GE

Glen Eagle Advisors, LLC

13F
Glen Eagle Advisors, LLC
Last update 2025-05-15 1075 Stocks (16 new)
Value $604.00 Mil Turnover 6 %
Countries:
Top Holdings: DGRW(6.89%)RSP(5.34%)SPY(5.00%)BKAG(4.32%)BUFT(4.06%)
Summary Stock Picks Current Portfolio
Glen Eagle Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
521,259
41,627.8
+17.68%
6.890
+1.04%
0.280
+11.34%
+6.04%
16,015.7
 
RSP
Invesco S&P 500 Equal Weight ETF
186,066
32,232.2
+20.88%
5.340
+0.92%
0.050
+12.29%
+6.35%
73,119.3
 
SPY
SPDR S&P 500 ETF Trust
53,973
30,192.0
+1.50%
5.000
+0.07%
0.010
+14.09%
+7.12%
641,836.6
 
BKAG
BNY Mellon Core Bond ETF
619,117
26,083.4
+2.67%
4.320
+0.11%
1.380
+1.25%
+3.28%
1,891.6
 
BUFT
FT Vest Buffered Allocation Defensive ETF
FT Vest Buffered Allocation Defensive ETF
1,093,961
24,556.0
+9.87%
4.060
+0.36%
20.260
+7.38%
+5.56%
118.4
 
MSFT
Microsoft Corp
55,278
20,750.7
-3.66%
3.440
-0.15%
0.000
+29.18%
+19.92%
3,742,360.2
Software
NVDA
NVIDIA Corp
163,289
17,697.3
-3.78%
2.930
-0.14%
0.000
+42.47%
+21.31%
3,972,245.3
Semiconductors
JNJ
Johnson & Johnson
106,384
17,642.7
-0.47%
2.920
-0.01%
0.000
+4.40%
+9.86%
376,021.1
Drug Manufacturers
AAPL
Apple Inc
63,258
14,051.6
-10.13%
2.330
-0.30%
0.000
+6.32%
-15.48%
3,153,550.3
Hardware
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
135,266
13,821.5
+1.17%
2.290
+0.03%
0.120
+7.28%
+4.33%
11,608.7
 

Glen Eagle Advisors, LLC's Historical Top Holdings Breakdowns

Glen Eagle Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Add
Add
+1.04%
●
78 ($81.92) 84.37
$85.19
3.99%
Add 17.68%
521,259
78,312
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Add
Add
+0.92%
●
169.43 ($177.82) 182.84
$184.71
3.87%
Add 20.88%
186,066
32,145
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
2025-03-31
Add
Add
+0.57%
●
28.92 ($29.07) 29.24
$29.16
0.31%
Add 62.02%
305,525
116,947
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
2025-03-31
Add
Add
+0.38%
●
50.21 ($54.51) 57.73
$55.82
2.40%
Add 9138.85%
45,178
44,689
BUFT
FT Vest Buffered Allocation Defensive ETF
FT Vest Buffered Allocation Defensive ETF
2025-03-31
Add
Add
+0.36%
●
22.19 ($22.61) 22.84
$23.68
4.72%
Add 9.87%
1,093,961
98,298
BALT
Innovator Defined Wealth Shield ETF
2025-03-31
Add
Add
+0.34%
●
31.31 ($31.58) 31.89
$32.18
1.90%
Add 33.7%
259,786
65,476
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.30%
●
209.68 ($231.67) 247.1
$211.14
-8.86%
Reduce -10.13%
63,258
-7,131
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-03-31
Reduce
Reduce
-0.30%
●
126.11 ($130.91) 135.06
$134.95
3.09%
Reduce -30.42%
31,930
-13,959
BLK
BlackRock Inc
2025-03-31
Add
Add
+0.26%
●
900.46 ($980.1) 1075.5
$1,088.75
11.09%
Add 83450%
1,671
1,669
BUFZ
FT Vest Laddered Moderate Buffer ETF
FT Vest Laddered Moderate Buffer ETF
2025-03-31
Add
Add
+0.21%
●
23.22 ($24.01) 24.46
$25.06
4.37%
Add 62.9%
141,009
54,447

Glen Eagle Advisors, LLC Total Holding History ($B)

To

Glen Eagle Advisors, LLC's Asset Allocation

To

Glen Eagle Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Glen Eagle Advisors, LLC's Hypothetical Growth since 2025-03-31

Glen Eagle Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Glen Eagle Advisors, LLC's Holdings Heat Map

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Glen Eagle Advisors, LLC's Holdings Bubble Chart

Glen Eagle Advisors, LLC News

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