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
XCEM
Columbia ETF Tr Ii

ETFs
11.6K
+ 12.13%
$29.18 - $30.72 $338K - $356K
107K $3.17M
LOW
Lowes Companies Inc

Consumer Cyclical
1.66K
+ 34.69%
$222.66 - $268.42 $369K - $445K
6.44K $1.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.06K
+ 100.64%
$57.44 - $59.4 $291K - $301K
10.1K $599K
IAU
Ishares Gold Trust

ETFs
2.97K
+ 25.47%
$49.74 - $58.96 $148K - $175K
14.6K $862K
UITB
Usaa ETF Tr Core Intermediate

ETFs
3.68K
+ 3.36%
$45.41 - $47.18 $167K - $174K
113K $5.31M
HCA
Hca Healthcare, Inc.

Healthcare
643
+ 74.85%
$296.7 - $345.55 $191K - $222K
1.5K $519K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.51K
+ 37.1%
$42.18 - $45.16 $232K - $249K
20.4K $901K
AOK
Ishares Tr Core Conservative A

ETFs
6.33K
+ 14.55%
$36.86 - $38.15 $233K - $242K
49.9K $1.88M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.02K
+ 44.52%
$51.45 - $58.51 $309K - $352K
19.5K $1.01M
AMP
Ameriprise Financial Inc

Financial Services
616
+ 61.29%
$472.29 - $575.13 $291K - $354K
1.62K $784K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.66K
+ 8.79%
$81.83 - $82.73 $218K - $220K
32.9K $2.72M
IWD
Ishares Russell 1000 Val ETF

ETFs
783
+ 2.69%
$182.82 - $196.21 $143K - $154K
29.9K $5.62M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
11.4K
+ 8.74%
$19.42 - $19.54 $222K - $223K
142K $2.77M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.62K
+ 39.86%
$165.25 - $224.62 $433K - $589K
9.2K $1.53M
EXI
Ishares Global Industrials ETF

ETFs
1.42K
+ 28.15%
$140.1 - $150.86 $199K - $214K
6.46K $939K
VSDA
Victory Portfolios Ii Victorys

ETFs
2.91K
+ 3.38%
$49.77 - $53.06 $145K - $154K
88.9K $4.59M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
4.64K
+ 94.21%
$47.03 - $47.8 $218K - $222K
9.56K $450K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.56K
+ 23.15%
$126.11 - $135.06 $197K - $211K
8.3K $1.07M
PPC
Pilgrims Pride Corp

Consumer Defensive
2.28K
+ 25.66%
$44.52 - $55.93 $101K - $127K
11.1K $607K
VIG
Vanguard Dividend Appreciation

ETFs
1.12K
+ 1.4%
N/A
81.2K $14.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.69K
+ 4.08%
$79.17 - $82.04 $134K - $139K
43K $3.52M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.52K
+ 49.16%
$22.25 - $23.0 $190K - $196K
25.9K $594K
VUG
Vanguard Growth ETF

ETFs
3.38K
+ 12.62%
$369.1 - $427.61 $1.25M - $1.44M
30.2K $11.2M
INTU
Intuit Inc

Technology
380
+ 11.96%
$555.63 - $630.23 $211K - $239K
3.56K $2.18M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
10.1K
+ 23.35%
$20.2 - $20.86 $203K - $210K
53.1K $1.07M
ADP
Automatic Data Processing Inc

Industrials
372
+ 7.37%
$286.85 - $318.64 $107K - $119K
5.42K $1.66M
NEE
Nextera Energy Inc

Utilities
2.9K
+ 5.86%
$66.96 - $76.16 $194K - $221K
52.4K $3.71M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
6.74K
+ 6.02%
$20.05 - $20.4 $135K - $137K
119K $2.42M
DE
Deere & CO

Industrials
162
+ 8.79%
$408.57 - $509.27 $66.2K - $82.5K
2.01K $941K
YUM
Yum Brands Inc

Consumer Cyclical
694
+ 32.06%
$123.25 - $162.53 $85.5K - $113K
2.86K $449K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.57K
+ 17.12%
$48.06 - $53.73 $219K - $245K
31.2K $1.52M
USRT
Ishares Core U.S. Reit ETF

ETFs
2.55K
+ 26.63%
$55.14 - $60.29 $141K - $154K
12.1K $698K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.38K
+ 5.0%
$19.43 - $19.62 $124K - $125K
134K $2.62M
IXJ
Ishares Global Healthcare ETF

ETFs
1.24K
+ 29.5%
$86.01 - $94.19 $107K - $117K
5.44K $496K
DTE
Dte Energy CO

Utilities
454
+ 11.18%
$117.6 - $138.27 $53.4K - $62.8K
4.51K $624K
CGUS
Capital Group Core Equity ETF
4.39K
+ 51.53%
$33.08 - $36.62 $145K - $161K
12.9K $430K
IREN
Iris Energy LTD

Financial Services
34.5K
+ 159.94%
$6.07 - $13.18 $209K - $455K
56.1K $341K
DNP
Dnp Select Income Fund Inc

Financial Services
6.39K
+ 10.3%
$8.93 - $9.92 $57.1K - $63.4K
68.4K $676K
VHT
Vanguard Health Care ETF

ETFs
29
+ 0.27%
$254.06 - $273.83 $7.37K - $7.94K
10.8K $2.87M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
19.6K
+ 12.04%
$40.03 - $46.81 $784K - $917K
182K $7.43M
IXUS
Ishares Tr

ETFs
202
+ 0.71%
$65.06 - $72.31 $13.1K - $14.6K
28.8K $2.01M
FAST
Fastenal CO

Industrials
244
+ 1.45%
$71.11 - $79.98 $17.4K - $19.5K
17.1K $1.32M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
1.94K
+ 16.52%
$72.31 - $80.69 $140K - $157K
13.7K $997K
NVS
Novartis Ag

Healthcare
85
+ 1.22%
$97.14 - $115.57 $8.26K - $9.82K
7.06K $787K
CGGR
Capital Group Growth ETF Shs C

ETFs
3.79K
+ 50.78%
$33.98 - $39.84 $129K - $151K
11.2K $385K
FTCS
First Trust Capital Strength E

ETFs
641
+ 2.29%
$86.39 - $91.35 $55.4K - $58.6K
28.6K $2.56M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.02K
+ 12.35%
$48.31 - $49.23 $97.6K - $99.5K
18.4K $903K
AEP
American Electric Power CO Inc

Utilities
123
+ 2.25%
$90.32 - $109.27 $11.1K - $13.4K
5.58K $609K
WMB
Williams Companies, Inc.

Energy
1.39K
+ 34.88%
$54.02 - $61.09 $75.3K - $85.2K
5.39K $322K
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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