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Home > Institutional Investor > Glen Eagle Advisors, Llc > Profile

Instuitional Investor - Glen Eagle Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Glen Eagle Advisors, Llc
Portfolio Value $792,919,346
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 540,005 $51,635,258 6.51%
2.
Spdr S & P 500 Etf Trust
 SPY 55,834 $41,695,400 5.26%
3.
Nvidia Corp
 NVDA 146,968 $29,406,845 3.71%
4.
Bny Mellon Etf Trust - CORE BOND ETF
 699,904 $29,360,976 3.7%
5.
Johnson & Johnson
 JNJ 113,724 $28,882,466 3.64%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.