Gladstone Institutional Advisory LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ENVX",
  "HOOD",
  "ARGX",
  "GDX",
  null,
  "TROW",
  "RJF",
  null,
  "ARM",
  "MU",
  null,
  null,
  null,
  "MPLX",
  "ACN",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "APD",
  "BABA",
  null,
  null,
  "ATI",
  null,
  "VONG",
  "NNE",
  "ALL",
  "GOOGL",
  "ATGE",
  null,
  null,
  "AXP",
  "JFR",
  "JQC",
  null,
  "AFRM",
  "AIG",
  "TEAM",
  "BGY",
  "T",
  "BLK",
  "GLTR",
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CLS",
  null,
  null,
  null,
  "BITF",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "COF",
  "CMI",
  null,
  "DUK",
  null,
  "MARA",
  null,
  "ETJ",
  null,
  "ETY",
  "NWBI",
  null,
  "QUIK",
  null,
  null,
  null,
  null,
  "FSLY",
  null,
  "EOG",
  null,
  null,
  null,
  "HELE",
  "MUJ",
  null,
  null,
  null,
  "FCX",
  null,
  null,
  null,
  null,
  null,
  null,
  "GD",
  null,
  "IREN",
  null,
  "GILD",
  null,
  "GIS",
  null,
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "GALT",
  "FSCO",
  null,
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  "HUBB",
  "EMXC",
  null,
  "HWM",
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  null,
  "GSIE",
  "AMAT",
  null,
  "EMR",
  "BKNG",
  null,
  "NWL",
  "ICE",
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  "NML",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "ROOT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  "IONQ",
  null,
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  null,
  "KNSL",
  null,
  "KMI",
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  null,
  null,
  "LIN",
  "RCAT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EXG",
  null,
  "MMC",
  null,
  "PWR",
  null,
  "MRVL",
  "MA",
  null,
  "EXEL",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "DX",
  "TMUS",
  "NDAQ",
  "ERIE",
  "EXC",
  null,
  null,
  "GE",
  null,
  null,
  null,
  "NI",
  null,
  "NVS",
  "TEVA",
  "NU",
  "OXY",
  null,
  "ODFL",
  null,
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  null,
  "DNP",
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  null,
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "LPLA",
  "AMGN",
  null,
  "MSTR",
  null,
  null,
  null,
  "ROK",
  "TMDX",
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHOP",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "SMFG",
  "TEL",
  "CI",
  "TKO",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TSN",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "VV",
  "RCL",
  "AVXL",
  "VOE",
  "SCHW",
  "PCT",
  "PPC",
  "TLN",
  null,
  null,
  null,
  "VWO",
  "ETV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PRF",
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  "VIG",
  "NMAI",
  null,
  "TTE",
  "TRGP",
  "POWW",
  null,
  "REFI",
  "IWO",
  "XLB",
  "IWN",
  null,
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  null,
  null,
  null,
  null,
  null,
  "VYM",
  "AHR",
  null,
  "DD",
  null,
  null,
  "GRAL",
  "VRT",
  "SRPT",
  "AFL",
  "AXON",
  "AMD",
  "SDY",
  "F",
  "GNRC",
  "WEC",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  null,
  "GSLC",
  "AEP",
  "DOMH",
  null,
  null,
  null,
  "DERM",
  null,
  null,
  null,
  "RACE",
  "PEG",
  null,
  "AMZN",
  "NIO",
  null,
  null,
  null,
  null,
  null,
  null,
  "IVE",
  "HCA",
  null,
  "PFG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VEU",
  null,
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  null,
  "VMI",
  "MGK",
  "VOOV",
  null,
  "VOOG",
  null,
  "VTWO",
  "VBK",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VERU",
  null,
  "VTV",
  "VEEV",
  "V",
  null,
  "WMT",
  "WFC",
  "WSM",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  "YUM",
  "Z",
  null,
  "IUSG",
  null,
  null,
  "LNT",
  "DTE",
  "GRMN",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  null,
  "SCHA",
  "JD",
  null,
  "MFC",
  "SO",
  "PPL",
  null,
  "PSX",
  "CRM",
  "RBLX",
  null,
  null,
  "RDDT",
  "SYY",
  "DIA",
  null,
  null,
  null,
  null,
  "LYV",
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "HBI",
  null,
  null,
  "IUSV",
  null,
  null,
  "GEV",
  "MELI",
  null,
  "DGRO",
  "MCK",
  null,
  "MTH",
  null,
  "SPYV",
  null,
  null,
  null,
  null,
  "SYF",
  "NUE",
  null,
  "FDX",
  null,
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BBAI",
  null,
  "BTBT",
  null,
  "BA",
  "EAT",
  "BMY",
  "BRX",
  "CDNS",
  "CRDF",
  "CCL",
  "CBRE",
  "CAVA",
  "CNC",
  "CELH",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "KO",
  "COIN",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "CPS",
  "ED",
  "CTRA",
  "COST",
  "CTVA",
  "CRDO",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  null,
  "DFS",
  "DLR",
  "RSP",
  null,
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 714
Total Value: 2145515650
Accession Number: 0001172661-25-002064
Form Type: 13F-HR
CIK: 0001766530
Manager Name: Gladstone Institutional Advisory LLC

Data Enrichment

57% identified

405 identified309 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

714 positions • $2,145,515.65K total value

714 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 32 of 36

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NIKE, Inc.

NKE|654106103

Shares:4.1K

Value:$259.6K

Cooper-Standard Holdings Inc.

CPS|21676P103

Shares:16.9K

Value:$258.8K

US BANCORP \DE\

USB|902973304

Shares:6.1K

Value:$258.4K

921932703

VOOV|921932703

Shares:1.4K

Value:$258.4K

HUBBELL INC

HUBB|443510607

Shares:774

Value:$256.1K

46137V225

Shares:2.4K

Value:$256.0K

46434V456

Shares:6.4K

Value:$254.7K

IonQ, Inc.

IONQ|46222L108

Shares:11.5K

Value:$253.8K

78468R606

Shares:10.8K

Value:$253.1K

464287333

Shares:2.5K

Value:$252.5K

33738R662

Shares:6.9K

Value:$252.3K

38149W614

Shares:5.4K

Value:$251.7K

Elevance Health, Inc.

ELV|036752103

Shares:578

Value:$251.6K

46138E156

Shares:4.7K

Value:$250.6K

37954Y475

Shares:6.3K

Value:$249.8K

Credo Technology Group Holding Ltd

CRDO|G25457105

Shares:6.2K

Value:$248.2K

132061300

Shares:9.2K

Value:$247.9K

092528504

Shares:4.7K

Value:$245.7K

EOG RESOURCES INC

EOG|26875P101

Shares:1.9K

Value:$241.6K

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:2.9K

Value:$241.1K

Instrument	Shares		Other Manager	Value
Nike, Inc.(NKEcusip654106103)	4.1K	QoQ -48.79% (-3.9K) YoY -82.64% (-19.5K)	All Managers (Combined)	$259.6K	QoQ -57.04% (-$344.8K) YoY -88.28% (-$2.0M)
Cooper-Standard Holdings Inc.(CPScusip21676P103)	16.9K	QoQ +4.64% (+750) YoY NEW(+16.9K)	All Managers (Combined)	$258.8K	QoQ +18.22% (+$39.9K) YoY NEW(+$258.8K)
Us Bancorp \De\(USBcusip902973304)	6.1K	QoQ -13.65% (-968) YoY -10.42% (-712)	All Managers (Combined)	$258.4K	QoQ -23.77% (-$80.6K) YoY -15.38% (-$47.0K)
(VOOVcusip921932703)	1.4K	QoQ -9.65% (-150) YoY -18.24% (-313)	All Managers (Combined)	$258.4K	QoQ -9.81% (-$28.1K) YoY -16.55% (-$51.3K)
Hubbell Inc(HUBBcusip443510607)	774	QoQ -2.39% (-19) YoY NEW(+774)	All Managers (Combined)	$256.1K	QoQ -22.89% (-$76.1K) YoY NEW(+$256.1K)
(cusip46137V225)✕	2.4K	QoQ +1.45% (-35) YoY -11.09% (-305)	All Managers (Combined)	$256.0K	QoQ -5.79% (-$15.7K) YoY -22.60% (-$74.8K)
(cusip46434V456)✕	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$254.7K	QoQ NEW(+$254.7K) YoY NEW(+$254.7K)
Ionq, Inc.(IONQcusip46222L108)	11.5K	QoQ +10.57% (-1.1K) YoY NEW(+11.5K)	All Managers (Combined)	$253.8K	QoQ -41.57% (-$180.6K) YoY NEW(+$253.8K)
(cusip78468R606)✕	10.8K	QoQ -7.00% (-814) YoY -14.20% (-1.8K)	All Managers (Combined)	$253.1K	QoQ -7.20% (-$19.6K) YoY -14.34% (-$42.4K)
(cusip464287333)✕	2.5K	QoQ -18.76% (-566) YoY -57.50% (-3.3K)	All Managers (Combined)	$252.5K	QoQ -12.86% (-$37.3K) YoY -49.46% (-$247.2K)
(cusip33738R662)✕	6.9K	QoQ -34.67% (-3.7K) YoY NEW(+6.9K)	All Managers (Combined)	$252.3K	QoQ -29.50% (-$105.6K) YoY NEW(+$252.3K)
(cusip38149W614)✕	5.4K	QoQ 0.00% (-0) YoY NEW(+5.4K)	All Managers (Combined)	$251.7K	QoQ -9.05% (-$25.1K) YoY NEW(+$251.7K)
Elevance Health, Inc.(ELVcusip036752103)	578	QoQ NEW(+578) YoY -43.49% (-445)	All Managers (Combined)	$251.6K	QoQ NEW(+$251.6K) YoY -52.57% (-$278.9K)
(cusip46138E156)✕	4.7K	QoQ -43.27% (-3.6K) YoY -18.27% (-1.1K)	All Managers (Combined)	$250.6K	QoQ -45.71% (-$211.0K) YoY -10.60% (-$29.7K)
(cusip37954Y475)✕	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$249.8K	QoQ NEW(+$249.8K) YoY NEW(+$249.8K)
Credo Technology Group Holding Ltd(CRDOcusipG25457105)	6.2K	QoQ +48.91% (-2.0K) YoY NEW(+6.2K)	All Managers (Combined)	$248.2K	QoQ -11.01% (-$30.7K) YoY NEW(+$248.2K)
(cusip132061300)✕	9.2K	QoQ -47.43% (-8.3K) YoY -42.55% (-6.8K)	All Managers (Combined)	$247.9K	QoQ -43.84% (-$193.6K) YoY -42.72% (-$184.9K)
(cusip092528504)✕	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$245.7K	QoQ NEW(+$245.7K) YoY NEW(+$245.7K)
Eog Resources Inc(EOGcusip26875P101)	1.9K	QoQ +2.55% (+47) YoY -50.71% (-1.9K)	All Managers (Combined)	$241.6K	QoQ +7.25% (+$16.3K) YoY -50.57% (-$247.2K)
Public Service Enterprise Group Inc(PEGcusip744573106)	2.9K	QoQ -23.36% (-893) YoY NEW(+2.9K)	All Managers (Combined)	$241.1K	QoQ -25.34% (-$81.8K) YoY NEW(+$241.1K)