Glen Eagle Advisors, LLC
Top Portfolio Positions
647 positions ·
$330,024,940 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
55,430 | $36,048,346 | 10.92% |
| JNJ |
Johnson & Johnson
Healthcare
|
112,443 | $27,485,566 | 8.33% |
| NVDA |
Nvidia Corp
Technology
|
147,352 | $25,698,188 | 7.79% |
| MSFT |
Microsoft Corp
Technology
|
55,251 | $20,452,262 | 6.20% |
| AAPL |
Apple Inc.
Technology
|
54,794 | $13,906,169 | 4.21% |
| WMT |
Walmart Inc.
Consumer Defensive
|
97,901 | $12,167,136 | 3.69% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
56,739 | $11,817,031 | 3.58% |
| AVGO |
Broadcom Inc.
Technology
|
32,042 | $9,917,319 | 3.01% |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,403 | $9,467,483 | 2.87% |
| V |
Visa Inc.
Financial Services
|
30,446 | $9,201,999 | 2.79% |
Portfolio Trend
Holdings in AEF
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80 | 11 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $70 | 10 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $64 | 10 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $59 | 10 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $49 | 10 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $46 | 9 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $50 | 9 | Shares | Sole | 2024-11-15 | |
| No quarters match your search. | ||||||