Gladstone Institutional Advisory LLC New Holdings in Q1 2025

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRIG
Invesco Actively Managed ETF F

ETFs
115K
New
$25.06 - $25.19 $2.89M - $2.9M
115K $2.89M
GTO
Invesco Actively Managed ETF T

ETFs
54.4K
New
$45.9 - $47.37 $2.5M - $2.58M
54.4K $2.55M
HOOD
Robinhood Markets, Inc.

Technology
43.9K
New
$35.63 - $65.28 $1.57M - $2.87M
43.9K $1.83M
LVHI
Franklin International Low Vol

ETFs
40.5K
New
$30.53 - $32.85 $1.24M - $1.33M
40.5K $1.31M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
33.1K
New
$26.64 - $27.14 $881K - $897K
33.1K $885K
WSM
Williams Sonoma Inc

Consumer Cyclical
5.44K
New
$158.1 - $217.71 $860K - $1.18M
5.44K $860K
LPLA
Lpl Financial Holdings Inc.

Financial Services
2.02K
New
$308.87 - $383.33 $624K - $774K
2.02K $660K
TSN
Tyson Foods, Inc.

Consumer Defensive
10.3K
New
$54.27 - $63.81 $556K - $654K
10.3K $654K
SKYY
First Trust Cloud Computing Et

ETFs
5.93K
New
$102.23 - $131.18 $607K - $778K
5.93K $606K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
11.9K
New
$49.34 - $55.91 $587K - $665K
11.9K $597K
RACE
Ferrari N.V.

Consumer Cyclical
1.16K
New
$413.73 - $508.15 $479K - $588K
1.16K $495K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.93K
New
$67.24 - $84.27 $466K - $584K
6.93K $472K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
28.9K
New
$14.13 - $16.72 $409K - $484K
28.9K $447K
EAT
Brinker International, Inc

Consumer Cyclical
2.89K
New
$133.46 - $189.14 $386K - $547K
2.89K $431K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8.17K
New
$51.26 - $52.53 $419K - $429K
8.17K $421K
CBRE
Cbre Group, Inc.

Real Estate
3.14K
New
$121.79 - $147.13 $383K - $463K
3.14K $411K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.97K
New
$79.96 - $87.71 $397K - $435K
4.97K $407K
ARGX
Argenx Se

Healthcare
575
New
$571.0 - $671.75 $328K - $386K
575 $340K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.68K
New
$46.86 - $50.66 $313K - $338K
6.68K $324K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.32K
New
$56.51 - $62.98 $301K - $335K
5.32K $322K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
7.34K
New
$42.38 - $43.28 $311K - $318K
7.34K $312K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
12.9K
New
$21.95 - $24.74 $283K - $319K
12.9K $311K
OXY
Occidental Petroleum Corp

Energy
5.94K
New
$45.45 - $52.7 $270K - $313K
5.94K $293K
HYMU
Blackrock ETF Tr Ii High Yield
11.8K
New
$22.43 - $23.19 $265K - $274K
11.8K $271K
ATI
Allegheny Technologies Inc

Industrials
5.2K
New
$50.0 - $65.86 $260K - $343K
5.2K $270K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.01K
New
$115.79 - $154.66 $233K - $311K
2.01K $262K
URI
United Rentals, Inc.

Industrials
416
New
$594.17 - $789.56 $247K - $328K
416 $260K
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.42K
New
$36.91 - $41.03 $237K - $263K
6.42K $254K
ELV
Elevance Health, Inc.

Healthcare
578
New
$365.9 - $436.25 $211K - $252K
578 $251K
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.33K
New
$39.02 - $42.89 $247K - $271K
6.33K $249K
HSY
Hershey CO

Consumer Defensive
1.36K
New
$144.74 - $186.36 $197K - $254K
1.36K $233K
TRV
Travelers Companies, Inc.

Financial Services
874
New
$232.43 - $265.13 $203K - $232K
874 $231K
JD
Jd.Com, Inc.

Consumer Cyclical
5.59K
New
$33.1 - $45.21 $185K - $253K
5.59K $229K
IYC
Ishares U.S. Consumer Discreti

ETFs
2.59K
New
$85.71 - $101.2 $222K - $262K
2.59K $228K
ED
Consolidated Edison Inc

Utilities
2.04K
New
$88.0 - $110.59 $179K - $225K
2.04K $225K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.43K
New
$50.72 - $50.92 $225K - $226K
4.43K $225K
PFG
Principal Financial Group Inc

Financial Services
2.67K
New
$76.34 - $89.04 $204K - $238K
2.67K $225K
FTLS
First Tr Long/Short Equity ETF

ETFs
3.47K
New
$63.42 - $68.17 $220K - $236K
3.47K $222K
SHEL
Shell PLC

Energy
3K
New
$62.84 - $73.29 $188K - $220K
3K $219K
UL
Unilever PLC

Consumer Defensive
3.65K
New
$54.72 - $60.29 $200K - $220K
3.65K $217K
AZO
Autozone Inc

Consumer Cyclical
56
New
$3193.96 - $3828.11 $179K - $214K
56 $213K
DVN
Devon Energy Corp

Energy
5.68K
New
$33.15 - $38.55 $188K - $219K
5.68K $212K
IYE
Ishares Tr

ETFs
4.32K
New
$45.23 - $49.95 $195K - $216K
4.32K $212K
AZN
Astrazeneca PLC

Healthcare
2.88K
New
$65.37 - $77.96 $188K - $224K
2.88K $211K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.73K
New
$114.57 - $118.14 $198K - $204K
1.73K $204K
ABC
Amerisourcebergen Corp

Healthcare
866
New
N/A
866 $160K
AIKI
A Ikido Pharma Inc.

Healthcare
24K
New
N/A
24K $91K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
15.6K
New
$2.86 - $9.78 $44.5K - $152K
15.6K $44K
Blackrock ETF Trust Ii
4.74K
New
N/A
4.74K $0
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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