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
521,259
41,627.8
+17.68%
6.890
+1.04%
0.280
-3.44%
0%
15,146.0
 
RSP 		Invesco S&P 500 Equal Weight ETF
186,066
32,232.2
+20.88%
5.340
+0.92%
0.050
-1.57%
+1.72%
72,930.5
 
SPY 		SPDR S&P 500 ETF Trust
53,973
30,192.0
+1.50%
5.000
+0.07%
0.010
-3.16%
+0.75%
602,465.3
 
BKAG 		BNY Mellon Core Bond ETF
619,117
26,083.4
+2.67%
4.320
+0.11%
1.380
-0.19%
+0.66%
1,865.2
 
BUFT 		FT Vest Buffered Allocation Defensive ETF
1,093,961
24,556.0
+9.87%
4.060
+0.36%
20.260
+1.18%
+2.85%
124.6
 
MSFT 		Microsoft Corp
55,278
20,750.7
-3.66%
3.440
-0.15%
0.000
+11.37%
+7.92%
3,367,908.6
Software
NVDA 		NVIDIA Corp
163,289
17,697.3
-3.78%
2.930
-0.14%
0.000
-2.89%
+0.41%
3,288,174.3
Semiconductors
JNJ 		Johnson & Johnson
106,384
17,642.7
-0.47%
2.920
-0.01%
0.000
-3.42%
+4.28%
359,972.6
Drug Manufacturers
AAPL 		Apple Inc
63,258
14,051.6
-10.13%
2.330
-0.30%
0.000
-13.44%
-15.36%
3,158,180.4
Hardware
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF
135,266
13,821.5
+1.17%
2.290
+0.03%
0.120
-0.42%
+1.38%
11,636.5
 

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 Fund2025-03-31Add
+1.04%
●
78 ($81.92) 84.37
$80.93
-1.21%
Add 17.68%
521,259
78,312
RSP 		Invesco S&P 500 Equal Weight ETF2025-03-31Add
+0.92%
●
169.43 ($177.82) 182.84
$178.24
0.24%
Add 20.88%
186,066
32,145
SPTS 		SPDR Portfolio Short Term Treasury ETF2025-03-31Add
+0.57%
●
28.92 ($29.07) 29.24
$29.12
0.17%
Add 62.02%
305,525
116,947
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF2025-03-31Add
+0.38%
●
50.21 ($54.51) 57.73
$53.64
-1.60%
Add 9138.85%
45,178
44,689
BUFT 		FT Vest Buffered Allocation Defensive ETF2025-03-31Add
+0.36%
●
22.19 ($22.61) 22.84
$23.07
2.03%
Add 9.87%
1,093,961
98,298
BALT 		Innovator Defined Wealth Shield ETF2025-03-31Add
+0.34%
●
31.31 ($31.58) 31.89
$31.82
0.76%
Add 33.7%
259,786
65,476
AAPL 		Apple Inc2025-03-31Reduce
-0.30%
●
209.68 ($231.67) 247.1
$211.45
-8.73%
Reduce -10.13%
63,258
-7,131
VYM 		Vanguard High Dividend Yield Indx ETF2025-03-31Reduce
-0.30%
●
126.11 ($130.91) 135.06
$129.16
-1.34%
Reduce -30.42%
31,930
-13,959
BLK 		BlackRock Inc2025-03-31Add
+0.26%
●
900.46 ($980.1) 1075.5
$983.08
0.30%
Add 83450%
1,671
1,669
BUFZ 		FT Vest Laddered Moderate Buffer ETF2025-03-31Add
+0.21%
●
23.22 ($24.01) 24.46
$24.24
0.96%
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

Size field:

Glen Eagle Advisors, LLC's Holdings Bubble Chart

Glen Eagle Advisors, LLC News

  • 1

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