Gladstone Institutional Advisory LLC Incresed Positions in Q4 2024

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
177
+ 4.12%
$197.36 - $217.3 $34.9K - $38.5K
4.48K $887K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.47K
+ 3.21%
$24.19 - $24.63 $35.5K - $36.2K
47.3K $1.14M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
421
+ 1.03%
$76.72 - $82.83 $32.3K - $34.9K
41.2K $3.18M
IWN
Ishares Russell2000 Val ETF

ETFs
194
+ 5.5%
$162.69 - $181.35 $31.6K - $35.2K
3.72K $611K
RTX
Raytheon Technologies Corp

Industrials
1.68K
+ 5.26%
$114.45 - $127.21 $192K - $214K
33.6K $3.89M
USB
Us Bancorp \De\

Financial Services
120
+ 1.72%
$43.98 - $53.66 $5.28K - $6.44K
7.09K $339K
IWS
Ishares Russell Midcap Value E

ETFs
336
+ 3.87%
$128.08 - $140.32 $43K - $47.1K
9.02K $1.17M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
401
+ 1.87%
$50.53 - $55.55 $20.3K - $22.3K
21.8K $1.11M
ALL
Allstate Corp

Financial Services
5
+ 0.11%
$181.25 - $208.2 $906 - $1.04K
4.71K $907K
HYG
Ishares Tr

ETFs
477
+ 3.44%
$78.09 - $80.04 $37.2K - $38.2K
14.4K $1.13M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.03K
+ 2.79%
$20.08 - $20.61 $60.9K - $62.5K
112K $2.25M
VERU
Veru Inc.

Healthcare
30K
+ 52.75%
$0.58 - $0.93 $17.4K - $27.9K
86.9K $56K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
65
+ 0.71%
$52.0 - $55.66 $3.38K - $3.62K
9.22K $492K
NRG
Nrg Energy, Inc.

Utilities
167
+ 2.99%
$85.3 - $101.61 $14.2K - $17K
5.76K $519K
MU
Micron Technology Inc

Technology
1.6K
+ 25.03%
$84.16 - $113.41 $135K - $182K
8.01K $674K
TJX
Tjx Companies Inc

Consumer Cyclical
18
+ 0.83%
$112.15 - $127.2 $2.02K - $2.29K
2.18K $263K
SHV
Ishares Tr

ETFs
110
+ 2.23%
$109.92 - $110.57 $12.1K - $12.2K
5.04K $554K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
59
+ 0.43%
$8.22 - $9.44 $485 - $557
13.9K $122K
QUAL
Ishares Msci Usa Quality Facto

ETFs
451
+ 0.74%
$176.42 - $186.91 $79.6K - $84.3K
61.8K $11M
IEMG
Ishares Inc

ETFs
86
+ 0.11%
N/A
81K $4.35M
DHR
Danaher Corp

Healthcare
628
+ 21.79%
$226.16 - $274.52 $142K - $172K
3.51K $805K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
51
+ 0.76%
$126.68 - $134.74 $6.46K - $6.87K
6.74K $860K
DSI
Ishares Msci Kld 400 Social Et

ETFs
5
+ 0.24%
$107.41 - $115.71 $537 - $579
2.07K $228K
MCO
Moodys Corp

Financial Services
6
+ 0.85%
$454.04 - $500.88 $2.72K - $3.01K
712 $337K
PSCF
Invesco S&P Smallcap Financial

ETFs
64
+ 0.77%
$53.94 - $61.67 $3.45K - $3.95K
8.34K $461K
POWW
Ammo, Inc.

Industrials
5K
+ 49.02%
$0.98 - $1.36 $4.9K - $6.8K
15.2K $16K
IAU
Ishares Gold Trust

ETFs
93
+ 0.8%
$48.37 - $52.65 $4.5K - $4.9K
11.7K $577K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
14.2K
+ 61.02%
N/A
37.4K $0
Ge Healthcare Technologies I
15
+ 0.42%
N/A
3.6K $0
JGRO
J P Morgan Exchange Traded Fd
833
+ 28.69%
N/A
3.74K $0
Ge Vernova Inc
409
+ 25.33%
N/A
2.02K $0
YUM
Yum Brands Inc

Consumer Cyclical
82
+ 3.94%
$130.36 - $139.54 $10.7K - $11.4K
2.17K $290K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
103
+ 3.25%
$108.28 - $117.54 $11.2K - $12.1K
3.27K $355K
Goldman Sachs ETF Tr
650
+ 13.68%
N/A
5.4K $0
Gsk PLC
407
+ 3.45%
N/A
12.2K $0
Hive Digital Technologies Lt
16K
+ 114.08%
N/A
30K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
549
+ 10.22%
N/A
5.92K $0
Morgan Stanley ETF Trust
8.47K
+ 33.47%
N/A
33.8K $0
Innovator Etfs Trust
77K
+ 188.24%
N/A
118K $0
Blackrock ETF Trust Ii
1.22K
+ 16.91%
N/A
8.41K $0
Arm Holdings PLC
98
+ 3.04%
N/A
3.32K $0
American Healthcare Reit Inc
28
+ 0.15%
N/A
19.3K $0
Checkpoint Therapeutics Inc
26.4K
+ 75.43%
N/A
61.4K $0
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
45
+ 0.45%
$40.34 - $40.62 $1.82K - $1.83K
10.2K $410K
LDSF
First Tr ETF Viii Low Duration

ETFs
345
+ 1.75%
$18.74 - $19.18 $6.47K - $6.62K
20K $375K
PFE
Pfizer Inc

Healthcare
13.6K
+ 9.01%
$24.8 - $30.19 $337K - $410K
164K $4.36M
FSIG
First Tr ETF Iv LTD Duration I
61
+ 0.49%
$18.8 - $19.23 $1.15K - $1.17K
12.5K $236K
CTAS
Cintas Corp

Industrials
244
+ 11.53%
$182.7 - $226.47 $44.6K - $55.3K
2.36K $431K
EMB
Ishares Tr

ETFs
110
+ 3.49%
$88.94 - $93.46 $9.78K - $10.3K
3.26K $290K
Activity Summary
Buys All Purchases 390 New Holdings 75 Increased Positions 315 Sells All Sells 283 Reductions 283 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email