Gladstone Institutional Advisory LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

714 positions
Manager:
SEC
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922908744
VTV|922908744
Shares:
45677(+7.5%)
Value:
$7.9B(+9.7%)
CSX CORP
CSX|126408103
Shares:
267149(+25.3%)
Value:
$7.9B(+14.3%)
72201R833
72201R833
Shares:
77916(+30.2%)
Value:
$7.8B(+30.5%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
14663(+5.8%)
Value:
$7.7B(+9.5%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
85061(+7.9%)
Value:
$7.6B(-2.6%)
HOME DEPOT, INC.
HD|437076102
Shares:
20552(+4.6%)
Value:
$7.5B(-1.5%)
46429B697
USMV|46429B697
Shares:
79814(-9.0%)
Value:
$7.5B(-4.0%)
78468R853
78468R853
Shares:
182322(+12.0%)
Value:
$7.4B(+1.7%)
464287481
IWP|464287481
Shares:
63006(+1.9%)
Value:
$7.4B(-5.5%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
17297(+6.8%)
Value:
$7.3B(+5.4%)
33738D606
33738D606
Shares:
336654(-9.2%)
Value:
$7.2B(-6.3%)
Walmart Inc.
WMT|931142103
Shares:
81729(-11.0%)
Value:
$7.2B(-13.5%)
464287655
IWM|464287655
Shares:
35642(-4.5%)
Value:
$7.1B(-13.8%)
45409B560
45409B560
Shares:
257047(-0.1%)
Value:
$7.1B(+5.5%)
81369Y506
81369Y506
Shares:
73475(-14.1%)
Value:
$6.9B(-6.3%)
464287127
464287127
Shares:
87593(-31.6%)
Value:
$6.8B(-34.9%)
VISA INC.
V|92826C839
Shares:
19040(-1.4%)
Value:
$6.7B(+9.3%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
38506(+8.9%)
Value:
$6.6B(+10.7%)
26922A321
26922A321
Shares:
120471(+0.8%)
Value:
$6.5B(-0.5%)
808524409
808524409
Shares:
245630(-0.1%)
Value:
$6.5B(+1.8%)