Gladstone Institutional Advisory LLC Incresed Positions in Q1 2025

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
127K
+ 1902.14%
$45.72 - $51.73 $5.8M - $6.57M
134K $6.15M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
104K
+ 16.67%
$49.78 - $53.19 $5.16M - $5.51M
725K $37M
UNP
Union Pacific Corp

Industrials
20.7K
+ 115.37%
$225.21 - $254.42 $4.67M - $5.28M
38.7K $9.14M
FDN
First Tr Fd Dow Jones

ETFs
17.5K
+ 232.98%
$221.38 - $266.86 $3.86M - $4.66M
25K $5.54M
FTC
First Tr Lge Cap Growth

ETFs
28K
+ 434.22%
$127.87 - $148.89 $3.58M - $4.17M
34.4K $4.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.04K
+ 6.56%
$442.66 - $534.52 $903K - $1.09M
33.1K $17.6M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
148K
+ 11.46%
$29.34 - $31.31 $4.35M - $4.64M
1.44M $42.8M
GLD
Spdr Gold Trust

ETFs
4.62K
+ 12.7%
$243.19 - $288.14 $1.12M - $1.33M
41K $11.8M
IEFA
Ishares Tr

ETFs
24.9K
+ 14.56%
$69.57 - $78.65 $1.73M - $1.96M
196K $14.8M
IBM
International Business Machines Corp

Technology
7.45K
+ 28.41%
$217.4 - $264.74 $1.62M - $1.97M
33.7K $8.37M
SPMD
Spdr Portfolio

ETFs
55.4K
+ 39.88%
$50.21 - $57.73 $2.78M - $3.2M
195K $9.95M
OMFL
Invesco Exchange Traded Self I

ETFs
44.5K
+ 24.71%
$52.19 - $57.45 $2.32M - $2.56M
225K $12M
MAR
Marriott International Inc

Consumer Cyclical
9.21K
+ 1069.57%
$237.01 - $304.45 $2.18M - $2.8M
10.1K $2.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
10.7K
+ 60.43%
$196.12 - $229.48 $2.1M - $2.46M
28.4K $5.75M
JNJ
Johnson & Johnson

Healthcare
6.18K
+ 13.01%
$142.06 - $167.7 $878K - $1.04M
53.7K $8.91M
T
At&T Inc.

Communication Services
51.6K
+ 50.89%
$21.56 - $28.28 $1.11M - $1.46M
153K $4.33M
TMUS
T Mobile Us, Inc.

Communication Services
6.27K
+ 89.14%
$211.3 - $272.83 $1.32M - $1.71M
13.3K $3.55M
XOM
Exxon Mobil Corp

Energy
6.48K
+ 6.31%
$105.44 - $118.93 $683K - $771K
109K $13M
LLY
Eli Lilly & CO

Healthcare
1.29K
+ 8.03%
$725.72 - $929.72 $936K - $1.2M
17.3K $14.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
18.1K
+ 30.18%
$100.32 - $100.76 $1.81M - $1.82M
77.9K $7.84M
UBER
Uber Technologies, Inc

Technology
13.8K
+ 21.34%
$63.17 - $81.49 $871K - $1.12M
78.4K $5.71M
BK
Bank Of New York Mellon Corp

Financial Services
19.3K
+ 116.02%
$75.42 - $88.95 $1.46M - $1.72M
36K $3.02M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
28.8K
+ 602.07%
$55.41 - $60.74 $1.59M - $1.75M
33.5K $1.89M
NFLX
Netflix Inc

Communication Services
1.38K
+ 17.78%
$828.4 - $1058.6 $1.14M - $1.46M
9.12K $8.51M
NOW
Service Now, Inc.

Technology
2.76K
+ 117.28%
$783.83 - $1170.39 $2.16M - $3.23M
5.12K $4.07M
BSX
Boston Scientific Corp

Healthcare
14.7K
+ 224.43%
$89.38 - $106.18 $1.31M - $1.56M
21.2K $2.14M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
21.2K
+ 13.61%
$108.02 - $120.45 $2.29M - $2.56M
177K $19.5M
RTX
Raytheon Technologies Corp

Industrials
7.26K
+ 21.6%
$114.1 - $135.66 $829K - $985K
40.9K $5.42M
BMY
Bristol Myers Squibb CO

Healthcare
18K
+ 27.74%
$53.9 - $63.11 $973K - $1.14M
83.1K $5.07M
ROUS
Hartford Multifactor Us Equity

ETFs
27.2K
+ 126.53%
$49.44 - $53.78 $1.35M - $1.47M
48.8K $2.47M
SJNK
Spdr Bloomberg Short Term High

ETFs
53.7K
+ 167.99%
$25.08 - $25.64 $1.35M - $1.38M
85.7K $2.16M
CGDV
Capital Group Divid Value ETF

ETFs
37.5K
+ 135.02%
$34.95 - $37.36 $1.31M - $1.4M
65.3K $2.33M
C
Citigroup Inc

Financial Services
18.6K
+ 139.13%
$67.23 - $84.63 $1.25M - $1.58M
32K $2.27M
ABBV
Abb Vie Inc.

Healthcare
1.81K
+ 6.53%
$169.2 - $216.66 $306K - $392K
29.5K $6.19M
CVX
Chevron Corp

Energy
462
+ 0.88%
$146.71 - $167.97 $67.8K - $77.6K
53.1K $8.88M
XLB
Select Sector Spdr Fd Material

ETFs
13.4K
+ 34.54%
$83.19 - $90.99 $1.12M - $1.22M
52.4K $4.5M
XLK
Technology Sector Spdr

ETFs
12.9K
+ 23.22%
$206.38 - $242.18 $2.66M - $3.13M
68.5K $14.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
42.5K
+ 13.08%
$57.21 - $65.8 $2.43M - $2.8M
367K $21.4M
VZ
Verizon Communications Inc

Communication Services
13.3K
+ 14.87%
$37.81 - $46.49 $503K - $618K
103K $4.66M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.5K
+ 57.77%
$71.17 - $73.66 $960K - $994K
36.8K $2.71M
PGR
Progressive Corp

Financial Services
3.31K
+ 196.09%
$235.61 - $291.22 $780K - $965K
5K $1.42M
IVE
Ishares S&P 500 Value ETF

ETFs
5.47K
+ 4.67%
$185.78 - $198.58 $1.02M - $1.09M
123K $23.4M
XLI
Industrial Sector Spdr

ETFs
7.97K
+ 11.57%
$128.78 - $141.67 $1.03M - $1.13M
76.9K $10.1M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
39.3K
+ 27.78%
$32.49 - $37.99 $1.28M - $1.49M
181K $6.06M
CSX
Csx Corp

Industrials
53.9K
+ 25.3%
$29.11 - $33.67 $1.57M - $1.82M
267K $7.86M
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
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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