Gladstone Institutional Advisory LLC Q3 2024 Filing

Filed October 28, 2024

Portfolio Value

$2.0T

Holdings

683

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (683 positions)

#StockSharesValue% PortfolioType
601
SPYDSPDR SER TR
15,848$00.00%
602
MUJBLACKROCK MUNIHLDGS NJ QLTY
12,598$00.00%
603
ICEINTERCONTINENTAL EXCHANGE IN
1,917$00.00%
604
CGDGCAPITAL GROUP DIVIDEND VALUE
10,114$00.00%
605
ROKROCKWELL AUTOMATION INC
1,377$00.00%
606
WESWESTERN MIDSTREAM PARTNERS L
13,526$00.00%
607
PRUPRUDENTIAL FINL INC
4,686$00.00%
608
FITBFIFTH THIRD BANCORP
14,753$00.00%
609
RBLXROBLOX CORP
5,820$00.00%
610
MCOMOODYS CORP
706$00.00%
611
VBRVANGUARD INDEX FDS
4,301$00.00%
612
DOWDOW INC
7,127$00.00%
613
SCHASCHWAB STRATEGIC TR
6,105$00.00%
614
VWOVANGUARD INTL EQUITY INDEX F
19,419$00.00%
615
HYLSFIRST TR EXCHANGE-TRADED FD
16,800$00.00%
616
CALFPACER FDS TR
7,412$00.00%
617
LENLENNAR CORP
2,899$00.00%
618
TTENTOTALENERGIES SE
5,771$00.00%
619
NTRANATERA INC
3,568$00.00%
620
BABAALIBABA GROUP HLDG LTD
9,308$00.00%
621
CITCINTAS CORP
2,116$00.00%
622
DTEDTE ENERGY CO
4,025$00.00%
623
PSCTINVESCO EXCH TRADED FD TR II
5,833$00.00%
624
FANGDIAMONDBACK ENERGY INC
3,849$00.00%
625
ATSG*AIR TRANSPORT SERVICES GRP I
53,514$00.00%
626
FLMIFRANKLIN TEMPLETON ETF TR
17,062$00.00%
627
A4SAMERIPRISE FINL INC
1,334$00.00%
628
MPMP MATERIALS CORP
12,143$00.00%
629
PDECINNOVATOR ETFS TRUST
7,200$00.00%
630
HDMVFIRST TR EXCH TRADED FD III
15,658$00.00%
631
VUSBVANGUARD BD INDEX FDS
17,577$00.00%
632
SCHFSCHWAB STRATEGIC TR
4,872$00.00%
633
BSCVINVESCO EXCH TRD SLF IDX FD
14,625$00.00%
634
FSCOFS CREDIT OPPORTUNITIES CORP
32,623$00.00%
635
GEVGE VERNOVA INC
1,615$00.00%
636
PSCHINVESCO EXCH TRADED FD TR II
5,161$00.00%
637
USBUS BANCORP DEL
6,969$00.00%
638
SCHWSCHWAB CHARLES CORP
6,123$00.00%
639
VOOGVANGUARD ADMIRAL FDS INC
1,617$00.00%
640
IGMISHARES TR
2,644$00.00%
641
ORLYOREILLY AUTOMOTIVE INC
405$00.00%
642
BSCTINVESCO EXCH TRD SLF IDX FD
16,629$00.00%
643
TSNTYSON FOODS INC
9,282$00.00%
644
EXIISHARES TR
3,462$00.00%
645
MFCMANULIFE FINL CORP
9,082$00.00%
646
FTAFIRST TR LRG CP VL ALPHADEX
7,269$00.00%
647
CELHCELSIUS HLDGS INC
23,070$00.00%
648
FMHIFIRST TR EXCH TRADED FD III
10,299$00.00%
649
UPSUNITED PARCEL SERVICE INC
4,999$00.00%
650
SHVISHARES TR
4,929$00.00%
651
NRANRG ENERGY INC
5,588$00.00%
652
DINTDAVIS FUNDAMENTAL ETF TR
20,116$00.00%
653
JFRNUVEEN FLOATING RATE INCOME
77,005$00.00%
654
PSCEINVESCO EXCH TRADED FD TR II
6,226$00.00%
655
JMBSJANUS DETROIT STR TR
19,526$00.00%
656
CSTMCONSTELLIUM SE
24,835$00.00%
657
VOTVANGUARD INDEX FDS
2,117$00.00%
658
SOXXISHARES TR
3,062$00.00%
659
SDYSPDR SER TR
2,850$00.00%
660
SYFSYNCHRONY FINANCIAL
9,114$00.00%
661
XEXGXEATON VANCE TAX-MANAGED GLOB
16,880$00.00%
662
IWNISHARES TR
3,528$00.00%
663
VRTVERTIV HOLDINGS CO
6,555$00.00%
664
VLOVALERO ENERGY CORP
1,859$00.00%
665
MUMICRON TECHNOLOGY INC
6,409$00.00%
666
FSLRFIRST SOLAR INC
1,739$00.00%
667
EMREMERSON ELEC CO
5,068$00.00%
668
ARKKARK ETF TR
11,556$00.00%
669
MCKMCKESSON CORP
909$00.00%
670
PPLPPL CORP
15,950$00.00%
671
FYLDCAMBRIA ETF TR
17,209$00.00%
672
BBAGJ P MORGAN EXCHANGE TRADED F
7,627$00.00%
673
SPGIS&P GLOBAL INC
1,590$00.00%
674
NUNU HLDGS LTD
16,400$00.00%
675
SPSBSPDR SER TR
7,238$00.00%
676
DYLDTWO RDS SHARED TR
29,804$00.00%
677
PAUGINNOVATOR ETFS TRUST
12,146$00.00%
678
BBUSJ P MORGAN EXCHANGE TRADED F
5,483$00.00%
679
NVONOVO-NORDISK A S
2,303$00.00%
680
ITA*ISHARES TR
5,197$00.00%
681
MRSHMARSH & MCLENNAN COS INC
2,381$00.00%
682
RCATRED CAT HLDGS INC
10,000$00.00%
683
VFCV F CORP
10,709$00.00%
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