M |
HONHONEYWELL INTL INC | $1.3M |
JPSTJ P MORGAN EXCHANGE TRADED F | $1.3M |