Gladstone Institutional Advisory LLC Purchases in Q3 2025

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
338
New
$689.63 - $968.09 $233K - $327K
338 $327K
CW
Curtiss Wright Corp

Industrials
173
+ 16.88%
$472.43 - $542.94 $81.7K - $93.9K
1.2K $650K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
8.14K
New
$37.5 - $40.3 $305K - $328K
8.14K $324K
NET
Cloudflare, Inc.

Technology
1.51K
New
$181.39 - $228.28 $274K - $345K
1.51K $324K
RJF
Raymond James Financial Inc

Financial Services
182
+ 2.1%
$154.64 - $176.43 $28.1K - $32.1K
8.83K $1.52M
IWL
Ishares Tr Russell 200 ETF

ETFs
1.94K
New
$152.78 - $166.59 $296K - $323K
1.94K $321K
EFV
Msci Eafe Value ETF

ETFs
4.67K
New
$62.79 - $68.42 $293K - $320K
4.67K $316K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.56K
+ 37.26%
$94.17 - $99.95 $241K - $255K
9.41K $940K
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.96K
New
$93.41 - $104.11 $276K - $308K
2.96K $304K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
8.54K
+ 66.27%
$27.49 - $29.67 $235K - $253K
21.4K $615K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
9.71K
+ 29.36%
$26.88 - $27.78 $261K - $270K
42.8K $1.19M
ROKU
Roku, Inc

Communication Services
3.02K
New
$79.98 - $101.78 $242K - $308K
3.02K $302K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
258
+ 4.71%
$103.83 - $179.9 $26.8K - $46.4K
5.74K $1.03M
NSC
Norfolk Southern Corp

Industrials
999
New
$259.49 - $300.41 $259K - $300K
999 $300K
FTCS
First Trust Capital Strength E

ETFs
1.98K
+ 6.91%
$89.72 - $93.74 $177K - $185K
30.6K $2.86M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.08K
New
$68.24 - $73.73 $278K - $301K
4.08K $299K
FREL
Fidelity Covington Tr Msci Rea

ETFs
10.7K
New
$26.84 - $28.32 $287K - $303K
10.7K $297K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.02K
+ 96.37%
$112.94 - $129.99 $228K - $262K
4.11K $526K
CPNG
Coupang, Inc.

Consumer Cyclical
9.21K
New
$27.67 - $33.53 $255K - $309K
9.21K $296K
NOC
Northrop Grumman Corp

Industrials
358
+ 45.32%
$498.9 - $609.32 $179K - $218K
1.15K $699K
VFC
V F Corp

Consumer Cyclical
20.5K
New
$11.66 - $15.56 $239K - $319K
20.5K $295K
IYK
Ishares U.S. Consumer Staples

ETFs
4.31K
New
$67.65 - $71.68 $291K - $309K
4.31K $294K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
12.5K
New
$22.63 - $23.3 $282K - $290K
12.5K $288K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.9K
+ 45.92%
$22.64 - $23.22 $269K - $276K
37.7K $872K
IYC
Ishares U.S. Consumer Discreti

ETFs
2.24K
+ 86.66%
$98.12 - $105.85 $220K - $237K
4.83K $506K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
830
+ 11.97%
$82.22 - $96.68 $68.2K - $80.2K
7.76K $750K
DFAE
Dimensional ETF Tr

ETFs
8.8K
New
$28.84 - $31.84 $254K - $280K
8.8K $277K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
5.41K
New
$48.07 - $51.26 $260K - $277K
5.41K $276K
DFAI
Dimensional ETF Tr

ETFs
7.58K
New
$34.05 - $36.55 $258K - $277K
7.58K $275K
STX
Seagate Technology Holdings PLC

Technology
1.14K
New
$142.01 - $236.06 $162K - $270K
1.14K $270K
VONE
Vanguard Russell 1000 ETF

ETFs
879
New
$280.68 - $303.97 $247K - $267K
879 $265K
MPC
Marathon Petroleum Corp

Energy
1.35K
New
$158.59 - $198.69 $215K - $269K
1.35K $260K
JCI
Johnson Controls International PLC

Industrials
2.37K
New
$103.24 - $111.73 $245K - $265K
2.37K $260K
JXN
Jackson Financial Inc.

Financial Services
2.55K
New
$84.06 - $103.8 $215K - $265K
2.55K $258K
IGV
Ishares Expanded Tech Software

ETFs
605
+ 8.39%
$105.96 - $117.79 $64.1K - $71.3K
7.82K $899K
VSDA
Victory Portfolios Ii Victorys

ETFs
1.83K
+ 2.06%
$51.99 - $54.89 $95K - $100K
90.7K $4.85M
AVXL
Anavex Life Sciences Corp.

Healthcare
27.7K
+ 87.11%
$8.44 - $13.41 $234K - $372K
59.5K $529K
ETN
Eaton Corp PLC

Industrials
152
+ 7.9%
$342.99 - $392.76 $52.1K - $59.7K
2.08K $776K
CMPS
Compass Pathways PLC

Healthcare
29.3K
New
N/A
29.3K $250K
SLV
I Shares Silver Trust

ETFs
2.13K
+ 15.3%
$32.73 - $42.5 $69.7K - $90.5K
16.1K $680K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.7K
+ 34.21%
$46.51 - $50.07 $358K - $385K
30.2K $1.42M
DVYE
Ishares Emerging Markets Divid

ETFs
8.39K
New
$28.5 - $30.64 $239K - $257K
8.39K $248K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
441
New
$534.91 - $598.71 $236K - $264K
441 $247K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.42K
New
$36.04 - $38.78 $231K - $249K
6.42K $247K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.87K
New
$96.73 - $137.09 $181K - $256K
1.87K $247K
NEM
Newmont Corp

Basic Materials
2.93K
New
$57.35 - $85.25 $168K - $250K
2.93K $246K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
1.01K
+ 6.98%
$67.52 - $76.75 $68.4K - $77.7K
15.5K $1.16M
RGTI
Rigetti Computing, Inc.

Technology
8.15K
New
$11.33 - $32.1 $92.3K - $261K
8.15K $242K
FNDX
Schwab Fundamental U S Large C

ETFs
9.19K
New
$24.38 - $26.34 $224K - $242K
9.19K $241K
Activity Summary
Buys All Purchases 464 New Holdings 133 Increased Positions 331 Sells All Sells 308 Reductions 308 Sold out 0 Options Calls 0 Puts 0
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