$502 Thousand is the total value of Gladstone Institutional Advisory LLC's 296 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 34.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $31,404 | +54.4% | 523,050 | +54.3% | 6.26% | +28.8% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $20,558 | +9.4% | 421,962 | +5.9% | 4.10% | -8.8% |
| LDSF | Sell | FIRST TR EXCHNG TRADED FD VIlow dur strtgc | $19,239 | -2.5% | 940,329 | -2.9% | 3.83% | -18.7% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $14,135 | +5.3% | 37,806 | -5.7% | 2.82% | -12.2% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $11,862 | +973.5% | 127,192 | +633.2% | 2.36% | +795.1% |
| AAPL | Buy | APPLE INC | $11,781 | +21.3% | 88,787 | +5.9% | 2.35% | +1.2% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $11,771 | +10.7% | 184,436 | +300.7% | 2.34% | -7.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $11,340 | +9.6% | 30,210 | -1.9% | 2.26% | -8.6% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $10,700 | -19.9% | 224,829 | -22.6% | 2.13% | -33.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $9,201 | +25.8% | 40,035 | +1.4% | 1.83% | +4.9% |
| USMV | Sell | ISHARES TRmsci usa min vol | $8,400 | -3.8% | 123,752 | -9.7% | 1.67% | -19.8% |
| AMZN | Buy | AMAZON COM INC | $8,286 | +11.9% | 2,544 | +8.2% | 1.65% | -6.6% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $7,692 | +34.6% | 219,338 | +20.7% | 1.53% | +12.2% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $7,601 | -39.2% | 138,887 | -38.9% | 1.51% | -49.3% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $7,345 | +19.0% | 123,375 | +4.3% | 1.46% | -0.7% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $7,198 | -34.7% | 356,520 | -38.0% | 1.43% | -45.6% |
| FCVT | Buy | FIRST TR EXCHANGE-TRADED FDssi strg etf | $6,861 | +60.1% | 140,144 | +31.8% | 1.37% | +33.5% |
| WCLD | Buy | WISDOMTREE TR | $6,789 | +522.8% | 126,706 | +396.6% | 1.35% | +420.0% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $6,553 | +11.7% | 51,191 | -1.9% | 1.30% | -6.9% |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $5,979 | +365.3% | 28,170 | +312.7% | 1.19% | +287.9% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $5,792 | +14.8% | 45,106 | +3.0% | 1.15% | -4.2% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $5,715 | +1287.1% | 84,663 | +1199.1% | 1.14% | +1061.2% |
| FTC | Buy | FIRST TRUST LRGCP GWT ALPHAD | $5,407 | +205.8% | 55,955 | +165.7% | 1.08% | +155.2% |
| MDYV | Buy | SPDR SER TRs&p 400 mdcp val | $4,919 | +31.7% | 88,631 | +2.9% | 0.98% | +9.9% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $4,750 | +14.1% | 64,702 | +5.9% | 0.95% | -4.8% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $4,742 | +6.5% | 24,364 | -6.8% | 0.94% | -11.2% |
| AGG | Sell | ISHARES TRcore us aggbd et | $4,433 | -7.4% | 37,506 | -7.5% | 0.88% | -22.8% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $4,365 | -21.7% | 50,624 | -31.5% | 0.87% | -34.8% |
| VOO | Sell | VANGUARD INDEX FDS | $4,340 | +8.2% | 12,628 | -3.2% | 0.86% | -9.7% |
| MSFT | Sell | MICROSOFT CORP | $4,124 | +2.7% | 18,543 | -2.9% | 0.82% | -14.4% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $4,002 | +13.2% | 15,798 | +1.7% | 0.80% | -5.7% |
| IEMG | Sell | ISHARES INCcore msci emkt | $3,846 | +2.0% | 61,995 | -13.2% | 0.77% | -15.0% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $3,806 | -21.0% | 67,094 | -22.6% | 0.76% | -34.1% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $3,599 | +9.7% | 198,494 | +8.9% | 0.72% | -8.4% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $3,440 | +19.2% | 101,936 | +3.3% | 0.68% | -0.6% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $3,431 | -4.6% | 14,228 | -14.2% | 0.68% | -20.5% |
| DSTL | Buy | ETF SER SOLUTIONSdistillate us | $3,337 | +16.8% | 91,871 | +4.9% | 0.66% | -2.5% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $3,330 | -6.8% | 37,413 | -28.5% | 0.66% | -22.3% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $3,305 | +145.7% | 34,775 | +103.0% | 0.66% | +105.0% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $3,099 | -0.1% | 23,306 | +0.4% | 0.62% | -16.7% |
| GLD | Buy | SPDR GOLD TR | $2,951 | +1.2% | 16,545 | +0.5% | 0.59% | -15.5% |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $2,954 | +24.7% | 42,602 | +3.2% | 0.59% | +3.9% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $2,937 | +134.6% | 21,275 | +99.1% | 0.58% | +95.7% |
| EMQQ | Buy | EXCHANGE TRADED CONCEPTS TRemqq em intern | $2,920 | +26.7% | 45,930 | +4.1% | 0.58% | +5.6% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $2,905 | +36.5% | 43,890 | +3.3% | 0.58% | +14.0% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $2,859 | +114.5% | 40,714 | +35.5% | 0.57% | +79.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,820 | +125.4% | 30,683 | +72.2% | 0.56% | +88.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,786 | +405.6% | 23,416 | +343.9% | 0.56% | +320.5% |
| FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $2,775 | +3.4% | 51,665 | -0.4% | 0.55% | -13.7% |
| TSLA | Buy | TESLA INC | $2,557 | +67.9% | 3,623 | +2.0% | 0.51% | +39.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $2,470 | +14.2% | 28,013 | +14.2% | 0.49% | -4.8% |
| FNY | New | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $2,451 | – | 37,496 | +100.0% | 0.49% | – |
| BTAL | Buy | AGF INVTS TRagfiq us mk anti | $2,207 | -11.5% | 115,660 | +9.4% | 0.44% | -26.2% |
| GLTR | Buy | ABERDEEN STD PRECIOUS METALSphyscl pm basket | $2,204 | +12.8% | 22,274 | +7.1% | 0.44% | -6.0% |
| DIS | Sell | DISNEY WALT CO | $2,156 | +45.8% | 11,898 | -0.2% | 0.43% | +21.5% |
| JMBS | Buy | JANUS DETROIT STR TRhenderson mtg | $2,110 | +6.5% | 39,462 | +6.8% | 0.42% | -11.2% |
| GGG | Sell | GRACO INC | $2,074 | +17.7% | 28,665 | -0.2% | 0.41% | -1.9% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $2,045 | -6.9% | 27,013 | -16.3% | 0.41% | -22.5% |
| MOAT | Buy | VANECK VECTORS ETF TRmorningstar wide | $1,981 | +26.3% | 31,955 | +11.2% | 0.40% | +5.3% |
| IMCG | New | ISHARES TRmrgstr md cp grw | $1,967 | – | 5,142 | +100.0% | 0.39% | – |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,876 | -20.7% | 30,239 | -23.0% | 0.37% | -33.8% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,869 | +320.0% | 39,591 | +264.2% | 0.37% | +250.9% |
| FB | Sell | FACEBOOK INCcl a | $1,861 | -3.3% | 6,812 | -7.3% | 0.37% | -19.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,851 | +94.2% | 5,900 | +72.0% | 0.37% | +61.8% |
| V | Sell | VISA INC | $1,764 | -0.1% | 8,066 | -8.6% | 0.35% | -16.8% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $1,758 | +1.6% | 32,397 | +2.3% | 0.35% | -15.3% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $1,746 | -6.9% | 23,779 | -19.8% | 0.35% | -22.3% |
| FDVV | Sell | FIDELITY COVINGTON TRUSThigh divid etf | $1,741 | -5.1% | 54,251 | -18.1% | 0.35% | -20.8% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $1,723 | +41.7% | 12,476 | +38.2% | 0.34% | +18.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,676 | +38.1% | 10,649 | +30.6% | 0.33% | +15.2% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,662 | +65.0% | 8,477 | +26.0% | 0.33% | +37.3% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,658 | +51.1% | 9,843 | +49.5% | 0.33% | +26.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,651 | +4.1% | 942 | -12.9% | 0.33% | -13.2% |
| NVDA | Sell | NVIDIA CORPORATION | $1,645 | -7.9% | 3,151 | -4.5% | 0.33% | -23.2% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,554 | +50.0% | 5,080 | +36.0% | 0.31% | +25.5% |
| RODM | Sell | LATTICE STRATEGIES TRhartford mlt etf | $1,530 | +9.1% | 54,043 | -0.3% | 0.30% | -9.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,513 | -19.3% | 21,899 | -29.6% | 0.30% | -32.8% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $1,466 | +33.3% | 19,190 | +2.9% | 0.29% | +11.0% |
| XOM | Sell | EXXON MOBIL CORP | $1,449 | -6.9% | 35,155 | -22.5% | 0.29% | -22.3% |
| PSX | Sell | PHILLIPS 66 | $1,441 | +26.6% | 20,603 | -6.1% | 0.29% | +5.5% |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $1,390 | -10.6% | 25,300 | -24.0% | 0.28% | -25.3% |
| SHOP | Sell | SHOPIFY INCcl a | $1,347 | -3.4% | 1,190 | -12.7% | 0.27% | -19.5% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,323 | +11.7% | 21,097 | +5.8% | 0.26% | -6.7% |
| NIO | Buy | NIO INCspon ads | $1,322 | +129.9% | 27,122 | +0.1% | 0.26% | +92.0% |
| MELI | Buy | MERCADOLIBRE INC | $1,288 | +172.3% | 769 | +76.0% | 0.26% | +127.4% |
| JSMD | Buy | JANUS DETROIT STR TRhendersn sml etf | $1,291 | +34.1% | 20,586 | +10.5% | 0.26% | +11.7% |
| PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $1,280 | +21.0% | 47,223 | +18.9% | 0.26% | +0.8% |
| AUPH | Buy | AURINIA PHARMACEUTICALS INC | $1,269 | +18.4% | 91,750 | +26.1% | 0.25% | -1.2% |
| BA | Buy | BOEING CO | $1,263 | +32.3% | 5,901 | +2.1% | 0.25% | +10.5% |
| XT | Sell | ISHARES TRexponential tech | $1,249 | +7.1% | 21,817 | -9.1% | 0.25% | -10.8% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,234 | +23.8% | 9,266 | +5.7% | 0.25% | +3.4% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $1,210 | +1.9% | 24,119 | +1.8% | 0.24% | -15.1% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,191 | -19.4% | 23,443 | -19.4% | 0.24% | -32.9% |
| CRM | Buy | SALESFORCE COM INC | $1,167 | +9.1% | 5,246 | +23.2% | 0.23% | -9.4% |
| HD | Sell | HOME DEPOT INC | $1,149 | -21.9% | 4,326 | -18.4% | 0.23% | -34.9% |
| ARKK | Buy | ARK ETF TRinnovation etf | $1,148 | +42.4% | 9,218 | +5.2% | 0.23% | +18.7% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,151 | -2.9% | 4,915 | -18.3% | 0.23% | -19.1% |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $1,146 | – | 6,819 | +100.0% | 0.23% | – |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $1,108 | +13.4% | 22,389 | +0.3% | 0.22% | -5.2% |
| MUJ | Sell | BLACKROCK MUNIHLDGS NJ QLTY | $1,087 | -1.2% | 75,157 | -7.1% | 0.22% | -17.5% |
| MRK | Sell | MERCK & CO. INC | $1,062 | -25.3% | 12,984 | -24.2% | 0.21% | -37.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,017 | +5.7% | 17,305 | +7.1% | 0.20% | -11.7% |
| BGFV | New | BIG 5 SPORTING GOODS CORP | $982 | – | 96,208 | +100.0% | 0.20% | – |
| IWD | ISHARES TRrus 1000 val etf | $978 | +15.7% | 7,155 | 0.0% | 0.20% | -3.5% | |
| ICVT | Buy | ISHARES TRconv bd etf | $974 | +24.2% | 10,083 | +3.9% | 0.19% | +3.7% |
| NFLX | Sell | NETFLIX INC | $967 | -23.8% | 1,789 | -29.5% | 0.19% | -36.3% |
| QCOM | Buy | QUALCOMM INC | $958 | +88.6% | 6,287 | +45.7% | 0.19% | +57.9% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $947 | -22.1% | 9,744 | -23.2% | 0.19% | -34.8% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $935 | -8.3% | 2,618 | -13.2% | 0.19% | -23.8% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $933 | -2.4% | 9,142 | -2.5% | 0.19% | -18.4% |
| TDOC | Buy | TELADOC HEALTH INC | $926 | +8.3% | 4,631 | +18.7% | 0.18% | -9.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $919 | +9.4% | 6,508 | -0.3% | 0.18% | -9.0% |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $882 | – | 19,883 | +100.0% | 0.18% | – |
| ISCG | New | ISHARES TRmrgstr sm cp gr | $883 | – | 2,910 | +100.0% | 0.18% | – |
| FAN | New | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $883 | – | 37,905 | +100.0% | 0.18% | – |
| IBB | Sell | ISHARES TRnasdaq biotech | $865 | +10.9% | 5,710 | -0.9% | 0.17% | -7.5% |
| SQ | Buy | SQUARE INCcl a | $859 | +141.3% | 3,949 | +80.4% | 0.17% | +101.2% |
| NLS | New | NAUTILUS INC | $858 | – | 47,300 | +100.0% | 0.17% | – |
| GXGX | Sell | GX ACQUISITION CORP | $844 | -17.8% | 76,750 | -21.5% | 0.17% | -31.4% |
| ABBV | Sell | ABBVIE INC | $845 | +12.7% | 7,889 | -7.8% | 0.17% | -6.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $823 | -31.4% | 470 | -42.4% | 0.16% | -42.7% |
| IXUS | Sell | ISHARES TRcore msci total | $773 | +3.8% | 11,505 | -9.9% | 0.15% | -13.5% |
| T | Buy | AT&T INC | $760 | +6.9% | 26,413 | +5.9% | 0.15% | -11.2% |
| VNLA | Sell | JANUS DETROIT STR TRhendrsn shrt etf | $759 | -31.2% | 15,038 | -31.3% | 0.15% | -42.6% |
| JDIV | Sell | J P MORGAN EXCHANGE-TRADED Fus dividend | $751 | -1.7% | 27,780 | -15.5% | 0.15% | -17.6% |
| COP | Sell | CONOCOPHILLIPS | $752 | +7.9% | 18,793 | -11.4% | 0.15% | -9.6% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $754 | +8.5% | 3,700 | -1.3% | 0.15% | -9.6% |
| QQEW | Sell | FIRST TR NAS100 EQ WEIGHTED | $724 | -49.4% | 7,180 | -56.7% | 0.14% | -57.9% |
| DOCU | Buy | DOCUSIGN INC | $718 | +6.2% | 3,232 | +2.9% | 0.14% | -11.2% |
| JD | Buy | JD.COM INCspon adr cl a | $714 | +29.6% | 8,124 | +14.4% | 0.14% | +7.6% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $704 | +55.4% | 7,673 | +39.0% | 0.14% | +29.6% |
| DOW | Sell | DOW INC | $690 | -0.7% | 12,436 | -15.8% | 0.14% | -17.5% |
| MRNA | Sell | MODERNA INC | $684 | +8.4% | 6,545 | -26.6% | 0.14% | -9.9% |
| BAC | Sell | BK OF AMERICA CORP | $682 | +16.2% | 22,501 | -7.7% | 0.14% | -2.9% |
| PFF | Sell | ISHARES TRpfd and incm sec | $680 | -12.3% | 17,668 | -16.9% | 0.14% | -27.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $677 | +7.1% | 1,913 | -5.8% | 0.14% | -10.6% |
| TGT | Buy | TARGET CORP | $657 | +95.5% | 3,720 | +74.3% | 0.13% | +63.8% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $656 | +13.9% | 10,898 | -1.2% | 0.13% | -5.1% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $651 | +9.8% | 1,930 | +52.9% | 0.13% | -8.5% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $638 | +82.8% | 1,194 | +12.0% | 0.13% | +53.0% |
| PFE | Buy | PFIZER INC | $636 | +32.8% | 17,271 | +32.4% | 0.13% | +11.4% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $634 | +9.9% | 3,928 | +0.3% | 0.13% | -8.7% |
| VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $629 | -15.0% | 9,065 | -13.6% | 0.12% | -29.4% |
| WMT | Sell | WALMART INC | $624 | -31.9% | 4,326 | -33.9% | 0.12% | -43.4% |
| FDRR | Sell | FIDELITY COVINGTON TRUSTdivid etf risi | $612 | +8.9% | 16,631 | -3.9% | 0.12% | -9.0% |
| TTD | Sell | THE TRADE DESK INC | $597 | +28.4% | 745 | -16.9% | 0.12% | +7.2% |
| SE | New | SEA LTDsponsord ads | $570 | – | 2,862 | +100.0% | 0.11% | – |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $569 | -4.5% | 6,864 | -4.3% | 0.11% | -20.4% |
| DD | Buy | DUPONT DE NEMOURS INC | $565 | +44.5% | 7,950 | +12.7% | 0.11% | +21.5% |
| BSJL | Sell | INVESCO EXCH TRD SLF IDX FD | $562 | -8.3% | 24,347 | -8.9% | 0.11% | -23.3% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $564 | +20.8% | 7,806 | +300.1% | 0.11% | 0.0% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $561 | +17.4% | 6,133 | +3.8% | 0.11% | -1.8% |
| IDXX | Buy | IDEXX LABS INC | $557 | +58.2% | 1,115 | +24.6% | 0.11% | +32.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $553 | +21.3% | 4,350 | -8.2% | 0.11% | +0.9% |
| BST | Buy | BLACKROCK SCIENCE & TECHNOLO | $541 | +145.9% | 10,157 | +98.9% | 0.11% | +103.8% |
| PINS | New | PINTEREST INCcl a | $539 | – | 8,175 | +100.0% | 0.11% | – |
| LOW | Sell | LOWES COS INC | $531 | -17.0% | 3,307 | -14.3% | 0.11% | -30.7% |
| ETJ | New | EATON VANCE RISK-MANAGED DIV | $525 | – | 50,599 | +100.0% | 0.10% | – |
| IYW | Buy | ISHARES TRu.s. tech etf | $516 | +42.5% | 6,063 | +403.6% | 0.10% | +19.8% |
| DDOG | New | DATADOG INC | $517 | – | 5,251 | +100.0% | 0.10% | – |
| PSNL | New | PERSONALIS INC | $496 | – | 13,550 | +100.0% | 0.10% | – |
| HEFA | Sell | ISHARES TRhdg msci eafe | $499 | -0.8% | 16,382 | -10.4% | 0.10% | -17.5% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $498 | +30.7% | 2,347 | +11.0% | 0.10% | +8.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $489 | +41.3% | 2,363 | +20.3% | 0.10% | +16.9% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $474 | -24.4% | 1,351 | -32.9% | 0.09% | -37.3% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $468 | -73.6% | 8,648 | -73.6% | 0.09% | -78.1% |
| GOVT | Buy | ISHARES TRus treas bd etf | $466 | +58.5% | 17,125 | +63.0% | 0.09% | +32.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $464 | -11.8% | 3,333 | -11.9% | 0.09% | -27.0% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $455 | -4.4% | 7,448 | -13.7% | 0.09% | -20.2% |
| SPOT | Sell | SPOTIFY TECHNOLOGY S A | $446 | -31.5% | 1,416 | -47.2% | 0.09% | -42.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $442 | -4.1% | 1,908 | -11.9% | 0.09% | -20.0% |
| HON | Buy | HONEYWELL INTL INC | $436 | +84.0% | 2,050 | +42.4% | 0.09% | +52.6% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $431 | +56.7% | 1,854 | +97.9% | 0.09% | +30.3% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $433 | -15.3% | 866 | -16.8% | 0.09% | -29.5% |
| CSQ | New | CALAMOS STRATEGIC TOTL RETN | $426 | – | 26,950 | +100.0% | 0.08% | – |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $429 | +3.6% | 3,298 | -7.0% | 0.08% | -14.1% |
| EXPE | New | EXPEDIA GROUP INC | $429 | – | 3,238 | +100.0% | 0.08% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $423 | +43.9% | 8,070 | +26.9% | 0.08% | +20.0% |
| IXN | Buy | ISHARES TRglobal tech etf | $423 | +19.5% | 1,410 | +5.1% | 0.08% | -1.2% |
| SMH | Buy | VANECK VECTORS ETF TRsemiconductor et | $423 | +43.9% | 1,937 | +14.8% | 0.08% | +20.0% |
| LGND | New | LIGAND PHARMACEUTICALS INC | $424 | – | 4,266 | +100.0% | 0.08% | – |
| EFA | Sell | ISHARES TRmsci eafe etf | $410 | +14.5% | 5,621 | -0.1% | 0.08% | -4.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $407 | +62.2% | 6,340 | +39.6% | 0.08% | +35.0% |
| CTAS | Buy | CINTAS CORP | $409 | +21.4% | 1,157 | +14.1% | 0.08% | +1.2% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $407 | -14.1% | 11,299 | -25.2% | 0.08% | -28.3% |
| ARKW | New | ARK ETF TRnext gnrtn inter | $403 | – | 2,757 | +100.0% | 0.08% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $403 | – | 2,536 | +100.0% | 0.08% | – |
| EFG | New | ISHARES TReafe grwth etf | $400 | – | 3,960 | +100.0% | 0.08% | – |
| ESGU | New | ISHARES TResg awr msci usa | $400 | – | 4,647 | +100.0% | 0.08% | – |
| WKHS | Buy | WORKHORSE GROUP INC | $397 | -10.8% | 20,091 | +14.2% | 0.08% | -25.5% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $395 | -4.6% | 2,089 | -14.3% | 0.08% | -20.2% |
| MCD | Sell | MCDONALDS CORP | $391 | -11.9% | 1,824 | -9.9% | 0.08% | -26.4% |
| PEIX | New | PACIFIC ETHANOL INC | $390 | – | 71,878 | +100.0% | 0.08% | – |
| RDIV | Sell | INVESCO EXCH TRADED FD TR IIs&p ultra divide | $390 | -14.1% | 11,548 | -31.7% | 0.08% | -27.8% |
| FDX | Buy | FEDEX CORP | $387 | +23.2% | 1,490 | +19.3% | 0.08% | +2.7% |
| SNY | Buy | SANOFIsponsored adr | $387 | +2.7% | 7,967 | +6.1% | 0.08% | -14.4% |
| CPRT | New | COPART INC | $387 | – | 3,038 | +100.0% | 0.08% | – |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $383 | -76.7% | 7,449 | -76.6% | 0.08% | -80.7% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $383 | +18.6% | 3,730 | +99.7% | 0.08% | -1.3% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $368 | +10.8% | 4,146 | -0.0% | 0.07% | -7.6% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $363 | +11.3% | 3,050 | -5.2% | 0.07% | -7.7% |
| NVS | Sell | NOVARTIS AGsponsored adr | $363 | -2.9% | 3,845 | -10.5% | 0.07% | -19.1% |
| ETW | New | EATON VANCE TAX-MANAGED GLOB | $355 | – | 36,650 | +100.0% | 0.07% | – |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $355 | +7.9% | 2,600 | -15.8% | 0.07% | -10.1% |
| NKE | Sell | NIKE INCcl b | $356 | -20.0% | 2,518 | -28.9% | 0.07% | -33.0% |
| CSCO | Sell | CISCO SYS INC | $353 | -16.4% | 7,883 | -26.5% | 0.07% | -30.7% |
| SDY | Buy | SPDR SER TRs&p divid etf | $350 | +14.8% | 3,307 | +0.1% | 0.07% | -4.1% |
| SOXX | Buy | ISHARES TRphlx semicnd etf | $342 | +60.6% | 901 | +28.7% | 0.07% | +33.3% |
| OKTA | Sell | OKTA INCcl a | $338 | -63.2% | 1,330 | -69.0% | 0.07% | -69.4% |
| TWTR | New | TWITTER INC | $338 | – | 6,240 | +100.0% | 0.07% | – |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $337 | +16.2% | 1,731 | -8.3% | 0.07% | -2.9% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $335 | -7.7% | 6,476 | -21.4% | 0.07% | -23.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $336 | +32.3% | 6,702 | +14.1% | 0.07% | +9.8% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $331 | -3.8% | 2,916 | -10.7% | 0.07% | -19.5% |
| WDAY | Sell | WORKDAY INCcl a | $330 | -15.2% | 1,378 | -23.7% | 0.07% | -29.0% |
| TWLO | New | TWILIO INCcl a | $326 | – | 962 | +100.0% | 0.06% | – |
| UBER | Buy | UBER TECHNOLOGIES INC | $326 | +45.5% | 6,395 | +4.2% | 0.06% | +20.4% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $319 | +1.3% | 11,843 | -2.8% | 0.06% | -14.7% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $315 | +50.7% | 2,213 | +17.2% | 0.06% | +26.0% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $316 | +7.8% | 9,859 | +0.2% | 0.06% | -10.0% |
| PEP | Sell | PEPSICO INC | $318 | -0.6% | 2,146 | -7.1% | 0.06% | -17.1% |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $312 | – | 5,414 | +100.0% | 0.06% | – |
| GE | Buy | GENERAL ELECTRIC CO | $312 | +112.2% | 28,878 | +22.2% | 0.06% | +77.1% |
| IGIB | Sell | ISHARES TR | $299 | -4.5% | 4,843 | -5.8% | 0.06% | -20.0% |
| MUB | Sell | ISHARES TRnational mun etf | $300 | -1.0% | 2,561 | -2.1% | 0.06% | -16.7% |
| AMGN | Sell | AMGEN INC | $301 | -16.2% | 1,309 | -7.4% | 0.06% | -30.2% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $300 | – | 1,417 | +100.0% | 0.06% | – |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $302 | +25.8% | 1,129 | +1.1% | 0.06% | +5.3% |
| DON | Sell | WISDOMTREE TRus midcap divid | $301 | +14.0% | 8,647 | -5.4% | 0.06% | -4.8% |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $294 | – | 631 | +100.0% | 0.06% | – |
| EXG | New | EATON VANCE TAX-MANAGED GLOB | $291 | – | 33,199 | +100.0% | 0.06% | – |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $290 | -21.2% | 1,898 | -25.0% | 0.06% | -34.1% |
| VOOG | Buy | VANGUARD ADMIRAL FDS INC500 grth idx f | $288 | +31.5% | 1,250 | +19.0% | 0.06% | +9.6% |
| HYRE | New | HYRECAR INC | $279 | – | 39,145 | +100.0% | 0.06% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $279 | – | 8,855 | +100.0% | 0.06% | – |
| HMOP | Sell | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $280 | -5.1% | 6,696 | -6.6% | 0.06% | -20.0% |
| HYD | Sell | VANECK VECTORS ETF TRhigh yld mun etf | $279 | -0.4% | 4,538 | -3.2% | 0.06% | -16.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $281 | -10.2% | 2,229 | -13.4% | 0.06% | -25.3% |
| NVCR | New | NOVOCURE LTD | $277 | – | 1,600 | +100.0% | 0.06% | – |
| SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $271 | -24.5% | 7,218 | -33.7% | 0.05% | -37.2% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $267 | +16.6% | 4,300 | +1.7% | 0.05% | -3.6% |
| INMD | New | INMODE LTD | $266 | – | 5,600 | +100.0% | 0.05% | – |
| FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $265 | +26.8% | 3,190 | +0.5% | 0.05% | +6.0% |
| NVAX | Sell | NOVAVAX INC | $268 | -23.6% | 2,405 | -25.7% | 0.05% | -36.9% |
| DHR | Sell | DANAHER CORPORATION | $267 | -14.4% | 1,201 | -17.2% | 0.05% | -29.3% |
| SPLK | New | SPLUNK INC | $267 | – | 1,574 | +100.0% | 0.05% | – |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $265 | +13.7% | 3,125 | +6.0% | 0.05% | -5.4% |
| INTC | Sell | INTEL CORP | $265 | -47.8% | 5,319 | -45.8% | 0.05% | -56.2% |
| MBB | Buy | ISHARES TRmbs etf | $262 | +2.7% | 2,375 | +2.9% | 0.05% | -14.8% |
| MMM | Sell | 3M CO | $260 | +3.6% | 1,486 | -5.0% | 0.05% | -13.3% |
| ROKU | New | ROKU INC | $258 | – | 778 | +100.0% | 0.05% | – |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $256 | +12.8% | 2,954 | +0.0% | 0.05% | -5.6% |
| CVX | New | CHEVRON CORP NEW | $257 | – | 3,038 | +100.0% | 0.05% | – |
| FSLY | New | FASTLY INCcl a | $253 | – | 2,893 | +100.0% | 0.05% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $249 | – | 867 | +100.0% | 0.05% | – |
| EDIT | New | EDITAS MEDICINE INC | $251 | – | 3,575 | +100.0% | 0.05% | – |
| NEE | Buy | NEXTERA ENERGY INC | $253 | +9.5% | 3,282 | +294.0% | 0.05% | -9.1% |
| XERS | New | XERIS PHARMACEUTICALS INC | $253 | – | 51,500 | +100.0% | 0.05% | – |
| U | New | UNITY SOFTWARE INC | $248 | – | 1,615 | +100.0% | 0.05% | – |
| F | New | FORD MTR CO DEL | $245 | – | 27,888 | +100.0% | 0.05% | – |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $248 | -2.7% | 2,137 | -7.2% | 0.05% | -19.7% |
| STM | New | STMICROELECTRONICS N Vny registry | $248 | – | 6,691 | +100.0% | 0.05% | – |
| VOOV | Sell | VANGUARD ADMIRAL FDS INC500 val idx fd | $246 | -19.9% | 1,988 | -29.4% | 0.05% | -32.9% |
| KO | Sell | COCA COLA CO | $242 | +3.0% | 4,420 | -7.1% | 0.05% | -14.3% |
| CL | Sell | COLGATE PALMOLIVE CO | $239 | +8.1% | 2,793 | -2.5% | 0.05% | -9.4% |
| LMT | Sell | LOCKHEED MARTIN CORP | $241 | -13.6% | 678 | -6.9% | 0.05% | -28.4% |
| UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $243 | – | 9,126 | +100.0% | 0.05% | – |
| TSCO | Sell | TRACTOR SUPPLY CO | $241 | -28.7% | 1,715 | -27.3% | 0.05% | -40.7% |
| SLV | Sell | ISHARES SILVER TRishares | $243 | +3.8% | 9,895 | -8.5% | 0.05% | -14.3% |
| RDFN | New | REDFIN CORP | $236 | – | 3,440 | +100.0% | 0.05% | – |
| HDV | New | ISHARES TRcore high dv etf | $230 | – | 2,624 | +100.0% | 0.05% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $229 | – | 3,208 | +100.0% | 0.05% | – |
| AXON | New | AXON ENTERPRISE INC | $232 | – | 1,890 | +100.0% | 0.05% | – |
| BGY | New | BLACKROCK ENHANCED INTL DIV | $222 | – | 37,800 | +100.0% | 0.04% | – |
| ITA | New | ISHARES TRus aer def etf | $223 | – | 2,356 | +100.0% | 0.04% | – |
| TNDM | Sell | TANDEM DIABETES CARE INC | $222 | -56.1% | 2,321 | -48.0% | 0.04% | -63.6% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $223 | +1.8% | 3,928 | +0.7% | 0.04% | -15.4% |
| MS | Sell | MORGAN STANLEY | $217 | -20.5% | 3,166 | -44.0% | 0.04% | -33.8% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $214 | -1.8% | 3,675 | -7.6% | 0.04% | -17.3% |
| CAT | New | CATERPILLAR INC | $209 | – | 1,146 | +100.0% | 0.04% | – |
| Z | New | ZILLOW GROUP INCcl c cap stk | $213 | – | 1,640 | +100.0% | 0.04% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $208 | – | 636 | +100.0% | 0.04% | – |
| ED | Buy | CONSOLIDATED EDISON INC | $202 | -1.0% | 2,792 | +6.2% | 0.04% | -18.4% |
| SMB | VANECK VECTORS ETF TRshort muni etf | $183 | 0.0% | 10,126 | 0.0% | 0.04% | -18.2% | |
| BOE | New | BLACKROCK ENHANCED GLOBAL DI | $160 | – | 14,624 | +100.0% | 0.03% | – |
| BGIO | BLACKROCK 2022 GBL INCM OPP | $149 | +4.2% | 16,500 | 0.0% | 0.03% | -11.8% | |
| PHK | Buy | PIMCO HIGH INCOME FD | $121 | +13.1% | 19,965 | +1.9% | 0.02% | -7.7% |
| IHIT | New | INVESCO HIGH INCOME 2023 TAR | $116 | – | 13,800 | +100.0% | 0.02% | – |
| TEI | New | TEMPLETON EMERGING MKTS INCO | $88 | – | 11,350 | +100.0% | 0.02% | – |
| KMF | New | KAYNE ANDERSON NEXTGEN ENRGY | $63 | – | 10,900 | +100.0% | 0.01% | – |
| VVR | INVESCO SR INCOME TR | $64 | +8.5% | 16,000 | 0.0% | 0.01% | -7.1% | |
| QUIK | New | QUICKLOGIC CORP | $52 | – | 13,698 | +100.0% | 0.01% | – |
| ONCT | New | ONCTERNAL THERAPEUTICS INC | $50 | – | 10,150 | +100.0% | 0.01% | – |
| OPK | OPKO HEALTH INC | $44 | +7.3% | 11,122 | 0.0% | 0.01% | -10.0% | |
| FBIO | Sell | FORTRESS BIOTECH INC | $35 | -23.9% | 10,940 | -4.4% | 0.01% | -36.4% |
| GERN | New | GERON CORP | $17 | – | 10,500 | +100.0% | 0.00% | – |
| GRIL | Exit | MUSCLE MAKER INC | $0 | – | -11,000 | -100.0% | -0.00% | – |
| NDRA | Exit | ENDRA LIFE SCIENCES INC | $0 | – | -20,000 | -100.0% | -0.00% | – |
| HJLI | Exit | HANCOCK JAFFE LABORATORIES I | $0 | – | -40,000 | -100.0% | -0.00% | – |
| BKCC | Exit | BLACKROCK CAP INVT CORP | $0 | – | -17,295 | -100.0% | -0.01% | – |
| KNDI | Exit | KANDI TECHNOLOGIES GROUP INC | $0 | – | -13,555 | -100.0% | -0.02% | – |
| BMRG | Exit | B RILEY PRIN MERGER CORP IIcl a | $0 | – | -11,000 | -100.0% | -0.03% | – |
| Exit | TRILLIUM THERAPEUTICS INC | $0 | – | -10,150 | -100.0% | -0.03% | – | |
| ANY | Exit | SPHERE 3D CORP NEW | $0 | – | -57,945 | -100.0% | -0.03% | – |
| FEAC | Exit | FLYING EAGLE ACQUISITION COR | $0 | – | -12,750 | -100.0% | -0.04% | – |
| SPAQ | Exit | SPARTAN ENERGY ACQUISITION C | $0 | – | -13,250 | -100.0% | -0.05% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -3,443 | -100.0% | -0.05% | – |
| BSJK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -9,201 | -100.0% | -0.05% | – |
| DISH | Exit | DISH NETWORK CORPORATIONcl a | $0 | – | -7,427 | -100.0% | -0.05% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -4,156 | -100.0% | -0.06% | – |
| KCAC | Exit | KENSINGTON CAP ACQUISITION C | $0 | – | -14,500 | -100.0% | -0.06% | – |
| ARKF | Exit | ARK ETF TRfintech innova | $0 | – | -6,123 | -100.0% | -0.06% | – |
| DBEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -8,368 | -100.0% | -0.06% | – |
| RMBL | Exit | RUMBLEON INC | $0 | – | -9,800 | -100.0% | -0.06% | – |
| IPOB | Exit | SOCIAL CAP HDOSPHIA HLDG CO | $0 | – | -14,050 | -100.0% | -0.06% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -530 | -100.0% | -0.07% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -8,157 | -100.0% | -0.07% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -5,204 | -100.0% | -0.08% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -1,678 | -100.0% | -0.08% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -1,519 | -100.0% | -0.08% | – |
| CLVS | Exit | CLOVIS ONCOLOGY INC | $0 | – | -61,100 | -100.0% | -0.08% | – |
| BEEM | Exit | BEAM GLOBAL | $0 | – | -29,250 | -100.0% | -0.08% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -6,562 | -100.0% | -0.09% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -3,578 | -100.0% | -0.09% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -662 | -100.0% | -0.09% | – |
| FTOCU | Exit | FTAC OLYMPUS ACQUISITION CORunit 08/24/2025 | $0 | – | -37,500 | -100.0% | -0.09% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -1,179 | -100.0% | -0.09% | – |
| SBIO | Exit | ALPS ETF TRmed breakthgh | $0 | – | -12,001 | -100.0% | -0.12% | – |
| TRNE | Exit | TRINE ACQUISITION CORP | $0 | – | -64,950 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | 20 | Q3 2023 | 8.0% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 4.2% |
| ISHARES TR | 20 | Q3 2023 | 5.6% |
| APPLE INC | 20 | Q3 2023 | 3.2% |
| AMAZON COM INC | 20 | Q3 2023 | 2.1% |
| ISHARES TR | 20 | Q3 2023 | 2.5% |
| ISHARES TR | 20 | Q3 2023 | 2.9% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 2.3% |
| ISHARES TR | 20 | Q3 2023 | 2.4% |
| MICROSOFT CORP | 20 | Q3 2023 | 2.0% |
View Gladstone Institutional Advisory LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-01 |
| 13F-HR/A | 2023-01-30 |
| 13F-HR/A | 2023-01-30 |
| 13F-HR/A | 2023-01-30 |
| 13F-HR/A | 2023-01-30 |
| 13F-HR/A | 2023-01-30 |
View Gladstone Institutional Advisory LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.