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",
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  null,
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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",
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  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 6 of 36

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82889N657

Shares:247.7K

Value:$5.4M

RTX Corp

RTX|75513E101

Shares:40.9K

Value:$5.4M

92647N527

Shares:113.1K

Value:$5.3M

Salesforce, Inc.

CRM|79466L302

Shares:19.4K

Value:$5.2M

Palantir Technologies Inc.

PLTR|69608A108

Shares:61.2K

Value:$5.2M

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:83.1K

Value:$5.1M

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:81.6K

Value:$5.0M

464288208

Shares:67.4K

Value:$5.0M

Philip Morris International Inc.

PM|718172109

Shares:31.4K

Value:$5.0M

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:13.7K

Value:$4.8M

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:102.7K

Value:$4.7M

92647N667

Shares:88.9K

Value:$4.6M

Palo Alto Networks Inc

PANW|697435105

Shares:26.6K

Value:$4.5M

33735K108

Shares:34.4K

Value:$4.5M

81369Y100

XLB|81369Y100

Shares:52.4K

Value:$4.5M

46435G326

Shares:65.1K

Value:$4.5M

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:8.2K

Value:$4.5M

Phillips 66

PSX|718546104

Shares:35.9K

Value:$4.4M

Sarepta Therapeutics, Inc.

SRPT|803607100

Shares:69.0K

Value:$4.4M

78464A839

Shares:56.8K

Value:$4.4M

Instrument	Shares		Other Manager	Value
(cusip82889N657)✕	247.7K	QoQ -6.80% (-18.1K) YoY -8.79% (-23.9K)	All Managers (Combined)	$5.4M	QoQ -3.50% (-$198.0K) YoY -8.37% (-$497.7K)
Rtx Corp(RTXcusip75513E101)	40.9K	QoQ +21.60% (+7.3K) YoY +71.92% (+17.1K)	All Managers (Combined)	$5.4M	QoQ +39.19% (+$1.5M) YoY +133.48% (+$3.1M)
(cusip92647N527)✕	113.1K	QoQ +3.36% (+3.7K) YoY +58.65% (+41.8K)	All Managers (Combined)	$5.3M	QoQ +5.56% (+$280.1K) YoY +60.57% (+$2.0M)
Salesforce, Inc.(CRMcusip79466L302)	19.4K	QoQ +52.41% (+6.7K) YoY +3.48% (-654)	All Managers (Combined)	$5.2M	QoQ +22.34% (+$950.9K) YoY -7.79% (-$440.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	61.2K	QoQ +2.80% (+1.7K) YoY NEW(+61.2K)	All Managers (Combined)	$5.2M	QoQ +14.72% (+$662.9K) YoY NEW(+$5.2M)
Bristol Myers Squibb Co(BMYcusip110122108)	83.1K	QoQ +27.74% (+18.0K) YoY -17.81% (-18.0K)	All Managers (Combined)	$5.1M	QoQ +37.74% (+$1.4M) YoY -7.57% (-$415.3K)
Cisco Systems, Inc.(CSCOcusip17275R102)	81.6K	QoQ -0.33% (-275) YoY -15.51% (-15.0K)	All Managers (Combined)	$5.0M	QoQ +3.88% (-$188.4K) YoY +4.45% (-$214.8K)
(cusip464288208)✕	67.4K	QoQ -3.27% (-2.3K) YoY -11.76% (-9.0K)	All Managers (Combined)	$5.0M	QoQ -5.90% (-$313.2K) YoY -10.24% (-$570.2K)
Philip Morris International Inc.(PMcusip718172109)	31.4K	QoQ +58.57% (+11.6K) YoY +186.82% (+20.5K)	All Managers (Combined)	$5.0M	QoQ +109.14% (+$2.6M) YoY +396.92% (+$4.0M)
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	13.7K	QoQ +13.56% (+1.6K) YoY +163.40% (+8.5K)	All Managers (Combined)	$4.8M	QoQ +17.02% (+$700.4K) YoY +189.70% (+$3.2M)
Verizon Communications Inc(VZcusip92343V104)	102.7K	QoQ +14.86% (+13.3K) YoY +79.98% (+45.6K)	All Managers (Combined)	$4.7M	QoQ +30.29% (+$1.1M) YoY +94.56% (+$2.3M)
(cusip92647N667)✕	88.9K	QoQ +3.38% (+2.9K) YoY +8.08% (+6.7K)	All Managers (Combined)	$4.6M	QoQ +5.11% (+$223.4K) YoY +10.99% (+$455.0K)
Palo Alto Networks Inc(PANWcusip697435105)	26.6K	QoQ -7.11% (-2.0K) YoY +16.49% (-3.8K)	All Managers (Combined)	$4.5M	QoQ -12.89% (-$670.7K) YoY -30.03% (-$1.9M)
(cusip33735K108)✕	34.4K	QoQ +434.22% (+28.0K) YoY +1018.05% (+31.4K)	All Managers (Combined)	$4.5M	QoQ +407.77% (+$3.6M) YoY +1091.53% (+$4.1M)
(XLBcusip81369Y100)	52.4K	QoQ +34.54% (+13.4K) YoY +225.03% (+36.2K)	All Managers (Combined)	$4.5M	QoQ +37.48% (+$1.2M) YoY +200.85% (+$3.0M)
(cusip46435G326)✕	65.1K	QoQ +1.95% (+1.2K) YoY +4.64% (+2.9K)	All Managers (Combined)	$4.5M	QoQ +8.94% (+$368.1K) YoY +7.38% (+$308.2K)
Goldman Sachs Group Inc(GScusip38141G104)	8.2K	QoQ +13.65% (+981) YoY +494.75% (+6.8K)	All Managers (Combined)	$4.5M	QoQ +8.41% (+$346.4K) YoY +677.90% (+$3.9M)
Phillips 66(PSXcusip718546104)	35.9K	QoQ +10.23% (+3.3K) YoY +64.50% (+14.1K)	All Managers (Combined)	$4.4M	QoQ +19.48% (+$722.1K) YoY +24.36% (+$867.7K)
Sarepta Therapeutics, Inc.(SRPTcusip803607100)	69.0K	QoQ -6.66% (-4.9K) YoY +22.35% (-12.6K)	All Managers (Combined)	$4.4M	QoQ -51.01% (-$4.6M) YoY -39.68% (-$2.9M)
(cusip78464A839)✕	56.8K	QoQ +0.52% (-297) YoY -9.19% (-5.8K)	All Managers (Combined)	$4.4M	QoQ -3.42% (-$155.2K) YoY -7.93% (-$377.5K)