Fund Holdings — Gladstone Institutional Advisory LLC

Total Portfolio Value
$2.60B
Total Bought
$190.99M
Total Sold
$154.10M
Net Transaction
+$36.89M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
227,353460,658+233,30514,26430,9841.19%+16,720
NVIDIA CORPORATION(NVDA)415,193421,164+5,97165,59678,5813.03%+12,984
APPLE INC(AAPL)273,778270,849-2,92956,17168,9662.66%+12,795
TESLA INC(TSLA)50,79650,378-41816,13622,4040.86%+6,268
ALPHABET INC(GOOG)59,72965,211+5,48210,59515,8820.61%+5,287
SELECT SECTOR SPDR TR
ST STR UTIL ETF
73,497128,930+55,4336,00211,2440.43%+5,242
ALPHABET INC(GOOG)81,66278,953-2,70914,39119,1930.74%+4,802
AMAZON COM INC(AMZN)198,336216,751+18,41543,51347,5921.83%+4,079
AGNICO EAGLE MINES LTD(AEM)022,853+22,85303,8520.15%+3,852
ISHARES TR84,58183,981-60052,51656,2092.16%+3,692
ISHARES TR264,657268,762+4,10529,13932,4451.25%+3,306
VANGUARD INDEX FDS91,51090,020-1,49051,98155,1272.12%+3,146
WISDOMTREE TR(WT)866,224927,073+60,84943,58046,6041.79%+3,024
ISHARES TR189,832199,810+9,97820,74723,7430.91%+2,997
SPDR S&P 500 ETF TR(SPY)81,96580,401-1,56450,64253,5622.06%+2,920
SPDR GOLD TR(GLD)39,65141,549+1,89812,08714,7690.57%+2,683
SPDR SERIES TRUST
ST STR P500GRW
321,211314,980-6,23130,61832,9191.27%+2,301
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
504,830497,125-7,70526,30228,5951.10%+2,293
BROADCOM INC(AVGO)55,25653,040-2,21615,23117,4980.67%+2,267
ISHARES TR394,073408,338+14,26524,44026,6481.03%+2,208
GE AEROSPACE(GE)19,18923,625+4,4364,9397,1070.27%+2,168
VANGUARD INDEX FDS29,02530,930+1,90512,72514,8340.57%+2,110
MICROSOFT CORP(MSFT)94,63294,940+30847,07149,1741.89%+2,103
AMERICAN EXPRESS CO(AXP)13,84819,430+5,5824,4176,4540.25%+2,037
SPDR SERIES TRUST
ST STR P500ETF
664,018641,950-22,06848,26750,2901.94%+2,023
CME GROUP INC(CME)07,429+7,42902,0070.08%+2,007
WALMART INC(WMT)93,261107,384+14,1239,11911,0670.43%+1,948
SELECT SECTOR SPDR TR
ST STR TECHN ETF
66,40266,266-13616,81518,6780.72%+1,863
SPDR SERIES TRUST
ST PORT HIGH ETF
11,69881,084+69,3862781,9410.07%+1,663
PALANTIR TECHNOLOGIES INC(PLTR)68,93560,616-8,3199,39711,0570.43%+1,660
ISHARES TR99,452116,543+17,0918,77710,4150.40%+1,639
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
31,43060,566+29,1361,5663,1630.12%+1,597
CISCO SYS INC(CSCO)108,915133,791+24,8767,5579,1540.35%+1,597
APPLOVIN CORP(APP)2,3863,332+9468352,3940.09%+1,559
JOHNSON & JOHNSON(JNJ)54,11452,631-1,4838,2669,7590.38%+1,493
ABBVIE INC(ABBV)30,85331,026+1735,7277,1840.28%+1,457
WELLTOWER INC(WELL)15,89721,843+5,9462,4443,8910.15%+1,447
GOLDMAN SACHS ETF TR181,448180,081-1,36722,02423,4610.90%+1,437
SPDR SERIES TRUST
ST STR P400MID
202,056216,835+14,77910,98812,4010.48%+1,413
INNOVATOR ETFS TRUST
US EQTY PWR BUF
030,321+30,32101,3890.05%+1,389
VANECK MERK GOLD ETF(OUNZ)92,418115,705+23,2872,9474,3030.17%+1,356
ORACLE CORP(ORCL)24,83623,912-9245,4306,7250.26%+1,295
CHEVRON CORP NEW(CVX)53,79957,651+3,8527,7048,9530.34%+1,249
SPDR INDEX SHS FDS
ST STR EU 50 ETF
38,14356,751+18,6082,2783,5250.14%+1,247
SCHWAB STRATEGIC TR796,286785,724-10,56219,46120,6960.80%+1,235
INVESCO QQQ TR35,30934,473-83619,47820,6960.80%+1,218
ABRDN PRECIOUS METALS BASKET46,02845,625-4036,3597,5490.29%+1,190
MCKESSON CORP(MCK)3681,873+1,5052701,4470.06%+1,177
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
252,580261,225+8,64514,59415,7410.61%+1,147
JANUS DETROIT STR TR
HENDERSN CAP ETF
015,019+15,01901,1230.04%+1,123
BERKSHIRE HATHAWAY INC DEL33,96235,027+1,06516,49817,6090.68%+1,111
VANGUARD SPECIALIZED FUNDS87,84288,438+59617,97919,0840.73%+1,105
BOSTON SCIENTIFIC CORP(BSX)37,18451,884+14,7003,9945,0650.20%+1,071
OREILLY AUTOMOTIVE INC(ORLY)09,848+9,84801,0620.04%+1,062
ECOLAB INC(ECL)7974,559+3,7622151,2480.05%+1,034
HOME DEPOT INC(HD)20,99121,545+5547,6968,7300.34%+1,034
CIPHER MINING INC(CIFR)29,00090,960+61,9601391,1450.04%+1,007
ELI LILLY & CO(LLY)19,20420,931+1,72714,97015,9700.62%+1,001
INTUITIVE SURGICAL INC4,5373,176-1,3614571,4210.05%+964
SELECT SECTOR SPDR TR
ST STR INDL ETF
83,61486,019+2,40512,33513,2670.51%+932
SPDR SERIES TRUST
ST STR SP600 SML
182,918188,257+5,3397,7928,7200.34%+928
PALO ALTO NETWORKS INC(PANW)28,05732,702+4,6455,7426,6590.26%+917
MICRON TECHNOLOGY INC(MU)6,23810,041+3,8037691,6800.06%+911
VANGUARD INDEX FDS26,49428,316+1,8227,4148,3180.32%+904
FIDELITY MERRIMACK STR TR172,304189,843+17,5397,8838,7780.34%+895
COLUMBIA ETF TR I
RESH ENHNC COR
491,805470,508-21,29718,09418,9850.73%+891
ADVANCED MICRO DEVICES INC(AMD)28,16830,167+1,9993,9974,8810.19%+884
CITIGROUP INC(C)21,35626,271+4,9151,8182,6670.10%+849
SELECT SECTOR SPDR TR
ST STR ENERG ETF
67,54373,582+6,0395,7286,5740.25%+845
THE ALGER ETF TRUST63,75977,731+13,9721,8942,7330.11%+840
VANGUARD WORLD FD
INF TECH ETF
10,91010,810-1007,2368,0710.31%+835
JPMORGAN CHASE & CO.(JPM)83,20979,104-4,10524,12324,9520.96%+829
ISHARES TR
MSCI USA QLT FCT
65,26265,577+31511,93112,7550.49%+824
TRANSMEDICS GROUP INC(TMDX)7,88416,694+8,8101,0571,8730.07%+817
SELECT SECTOR SPDR TR
ST STR SVC ETF
45,62048,646+3,0264,9515,7580.22%+807
BOEING CO(BA)13,44616,726+3,2802,8173,6100.14%+793
VANGUARD INDEX FDS30,26230,440+1789,1989,9890.38%+792
CATERPILLAR INC(CAT)7,3857,616+2312,8673,6340.14%+767
ISHARES TR1,5904,802+3,2122999940.04%+695
NEBIUS GROUP N.V.(NBIS)8,77610,432+1,6564861,1710.05%+686
PROSHARES TR045,000+45,00006850.03%+685
ISHARES TR
CORE DIV GRWTH
160,341160,603+26210,25210,9340.42%+682
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
106,857116,557+9,7004,2204,8990.19%+679
KROGER CO(KR)09,681+9,68106530.03%+653
PACER FDS TR
METAURUS CAP 400
153,192159,523+6,3316,0456,6840.26%+639
NIKE INC(NKE)3,72012,765+9,0452648900.03%+626
CSX CORP(CSX)213,226213,289+636,9587,5740.29%+616
TAIWAN SEMICONDUCTOR MFG LTD(TSM)12,07511,990-852,7353,3490.13%+614
AMERICAN CENTY ETF TR13,20522,535+9,3307691,3830.05%+613
GRAB HOLDINGS LIMITED
CLASS A ORD
41,050135,550+94,5002068160.03%+610
ISHARES TR29,08528,397-6886,2766,8710.26%+595
INTEL CORP(INTC)47,17649,069+1,8931,0571,6460.06%+590
STERLING INFRASTRUCTURE INC(STRL)01,687+1,68705730.02%+573
PACER FDS TR
ARIST HIGH ETF
10,64722,705+12,0585071,0760.04%+569
SEMPRA(SRE)06,320+6,32005690.02%+569
WILLIAMS SONOMA INC(WSM)7,5579,213+1,6561,2351,8010.07%+566
IREN LIMITED
ORDINARY SHARES
69,44733,617-35,8301,0121,5780.06%+566
NATIONAL GRID PLC(NGG)07,722+7,72205610.02%+561
BITFARMS LTD
COM
121,700233,400+111,7001026580.03%+556
GE VERNOVA INC(GEV)1,5592,235+6768251,3740.05%+549
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Gladstone Institutional Advisory LLC — 13F Holdings — Q3 2025 | TickerTrail