
GLADSTONE INSTITUTIONAL ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | TSLA | 50K | $22.40M |
![]() | INTC | 49K | $1.65M |
![]() | WFC | 45K | $3.74M |
![]() | PG | 41K | $6.26M |
![]() | META | 40K | $29.03M |
![]() | SAN | 37K | $391.23K |
![]() | PSX | 35K | $4.81M |
![]() | COMM | 35K | $542.39K |
![]() | BRK-B | 35K | $17.61M |
![]() | O | 35K | $2.10M |
![]() | RTX | 34K | $5.73M |
![]() | IREN | 34K | $1.58M |
![]() | PANW | 33K | $6.66M |
![]() | COP | 33K | $3.09M |
![]() | UPS | 32K | $2.68M |
![]() | ABBV | 31K | $7.18M |
![]() | IBM | 31K | $8.65M |
![]() | AMD | 30K | $4.88M |
![]() | RR | 30K | $128.50K |
![]() | CMPS | 29K | $168.02K |

Tesla, Inc.
TSLA
Shares Held
50K
Value
$22.40M

Intel Corporation
INTC
Shares Held
49K
Value
$1.65M

Wells Fargo & Company
WFC
Shares Held
45K
Value
$3.74M

The Procter & Gamble Company
PG
Shares Held
41K
Value
$6.26M

Meta Platforms, Inc.
META
Shares Held
40K
Value
$29.03M

Banco Santander, S.A.
SAN
Shares Held
37K
Value
$391.23K

Phillips 66
PSX
Shares Held
35K
Value
$4.81M

CommScope Holding Company, Inc.
COMM
Shares Held
35K
Value
$542.39K

Berkshire Hathaway Inc.
BRK-B
Shares Held
35K
Value
$17.61M

Realty Income Corporation
O
Shares Held
35K
Value
$2.10M

RTX Corporation
RTX
Shares Held
34K
Value
$5.73M

IREN Limited
IREN
Shares Held
34K
Value
$1.58M

Palo Alto Networks, Inc.
PANW
Shares Held
33K
Value
$6.66M

ConocoPhillips
COP
Shares Held
33K
Value
$3.09M

United Parcel Service, Inc.
UPS
Shares Held
32K
Value
$2.68M

AbbVie Inc.
ABBV
Shares Held
31K
Value
$7.18M

International Business Machines Corporation
IBM
Shares Held
31K
Value
$8.65M

Advanced Micro Devices, Inc.
AMD
Shares Held
30K
Value
$4.88M

Richtech Robotics Inc. Class B Common Stock
RR
Shares Held
30K
Value
$128.50K

COMPASS Pathways plc
CMPS
Shares Held
29K
Value
$168.02K
