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,
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  "GD",
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  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  "MCD",
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  null,
  null,
  null,
  null,
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  "FE",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "ROOT",
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  null,
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  "IQV",
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  null,
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  null,
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  null,
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  null,
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  "LIN",
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  null,
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  null,
  null,
  null,
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  null,
  "EXG",
  null,
  "MMC",
  null,
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  null,
  "MRVL",
  "MA",
  null,
  "EXEL",
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "DX",
  "TMUS",
  "NDAQ",
  "ERIE",
  "EXC",
  null,
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  "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,
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  null,
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  null,
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  "EEM",
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  "IWF",
  null,
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  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,
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  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,
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  "VWO",
  "ETV",
  null,
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  "PRF",
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  "VCIT",
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  "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",
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  "RSP",
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  "IJJ",
  "EFA",
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  "USMV",
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  "MAR",
  "QQQ",
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  "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 7 of 36

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46137V258

Shares:47.3K

Value:$4.4M

46138J825

Shares:209.5K

Value:$4.3M

AT&T INC.

T|00206R102

Shares:153.0K

Value:$4.3M

81369Y852

Shares:44.8K

Value:$4.3M

46138J577

Shares:231.6K

Value:$4.3M

81369Y860

Shares:99.0K

Value:$4.1M

808524797

SCHD|808524797

Shares:145.9K

Value:$4.1M

ServiceNow, Inc.

NOW|81762P102

Shares:5.1K

Value:$4.1M

97717W307

DLN|97717W307

Shares:51.2K

Value:$4.1M

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:5

Value:$4.0M

46434G103

IEMG|46434G103

Shares:72.8K

Value:$3.9M

81369Y886

Shares:49.6K

Value:$3.9M

Arista Networks, Inc.

ANET|040413205

Shares:50.4K

Value:$3.9M

921943858

VEA|921943858

Shares:76.4K

Value:$3.9M

78468R101

Shares:132.6K

Value:$3.9M

PEPSICO INC

PEP|713448108

Shares:25.8K

Value:$3.9M

025072877

Shares:43.1K

Value:$3.8M

921910709

Shares:52.8K

Value:$3.8M

74347B680

Shares:46.4K

Value:$3.7M

NEXTERA ENERGY INC

NEE|65339F101

Shares:52.4K

Value:$3.7M

Instrument	Shares		Other Manager	Value
(cusip46137V258)✕	47.3K	QoQ -7.37% (-3.8K) YoY -3.68% (-1.8K)	All Managers (Combined)	$4.4M	QoQ -5.17% (-$238.5K) YoY +0.57% (-$24.8K)
(cusip46138J825)✕	209.5K	QoQ +12.51% (+23.3K) YoY +32.83% (+51.8K)	All Managers (Combined)	$4.3M	QoQ +12.68% (+$487.5K) YoY +34.45% (+$1.1M)
At&T Inc.(Tcusip00206R102)	153.0K	QoQ +50.89% (+51.6K) YoY +226.59% (+106.2K)	All Managers (Combined)	$4.3M	QoQ +87.40% (+$2.0M) YoY +424.78% (+$3.5M)
(cusip81369Y852)✕	44.8K	QoQ -27.60% (-17.1K) YoY +47.89% (+14.5K)	All Managers (Combined)	$4.3M	QoQ -27.87% (-$1.7M) YoY +74.68% (+$1.8M)
(cusip46138J577)✕	231.6K	QoQ +18.37% (+35.9K) YoY +2190.83% (+221.5K)	All Managers (Combined)	$4.3M	QoQ +19.59% (+$703.2K) YoY +2219.56% (+$4.1M)
(cusip81369Y860)✕	99.0K	QoQ -6.29% (-6.7K) YoY -2.25% (-2.3K)	All Managers (Combined)	$4.1M	QoQ -3.58% (-$153.8K) YoY +3.47% (-$139.2K)
(SCHDcusip808524797)	145.9K	QoQ +3.88% (+5.5K) YoY +408.07% (+117.1K)	All Managers (Combined)	$4.1M	QoQ +6.32% (+$242.5K) YoY +76.18% (+$1.8M)
Servicenow, Inc.(NOWcusip81762P102)	5.1K	QoQ +117.28% (+2.8K) YoY +31.81% (+1.2K)	All Managers (Combined)	$4.1M	QoQ +63.17% (+$1.6M) YoY +37.64% (+$1.1M)
(DLNcusip97717W307)	51.2K	QoQ -0.29% (-150) YoY +32.57% (+12.6K)	All Managers (Combined)	$4.1M	QoQ +1.73% (-$69.2K) YoY +45.76% (+$1.3M)
Berkshire Hathaway Inc(BRK-Acusip084670108)	5	QoQ 0.00% (+0) YoY +25.00% (+1)	All Managers (Combined)	$4.0M	QoQ +17.25% (+$587.6K) YoY +57.31% (+$1.5M)
(IEMGcusip46434G103)	72.8K	QoQ -10.10% (-8.2K) YoY -4.52% (-3.4K)	All Managers (Combined)	$3.9M	QoQ -7.08% (-$299.9K) YoY -0.13% (-$5.4K)
(cusip81369Y886)✕	49.6K	QoQ -19.18% (-11.8K) YoY -33.63% (-25.2K)	All Managers (Combined)	$3.9M	QoQ -15.80% (-$734.8K) YoY -20.29% (-$996.3K)
Arista Networks, Inc.(ANETcusip040413205)	50.4K	QoQ +18.11% (-7.7K) YoY NEW(+50.4K)	All Managers (Combined)	$3.9M	QoQ -17.20% (-$811.2K) YoY NEW(+$3.9M)
(VEAcusip921943858)	76.4K	QoQ -0.63% (-486) YoY +20.18% (+12.8K)	All Managers (Combined)	$3.9M	QoQ +5.62% (-$206.8K) YoY +21.76% (+$694.3K)
(cusip78468R101)✕	132.6K	QoQ -13.66% (-21.0K) YoY -44.75% (-107.4K)	All Managers (Combined)	$3.9M	QoQ -12.97% (-$578.2K) YoY -44.14% (-$3.1M)
Pepsico Inc(PEPcusip713448108)	25.8K	QoQ +19.89% (+4.3K) YoY +18.99% (+4.1K)	All Managers (Combined)	$3.9M	QoQ +18.21% (+$595.6K) YoY +1.95% (+$74.0K)
(cusip025072877)✕	43.1K	QoQ -14.46% (-7.3K) YoY NEW(+43.1K)	All Managers (Combined)	$3.8M	QoQ -22.75% (-$1.1M) YoY NEW(+$3.8M)
(cusip921910709)✕	52.8K	QoQ -14.31% (-8.8K) YoY -69.22% (-118.8K)	All Managers (Combined)	$3.8M	QoQ -10.02% (-$418.4K) YoY -71.43% (-$9.4M)
(cusip74347B680)✕	46.4K	QoQ -15.53% (-8.5K) YoY NEW(+46.4K)	All Managers (Combined)	$3.7M	QoQ -15.54% (-$689.2K) YoY NEW(+$3.7M)
Nextera Energy Inc(NEEcusip65339F101)	52.4K	QoQ +5.85% (+2.9K) YoY -13.04% (-7.9K)	All Managers (Combined)	$3.7M	QoQ +4.67% (+$165.9K) YoY -3.54% (-$136.5K)