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Glen Eagle Advisors, LLC
RIA/Wealth
Glen Eagle Advisors, LLC is a RIA/Wealth based in Kingston, NJ led by Susan Ann Michel, reporting $880.5M in AUM as of Q3 2025 with 54% ETF concentration.
CEOSusan Ann Michel
- Portfolio Value
- $717.2M
- Positions
- 1,113
- Top Holding
- DGRW at 6.73%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Glen Eagle Advisors, LLC's portfolio (38.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $48.3M | 6.73% | -$1.4M Sold | — 542.6K shares | |
ETF ETF | $37.5M | 5.22% | +$1.2M Bought | — 56.2K shares | |
Software - Infrastructure Technology | $29.6M | 4.12% | +$1.1M Bought | 0.00% 57.1K shares | |
Semiconductors Technology | $28.3M | 3.95% | -$1.2M Sold | 0.00% 151.9K shares | |
ETF ETF | $27.1M | 3.78% | +$1.0M Bought | — 636.2K shares | |
ETF ETF | $25.6M | 3.58% | -$3.0M Sold | — 135.2K shares | |
ETF ETF | $24.4M | 3.40% | +$162.4K Bought | — 1.0M shares | |
Drug Manufacturers - General Healthcare | $21.2M | 2.95% | +$1.2M Bought | 0.00% 114.2K shares | |
ETF ETF | $17.3M | 2.41% | -$4.7M Sold | — 167.4K shares | |
Consumer Electronics Technology | $14.7M | 2.05% | -$292.3K Sold | 0.00% 57.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Glen Eagle Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Glen Eagle Advisors, LLC
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