Glen Eagle Advisors, LLC
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.2ptsvs SPY
Invested
$713.9M
Holdings
1,020
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DGRW
WISDOMTREE TR
Held since at least Q1 2024
6.3%
02
$SPY
SPDR S&P 500 ETF TR
Held since at least Q1 2024
5.0%
03
$BKAG
BNY MELLON ETF TRUST
Held since at least Q1 2024
4.2%
04
$JNJ
JOHNSON &JOHNSON
Held since at least Q1 2024
3.9%
05
$NOBL
PROSHARES TR
Held since at least Q1 2024
3.8%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 25.0k shares)
3.6%
07
$RSP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
3.3%
08
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 8.3k shares)
2.9%
09
$BUFT
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
2.8%
10
$SPTS
SPDR SER TR
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:17 UTC.