GLADSTONE INSTITUTIONAL ADVISORY LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CCL | 21K | $615.36K |
 | V | 21K | $7.24M |
 | AFRM | 21K | $1.55M |
 | MRVL | 21K | $1.76M |
 | LLY | 21K | $15.97M |
 | MDT | 21K | $1.99M |
 | VFC | 21K | $295.96K |
 | MCD | 20K | $6.16M |
 | F | 20K | $242.47K |
 | KMI | 20K | $566.02K |
 | CVS | 20K | $1.49M |
 | AXP | 19K | $6.45M |
 | UNP | 19K | $4.48M |
 | QCOM | 19K | $3.15M |
 | CELH | 19K | $1.07M |
 | ESI | 18K | $464.94K |
 | EPD | 18K | $577.17K |
 | AIG | 18K | $1.44M |
 | TEVA | 18K | $354.95K |
 | CRM | 17K | $4.10M |
Carnival Corporation & plc
CCL
Shares Held
21K
Value
$615.36K
Visa Inc.
V
Shares Held
21K
Value
$7.24M
Affirm Holdings, Inc.
AFRM
Shares Held
21K
Value
$1.55M
Marvell Technology, Inc.
MRVL
Shares Held
21K
Value
$1.76M
Eli Lilly and Company
LLY
Shares Held
21K
Value
$15.97M
Medtronic plc
MDT
Shares Held
21K
Value
$1.99M
V.F. Corporation
VFC
Shares Held
21K
Value
$295.96K
McDonald's Corporation
MCD
Shares Held
20K
Value
$6.16M
Ford Motor Company
F
Shares Held
20K
Value
$242.47K
Kinder Morgan, Inc.
KMI
Shares Held
20K
Value
$566.02K
CVS Health Corporation
CVS
Shares Held
20K
Value
$1.49M
American Express Company
AXP
Shares Held
19K
Value
$6.45M
Union Pacific Corporation
UNP
Shares Held
19K
Value
$4.48M
QUALCOMM Incorporated
QCOM
Shares Held
19K
Value
$3.15M
Celsius Holdings, Inc.
CELH
Shares Held
19K
Value
$1.07M
Element Solutions Inc
ESI
Shares Held
18K
Value
$464.94K
Enterprise Products Partners L.P.
EPD
Shares Held
18K
Value
$577.17K
American International Group, Inc.
AIG
Shares Held
18K
Value
$1.44M
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
18K
Value
$354.95K
Salesforce, Inc.
CRM
Shares Held
17K
Value
$4.10M