Gladstone Institutional Advisory LLC New Holdings in Q3 2025

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FV
First Trust Dorsey Wright Focu

ETFs
66.9K
New
$59.23 - $62.14 $3.96M - $4.16M
66.9K $4.14M
WELL
Welltower Inc.

Real Estate
21.8K
New
$150.71 - $178.14 $3.29M - $3.89M
21.8K $3.89M
AEM
Agnico Eagle Mines LTD

Basic Materials
22.9K
New
$116.14 - $168.56 $2.65M - $3.85M
22.9K $3.85M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
56.8K
New
$57.15 - $62.12 $3.24M - $3.53M
56.8K $3.53M
SPOT
Spotify Technology S.A.

Communication Services
3.74K
New
$620.01 - $738.53 $2.32M - $2.76M
3.74K $2.61M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
47.2K
New
$50.32 - $54.01 $2.38M - $2.55M
47.2K $2.55M
APP
App Lovin Corp

Technology
3.33K
New
$335.1 - $718.54 $1.12M - $2.39M
3.33K $2.39M
CME
Cme Group Inc.

Financial Services
7.43K
New
$258.83 - $287.1 $1.92M - $2.13M
7.43K $2.01M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
29.3K
New
$48.72 - $50.73 $1.43M - $1.48M
29.3K $1.44M
ECL
Ecolab Inc.

Basic Materials
4.56K
New
$259.39 - $285.47 $1.18M - $1.3M
4.56K $1.25M
JSML
Janus Detroit Str Tr Henderson

ETFs
15K
New
$67.04 - $77.09 $1.01M - $1.16M
15K $1.12M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9.85K
New
$89.32 - $107.82 $880K - $1.06M
9.85K $1.06M
RXI
Ishares Tr

ETFs
4.8K
New
$186.06 - $207.93 $893K - $998K
4.8K $994K
FTQI
First Trust ETF Vi First Trust

ETFs
43.2K
New
$19.5 - $20.79 $843K - $898K
43.2K $890K
GRAB
Grab Holdings LTD

Technology
136K
New
$4.77 - $6.45 $647K - $874K
136K $816K
IDU
Ishares Tr U S Utils ETF

ETFs
6.63K
New
$103.7 - $111.17 $687K - $737K
6.63K $734K
FLRN
Spdr Bloomberg Investment Grad

ETFs
21.4K
New
$30.71 - $30.86 $657K - $661K
21.4K $660K
KR
Kroger CO

Consumer Defensive
9.68K
New
$64.52 - $74.35 $625K - $720K
9.68K $652K
STRL
Sterling Construction CO Inc

Industrials
1.69K
New
$222.54 - $371.84 $375K - $627K
1.69K $573K
SRE
Sempra Energy

Utilities
6.32K
New
$74.14 - $89.98 $469K - $569K
6.32K $568K
NGG
National Grid PLC

Utilities
7.72K
New
$67.98 - $74.38 $525K - $574K
7.72K $561K
LITE
Lumentum Holdings Inc.

Technology
3.36K
New
$90.44 - $171.5 $304K - $577K
3.36K $547K
COMM
Comm Scope Holding Company, Inc.

Technology
35K
New
$7.29 - $16.99 $255K - $595K
35K $542K
WLDN
Willdan Group, Inc.

Industrials
5.6K
New
$63.73 - $120.35 $357K - $674K
5.6K $541K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
1.09K
New
$287.52 - $458.66 $314K - $501K
1.09K $501K
MTB
M&T Bank Corp

Financial Services
2.48K
New
$183.74 - $204.05 $455K - $506K
2.48K $489K
ESI
Element Solutions Inc

Basic Materials
18.5K
New
$23.13 - $26.99 $427K - $499K
18.5K $464K
AVEM
American Centy ETF Tr Avantis

ETFs
6.07K
New
$68.33 - $75.41 $415K - $458K
6.07K $455K
GLW
Corning Inc

Technology
5.33K
New
$51.6 - $82.03 $275K - $437K
5.33K $437K
HUBS
Hubspot Inc

Technology
929
New
$420.79 - $560.9 $391K - $521K
929 $434K
DRSK
ETF Ser Solutions Aptus Define

ETFs
14.7K
New
$28.26 - $29.29 $414K - $430K
14.7K $422K
WDC
Western Digital Corp

Technology
3.5K
New
$63.84 - $120.06 $223K - $420K
3.5K $420K
ARKW
Ark Next Generation Internet E

ETFs
2.3K
New
$144.46 - $174.76 $333K - $403K
2.3K $402K
ACWI
Ishares Msci Acwi ETF

ETFs
2.91K
New
$128.32 - $138.41 $373K - $402K
2.91K $402K
SAN
Banco Santander, S.A.

Financial Services
37.3K
New
$8.27 - $10.48 $309K - $391K
37.3K $391K
SNOW
Snowflake Inc.

Technology
1.73K
New
$191.73 - $241.0 $331K - $416K
1.73K $389K
ALB
Albemarle Corp

Basic Materials
4.47K
New
$62.9 - $88.1 $281K - $394K
4.47K $362K
ARKQ
Ark Autonomous Technology & Ro

ETFs
3.23K
New
$86.2 - $111.56 $279K - $360K
3.23K $360K
MFG
Mizuho Financial Group Inc

Financial Services
53.1K
New
$5.42 - $6.85 $288K - $364K
53.1K $356K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
8.04K
New
$39.37 - $44.24 $317K - $356K
8.04K $352K
ES
Eversource Energy

Utilities
4.71K
New
$62.86 - $71.14 $296K - $335K
4.71K $335K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.98K
New
$61.56 - $66.95 $306K - $333K
4.98K $332K
ASML
Asml Holding Nv

Technology
338
New
$689.63 - $968.09 $233K - $327K
338 $327K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
6.25K
New
$49.46 - $54.03 $309K - $338K
6.25K $327K
NET
Cloudflare, Inc.

Technology
1.51K
New
$181.39 - $228.28 $274K - $345K
1.51K $324K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
8.14K
New
$37.5 - $40.3 $305K - $328K
8.14K $324K
IWL
Ishares Tr Russell 200 ETF

ETFs
1.94K
New
$152.78 - $166.59 $296K - $323K
1.94K $321K
EFV
Msci Eafe Value ETF

ETFs
4.67K
New
$62.79 - $68.42 $293K - $320K
4.67K $316K
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.96K
New
$93.41 - $104.11 $276K - $308K
2.96K $304K
Activity Summary
Buys All Purchases 464 New Holdings 133 Increased Positions 331 Sells All Sells 308 Reductions 308 Sold out 0 Options Calls 0 Puts 0
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