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
MPLX
Mplx LP

Energy
1.52K
+ 35.44%
$47.88 - $54.65 $72.8K - $83.1K
5.81K $310K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.18K
+ 47.33%
$25.12 - $26.05 $105K - $109K
13K $327K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.72K
+ 7.32%
$34.83 - $37.52 $59.9K - $64.6K
25.2K $915K
DERM
Journey Medical Corp

Healthcare
6.87K
+ 22.92%
$3.66 - $6.54 $25.2K - $44.9K
36.9K $217K
AMT
American Tower Corp

Real Estate
222
+ 15.76%
$173.46 - $217.6 $38.5K - $48.3K
1.63K $354K
NU
Nu Holdings Ltd.

Financial Services
9.42K
+ 24.8%
$10.12 - $13.95 $95.4K - $131K
47.4K $485K
EEM
Ishares Msci Emerging Markets

ETFs
1.4K
+ 10.12%
$40.81 - $45.34 $57.2K - $63.6K
15.3K $666K
HYLS
First Tr Tactical High Yield L

ETFs
2.17K
+ 30.65%
$40.95 - $41.77 $88.8K - $90.6K
9.25K $379K
WEC
Wec Energy Group, Inc.

Utilities
332
+ 10.01%
$92.12 - $108.98 $30.6K - $36.2K
3.65K $397K
BAC
Bank Of America Corp

Financial Services
6.38K
+ 7.84%
$39.61 - $47.74 $253K - $305K
87.8K $3.66M
CTAS
Cintas Corp

Industrials
137
+ 5.81%
$182.09 - $208.14 $24.9K - $28.5K
2.5K $513K
KMB
Kimberly Clark Corp

Consumer Defensive
323
+ 10.51%
$124.46 - $147.4 $40.2K - $47.6K
3.4K $483K
FPE
First Tr Pfd Secs & Income ETF

ETFs
6.67K
+ 2.02%
$17.53 - $17.87 $117K - $119K
337K $5.93M
CMCSA
Comcast Corp

Communication Services
3.66K
+ 4.04%
$33.19 - $38.23 $121K - $140K
94.3K $3.48M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.72K
+ 4.68%
$34.23 - $36.9 $59K - $63.6K
38.6K $1.38M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.55K
+ 39.19%
$68.07 - $78.99 $106K - $123K
5.52K $375K
CEG
Constellation Energy Corp

Utilities
660
+ 25.36%
$201.63 - $347.44 $133K - $229K
3.26K $657K
IDV
Ishares Tr

ETFs
825
+ 7.27%
$27.0 - $31.7 $22.3K - $26.2K
12.2K $377K
ADI
Analog Devices Inc

Technology
801
+ 9.06%
$201.56 - $243.82 $161K - $195K
9.65K $1.95M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
435
+ 28.96%
$254.58 - $302.92 $111K - $132K
1.94K $494K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
992
+ 11.91%
$37.06 - $41.11 $36.8K - $40.8K
9.32K $372K
TJX
Tjx Companies Inc

Consumer Cyclical
469
+ 21.54%
$112.81 - $126.16 $52.9K - $59.2K
2.65K $322K
SYK
Stryker Corp

Healthcare
90
+ 4.48%
$355.18 - $399.9 $32K - $36K
2.1K $781K
IYJ
Ishares Tr

ETFs
478
+ 25.14%
$127.48 - $142.0 $60.9K - $67.9K
2.38K $309K
FTHI
First Trust Exchange Traded Fd

ETFs
3.49K
+ 22.57%
$21.62 - $23.74 $75.4K - $82.8K
18.9K $414K
CTRA
Coterra Energy Inc.

Energy
870
+ 10.41%
$25.51 - $29.83 $22.2K - $26K
9.23K $266K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.17K
+ 29.27%
$23.16 - $27.04 $73.5K - $85.8K
14K $328K
LNG
Cheniere Energy, Inc.

Energy
85
+ 7.03%
$209.32 - $253.66 $17.8K - $21.6K
1.29K $299K
VEEV
Veeva Systems Inc

Healthcare
11
+ 0.63%
$210.58 - $246.8 $2.32K - $2.71K
1.75K $406K
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
1.98K
+ 6.49%
$27.88 - $30.57 $55.3K - $60.6K
32.5K $928K
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
1.12K
+ 7.1%
$18.44 - $19.83 $20.6K - $22.1K
16.8K $331K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
865
+ 14.42%
$126.86 - $146.45 $110K - $127K
6.86K $872K
VLO
Valero Energy Corp

Energy
156
+ 9.36%
$121.76 - $142.99 $19K - $22.3K
1.82K $240K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
403
+ 6.24%
$90.0 - $96.32 $36.3K - $38.8K
6.86K $632K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
750
+ 4.65%
$13.04 - $17.59 $9.78K - $13.2K
16.9K $258K
AFL
Aflac Inc

Financial Services
36
+ 0.93%
$100.99 - $111.19 $3.64K - $4K
3.91K $434K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
2.05K
+ 11.12%
$10.9 - $12.02 $22.3K - $24.6K
20.5K $240K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
661
+ 7.07%
$54.25 - $57.64 $35.9K - $38.1K
10K $551K
GOOG
Alphabet Inc.

Communication Services
10.3K
+ 22.32%
$156.06 - $207.71 $1.61M - $2.15M
56.7K $8.86M
KMI
Kinder Morgan, Inc.

Energy
369
+ 2.19%
$26.1 - $31.22 $9.63K - $11.5K
17.2K $490K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.05K
+ 1.61%
$23.03 - $23.17 $24.2K - $24.3K
66.1K $1.52M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.08K
+ 4.96%
$48.02 - $53.02 $52.1K - $57.5K
22.9K $1.14M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
173
+ 5.29%
$106.44 - $113.12 $18.4K - $19.6K
3.44K $376K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.14K
+ 2.11%
$18.54 - $18.88 $21K - $21.4K
55K $1.03M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
168
+ 4.52%
$73.78 - $76.59 $12.4K - $12.9K
3.89K $297K
CNC
Centene Corp

Healthcare
321
+ 7.86%
$55.93 - $65.89 $18K - $21.2K
4.4K $267K
SHV
Ishares Tr

ETFs
163
+ 3.23%
$110.11 - $110.51 $17.9K - $18K
5.2K $574K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
108
+ 1.72%
$58.32 - $65.09 $6.3K - $7.03K
6.38K $383K
AOM
Ishares Tr Core Moderate Alloc

ETFs
304
+ 3.22%
$42.93 - $44.71 $13.1K - $13.6K
9.75K $427K
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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