Gladstone Institutional Advisory LLC Purchases in Q4 2024

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
8.1K
+ 18.68%
$213.65 - $479.86 $1.73M - $3.89M
51.5K $20.8M
NVDA
Nvidia Corp

Technology
36.4K
+ 10.58%
$117.0 - $148.88 $4.26M - $5.42M
380K $51.1M
AMZN
Amazon Com Inc

Consumer Cyclical
14.8K
+ 9.01%
$180.88 - $232.93 $2.68M - $3.45M
179K $39.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
112K
+ 21.11%
$66.77 - $71.52 $7.45M - $7.98M
640K $44.1M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
225K
+ 21.02%
$29.73 - $30.81 $6.68M - $6.92M
1.29M $39.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
157K
+ 33.89%
$51.09 - $55.27 $8.03M - $8.69M
621K $31.8M
AAPL
Apple Inc.

Technology
11.7K
+ 4.88%
$221.69 - $259.02 $2.59M - $3.02M
251K $62.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
50.3K
+ 436.57%
$116.4 - $138.52 $5.85M - $6.97M
61.8K $7.83M
USFR
Wisdomtree Floating Rate Treas

ETFs
117K
+ 13.52%
$50.23 - $50.46 $5.9M - $5.93M
986K $49.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
123K
+ 200.37%
$44.87 - $46.86 $5.53M - $5.78M
185K $8.3M
SPYG
Spdr Portfolio

ETFs
48.5K
+ 21.41%
$81.74 - $91.38 $3.97M - $4.43M
275K $24.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.13K
+ 30.17%
$481.22 - $538.17 $4.39M - $4.91M
39.4K $20.1M
IOO
Ishares Tr Global 100 ETF

ETFs
47.6K
+ 173.56%
$97.46 - $103.45 $4.64M - $4.92M
75K $7.56M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
18.4K
+ 21.65%
$198.04 - $221.51 $3.64M - $4.07M
103K $21.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
32.4K
+ 15.54%
$94.43 - $105.47 $3.06M - $3.42M
241K $24.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.76K
+ 7.42%
$567.81 - $607.81 $3.27M - $3.5M
83.4K $48.9M
VTI
Vanguard Total Stock Market Et

ETFs
14.6K
+ 134.97%
$280.04 - $302.45 $4.08M - $4.41M
25.4K $7.35M
PCT
Pure Cycle Technologies, Inc.

Industrials
123K
+ 3.67%
$8.81 - $14.3 $1.08M - $1.75M
3.46M $35.5M
AVUV
American Centy ETF Tr Avantis

ETFs
35.9K
+ 248.38%
$94.37 - $106.41 $3.39M - $3.82M
50.4K $4.86M
GOOGL
Alphabet Inc.

Communication Services
7.12K
+ 8.18%
$161.86 - $196.66 $1.15M - $1.4M
94.1K $17.8M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
179K
+ 1076.49%
$18.28 - $18.87 $3.27M - $3.38M
196K $3.59M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
35.9K
+ 187.61%
$80.18 - $88.79 $2.87M - $3.18M
55K $4.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
7.15K
+ 146.44%
$275.15 - $388.2 $1.97M - $2.77M
12K $4.11M
GS
Goldman Sachs Group Inc

Financial Services
4.3K
+ 149.13%
$486.1 - $608.57 $2.09M - $2.62M
7.19K $4.11M
JPM
Jpmorgan Chase & CO

Financial Services
1.11K
+ 1.37%
$205.18 - $250.29 $228K - $278K
82.2K $19.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.13K
+ 3.83%
$521.84 - $558.82 $1.63M - $1.75M
85K $45.8M
IVE
Ishares S&P 500 Value ETF

ETFs
16.3K
+ 16.17%
$189.5 - $206.17 $3.09M - $3.36M
117K $22.3M
UBER
Uber Technologies, Inc

Technology
45.2K
+ 233.09%
$59.93 - $86.34 $2.71M - $3.9M
64.6K $3.9M
XLK
Technology Sector Spdr

ETFs
9.06K
+ 19.47%
$220.26 - $241.44 $1.99M - $2.19M
55.6K $12.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23.3K
+ 15.49%
$113.92 - $127.38 $2.65M - $2.96M
173K $20M
SPMD
Spdr Portfolio

ETFs
43.5K
+ 45.56%
$54.13 - $59.56 $2.36M - $2.59M
139K $7.6M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
37.2K
+ 23.54%
$59.74 - $60.03 $2.22M - $2.23M
195K $11.7M
PANW
Palo Alto Networks Inc

Technology
19.7K
+ 223.3%
$181.96 - $405.9 $3.59M - $8.01M
28.6K $5.2M
META
Meta Platforms, Inc.

Communication Services
2.6K
+ 7.28%
$554.08 - $632.68 $1.44M - $1.65M
38.3K $22.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
26.2K
+ 644.09%
$81.68 - $82.93 $2.14M - $2.17M
30.2K $2.48M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
39.2K
+ 121.32%
$50.62 - $50.97 $1.98M - $2M
71.5K $3.62M
IVV
Ishares Core S&P 500 ETF

ETFs
1.65K
+ 2.16%
$570.51 - $610.59 $939K - $1.01M
77.9K $45.9M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
24.4K
+ 476.94%
$72.18 - $81.41 $1.76M - $1.98M
29.5K $2.23M
XLC
Select Sector Spdr Tr Communic

ETFs
16.1K
+ 35.1%
$89.66 - $102.16 $1.44M - $1.64M
61.9K $5.99M
XLV
Select Sector Spdr Fund Health

ETFs
19.7K
+ 36.19%
$136.28 - $154.74 $2.68M - $3.05M
74.1K $10.2M
MSFT
Microsoft Corp

Technology
6.03K
+ 7.16%
$406.35 - $454.46 $2.45M - $2.74M
90.2K $38M
AXP
American Express CO

Financial Services
5.11K
+ 45.42%
$267.35 - $305.57 $1.37M - $1.56M
16.4K $4.86M
AFRM
Affirm Holdings, Inc.

Technology
29K
New
$38.48 - $72.86 $1.11M - $2.11M
29K $1.76M
MMM
3 M CO

Industrials
14.5K
+ 74.25%
$124.74 - $137.12 $1.81M - $1.99M
34K $4.39M
AOK
Ishares Tr Core Conservative A

ETFs
43.5K
New
$37.3 - $38.64 $1.62M - $1.68M
43.5K $1.62M
DD
Du Pont De Nemours, Inc.

Basic Materials
23.7K
+ 168.04%
$75.95 - $88.05 $1.8M - $2.08M
37.8K $2.88M
VUG
Vanguard Growth ETF

ETFs
2.3K
+ 9.41%
$378.79 - $428.11 $872K - $986K
26.8K $11M
OUNZ
Van Eck Merk Gold Trust

ETFs
62.8K
+ 133.93%
$24.72 - $26.9 $1.55M - $1.69M
110K $2.77M
TMUS
T Mobile Us, Inc.

Communication Services
7.03K
New
$206.1 - $246.94 $1.45M - $1.74M
7.03K $1.55M
Activity Summary
Buys All Purchases 390 New Holdings 75 Increased Positions 315 Sells All Sells 283 Reductions 283 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email