Gladstone Institutional Advisory LLC Incresed Positions in Q3 2025

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.22K
+ 0.29%
$153.3 - $186.58 $188K - $228K
421K $78.6M
XLG
Invesco Exchange Traded Fd Tr

ETFs
364K
+ 272.15%
$51.78 - $57.89 $18.8M - $21M
497K $28.6M
RDVY
First Trust Rising Dividend Ac

ETFs
255K
+ 124.28%
$62.38 - $67.29 $15.9M - $17.2M
461K $31M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.72K
+ 8.06%
$567.77 - $614.76 $3.81M - $4.13M
90K $55.1M
AMZN
Amazon Com Inc

Consumer Cyclical
27.5K
+ 14.51%
$211.65 - $238.24 $5.81M - $6.54M
217K $47.6M
IVV
Ishares Core S&P 500 ETF

ETFs
3.44K
+ 4.27%
$620.67 - $670.08 $2.13M - $2.3M
84K $56.2M
AAPL
Apple Inc.

Technology
5.37K
+ 2.02%
$202.38 - $256.87 $1.09M - $1.38M
271K $69M
TSLA
Tesla, Inc.

Consumer Cyclical
1.44K
+ 2.94%
$293.94 - $444.72 $423K - $640K
50.4K $22.4M
SPYG
Spdr Portfolio

ETFs
26.1K
+ 9.02%
$94.33 - $105.31 $2.46M - $2.74M
315K $32.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
20.5K
+ 8.24%
$108.97 - $121.65 $2.23M - $2.49M
269K $32.4M
GOOG
Alphabet Inc.

Communication Services
8.5K
+ 14.99%
$175.16 - $255.24 $1.49M - $2.17M
65.2K $15.9M
META
Meta Platforms, Inc.

Communication Services
751
+ 1.94%
$695.21 - $791.73 $522K - $595K
39.5K $29M
RECS
Columbia ETF Tr I

ETFs
70K
+ 17.49%
$36.82 - $40.35 $2.58M - $2.83M
471K $19M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
89.9K
+ 460.56%
$53.81 - $57.52 $4.84M - $5.17M
109K $6.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
41.1K
+ 11.19%
$62.09 - $66.51 $2.55M - $2.73M
408K $26.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
54.5K
+ 7.46%
$24.46 - $26.5 $1.33M - $1.44M
786K $20.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.4K
+ 7.17%
$108.46 - $120.63 $1.45M - $1.61M
200K $23.7M
CSCO
Cisco Systems, Inc.

Technology
52.2K
+ 64.06%
$66.2 - $71.79 $3.46M - $3.75M
134K $9.15M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.83K
+ 1.6%
$121.46 - $130.92 $344K - $371K
180K $23.5M
WMT
Walmart Inc.

Consumer Defensive
25.7K
+ 31.39%
$94.4 - $104.27 $2.42M - $2.68M
107K $11.1M
NFLX
Netflix Inc

Communication Services
1.17K
+ 12.83%
$1147.87 - $1297.18 $1.34M - $1.52M
10.3K $12.3M
OMFL
Invesco Exchange Traded Self I

ETFs
36.6K
+ 16.3%
$57.41 - $60.45 $2.1M - $2.21M
261K $15.7M
GE
General Electric CO

Industrials
6.92K
+ 41.43%
$244.75 - $305.63 $1.69M - $2.12M
23.6K $7.11M
VUG
Vanguard Growth ETF

ETFs
770
+ 2.55%
$433.97 - $484.08 $334K - $373K
30.9K $14.8M
AXP
American Express CO

Financial Services
8.6K
+ 79.44%
$294.27 - $342.31 $2.53M - $2.94M
19.4K $6.45M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.13K
+ 0.71%
$52.12 - $55.33 $267K - $284K
730K $40.4M
XLI
Industrial Sector Spdr

ETFs
9.11K
+ 11.85%
$147.94 - $154.99 $1.35M - $1.41M
86K $13.3M
GLD
Spdr Gold Trust

ETFs
545
+ 1.33%
$300.96 - $355.47 $164K - $194K
41.5K $14.8M
BSX
Boston Scientific Corp

Healthcare
30.7K
+ 144.49%
$97.03 - $108.14 $2.98M - $3.32M
51.9K $5.07M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
55.8K
+ 14.69%
$50.08 - $50.37 $2.79M - $2.81M
436K $21.9M
CGDV
Capital Group Divid Value ETF

ETFs
51.3K
+ 78.5%
$39.59 - $42.21 $2.03M - $2.16M
117K $4.9M
PGR
Progressive Corp

Financial Services
10.7K
+ 213.68%
$238.61 - $264.3 $2.55M - $2.82M
15.7K $3.87M
SPMD
Spdr Portfolio

ETFs
22.3K
+ 11.48%
$54.43 - $58.29 $1.22M - $1.3M
217K $12.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.05K
+ 7.7%
$412.46 - $514.1 $434K - $541K
14.7K $7.21M
GS
Goldman Sachs Group Inc

Financial Services
425
+ 5.2%
$696.56 - $806.32 $296K - $343K
8.59K $6.84M
COF
Capital One Financial Corp

Financial Services
10.6K
+ 591.55%
$207.29 - $229.74 $2.21M - $2.44M
12.4K $2.64M
VGT
Vanguard Information Technolog

ETFs
208
+ 1.96%
$656.44 - $753.15 $137K - $157K
10.8K $8.07M
PANW
Palo Alto Networks Inc

Technology
6.15K
+ 23.16%
$167.06 - $208.19 $1.03M - $1.28M
32.7K $6.66M
AMD
Advanced Micro Devices Inc

Technology
3.3K
+ 12.28%
$134.8 - $184.42 $445K - $609K
30.2K $4.88M
UPS
United Parcel Service Inc

Industrials
26.9K
+ 514.52%
$82.58 - $105.54 $2.22M - $2.84M
32.1K $2.68M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.2K
+ 5.13%
$182.33 - $194.5 $583K - $622K
65.6K $12.8M
VO
Vanguard Mid Cap ETF

ETFs
4.21K
+ 17.45%
$279.83 - $293.74 $1.18M - $1.24M
28.3K $8.32M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.79K
+ 30.37%
$224.68 - $282.71 $628K - $790K
12K $3.35M
VTI
Vanguard Total Stock Market Et

ETFs
653
+ 2.19%
$303.93 - $329.86 $198K - $215K
30.4K $9.99M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
70.3K
+ 650.29%
$23.54 - $23.97 $1.65M - $1.68M
81.1K $1.94M
DGRO
Ishares Core Dividend Growth E

ETFs
10.7K
+ 7.17%
$64.12 - $68.08 $689K - $731K
161K $10.9M
LLY
Eli Lilly & CO

Healthcare
3.58K
+ 20.66%
$625.65 - $812.69 $2.24M - $2.91M
20.9K $16M
OUNZ
Van Eck Merk Gold Trust

ETFs
26.9K
+ 30.24%
$31.49 - $37.19 $846K - $999K
116K $4.3M
XCEM
Columbia ETF Tr Ii

ETFs
24.2K
+ 22.57%
$33.85 - $36.86 $819K - $891K
131K $4.77M
Activity Summary
Buys All Purchases 464 New Holdings 133 Increased Positions 331 Sells All Sells 308 Reductions 308 Sold out 0 Options Calls 0 Puts 0
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