Gladstone Institutional Advisory LLC Purchases in Q1 2025

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
3.63K
+ 4.91%
$60.81 - $72.32 $221K - $263K
77.6K $5.56M
CRM
Salesforce, Inc.

Technology
6.67K
+ 52.42%
$268.36 - $359.95 $1.79M - $2.4M
19.4K $5.21M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
14.9K
+ 133.28%
$61.9 - $66.89 $922K - $996K
26.1K $1.66M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
8.59K
+ 214.69%
$113.13 - $127.79 $972K - $1.1M
12.6K $1.42M
GE
General Electric CO

Industrials
2.29K
+ 15.88%
$168.59 - $212.13 $386K - $486K
16.7K $3.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
16.1K
+ 42.7%
$56.17 - $59.71 $906K - $963K
53.9K $3.08M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
33.1K
New
$26.64 - $27.14 $881K - $897K
33.1K $885K
WSM
Williams Sonoma Inc

Consumer Cyclical
5.44K
New
$158.1 - $217.71 $860K - $1.18M
5.44K $860K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.36K
+ 3.53%
$85.29 - $92.57 $372K - $404K
128K $11.7M
VTI
Vanguard Total Stock Market Et

ETFs
4.42K
+ 17.41%
$271.18 - $303.12 $1.2M - $1.34M
29.8K $8.19M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
26.1K
+ 28.36%
$27.64 - $28.58 $722K - $746K
118K $3.38M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.4K
+ 37.65%
$33.84 - $37.77 $624K - $696K
67.4K $2.45M
MA
Mastercard Inc

Financial Services
974
+ 9.93%
$504.67 - $576.31 $492K - $561K
10.8K $5.91M
PSX
Phillips 66

Energy
3.33K
+ 10.24%
$113.93 - $131.55 $380K - $438K
35.9K $4.43M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
35.9K
+ 18.37%
$18.18 - $18.58 $653K - $668K
232K $4.29M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.63K
+ 13.56%
$308.86 - $455.36 $504K - $743K
13.7K $4.81M
VTV
Vanguard Value ETF

ETFs
3.2K
+ 7.52%
$167.73 - $179.21 $536K - $573K
45.7K $7.89M
AMGN
Amgen Inc

Healthcare
1.44K
+ 29.96%
$258.59 - $327.36 $373K - $473K
6.26K $1.95M
UNH
Unitedhealth Group Inc

Healthcare
800
+ 5.77%
$461.52 - $548.18 $369K - $439K
14.7K $7.68M
PLTR
Palantir Technologies Inc.

Technology
1.67K
+ 2.81%
$64.98 - $124.62 $109K - $208K
61.2K $5.16M
LPLA
Lpl Financial Holdings Inc.

Financial Services
2.02K
New
$308.87 - $383.33 $624K - $774K
2.02K $660K
TSN
Tyson Foods, Inc.

Consumer Defensive
10.3K
New
$54.27 - $63.81 $556K - $654K
10.3K $654K
PG
Procter & Gamble CO

Consumer Defensive
3.14K
+ 8.87%
$158.56 - $176.26 $497K - $553K
38.5K $6.56M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
10.3K
+ 29.96%
$62.72 - $71.92 $643K - $738K
44.5K $2.8M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.07K
+ 79.1%
$333.37 - $384.99 $689K - $795K
4.68K $1.56M
SKYY
First Trust Cloud Computing Et

ETFs
5.93K
New
$102.23 - $131.18 $607K - $778K
5.93K $606K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
11.9K
New
$49.34 - $55.91 $587K - $665K
11.9K $597K
PEP
Pepsico Inc

Consumer Defensive
4.28K
+ 19.89%
$142.64 - $156.42 $610K - $669K
25.8K $3.86M
GILD
Gilead Sciences, Inc.

Healthcare
4.66K
+ 128.93%
$89.14 - $117.41 $415K - $547K
8.28K $927K
DHR
Danaher Corp

Healthcare
3.22K
+ 91.79%
$201.62 - $250.59 $650K - $807K
6.73K $1.38M
EXC
Exelon Corp

Utilities
10.4K
+ 95.06%
$37.3 - $46.08 $389K - $480K
21.4K $985K
IYM
Ishares Tr

ETFs
3.86K
+ 84.57%
$128.53 - $142.03 $496K - $548K
8.42K $1.14M
EPD
Enterprise Products Partners L.P.

Energy
13.7K
+ 69.36%
$31.75 - $34.14 $434K - $466K
33.4K $1.14M
DGRO
Ishares Core Dividend Growth E

ETFs
7.38K
+ 5.18%
$60.46 - $64.42 $446K - $475K
150K $9.26M
EXEL
Exelixis, Inc.

Healthcare
13.9K
New
$32.38 - $39.16 $449K - $543K
13.9K $512K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.92K
+ 10.56%
N/A
62K $5.32M
FLMI
Franklin Dynamic Municipal Bon

ETFs
20.8K
+ 93.88%
$24.22 - $24.86 $505K - $518K
43K $1.05M
RACE
Ferrari N.V.

Consumer Cyclical
1.16K
New
$413.73 - $508.15 $479K - $588K
1.16K $495K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
23.3K
+ 12.52%
$20.64 - $20.73 $481K - $483K
209K $4.33M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.21K
+ 57.42%
$48.65 - $53.06 $399K - $435K
22.5K $1.17M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.93K
New
$67.24 - $84.27 $466K - $584K
6.93K $472K
SPIB
Spdr Portfolio Intermediate Te

ETFs
13.1K
+ 18.57%
$32.5 - $33.3 $427K - $438K
83.9K $2.79M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
18.7K
+ 23.28%
$21.23 - $22.14 $398K - $415K
99.2K $2.19M
WFC
Wells Fargo & Company

Financial Services
5.34K
+ 13.13%
$66.78 - $81.42 $357K - $435K
46K $3.3M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
28.9K
New
$14.13 - $16.72 $409K - $484K
28.9K $447K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
25.1K
+ 25.37%
$19.04 - $20.15 $478K - $506K
124K $2.36M
EAT
Brinker International, Inc

Consumer Cyclical
2.89K
New
$133.46 - $189.14 $386K - $547K
2.89K $431K
RPG
Invesco Exchange Traded Fd Tr

ETFs
12.5K
+ 75.99%
$37.33 - $45.03 $468K - $564K
29K $1.11M
AIQ
Global X Funds Global X Artifi

ETFs
12.4K
+ 124.87%
$36.38 - $42.77 $452K - $532K
22.4K $814K
Activity Summary
Buys All Purchases 372 New Holdings 63 Increased Positions 309 Sells All Sells 318 Reductions 318 Sold out 0 Options Calls 0 Puts 0
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