Gladstone Institutional Advisory LLC Diversified Active

CIK: 0001766530 · Show all filings

Period: Q4 2018 (Next →)

Filing Date: Feb 13, 2019

Total Value ($000): $171,697 (100.0% shares, 0.0% debt)

Holdings (168)

IVV ISHARES TR 5.6%
Value ($000) $9,692 Shares 38,519 Est. Cost $251.62 Unrealized
FTSM FIRST TR EXCHANGE TRADED FD 4.9%
Value ($000) $8,400 Shares 140,353 Est. Cost $59.85 Unrealized
VTI VANGUARD INDEX FDS 4.4%
Value ($000) $7,487 Shares 58,663 Est. Cost $127.63 Unrealized
VUG VANGUARD INDEX FDS 4.3%
Value ($000) $7,464 Shares 55,568 Est. Cost $134.32 Unrealized
FCVT FIRST TR EXCHANGE TRADED FD 4.1%
Value ($000) $6,994 Shares 254,125 Est. Cost $27.52 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 3.3%
Value ($000) $5,587 Shares 120,846 Est. Cost $46.23 Unrealized
FMHI FIRST TR EXCH TRADED FD III 3.2%
Value ($000) $5,558 Shares 111,187 Est. Cost $49.99 Unrealized
USMV ISHARES TR 2.9%
Value ($000) $5,006 Shares 95,535 Est. Cost $52.40 Unrealized
MTUM ISHARES TR 2.9%
Value ($000) $4,897 Shares 48,854 Est. Cost $100.24 Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $3,516 Shares 14,067 Est. Cost $249.95 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 1.9%
Value ($000) $3,232 Shares 129,826 Est. Cost $24.89 Unrealized
FTSL FIRST TR EXCHANGE TRADED FD 1.9%
Value ($000) $3,229 Shares 70,934 Est. Cost $45.52 Unrealized
VOO VANGUARD INDEX FDS 1.8%
Value ($000) $3,142 Shares 13,673 Est. Cost $229.80 Unrealized
FNY FIRST TR EXCNGE TRD ALPHADEX 1.7%
Value ($000) $2,949 Shares 81,431 Est. Cost $36.21 Unrealized
FVC FIRST TR EXCHANGE TRADED FD 1.4%
Value ($000) $2,405 Shares 102,677 Est. Cost $23.42 Unrealized
AMZN AMAZON COM INC 1.3%
Value ($000) $2,218 Shares 1,477 Est. Cost $83.14 Unrealized 0.0%
AAPL APPLE INC 1.3%
Value ($000) $2,214 Shares 14,033 Est. Cost $46.01 Unrealized 0.0%
GSLC GOLDMAN SACHS ETF TR 1.3%
Value ($000) $2,150 Shares 42,750 Est. Cost $50.29 Unrealized
ILMN ILLUMINA INC 1.2%
Value ($000) $2,060 Shares 6,869 Est. Cost $309.79 Unrealized 0.0%
QTEC FIRST TR NASDAQ100 TECH INDE 1.2%
Value ($000) $2,054 Shares 30,182 Est. Cost $68.05 Unrealized
IVE ISHARES TR 1.0%
Value ($000) $1,793 Shares 17,727 Est. Cost $101.15 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 1.0%
Value ($000) $1,781 Shares 17,537 Est. Cost $101.56 Unrealized
VOT VANGUARD INDEX FDS 1.0%
Value ($000) $1,652 Shares 13,806 Est. Cost $119.66 Unrealized
FDRR FIDELITY 0.9%
Value ($000) $1,555 Shares 54,219 Est. Cost $28.68 Unrealized
FLTR VANECK VECTORS ETF TR 0.9%
Value ($000) $1,527 Shares 61,853 Est. Cost $24.69 Unrealized
HEFA ISHARES TR 0.8%
Value ($000) $1,458 Shares 56,499 Est. Cost $25.81 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $1,359 Shares 8,811 Est. Cost $154.24 Unrealized
BSV VANGUARD BD INDEX FD INC 0.8%
Value ($000) $1,312 Shares 16,693 Est. Cost $78.60 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.8%
Value ($000) $1,304 Shares 25,017 Est. Cost $52.12 Unrealized
AGG ISHARES TR 0.8%
Value ($000) $1,292 Shares 12,132 Est. Cost $106.50 Unrealized
IJH ISHARES TR 0.7%
Value ($000) $1,284 Shares 7,731 Est. Cost $166.08 Unrealized
FTC FIRST TR LRG CP GRWTH ALPHAD 0.7%
Value ($000) $1,246 Shares 21,730 Est. Cost $57.34 Unrealized
VEA VANGUARD TAX MANAGED INTL FD 0.7%
Value ($000) $1,218 Shares 32,822 Est. Cost $37.11 Unrealized
XBI SPDR SERIES TRUST 0.7%
Value ($000) $1,218 Shares 16,970 Est. Cost $71.77 Unrealized
IJR ISHARES TR 0.7%
Value ($000) $1,130 Shares 16,300 Est. Cost $69.33 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $1,092 Shares 17,197 Est. Cost $63.50 Unrealized
IXUS ISHARES TR 0.6%
Value ($000) $1,077 Shares 20,497 Est. Cost $52.54 Unrealized
FAD FIRST TR MULTI CAP GR ALPHAD 0.6%
Value ($000) $1,040 Shares 16,959 Est. Cost $61.32 Unrealized
VB VANGUARD INDEX FDS 0.6%
Value ($000) $972 Shares 7,362 Est. Cost $132.03 Unrealized
XT ISHARES TR 0.6%
Value ($000) $956 Shares 28,732 Est. Cost $33.27 Unrealized
OPPENHEIMER ETF TR 0.5%
Value ($000) $929 Shares 27,736 Est. Cost $33.49 Unrealized
RODM LATTICE STRATEGIES TR 0.5%
Value ($000) $927 Shares 35,944 Est. Cost $25.79 Unrealized
VHT VANGUARD WORLD FDS 0.5%
Value ($000) $915 Shares 5,697 Est. Cost $160.61 Unrealized
FV FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $904 Shares 35,787 Est. Cost $25.26 Unrealized
XMLV INVESCO EXCHNG TRADED FD TR 0.5%
Value ($000) $899 Shares 20,242 Est. Cost $44.41 Unrealized
ILCG ISHARES TR 0.5%
Value ($000) $859 Shares 5,416 Est. Cost $158.60 Unrealized
BND VANGUARD BD INDEX FD INC 0.5%
Value ($000) $809 Shares 10,218 Est. Cost $79.17 Unrealized
REGL PROSHARES TR 0.5%
Value ($000) $799 Shares 15,454 Est. Cost $51.70 Unrealized
IWD ISHARES TR 0.5%
Value ($000) $793 Shares 7,138 Est. Cost $111.10 Unrealized
IWF ISHARES TR 0.4%
Value ($000) $772 Shares 5,898 Est. Cost $130.89 Unrealized
VYM VANGUARD WHITEHALL FDS INC 0.4%
Value ($000) $767 Shares 9,838 Est. Cost $77.96 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $753 Shares 13,397 Est. Cost $38.62 Unrealized 0.0%
FVD FIRST TR VALUE LINE DIVID IN 0.4%
Value ($000) $730 Shares 25,097 Est. Cost $29.09 Unrealized
V VISA INC 0.4%
Value ($000) $724 Shares 5,489 Est. Cost $131.41 Unrealized 0.0%
META FACEBOOK INC 0.4%
Value ($000) $721 Shares 5,499 Est. Cost $143.86 Unrealized 0.0%
VOE VANGUARD INDEX FDS 0.4%
Value ($000) $713 Shares 7,482 Est. Cost $95.30 Unrealized
EMB ISHARES TR 0.4%
Value ($000) $696 Shares 6,696 Est. Cost $103.94 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.4%
Value ($000) $695 Shares 5,068 Est. Cost $137.13 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $679 Shares 650 Est. Cost $53.64 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $671 Shares 3,554 Est. Cost $190.92 Unrealized 0.0%
PROSHARES TR 0.4%
Value ($000) $666 Shares 21,268 Est. Cost $31.31 Unrealized
MGK VANGUARD WORLD FD 0.4%
Value ($000) $666 Shares 6,221 Est. Cost $107.06 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $654 Shares 13,500 Est. Cost $48.44 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.4%
Value ($000) $646 Shares 11,921 Est. Cost $54.19 Unrealized
XLI SELECT SECTOR SPDR TR 0.4%
Value ($000) $644 Shares 10,001 Est. Cost $64.39 Unrealized
T AT&T INC 0.4%
Value ($000) $637 Shares 22,305 Est. Cost $14.02 Unrealized 0.0%
IHI ISHARES TR 0.4%
Value ($000) $636 Shares 3,185 Est. Cost $199.69 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $634 Shares 6,245 Est. Cost $100.00 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.4%
Value ($000) $620 Shares 5,116 Est. Cost $121.19 Unrealized
IGHG PROSHARES TR 0.4%
Value ($000) $616 Shares 8,657 Est. Cost $71.16 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $608 Shares 6,230 Est. Cost $82.08 Unrealized 0.0%
SMB VANECK VECTORS ETF TR 0.4%
Value ($000) $605 Shares 34,958 Est. Cost $17.31 Unrealized
NVDA NVIDIA CORP 0.3%
Value ($000) $594 Shares 4,451 Est. Cost $4.74 Unrealized 0.0%
FYC FIRST TR EXCNGE TRD ALPHADEX 0.3%
Value ($000) $587 Shares 14,628 Est. Cost $40.13 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $569 Shares 14,943 Est. Cost $38.08 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $562 Shares 4,931 Est. Cost $113.97 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $555 Shares 23,708 Est. Cost $23.41 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $519 Shares 5,320 Est. Cost $97.56 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $495 Shares 5,072 Est. Cost $87.53 Unrealized 0.0%
RWR SPDR SERIES TRUST 0.3%
Value ($000) $495 Shares 5,761 Est. Cost $85.92 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.3%
Value ($000) $489 Shares 8,461 Est. Cost $57.79 Unrealized
VXUS VANGUARD STAR FD 0.3%
Value ($000) $488 Shares 10,344 Est. Cost $47.18 Unrealized
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $485 Shares 3,222 Est. Cost $150.53 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $476 Shares 3,691 Est. Cost $114.14 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $474 Shares 5,485 Est. Cost $86.42 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $465 Shares 2,617 Est. Cost $150.10 Unrealized 0.0%
NUVEEN HIGH INCOME NOVEMBER 0.3%
Value ($000) $464 Shares 52,163 Est. Cost $8.90 Unrealized
VGT VANGUARD WORLD FDS 0.3%
Value ($000) $462 Shares 2,767 Est. Cost $166.97 Unrealized
BAC BANK AMER CORP 0.3%
Value ($000) $459 Shares 18,636 Est. Cost $22.80 Unrealized 0.0%
ITOT ISHARES TR 0.3%
Value ($000) $457 Shares 8,053 Est. Cost $56.75 Unrealized
FNK FIRST TR EXCNGE TRD ALPHADEX 0.3%
Value ($000) $446 Shares 14,662 Est. Cost $30.42 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $434 Shares 3,956 Est. Cost $109.10 Unrealized 0.0%
MGV VANGUARD WORLD FD 0.3%
Value ($000) $433 Shares 6,052 Est. Cost $71.55 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $431 Shares 4,396 Est. Cost $98.04 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $429 Shares 3,107 Est. Cost $138.08 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $415 Shares 6,855 Est. Cost $60.54 Unrealized
DON WISDOMTREE TR 0.2%
Value ($000) $412 Shares 13,030 Est. Cost $31.62 Unrealized
IWO ISHARES TR 0.2%
Value ($000) $403 Shares 2,402 Est. Cost $167.78 Unrealized
VIG VANGUARD GROUP 0.2%
Value ($000) $401 Shares 4,094 Est. Cost $97.95 Unrealized
ISHARES TR 0.2%
Value ($000) $395 Shares 15,714 Est. Cost $25.14 Unrealized
ICVT ISHARES TR 0.2%
Value ($000) $386 Shares 7,350 Est. Cost $52.52 Unrealized
PZA INVESCO EXCHNG TRADED FD TR 0.2%
Value ($000) $382 Shares 15,292 Est. Cost $24.98 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $381 Shares 8,788 Est. Cost $36.91 Unrealized 0.0%
RWM PROSHARES TR 0.2%
Value ($000) $377 Shares 8,076 Est. Cost $46.68 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $376 Shares 363 Est. Cost $53.13 Unrealized 0.0%
PFE PFIZER INC 0.2%
Value ($000) $376 Shares 8,606 Est. Cost $30.03 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $372 Shares 3,418 Est. Cost $84.74 Unrealized 0.0%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $371 Shares 4,055 Est. Cost $91.49 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $369 Shares 2,446 Est. Cost $150.86 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $367 Shares 3,225 Est. Cost $87.95 Unrealized 0.0%
ITA ISHARES TR 0.2%
Value ($000) $367 Shares 2,120 Est. Cost $173.11 Unrealized
EFA ISHARES TR 0.2%
Value ($000) $357 Shares 6,068 Est. Cost $58.83 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $356 Shares 16,920 Est. Cost $21.04 Unrealized
MBB ISHARES TR 0.2%
Value ($000) $355 Shares 3,389 Est. Cost $104.75 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $351 Shares 7,441 Est. Cost $47.17 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.2%
Value ($000) $339 Shares 1,453 Est. Cost $233.31 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $338 Shares 3,668 Est. Cost $64.80 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $334 Shares 6,310 Est. Cost $52.93 Unrealized
TDIV FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $322 Shares 9,699 Est. Cost $33.20 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $317 Shares 1,629 Est. Cost $156.83 Unrealized 0.0%
FYT FIRST TR EXCNGE TRD ALPHADEX 0.2%
Value ($000) $316 Shares 10,217 Est. Cost $30.93 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $309 Shares 8,319 Est. Cost $37.14 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $308 Shares 1,509 Est. Cost $208.87 Unrealized 0.0%
HD HOME DEPOT INC 0.2%
Value ($000) $303 Shares 1,765 Est. Cost $150.39 Unrealized 0.0%
IWM ISHARES TR 0.2%
Value ($000) $303 Shares 2,264 Est. Cost $133.83 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $301 Shares 2,238 Est. Cost $134.50 Unrealized
VSDA VICTORY PORTFOLIOS II 0.2%
Value ($000) $301 Shares 10,895 Est. Cost $27.63 Unrealized
CRM SALESFORCE COM INC 0.2%
Value ($000) $299 Shares 2,186 Est. Cost $135.90 Unrealized 0.0%
IBB ISHARES TR 0.2%
Value ($000) $294 Shares 3,054 Est. Cost $96.27 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $287 Shares 12,038 Est. Cost $23.84 Unrealized
HYD VANECK VECTORS ETF TR 0.2%
Value ($000) $287 Shares 4,710 Est. Cost $60.93 Unrealized
IUSV ISHARES TR 0.2%
Value ($000) $281 Shares 5,720 Est. Cost $49.13 Unrealized
VSMV VICTORY PORTFOLIOS II 0.2%
Value ($000) $281 Shares 10,560 Est. Cost $26.61 Unrealized
SDY SPDR SERIES TRUST 0.2%
Value ($000) $275 Shares 3,072 Est. Cost $89.52 Unrealized
IGIB ISHARES TR 0.2%
Value ($000) $271 Shares 5,162 Est. Cost $52.50 Unrealized
NEAR ISHARES US ETF TR 0.2%
Value ($000) $268 Shares 5,370 Est. Cost $49.91 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $266 Shares 5,615 Est. Cost $38.39 Unrealized 0.0%
FDT FIRST TR EXCH TRD ALPHA FD I 0.2%
Value ($000) $265 Shares 5,415 Est. Cost $48.94 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $265 Shares 3,474 Est. Cost $56.50 Unrealized 0.0%
SPHD INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $255 Shares 6,686 Est. Cost $38.14 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $250 Shares 3,663 Est. Cost $56.39 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $250 Shares 4,862 Est. Cost $51.42 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $249 Shares 7,280 Est. Cost $34.20 Unrealized
VYMI VANGUARD WHITEHALL FDS INC 0.1%
Value ($000) $248 Shares 4,414 Est. Cost $56.18 Unrealized
WMT WALMART INC 0.1%
Value ($000) $246 Shares 2,636 Est. Cost $28.76 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value ($000) $246 Shares 5,242 Est. Cost $40.19 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $242 Shares 2,448 Est. Cost $98.86 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $239 Shares 4,840 Est. Cost $49.38 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $230 Shares 2,773 Est. Cost $82.94 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $230 Shares 2,730 Est. Cost $83.10 Unrealized 0.0%
FXG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $229 Shares 5,427 Est. Cost $42.20 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $226 Shares 1,727 Est. Cost $121.16 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC 0.1%
Value ($000) $223 Shares 1,917 Est. Cost $131.06 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $222 Shares 2,417 Est. Cost $74.75 Unrealized 0.0%
IMCG ISHARES TR 0.1%
Value ($000) $220 Shares 1,130 Est. Cost $194.69 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $216 Shares 808 Est. Cost $29.93 Unrealized 0.0%
ETF MANAGERS TR 0.1%
Value ($000) $212 Shares 8,499 Est. Cost $24.94 Unrealized
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $209 Shares 3,182 Est. Cost $58.13 Unrealized 0.0%
SCZ ISHARES TR 0.1%
Value ($000) $208 Shares 4,016 Est. Cost $51.79 Unrealized
EES WISDOMTREE TR 0.1%
Value ($000) $206 Shares 6,420 Est. Cost $32.09 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $205 Shares 908 Est. Cost $241.40 Unrealized 0.0%
BP BP PLC 0.1%
Value ($000) $204 Shares 5,368 Est. Cost $38.00 Unrealized
BLACKROCK 2022 GBL INCM OPP 0.1%
Value ($000) $146 Shares 17,500 Est. Cost $8.34 Unrealized
XHITX INVESCO HIGH INCOME 2023 TAR 0.1%
Value ($000) $124 Shares 12,500 Est. Cost $9.92 Unrealized
PIMCO HIGH INCOME FD 0.1%
Value ($000) $93 Shares 11,602 Est. Cost $8.02 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $89 Shares 11,799 Est. Cost $7.54 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $54 Shares 10,842 Est. Cost $4.98 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $52 Shares 11,061 Est. Cost $4.70 Unrealized