GLADSTONE INSTITUTIONAL ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRK | 84K | $7.08M |
 | HELE | 80K | $2.02M |
 | JPM | 79K | $24.95M |
 | GOOGL | 79K | $19.19M |
 | PFE | 79K | $2.00M |
 | UBER | 76K | $7.41M |
 | KO | 74K | $4.94M |
 | CMCSA | 72K | $2.26M |
 | ET | 70K | $1.20M |
 | GOOG | 65K | $15.88M |
 | PLTR | 61K | $11.06M |
 | AVXL | 60K | $529.81K |
 | CVX | 58K | $8.95M |
 | MARA | 54K | $981.64K |
 | MFG | 53K | $356.06K |
 | AVGO | 53K | $17.50M |
 | JNJ | 53K | $9.76M |
 | NU | 52K | $832.25K |
 | BSX | 52K | $5.07M |
 | NEE | 51K | $3.87M |
Merck & Co., Inc.
MRK
Shares Held
84K
Value
$7.08M
Helen of Troy Limited
HELE
Shares Held
80K
Value
$2.02M
JPMorgan Chase & Co.
JPM
Shares Held
79K
Value
$24.95M
Alphabet Inc.
GOOGL
Shares Held
79K
Value
$19.19M
Pfizer Inc.
PFE
Shares Held
79K
Value
$2.00M
Uber Technologies, Inc.
UBER
Shares Held
76K
Value
$7.41M
The Coca-Cola Company
KO
Shares Held
74K
Value
$4.94M
Comcast Corporation
CMCSA
Shares Held
72K
Value
$2.26M
Energy Transfer LP
ET
Shares Held
70K
Value
$1.20M
Alphabet Inc.
GOOG
Shares Held
65K
Value
$15.88M
Palantir Technologies Inc.
PLTR
Shares Held
61K
Value
$11.06M
Anavex Life Sciences Corp.
AVXL
Shares Held
60K
Value
$529.81K
Chevron Corporation
CVX
Shares Held
58K
Value
$8.95M
Marathon Digital Holdings, Inc.
MARA
Shares Held
54K
Value
$981.64K
Mizuho Financial Group, Inc.
MFG
Shares Held
53K
Value
$356.06K
Broadcom Inc.
AVGO
Shares Held
53K
Value
$17.50M
Johnson & Johnson
JNJ
Shares Held
53K
Value
$9.76M
Nu Holdings Ltd.
NU
Shares Held
52K
Value
$832.25K
Boston Scientific Corporation
BSX
Shares Held
52K
Value
$5.07M
NextEra Energy, Inc.
NEE
Shares Held
51K
Value
$3.87M