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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 $602,827,228
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 442,947 $35,847,706 5.94%
2.
Spdr S & P 500 Etf Trust
 SPY 53,174 $31,164,138 5.16%
3.
Invesco Exchange Traded Fd T
 153,921 $26,971,526 4.47%
4.
Bny Mellon Etf Trust
 603,037 $24,857,171 4.12%
5.
Microsoft Corp
 MSFT 57,380 $24,185,551 4.01%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)