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
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
544
+ 3.69%
$49.85 - $56.22 $27.1K - $30.6K
15.3K $775K
VERU
Veru Inc.

Healthcare
3.5K
+ 4.03%
$0.45 - $1.28 $1.58K - $4.48K
90.4K $44K
MS
Morgan Stanley

Financial Services
356
+ 5.91%
$111.68 - $141.08 $39.8K - $50.2K
6.38K $743K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.09%
$65.27 - $71.18 $1.37K - $1.49K
23.4K $1.55M
BOTZ
Global X Fds

ETFs
1.1K
+ 8.26%
$28.46 - $34.53 $31.3K - $38K
14.4K $410K
DSI
Ishares Msci Kld 400 Social Et

ETFs
5
+ 0.24%
$101.98 - $115.66 $510 - $578
2.08K $212K
XT
Ishares Tr Exponential Technol

ETFs
550
+ 2.45%
$57.56 - $64.0 $31.7K - $35.2K
23K $1.32M
VBR
Vanguard Small Cap Value ETF

ETFs
193
+ 4.31%
$183.02 - $207.75 $35.3K - $40.1K
4.67K $870K
VV
Vanguard Large Cap ETF

ETFs
37
+ 1.69%
$253.32 - $282.66 $9.37K - $10.5K
2.23K $572K
APA
Apa Corp

Energy
487
+ 3.58%
$18.54 - $25.45 $9.03K - $12.4K
14.1K $296K
JFR
Nuveen Floating Rate Income Fund

Financial Services
1.8K
+ 2.37%
$8.41 - $9.05 $15.1K - $16.3K
77.9K $659K
IYW
Ishares Dj Us Tech ETF

ETFs
951
+ 11.78%
$140.44 - $166.79 $134K - $159K
9.03K $1.27M
IQV
Iqvia Holdings Inc.

Healthcare
49
+ 3.25%
$176.3 - $209.96 $8.64K - $10.3K
1.56K $274K
PAVE
Global X Fds Us Infrastructure

ETFs
1.95K
+ 5.42%
$37.31 - $43.82 $72.6K - $85.3K
37.8K $1.43M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
1.03K
+ 3.3%
$13.21 - $14.63 $13.6K - $15K
32.1K $424K
DSTL
ETF Ser Solution Distillate Us

ETFs
937
+ 0.78%
$53.28 - $57.28 $49.9K - $53.7K
120K $6.53M
IJK
Ishares S&P Midcap 400 Growth

ETFs
50
+ 1.07%
$81.62 - $96.63 $4.08K - $4.83K
4.71K $392K
CRDO
Credo Technology Group Holding LTD

Technology
2.03K
+ 48.92%
$39.45 - $85.5 $80.1K - $174K
6.18K $248K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.08%
$203.38 - $274.79 $203 - $275
1.27K $261K
ISRG
Intuitive Surgical Inc

Healthcare
105
+ 3.12%
$476.63 - $610.45 $50K - $64.1K
3.47K $1.72M
MTH
Meritage Homes Corp

Consumer Cyclical
2.27K
+ 93.67%
$69.41 - $152.01 $157K - $344K
4.68K $331K
EMR
Emerson Electric CO

Industrials
127
+ 2.6%
$108.64 - $131.17 $13.8K - $16.7K
5.01K $549K
RECS
Columbia ETF Tr I

ETFs
14.5K
+ 3.76%
$32.64 - $36.08 $473K - $523K
400K $13.3M
SOXX
Ishares Semiconductor ETF

ETFs
12
+ 0.42%
$188.17 - $235.81 $2.26K - $2.83K
2.88K $541K
AXON
Axon Enterprise, Inc.

Industrials
71
+ 4.18%
$496.65 - $710.01 $35.3K - $50.4K
1.77K $930K
QUIK
Quicklogic Corp

Technology
1.35K
+ 9.0%
$5.11 - $12.0 $6.9K - $16.2K
16.3K $83K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
398
+ 6.53%
$211.47 - $267.17 $84.2K - $106K
6.49K $1.37M
HD
Home Depot, Inc.

Consumer Cyclical
897
+ 4.56%
$347.25 - $424.87 $311K - $381K
20.6K $7.53M
ITOT
Ishares Core S&P Total U.S. St

ETFs
507
+ 1.78%
$120.29 - $134.6 $61K - $68.2K
29K $3.54M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
297
+ 0.53%
$75.47 - $84.24 $22.4K - $25K
56.8K $4.38M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
166
+ 0.69%
$80.73 - $94.96 $13.4K - $15.8K
24.2K $2.01M
IONQ
Ion Q, Inc.

Technology
1.1K
+ 10.58%
$18.27 - $51.07 $20.1K - $56.2K
11.5K $253K
HBI
Hanesbrands Inc.

Consumer Cyclical
24.2K
+ 17.63%
$5.76 - $8.6 $139K - $208K
161K $931K
DELL
Dell Technologies Inc.

Technology
489
+ 5.06%
$90.34 - $124.66 $44.2K - $61K
10.1K $924K
BX
Blackstone Inc.

Financial Services
39
+ 0.65%
$136.53 - $186.74 $5.32K - $7.28K
6.05K $845K
QDPL
Pacer Fds Tr Metaurus Us Large
2.13K
+ 1.45%
$36.5 - $40.04 $77.9K - $85.4K
149K $5.45M
MRK
Merck & Co., Inc.

Healthcare
6.26K
+ 7.95%
$83.01 - $101.02 $520K - $633K
85.1K $7.64M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
376
+ 1.22%
$77.33 - $90.16 $29.1K - $33.9K
31.3K $2.45M
DIS
Walt Disney CO

Communication Services
839
+ 3.23%
$96.87 - $114.0 $81.3K - $95.6K
26.8K $2.65M
META
Meta Platforms, Inc.

Communication Services
456
+ 1.19%
$576.36 - $736.67 $263K - $336K
38.8K $22.4M
COIN
Coinbase Global, Inc.

Technology
28
+ 0.79%
$172.23 - $301.3 $4.82K - $8.44K
3.57K $613K
AMD
Advanced Micro Devices Inc

Technology
1.74K
+ 6.91%
$96.63 - $129.55 $168K - $225K
26.9K $2.76M
QUAL
Ishares Msci Usa Quality Facto

ETFs
582
+ 0.94%
$168.16 - $186.21 $97.9K - $108K
62.4K $10.7M
HELE
Helen Of Troy LTD

Consumer Defensive
1.5K
+ 2.22%
$50.39 - $66.75 $75.6K - $100K
69K $3.69M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.17K
+ 0.85%
$24.91 - $29.02 $29.1K - $34K
139K $3.48M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.19K
+ 1.93%
$114.9 - $139.6 $137K - $167K
63K $7.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13K
+ 7.5%
$102.49 - $119.96 $1.33M - $1.56M
186K $19.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
22.9K
+ 3.57%
$64.88 - $72.1 $1.48M - $1.65M
663K $43.6M
NWL
Newell Brands Inc.

Consumer Defensive
14.7K
+ 8.2%
$6.2 - $10.66 $90.9K - $156K
194K $1.2M
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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