Gladstone Institutional Advisory LLC Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$1.8B

Holdings

665

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (665 positions)

StockValue
ROBTFIRST TR EXCHANGE-TRADED FD
$546K
LRCXEURLAM RESEARCH CORP
$543K
EFVISHARES TR
$540K
QQQEDIREXION SHS ETF TR
$540K
SYKSTRYKER CORPORATION
$539K
DUKDUKE ENERGY CORP NEW
$537K
FCXFREEPORT-MCMORAN INC
$530K
JFRNUVEEN FLOATING RATE INCOME
$528K
VVVANGUARD INDEX FDS
$517K
EMREMERSON ELEC CO
$517K
DEDEERE & CO
$513K
JAAAJANUS DETROIT STR TR
$512K
PLDPROLOGIS INC.
$511K
EPDENTERPRISE PRODS PARTNERS L
$510K
FMBFIRST TR EXCH TRADED FD III
$508K
RDVIFIRST TR EXCHANGE-TRADED FD
$506K
PSCUINVESCO EXCH TRADED FD TR II
$504K
ETNEATON CORP PLC
$493K
NOWSERVICENOW INC
$492K
PSCDINVESCO EXCH TRADED FD TR II
$489K
YUMYUM BRANDS INC
$488K
SNOWSNOWFLAKE INC
$483K
VOTVANGUARD INDEX FDS
$483K
MDYSPDR S&P MIDCAP 400 ETF TR
$480K
VAWVANGUARD WORLD FDS
$480K
DYHTARGET CORP
$479K
DOWDOW INC
$477K
SGOVISHARES TR
$475K
DTEDTE ENERGY CO
$475K
HOODROBINHOOD MKTS INC
$468K
AORISHARES TR
$468K
BABAALIBABA GROUP HLDG LTD
$466K
VOOGVANGUARD ADMIRAL FDS INC
$450K
ODFLOLD DOMINION FREIGHT LINE IN
$449K
VEEVVEEVA SYS INC
$449K
EOGEOG RES INC
$448K
SLBSCHLUMBERGER LTD
$446K
CMICUMMINS INC
$440K
DWMWISDOMTREE TR
$435K
IJKISHARES TR
$433K
BUGGLOBAL X FDS
$433K
WFCWELLS FARGO CO NEW
$433K
IJSISHARES TR
$432K
BPBP PLC
$428K
NXTGFIRST TR EXCHANGE TRADED FD
$423K
ROKROCKWELL AUTOMATION INC
$421K
GSKGSK PLC
$421K
PPLPPL CORP
$421K
SKYYFIRST TR EXCHANGE TRADED FD
$419K
MXIISHARES TR
$418K
COINCOINBASE GLOBAL INC
$417K
SOXXISHARES TR
$415K
DRIDARDEN RESTAURANTS INC
$415K
SPGIS&P GLOBAL INC
$412K
SDYSPDR SER TR
$410K
FLMIFRANKLIN TEMPLETON ETF TR
$409K
TTENTOTALENERGIES SE
$405K
SPTMSPDR SER TR
$404K
DDDUPONT DE NEMOURS INC
$403K
PSCFINVESCO EXCH TRADED FD TR II
$402K
DVNDEVON ENERGY CORP NEW
$400K
IJJISHARES TR
$400K
NINISOURCE INC
$400K
VMIVALMONT INDS INC
$394K
QCLNFIRST TR EXCHANGE-TRADED FD
$391K
XLSRSSGA ACTIVE TR
$390K
IMCGISHARES TR
$388K
IQVIQVIA HLDGS INC
$386K
CFGCITIZENS FINL GROUP INC
$384K
AXONAXON ENTERPRISE INC
$381K
VRPINVESCO EXCH TRADED FD TR II
$380K
TROWPRICE T ROWE GROUP INC
$379K
JDJD.COM INC
$377K
USBUS BANCORP DEL
$377K
ONEYSPDR SER TR
$377K
ARKGARK ETF TR
$376K
SOFISOFI TECHNOLOGIES INC
$375K
SHVISHARES TR
$375K
BDXBECTON DICKINSON & CO
$373K
HDMVFIRST TR EXCH TRADED FD III
$371K
NVONOVO-NORDISK A S
$369K
NMAINUVEEN MULTI ASSET INCOME FU
$369K
QINTAMERICAN CENTY ETF TR
$367K
BBUSJ P MORGAN EXCHANGE TRADED F
$365K
MUBISHARES TR
$364K
EFAVISHARES TR
$360K
GNRCGENERAC HLDGS INC
$360K
PTLCPACER FDS TR
$359K
ETVEATON VANCE TAX-MANAGED BUY-
$356K
FTNTFORTINET INC
$355K
LDSFFIRST TR EXCHNG TRADED FD VI
$353K
AQLTISHARES TR
$351K
BIVVANGUARD BD INDEX FDS
$350K
BITFBITFARMS LTD
$348K
IWOISHARES TR
$345K
FINXGLOBAL X FDS
$339K
DFSEURDISCOVER FINL SVCS
$336K
NWBINORTHWEST BANCSHARES INC MD
$333K
GRIDFIRST TR EXCHANGE TRADED FD
$333K
SPHYSPDR SER TR
$332K
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