Gladstone Institutional Advisory LLC Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$1.8T

Holdings

665

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (665 positions)

StockValue
HESHESS CORP
$224.6M
SHYISHARES TR
$223.2M
PGXINVESCO EXCH TRADED FD TR II
$221.8M
SPSKTIDAL ETF TR
$220.9M
ESGVVANGUARD WORLD FD
$219.2M
NDAQNASDAQ INC
$219.1M
LENLENNAR CORP
$218.1M
CIBEURBANCOLOMBIA S A
$217.9M
GMGENERAL MTRS CO
$217.5M
CTRACOTERRA ENERGY INC
$217.2M
CAHCARDINAL HEALTH INC
$217.1M
DXJWISDOMTREE TR
$214.9M
BCCCGLOBAL X FDS
$214.0M
EWZISHARES INC
$213.6M
ZZILLOW GROUP INC
$213.2M
EQIXEQUINIX INC
$212.6M
OKTAOKTA INC
$211.1M
IGMISHARES TR
$210.6M
RIVNRIVIAN AUTOMOTIVE INC
$210.5M
TAILCAMBRIA ETF TR
$210.5M
TXTTEXTRON INC
$209.4M
MPWRMONOLITHIC PWR SYS INC
$208.8M
TJXTJX COS INC NEW
$208.7M
SPBOSPDR SER TR
$208.6M
IHDGWISDOMTREE TR
$207.2M
NSCNORFOLK SOUTHN CORP
$205.6M
AEHRAEHR TEST SYS
$200.5M
HCAHCA HEALTHCARE INC
$200.0M
GHIGREYSTONE HOUSING IMPACT INV
$197.0M
ICLNISHARES TR
$181.8M
QUIKQUICKLOGIC CORP
$179.4M
MUABLACKROCK MUNIASSETS FD INC
$161.4M
MORTVANECK ETF TRUST
$157.4M
MUJBLACKROCK MUNIHLDGS NJ QLTY
$149.4M
METVLISTED FD TR
$148.6M
TEVATEVA PHARMACEUTICAL INDS LTD
$147.8M
NGLNGL ENERGY PARTNERS LP
$144.8M
XEXGXEATON VANCE TAX-MANAGED GLOB
$140.2M
HBANHUNTINGTON BANCSHARES INC
$137.6M
DDD3-D SYS CORP DEL
$133.3M
RXRXRECURSION PHARMACEUTICALS IN
$133.0M
NUNU HLDGS LTD
$127.3M
NYCBEURNEW YORK CMNTY BANCORP INC
$125.8M
NIONIO INC
$123.5M
ETJEATON VANCE RISK-MANAGED DIV
$123.1M
SBDSSOLO BRANDS INC
$96.9M
NMLNEUBERGER BERMAN ENERGY INFR
$93.9M
WULFTERAWULF INC
$91.4M
FSCOFS CREDIT OPPORTUNITIES CORP
$88.6M
XBGYXBLACKROCK ENHANCED INTL DIV
$78.1M
PHKPIMCO HIGH INCOME FD
$74.9M
YB4PSAVARA INC
$65.8M
SDOTSADOT GROUP INC
$58.1M
SIRIEURSIRIUS XM HOLDINGS INC
$56.3M
WDC 1.5 02/01/24WESTERN DIGITAL CORP.
$49.8M
BTBTBIT DIGITAL INC
$42.3M
RCATRED CAT HLDGS INC
$40.9M
FBIOFORTRESS BIOTECH INC
$36.1M
ETF MANAGERS TR
$34.7M
CISOCISO GLOBAL INC
$32.6M
PMT 5.5 11/01/24PENNYMAC CORP
$24.3M
CHECKPOINT THERAPEUTICS INC
$22.9M
CRDFCARDIFF ONCOLOGY INC
$22.2M
GSATUSDGLOBALSTAR INC
$19.4M
MSNEMERSON RADIO CORP
$5.5M
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