Gladstone Institutional Advisory LLC Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$1.5T

Holdings

619

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (619 positions)

StockValue
DIVOAMPLIFY ETF TR
$291.6M
BPBP PLC
$289.1M
EDCONSOLIDATED EDISON INC
$288.1M
CNCCENTENE CORP DEL
$286.6M
XJQCXNUVEEN CR STRATEGIES INCOME
$285.8M
IDV*ISHARES TR
$284.4M
SLVISHARES SILVER TR
$283.7M
KMIKINDER MORGAN INC DEL
$283.5M
SOXXISHARES TR
$282.3M
SCHASCHWAB STRATEGIC TR
$275.6M
NWBINORTHWEST BANCSHARES INC MD
$272.8M
VOOVVANGUARD ADMIRAL FDS INC
$270.0M
SPSKTIDAL ETF TR
$269.5M
SYYSYSCO CORP
$264.5M
JAVAJ P MORGAN EXCHANGE TRADED F
$264.2M
TAILCAMBRIA ETF TR
$263.8M
KELKELLANOVA
$263.8M
IHDGWISDOMTREE TR
$261.8M
GISGENERAL MLS INC
$261.8M
JXIISHARES TR
$259.0M
ICEINTERCONTINENTAL EXCHANGE IN
$258.9M
IBDPISHARES TR
$256.8M
ATKRATKORE INC
$254.2M
BIVVANGUARD BD INDEX FDS
$252.5M
TANINVESCO EXCH TRADED FD TR II
$250.8M
QVALEA SERIES TRUST
$248.7M
LNGCHENIERE ENERGY INC
$247.9M
BNDXVANGUARD CHARLOTTE FDS
$247.5M
TJXTJX COS INC NEW
$246.7M
FTHIFIRST TR EXCHANGE-TRADED FD
$245.8M
HACKUSDETF MANAGERS TR
$245.7M
HESHESS CORP
$245.2M
OKTAOKTA INC
$244.9M
ABXBARRICK GOLD CORP
$243.9M
EIXEDISON INTL
$242.9M
XLSRSSGA ACTIVE TR
$242.0M
FYXFIRST TR SML CP CORE ALPHA F
$242.0M
VRPINVESCO EXCH TRADED FD TR II
$241.8M
MARAMARATHON DIGITAL HOLDINGS IN
$241.3M
PEOEXELON CORP
$241.1M
IVZINVESCO EXCHANGE TRADED FD T
$240.1M
PECOPHILLIPS EDISON & CO INC
$240.0M
CHRDCHORD ENERGY CORPORATION
$238.7M
GNRCGENERAC HLDGS INC
$236.7M
BKIEBNY MELLON ETF TRUST
$235.7M
ADIANALOG DEVICES INC
$233.9M
DALDELTA AIR LINES INC DEL
$233.4M
MPCMARATHON PETE CORP
$231.9M
OXYOCCIDENTAL PETE CORP
$229.9M
VVVANGUARD INDEX FDS
$229.2M
PXDEURPIONEER NAT RES CO
$228.8M
ADMARCHER DANIELS MIDLAND CO
$227.2M
PSAPUBLIC STORAGE
$226.9M
MRNAMODERNA INC
$224.8M
SNOWSNOWFLAKE INC
$223.0M
MCOMOODYS CORP
$222.9M
WECWEC ENERGY GROUP INC
$220.0M
EQIXEQUINIX INC
$219.3M
URNMSPROTT FDS TR
$218.4M
MPMP MATERIALS CORP
$218.0M
PKSTPEAKSTONE REALTY TRUST
$217.5M
GPNGLOBAL PMTS INC
$216.3M
IYY*ISHARES TR
$216.3M
DXJWISDOMTREE TR
$215.2M
PHOINVESCO EXCHANGE TRADED FD T
$214.5M
SHMSPDR SER TR
$213.8M
CTRACOTERRA ENERGY INC
$213.5M
RSGREPUBLIC SVCS INC
$212.3M
GEHCGE HEALTHCARE TECHNOLOGIES I
$210.0M
FXNFIRST TR EXCHANGE TRADED FD
$210.0M
DQDAQO NEW ENERGY CORP
$209.6M
HEMIHARTFORD FDS EXCHANGE TRADED
$209.4M
TFLOISHARES TR
$208.6M
QJUNFIRST TR EXCHNG TRADED FD VI
$206.8M
SHYISHARES TR
$206.5M
MUNIPIMCO ETF TR
$206.4M
CLFCLEVELAND-CLIFFS INC NEW
$204.3M
SPYDSPDR SER TR
$203.0M
CHKPCHECK POINT SOFTWARE TECH LT
$202.6M
MIGAMICROSTRATEGY INC
$200.6M
ICLNISHARES TR
$198.5M
RYLDGLOBAL X FDS
$194.1M
GHIGREYSTONE HOUSING IMPACT INV
$180.5M
NINEQNINE ENERGY SERVICE INC
$177.2M
ETJEATON VANCE RISK-MANAGED DIV
$171.7M
ETNBGBP89BIO INC
$154.4M
METVLISTED FD TR
$150.2M
TEVATEVA PHARMACEUTICAL INDS LTD
$138.6M
NIONIO INC
$136.4M
MUJBLACKROCK MUNIHLDGS NJ QLTY
$129.5M
PGXINVESCO EXCH TRADED FD TR II
$128.6M
DDD3-D SYS CORP DEL
$123.6M
NYCBEURNEW YORK CMNTY BANCORP INC
$119.2M
FSCOFS CREDIT OPPORTUNITIES CORP
$117.6M
XEXGXEATON VANCE TAX-MANAGED GLOB
$116.8M
DNPDNP SELECT INCOME FD INC
$112.0M
HBANHUNTINGTON BANCSHARES INC
$110.7M
DPGDUFF & PHELPS UTLITY AND INF
$108.4M
SDOTSADOT GROUP INC
$101.4M
MUABLACKROCK MUNIASSETS FD INC
$100.9M
PreviousPage 6 of 7Next