Gladstone Institutional Advisory LLC Q4 2024 Filing

Filed January 29, 2025

Portfolio Value

$2.2B

Holdings

697

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (697 positions)

StockValue
ABBVABBVIE INC
$4.0M
HELEHELEN OF TROY LTD
$4.0M
CRWDCROWDSTRIKE HLDGS INC
$4.0M
CSCOCISCO SYS INC
$4.0M
ANETARISTA NETWORKS INC
$4.0M
MMM3M CO
$4.0M
XLRESELECT SECTOR SPDR TR
$4.0M
IEMGISHARES INC
$4.0M
VSDAVICTORY PORTFOLIOS II
$4.0M
AVUVAMERICAN CENTY ETF TR
$4.0M
AXPAMERICAN EXPRESS CO
$4.0M
REGLPROSHARES TR
$4.0M
PLTRPALANTIR TECHNOLOGIES INC
$4.0M
CRMSALESFORCE INC
$4.0M
AMDADVANCED MICRO DEVICES INC
$3.0M
BACVERIZON COMMUNICATIONS INC
$3.0M
CBCHUBB LIMITED
$3.0M
RTXRTX CORPORATION
$3.0M
SCHGSCHWAB STRATEGIC TR
$3.0M
FIWFIRST TR EXCHANGE-TRADED FD
$3.0M
BSCPINVESCO EXCH TRD SLF IDX FD
$3.0M
SCHDSCHWAB STRATEGIC TR
$3.0M
MDYGSPDR SER TR
$3.0M
ITOTISHARES TR
$3.0M
NEENEXTERA ENERGY INC
$3.0M
ZALTINNOVATOR ETFS TRUST
$3.0M
FNKFIRST TR EXCHANGE-TRADED ALP
$3.0M
JAAAJANUS DETROIT STR TR
$3.0M
NDAQNASDAQ INC
$3.0M
PEPPEPSICO INC
$3.0M
VCITVANGUARD SCOTTSDALE FDS
$3.0M
CATCATERPILLAR INC
$3.0M
BMYBRISTOL-MYERS SQUIBB CO
$3.0M
DLNWISDOMTREE TR
$3.0M
ETNEATON CORP PLC
$3.0M
MTUMISHARES TR
$3.0M
BACBANK AMERICA CORP
$3.0M
CMCSACOMCAST CORP NEW
$3.0M
BSCTINVESCO EXCH TRD SLF IDX FD
$3.0M
FXRFIRST TR EXCHANGE TRADED FD
$3.0M
SPTLSPDR SER TR
$3.0M
PJANINNOVATOR ETFS TRUST
$3.0M
COPCONOCOPHILLIPS
$3.0M
GSEWGOLDMAN SACHS ETF TR
$3.0M
UBERUBER TECHNOLOGIES INC
$3.0M
VEAVANGUARD TAX-MANAGED FDS
$3.0M
GEMGOLDMAN SACHS ETF TR
$3.0M
PSXPHILLIPS 66
$3.0M
XLBSELECT SECTOR SPDR TR
$3.0M
HWMHOWMET AEROSPACE INC
$3.0M
VFHVANGUARD WORLD FD
$3.0M
TEVATEVA PHARMACEUTICAL INDS LTD
$3.0M
4I1PHILIP MORRIS INTL INC
$2.0M
ABTABBOTT LABS
$2.0M
SHYISHARES TR
$2.0M
BLDRBUILDERS FIRSTSOURCE INC
$2.0M
COWZPACER FDS TR
$2.0M
BABOEING CO
$2.0M
LMTLOCKHEED MARTIN CORP
$2.0M
FIXDFIRST TR EXCHNG TRADED FD VI
$2.0M
IMCGISHARES TR
$2.0M
BSCRINVESCO EXCH TRD SLF IDX FD
$2.0M
DDDUPONT DE NEMOURS INC
$2.0M
BSCSINVESCO EXCH TRD SLF IDX FD
$2.0M
SLYGSPDR SER TR
$2.0M
ENVXENOVIX CORPORATION
$2.0M
FVDFIRST TR VALUE LINE DIVID IN
$2.0M
MIGAMICROSTRATEGY INC
$2.0M
FTCSFIRST TR EXCHANGE-TRADED FD
$2.0M
SPIBSPDR SER TR
$2.0M
AMATAPPLIED MATLS INC
$2.0M
JPSTJ P MORGAN EXCHANGE TRADED F
$2.0M
MRVLMARVELL TECHNOLOGY INC
$2.0M
DISDISNEY WALT CO
$2.0M
DGRWWISDOMTREE TR
$2.0M
SOSOUTHERN CO
$2.0M
SPTISPDR SER TR
$2.0M
QCOMQUALCOMM INC
$2.0M
LRGELEGG MASON ETF INVT
$2.0M
VCSHVANGUARD SCOTTSDALE FDS
$2.0M
FTSLFIRST TR EXCHANGE-TRADED FD
$2.0M
IWRISHARES TR
$2.0M
ACNACCENTURE PLC IRELAND
$2.0M
TROWPRICE T ROWE GROUP INC
$2.0M
TMOTHERMO FISHER SCIENTIFIC INC
$2.0M
DOLWISDOMTREE TR
$2.0M
OUNZVANECK MERK GOLD ETF
$2.0M
VBKVANGUARD INDEX FDS
$2.0M
ETENERGY TRANSFER L P
$2.0M
BSCQINVESCO EXCH TRD SLF IDX FD
$2.0M
JEPIJ P MORGAN EXCHANGE TRADED F
$2.0M
GEGE AEROSPACE
$2.0M
WFCWELLS FARGO CO NEW
$2.0M
CIBRFIRST TR EXCHANGE TRADED FD
$2.0M
SLYVSPDR SER TR
$2.0M
VHTVANGUARD WORLD FD
$2.0M
IXNISHARES TR
$2.0M
JANWAIM ETF PRODUCTS TRUST
$2.0M
SPEMSPDR INDEX SHS FDS
$2.0M
PULSPGIM ETF TR
$2.0M
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