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
DOLWISDOMTREE TR
$2.0M
QCOMQUALCOMM INC
$2.0M
VHTVANGUARD WORLD FD
$2.0M
VCSHVANGUARD SCOTTSDALE FDS
$2.0M
TROWPRICE T ROWE GROUP INC
$2.0M
DUSADAVIS FUNDAMENTAL ETF TR
$1.0M
KXIISHARES TR
$1.0M
AFRMAFFIRM HLDGS INC
$1.0M
LINLINDE PLC
$1.0M
SPGIS&P GLOBAL INC
$1.0M
SPMBSPDR SER TR
$1.0M
VNLAJANUS DETROIT STR TR
$1.0M
DONWISDOMTREE TR
$1.0M
VCRVANGUARD WORLD FD
$1.0M
DFASDIMENSIONAL ETF TRUST
$1.0M
MDTMEDTRONIC PLC
$1.0M
AQLTISHARES TR
$1.0M
GDGENERAL DYNAMICS CORP
$1.0M
RJFRAYMOND JAMES FINL INC
$1.0M
AIGAMERICAN INTL GROUP INC
$1.0M
DESWISDOMTREE TR
$1.0M
VBVANGUARD INDEX FDS
$1.0M
VDCVANGUARD WORLD FD
$1.0M
NWLNEWELL BRANDS INC
$1.0M
PFFISHARES TR
$1.0M
ISRGINTUITIVE SURGICAL INC
$1.0M
STIPISHARES TR
$1.0M
GINNGOLDMAN SACHS ETF TR
$1.0M
PHPARKER-HANNIFIN CORP
$1.0M
TBILRBB FD INC
$1.0M
FEXFIRST TR LRGE CP CORE ALPHA
$1.0M
CMGCHIPOTLE MEXICAN GRILL INC
$1.0M
BUFDFIRST TR EXCHNG TRADED FD VI
$1.0M
ATSG*AIR TRANSPORT SERVICES GRP I
$1.0M
GCOWPACER FDS TR
$1.0M
XMMOINVESCO EXCHANGE TRADED FD T
$1.0M
SPHQINVESCO EXCHANGE TRADED FD T
$1.0M
EFAISHARES TR
$1.0M
RWJINVESCO EXCH TRADED FD TR II
$1.0M
ODFLOLD DOMINION FREIGHT LINE IN
$1.0M
FDLFIRST TR MORNINGSTAR DIVID L
$1.0M
SMHVANECK ETF TRUST
$1.0M
IGROISHARES TR
$1.0M
DYHTARGET CORP
$1.0M
AMGNAMGEN INC
$1.0M
SPGPINVESCO EXCHANGE TRADED FD T
$1.0M
HDVISHARES TR
$1.0M
EDIVSPDR INDEX SHS FDS
$1.0M
XLFISELECT SECTOR SPDR TR
$1.0M
ITA*ISHARES TR
$1.0M
BNDVANGUARD BD INDEX FDS
$1.0M
TXNTEXAS INSTRS INC
$1.0M
OEFISHARES TR
$1.0M
IYFISHARES TR
$1.0M
IXCISHARES TR
$1.0M
ADPAUTOMATIC DATA PROCESSING IN
$1.0M
XLYSELECT SECTOR SPDR TR
$1.0M
DYNFBLACKROCK ETF TRUST
$1.0M
OUSMALPS ETF TR
$1.0M
PPAINVESCO EXCHANGE TRADED FD T
$1.0M
BXBLACKSTONE INC
$1.0M
EVTRMORGAN STANLEY ETF TRUST
$1.0M
VTWGVANGUARD SCOTTSDALE FDS
$1.0M
ROUSLATTICE STRATEGIES TR
$1.0M
SQEWTWO RDS SHARED TR
$1.0M
IYRISHARES TR
$1.0M
APDAIR PRODS & CHEMS INC
$1.0M
TDIVFIRST TR EXCHANGE-TRADED FD
$1.0M
TTTRANE TECHNOLOGIES PLC
$1.0M
FPEIFIRST TR EXCH TRADED FD III
$1.0M
MGKVANGUARD WORLD FD
$1.0M
HYGISHARES TR
$1.0M
SHOPSHOPIFY INC
$1.0M
PYPLPAYPAL HLDGS INC
$1.0M
BKBANK NEW YORK MELLON CORP
$1.0M
PZAINVESCO EXCH TRADED FD TR II
$1.0M
OREALTY INCOME CORP
$1.0M
SPDWSPDR INDEX SHS FDS
$1.0M
EQINCOLUMBIA ETF TR I
$1.0M
IEFISHARES TR
$1.0M
QYLGGLOBAL X FDS
$1.0M
PFFDGLOBAL X FDS
$1.0M
LOWLOWES COS INC
$1.0M
PRFINVESCO EXCHANGE TRADED FD T
$1.0M
HONHONEYWELL INTL INC
$1.0M
SBUXSTARBUCKS CORP
$1.0M
XTISHARES TR
$1.0M
IYWISHARES TR
$1.0M
ILCGISHARES TR
$1.0M
BCCCGLOBAL X FDS
$1.0M
AOKISHARES TR
$1.0M
FDVVFIDELITY COVINGTON TRUST
$1.0M
SIXJAIM ETF PRODUCTS TRUST
$1.0M
LSATTWO RDS SHARED TR
$1.0M
LSAFTWO RDS SHARED TR
$1.0M
IXUSISHARES TR
$1.0M
FASTFASTENAL CO
$1.0M
DELLDELL TECHNOLOGIES INC
$1.0M
BSJPINVESCO EXCH TRD SLF IDX FD
$1.0M
AGZDWISDOMTREE TR
$1.0M
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