Gladstone Institutional Advisory LLC Reduced Holdings in Q1 2025

Gladstone Institutional Advisory LLC

  • $2.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Gsk PLC
-729
- 5.97%
N/A
11.5K $0
Atlassian Corporation
-117
- 4.94%
N/A
2.25K $0
Innovator Etfs Trust
-384
- 0.33%
N/A
117K $0
Te Connectivity PLC
-61
- 1.96%
N/A
3.04K $0
Lam Research Corp
-7.56K
- 44.85%
N/A
9.29K $0
Grail Inc
-1.86K
- 12.83%
N/A
12.6K $0
VUSB
Vanguard Bd Index Fds
-235
- 1.38%
N/A
16.8K $0
PDEC
Innovator U.S. Equity Power Bu
-1K
- 14.29%
N/A
6K $0
FSCO
Fs Cr Opportunities Corp Com
-10.9K
- 42.21%
N/A
15K $0
Arm Holdings PLC
-348
- 10.49%
N/A
2.97K $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-447
- 2.57%
$97.38 - $104.52 $43.5K - $46.7K
16.9K $1.73M
CSHI
Shp ETF Tr Neos Enhanced Incom
-31.3K
- 35.44%
N/A
57K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-16.4K
- 49.34%
N/A
16.9K $0
TUA
Simpl Exch Traded Fds Sht Term
-18.1K
- 6.8%
N/A
248K $0
Celestica Inc
-4.64K
- 51.33%
N/A
4.4K $0
American Healthcare Reit Inc
-10.4K
- 53.58%
N/A
8.98K $0
PLD
Prologis, Inc.

Real Estate
-277
- 5.44%
$103.59 - $124.04 $28.7K - $34.4K
4.81K $538K
Exchange Traded Concepts Tru
-1.33K
- 8.38%
N/A
14.5K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-15
- 0.26%
N/A
5.71K $0
Ge Healthcare Technologies I
-288
- 8.01%
N/A
3.31K $0
Morgan Stanley ETF Trust
-130
- 2.91%
N/A
4.33K $0
FE
Firstenergy Corp

Utilities
-70
- 1.31%
$37.95 - $43.5 $2.66K - $3.05K
5.28K $213K
ERIE
Erie Indemnity CO

Financial Services
-5
- 0.92%
$377.62 - $450.61 $1.89K - $2.25K
540 $226K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-110
- 0.8%
$44.72 - $46.25 $4.92K - $5.09K
13.7K $630K
IEF
Ishares Barclays

ETFs
-266
- 2.4%
$91.17 - $95.39 $24.3K - $25.4K
10.8K $1.03M
TIP
Ishares Tr Tips Bd ETF

ETFs
-59
- 1.82%
$106.22 - $111.09 $6.27K - $6.55K
3.18K $353K
IEO
Ishares Tr

ETFs
-22
- 0.98%
$86.02 - $99.13 $1.89K - $2.18K
2.22K $209K
MBB
Ishares Tr

ETFs
-93
- 1.13%
$90.37 - $94.08 $8.4K - $8.75K
8.11K $760K
MGV
Vanguard Mega Cap Value

ETFs
-69
- 1.31%
$123.61 - $133.01 $8.53K - $9.18K
5.19K $668K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-331
- 2.13%
$47.08 - $50.67 $15.6K - $16.8K
15.2K $763K
GRMN
Garmin LTD

Technology
-7
- 0.49%
$204.55 - $241.93 $1.43K - $1.69K
1.42K $307K
ALL
Allstate Corp

Financial Services
-253
- 5.37%
$180.99 - $210.18 $45.8K - $53.2K
4.46K $922K
CL
Colgate Palmolive CO

Consumer Defensive
-11
- 0.16%
$85.68 - $97.5 $942 - $1.07K
6.72K $630K
SLV
I Shares Silver Trust

ETFs
-1.71K
- 10.96%
$26.93 - $31.32 $46.2K - $53.7K
13.9K $431K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-183
- 9.02%
$208.48 - $244.03 $38.2K - $44.7K
1.85K $450K
NOC
Northrop Grumman Corp

Industrials
-23
- 2.83%
$433.45 - $513.82 $9.97K - $11.8K
790 $404K
ICE
Intercontinental Exchange, Inc.

Financial Services
-126
- 6.66%
$142.8 - $176.36 $18K - $22.2K
1.77K $304K
GD
General Dynamics Corp

Industrials
-18
- 0.43%
$241.94 - $272.58 $4.35K - $4.91K
4.15K $1.13M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-874
- 5.03%
$74.85 - $84.89 $65.4K - $74.2K
16.5K $1.35M
NEAR
Blackrock Short Maturity Bond

ETFs
-115
- 0.1%
$50.4 - $50.89 $5.8K - $5.85K
110K $5.6M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.57K
- 22.29%
$34.58 - $45.97 $158K - $210K
15.9K $731K
NI
Nisource Inc.

Utilities
-55
- 0.39%
$35.57 - $41.23 $1.96K - $2.27K
14.1K $567K
QINT
American Centy ETF Tr Quality

ETFs
-100
- 0.77%
$47.52 - $53.84 $4.75K - $5.38K
12.9K $668K
COST
Costco Wholesale Corp

Consumer Defensive
-257
- 2.61%
$890.62 - $1076.86 $229K - $277K
9.6K $9.08M
PPL
Ppl Corp

Utilities
-189
- 1.25%
$31.68 - $36.11 $5.99K - $6.82K
14.9K $539K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-556
- 5.17%
$56.12 - $68.15 $31.2K - $37.9K
10.2K $691K
TRGP
Targa Resources Corp.

Energy
-49
- 1.55%
$178.44 - $217.22 $8.74K - $10.6K
3.11K $623K
LNT
Alliant Energy Corp

Utilities
-40
- 0.32%
$56.66 - $66.04 $2.27K - $2.64K
12.6K $813K
ITA
Ishares Tr

ETFs
-11
- 0.12%
$144.84 - $159.5 $1.59K - $1.75K
8.93K $1.37M
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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