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J. Patrick O'Boyle

Glen Eagle Advisors, Llc

Assets Managed
$713.884M
Holdings
1021
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
-2.81%(2Q avg: -0.35%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Glen Eagle Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1021 positions.

Assets under management

The assets under management (AUM) of Glen Eagle Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 713.884M in assets, with a quarterly growth rate of -2.81% and a 2-quarter average growth rate of -0.35%. The portfolio is managed by J. Patrick O'Boyle, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Decreased -0.95%
6.28%
$44.805M
510,077 shares@ $87.85 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.93%
5.05%
$36.048M
55,430 shares@ $650.34 avg price
BKAG
Bny Mellon Core Bond Etf
Recent Activity
Increased 8.54%
4.24%
$30.23M
716,350 shares@ $42.2 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.69%
3.86%
$27.486M
112,443 shares@ $244.44 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Increased 59.26%
3.81%
$27.145M
256,059 shares@ $106.01 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.51%
3.6%
$25.698M
147,352 shares@ $174.4 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -4.96%
3.26%
$23.25M
121,146 shares@ $191.93 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.37%
2.87%
$20.452M
55,251 shares@ $370.17 avg price
BUFT
Ft Vest Buffered Allocation
Recent Activity
Decreased -20.85%
2.84%
$20.252M
816,268 shares@ $24.81 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Increased 82.75%
2.61%
$18.563M
636,148 shares@ $29.18 avg price

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