Glen Eagle Advisors, LLC

CIK: 0002029317SEC EDGAR →

Portfolio Value

$734.5M

Holdings

1,054

As of

Q4 2025

New Positions

100

Closed Positions

33

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

WISDOMTREE TR

514,982$46.1M
6.27%
2

SPDR S&P 500 ETF TR

56,524$38.5M
5.25%
3

NVIDIA CORPORATION

152,717$28.5M
3.88%
4

BNY MELLON ETF TRUST

659,997$28.0M
3.81%
5

MICROSOFT CORP

56,019$27.1M
3.69%
6

FIRST TR EXCHNG TRADED FD VI

1,031,372$25.4M
3.45%
7

INVESCO EXCHANGE TRADED FD T

127,481$24.4M
3.32%
8

JOHNSON &JOHNSON

113,226$23.4M
3.19%
9

PROSHARES TR

160,790$16.7M
2.28%
10

APPLE INC

56,105$15.3M
2.08%

Quarterly Changes

Top Buys

DDTO↑ Increased
$1.5M
IVV↑ Increased
$1.3M
LLY↑ Increased
$1.2M
QUAL↑ Increased
$1.1M
SPY↑ Increased
$1.1M

Top Sells

MSFT↓ Decreased
$2.5M
JNJ↓ Decreased
$2.3M
DGRW↓ Decreased
$2.2M
GOOGL↓ Decreased
$1.8M
RSP↓ Decreased
$1.2M

New Positions (45)

$151K · 12K shares
$151K · 3K shares
$111K · 10K shares
$101K · 11K shares
$75K · 370 shares
$73K · 1K shares
$48K · 117 shares
$44K · 800 shares
$34K · 10K shares
$25K · 455 shares
$24K · 202 shares
$23K · 400 shares
$20K · 30 shares
$18K · 2K shares
$18K · 560 shares
$16K · 600 shares
$15K · 200 shares
$14K · 300 shares
$11K · 500 shares
$11K · 225 shares
$10K · 1K shares
$10K · 300 shares
$9K · 300 shares
$9K · 250 shares
$9K · 32 shares
$8K · 15 shares
$8K · 300 shares
$7K · 400 shares
$6K · 30 shares
$6K · 93 shares
$6K · 12 shares
$5K · 31 shares
$4K · 100 shares
$3K · 24 shares
$3K · 328 shares
$3K · 1K shares
$2K · 200 shares
$2K · 31 shares
$1K · 4 shares
$1K · 100 shares
$1K · 4 shares
$0 · 1 shares
$0 · 1 shares
$0 · 1 shares
$0 · 1 shares

Closed Positions (115)

$259K · 13K shares
$148K · 4K shares
$123K · 3K shares
$114K · 2K shares
$82K · 3K shares
$69K · 570 shares
$58K · 1K shares
$54K · 2K shares
$52K · 200 shares
$36K · 3K shares
$32K · 257 shares
$29K · 300 shares
$29K · 400 shares
$27K · 864 shares
$24K · 941 shares
$23K · 950 shares
$21K · 475 shares
$20K · 400 shares
$19K · 400 shares
$14K · 270 shares
$14K · 50 shares
$13K · 536 shares
$13K · 95 shares
$13K · 2K shares
$12K · 678 shares
$11K · 500 shares
$11K · 186 shares
$11K · 91 shares
$10K · 50 shares
$10K · 100 shares
$9K · 300 shares
$9K · 1K shares
$9K · 600 shares
$8K · 178 shares
$8K · 500 shares
$7K · 300 shares
$7K · 784 shares
$6K · 78 shares
$6K · 42 shares
$6K · 72 shares
$5K · 98 shares
$5K · 93 shares
$5K · 98 shares
$5K · 100 shares
$4K · 60 shares
$4K · 1K shares
$4K · 73 shares
$3K · 22 shares
$3K · 25 shares
$3K · 49 shares
$3K · 91 shares
$3K · 85 shares
$3K · 100 shares
$3K · 9 shares
$3K · 35 shares
$3K · 111 shares
$2K · 20 shares
$2K · 320 shares
$2K · 46 shares
$2K · 19 shares
$2K · 33 shares
$2K · 15 shares
$2K · 30 shares
$2K · 8 shares
$1K · 34 shares
$1K · 16 shares
$1K · 13 shares
$1K · 52 shares
$1K · 14 shares
$1K · 8 shares
$1K · 20 shares
$1K · 15 shares
$1K · 30 shares
$1K · 81 shares
$1K · 12 shares
$1K · 26 shares
$1K · 12 shares
$1K · 29 shares
$1K · 10 shares
$998 · 20 shares
$841 · 11 shares
$833 · 14 shares
$783 · 8 shares
$763 · 56 shares
$757 · 34 shares
$742 · 3 shares
$641 · 4 shares
$575 · 35 shares
$558 · 6 shares
$516 · 24 shares
$475 · 4 shares
$472 · 12 shares
$458 · 6 shares
$426 · 22 shares
$397 · 4 shares
$395 · 3 shares
$355 · 30 shares
$349 · 166 shares
$301 · 24 shares
$287 · 5 shares
$259 · 4 shares
$215 · 3 shares
$198 · 3 shares
$151 · 13 shares
$144 · 83 shares
$117 · 5 shares
$98 · 1 shares
$98 · 10 shares
$94 · 5 shares
$50 · 2 shares
$48 · 2 shares
$31 · 1 shares
$15 · 2 shares
$14 · 1 shares
$0 · 40 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services461$418.5M57.0%
Technology108$105.1M14.3%
Unknown66$50.3M6.9%
Healthcare72$45.6M6.2%
Consumer Cyclical61$29.7M4.0%
Industrials87$22.1M3.0%
Consumer Defensive35$18.9M2.6%
Communication Services20$17.4M2.4%
Utilities33$14.4M2.0%
Real Estate38$4.6M0.6%
Energy43$4.4M0.6%
Basic Materials30$3.1M0.4%