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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 $713,883,761
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 510,077 $44,805,204 6.28%
2.
Spdr S & P 500 Etf Trust
 SPY 55,430 $36,048,059 5.05%
3.
Bny Mellon Etf Trust - CORE BOND ETF
 716,350 $30,229,955 4.23%
4.
Johnson & Johnson
 JNJ 112,443 $27,485,561 3.85%
5.
Proshares Tr - S&P 500 DV ARIST
 256,059 $27,144,791 3.8%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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