Glen Eagle Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Glen Eagle Advisors, LLC reported 1,132 stock positions worth $546.2 million. Its top holding was Wisdomtree U.S. Quality Divi (DGRW) at 5.7% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.0%) and Microsoft (MSFT, 4.8%). Compared with Q1 2024, it opened 110 new positions, sold out of 79, added to 252 and reduced 279. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Johnson & Johnson (JNJ, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- KINGSTON, NJ
- CIK
- 0002029317
- Portfolio Value
- $546.2M (Q2 2024)
- SEC Filing
- 0002029317-24-000032 ↗ filed Aug 14, 2024
Holdings Value
Holdings 1,132 stocks · $546.2M
| DGRW Wisdomtree U.S. Quality Divi | 5.74% | 401,366 | $31.3M | Add +5.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.03% | 50,517 | $27.5M | Add +0.9% |
| MSFT Microsoft Corp. | 4.83% | 59,010 | $26.4M | Reduce -0.5% |
| NVDA Nvidia Corp. | 4.31% | 190,456 | $23.5M | Add +0.2% |
| BKAG BNY Mellon Core Bond ETF | 4.07% | 536,332 | $22.2M | Add +3.4% |
| BUFT FT Vest Buffered Allocation | 3.55% | 888,207 | $19.4M | Add +24.6% |
| RSP Invesco S&P 500 Equal Weight | 3.19% | 106,023 | $17.4M | Add +21.5% |
| JNJ Johnson & Johnson | 2.97% | 111,006 | $16.2M | Reduce -4.8% |
| AAPL Apple Inc. | 2.75% | 71,270 | $15.0M | Add +3.7% |
| NOBL Proshares S&P 500 Dividend A | 2.40% | 136,233 | $13.1M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 2.00% | 56,465 | $10.9M | Add +5.5% |
| IVV iShares Core S&P 500 ETF | 1.57% | 15,686 | $8.6M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.53% | 17,441 | $8.3M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.42% | 19,042 | $7.7M | Add +5.3% |
| V Visa Inc. Class A | 1.38% | 28,653 | $7.5M | Add +2.3% |
| WMT Walmart Inc. | 1.34% | 108,352 | $7.3M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.20% | 24,513 | $6.6M | Add +1.8% |
| VYM Vanguard High DVD Yield ETF | 1.17% | 53,741 | $6.4M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 1.17% | 34,949 | $6.4M | Reduce -7.7% |
| EFA iShares MSCI Eafe ETF | 1.03% | 72,113 | $5.6M | Add +12.8% |
| AVGO Broadcom Inc. | 1.03% | 3,518 | $5.6M | Add +1.0% |
| WM Waste Management Inc. | 1.03% | 26,354 | $5.6M | Reduce -1.1% |
| DGRO iShares Core Dividend Growth | 1.01% | 95,662 | $5.5M | Add +2.5% |
| NEE Nextera Energy Inc. | 0.93% | 71,899 | $5.1M | Reduce -1.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.84% | 41,835 | $4.6M | Add +5.1% |
| IVE iShares S&P 500 Value ETF | 0.79% | 23,793 | $4.3M | Reduce -1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.79% | 11,531 | $4.3M | Add +23.9% |
| EPI Wisdomtree India Earnings | 0.74% | 83,751 | $4.0M | Add +8.1% |
| DES Wisdomtree US Smallcap Divid | 0.71% | 123,753 | $3.9M | Reduce -2.3% |
| UNH Unitedhealth Group Inc. | 0.69% | 7,428 | $3.8M | Reduce -19.7% |
| ITOT iShares Core S&P Total U.S. | 0.69% | 31,550 | $3.7M | Add +2.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.65% | 73,072 | $3.6M | Reduce -13.5% |
| MDY State Street SPDR S&P Midcap | 0.64% | 6,555 | $3.5M | Add +0.3% |
| ADBE Adobe Inc. | 0.62% | 6,093 | $3.4M | Add +5.1% |
| JPM JPMorgan Chase & Co. | 0.61% | 16,586 | $3.4M | Reduce -13.4% |
| COST Costco Wholesale Corp. | 0.61% | 3,894 | $3.3M | Reduce -10.1% |
| LLY Eli Lilly & Co. | 0.57% | 3,429 | $3.1M | Add +5.6% |
| ABBV Abbvie Inc. | 0.56% | 17,807 | $3.1M | Add +4.2% |
| HD Home Depot Inc. | 0.56% | 8,821 | $3.0M | Reduce -5.2% |
| SPTS SS SPDR P St Term TSY ETF | 0.55% | 104,636 | $3.0M | Add +11.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.54% | 37,068 | $3.0M | Add +15.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.53% | 53,592 | $2.9M | Reduce -15.5% |
| SHW The Sherwin-Williams Co. | 0.53% | 9,632 | $2.9M | Add +0.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.52% | 99,048 | $2.9M | Reduce -29.4% |
| SGOV iShares 0-3 Month Treasury B | 0.48% | 26,027 | $2.6M | Reduce -1.8% |
| LMT Lockheed Martin Corp. | 0.47% | 5,453 | $2.5M | Reduce -2.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.46% | 58,070 | $2.5M | Add +29.9% |
| PRF Invesco Rafi US 1000 ETF | 0.46% | 66,487 | $2.5M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.46% | 15,178 | $2.5M | Reduce -7.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.43% | 47,238 | $2.4M | Add +0.4% |
| NOW ServiceNow Inc. | 0.43% | 3,000 | $2.4M | Add +13.3% |
| BUFF Innovator Laddered Allocatio | 0.43% | 54,933 | $2.4M | Reduce -2.3% |
| SYK Stryker Corp. | 0.43% | 6,900 | $2.3M | Reduce -0.2% |
| CHKP Check Point Software Tech | 0.42% | 13,933 | $2.3M | Add +19.1% |
| AMT American Tower Corp. | 0.42% | 11,796 | $2.3M | Add +5.3% |
| IJR iShares Core S&P Small-Cap E | 0.41% | 21,028 | $2.2M | Reduce -0.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.38% | 40,707 | $2.1M | Reduce -12.0% |
| CAT Caterpillar Inc. | 0.36% | 5,837 | $1.9M | Add +8.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.35% | 32,570 | $1.9M | Add +32.3% |
| LRCX Lam Research Corp. | 0.34% | 1,766 | $1.9M | Reduce -4.2% |
| IWM iShares Russell 2000 ETF | 0.33% | 9,011 | $1.8M | Reduce -0.3% |
| XBI SS SPDR S&P Biotech ETF | 0.33% | 19,523 | $1.8M | Add +0.6% |
| ITB iShares U.S. Home Constructi | 0.31% | 16,996 | $1.7M | Reduce -2.8% |
| PEG Public Service Enterprise GP | 0.30% | 22,461 | $1.7M | Reduce -12.4% |
| VIG Vanguard Dividend Apprec ETF | 0.30% | 8,843 | $1.6M | Reduce -8.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.28% | 10,625 | $1.5M | Add +17.6% |
| VPU Vanguard Utilities ETF | 0.27% | 10,111 | $1.5M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 0.26% | 2,862 | $1.4M | Add +13.3% |
| EEM iShares MSCI Emerging Market | 0.26% | 33,374 | $1.4M | Add +1.1% |
| PHO Invesco Water Resources ETF | 0.26% | 21,804 | $1.4M | Reduce -4.1% |
| XLK SS Technology Select Sector | 0.25% | 6,091 | $1.4M | Reduce -18.1% |
| ZTS Zoetis Inc. | 0.25% | 7,792 | $1.4M | Add +22.3% |
| BLK BlackRock Finance Inc. | 0.25% | 1,709 | $1.3M | Reduce -5.7% |
| PEP Pepsico Inc. | 0.25% | 8,125 | $1.3M | Reduce -2.2% |
| DVY iShares Select Dividend ETF | 0.24% | 11,057 | $1.3M | Reduce -2.6% |
| EW Edwards Lifesciences Corp. | 0.24% | 14,425 | $1.3M | Add +52.5% |
| XLI SS Industrial Select Sector | 0.24% | 10,820 | $1.3M | Reduce -8.9% |
| GOOG Alphabet Inc. Class C | 0.23% | 6,812 | $1.2M | Add +30.1% |
| MCD McDonald's Corp. | 0.23% | 4,836 | $1.2M | Add +0.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.22% | 39,265 | $1.2M | Reduce -4.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.22% | 18,722 | $1.2M | Reduce -4.2% |
| XLF SS Financial Select Sector | 0.22% | 28,640 | $1.2M | Reduce -3.9% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.21% | 30,154 | $1.2M | Reduce -5.1% |
| DE Deere & Co. | 0.21% | 3,074 | $1.1M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.20% | 9,532 | $1.1M | Reduce -10.8% |
| TSLA Tesla Inc. | 0.20% | 5,533 | $1.1M | Add +2.9% |
| CEG Constellation Energy | 0.20% | 5,449 | $1.1M | Add +39.3% |
| XT Ishar Fture Exp Tech ETF-Usd | 0.20% | 18,473 | $1.1M | Add +0.0% |
| TOTL SS Doubleline TR Tact ETF | 0.20% | 27,233 | $1.1M | Add +24.2% |
| QLTA iShares Aaa - A Rated Corpor | 0.20% | 22,997 | $1.1M | Reduce -7.2% |
| VOO Vanguard S&P 500 ETF | 0.20% | 2,139 | $1.1M | Reduce -4.3% |
| MRK Merck & Co. Inc. | 0.19% | 8,517 | $1.1M | Reduce -5.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.19% | 29,900 | $1.0M | Add +26.7% |
| PLD Prologis Inc. | 0.19% | 9,171 | $1.0M | Reduce -2.3% |
| FQAL Fidelity Quality Factor ETF | 0.18% | 16,151 | $990K | Reduce -4.2% |
| VZ Verizon Communications Inc. | 0.18% | 23,891 | $985K | Reduce -8.2% |
| TIP iShares Tips Bond ETF | 0.18% | 9,162 | $978K | Reduce -16.4% |
| SDY SS SPDR S&P Dividend ETF | 0.18% | 7,660 | $974K | Reduce -8.6% |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 5,652 | $965K | Add +1.1% |
| DMAR FT Vest US Equity Deep Buffe | 0.17% | 26,115 | $940K | No change |
Other holdings (4): bonds, preferreds, convertibles and warrants · $21K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 337 | $14K | No change |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 4 | $5K | No change |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 2 | $2K | No change |
| PRSTW Presto Automation Inc.-27 | *W EXP 09/21/202 | 200 | $6 | No change |
Lines left out (6) · $123 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| JNK SS SPDR BB High Yield Bond | ST BLOO HIGH ETF | 0 | $41 |
| BIV Vanguard Intermediate-Term B | INTERMED TERM | 0 | $32 |
| VGSH Vanguard Short-Term Treasury | SHORT TERM TREAS | 0 | $28 |
| ICVT iShares Convertible Bond ETF | CONV BD ETF | 0 | $11 |
| VSS Vanguard Ftse All Wo X-US SC | FTSE SMCAP ETF | 0 | $10 |
| MED Medifast Inc. | COM | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $546.2M.
Portfolio Sells Q1 2024 → Q2 2024
| JNJ Johnson & Johnson | Reduce -4.8% | 2.97% | −0.53 |
| NOBL Proshares S&P 500 Dividend A | Reduce -2.7% | 2.40% | −0.30 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -29.4% | 0.52% | −0.22 |
| UNH Unitedhealth Group Inc. | Reduce -19.7% | 0.69% | −0.18 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -15.5% | 0.53% | −0.16 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -13.5% | 0.65% | −0.15 |
| XLE SS Energy Select Sector | Reduce -38.5% | 0.17% | −0.13 |
| HD Home Depot Inc. | Reduce -5.2% | 0.56% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -13.4% | 0.61% | −0.11 |
| VDE Vanguard Energy ETF | Reduce -77.5% | 0.02% | −0.09 |
| DES Wisdomtree US Smallcap Divid | Reduce -2.3% | 0.71% | −0.08 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.7% | 1.17% | −0.08 |
| ITB iShares U.S. Home Constructi | Reduce -2.8% | 0.31% | −0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -12.0% | 0.38% | −0.07 |
| UNP Union Pacific Corp. | Reduce -41.1% | 0.07% | −0.06 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -98.4% | 0.00% | −0.06 |
| PFE Pfizer Inc. | Reduce -28.9% | 0.14% | −0.06 |
| IVE iShares S&P 500 Value ETF | Reduce -1.0% | 0.79% | −0.06 |
| STOT SS DL St Dur TR Tact ETF | Reduce -28.7% | 0.12% | −0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -37.2% | 0.07% | −0.05 |
| CVS CVS Health Corp. | Reduce -6.7% | 0.10% | −0.05 |
| WM Waste Management Inc. | Reduce -1.1% | 1.03% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -7.2% | 0.46% | −0.05 |
| TIP iShares Tips Bond ETF | Reduce -16.4% | 0.18% | −0.04 |
| PLD Prologis Inc. | Reduce -2.3% | 0.19% | −0.04 |
| XLI SS Industrial Select Sector | Reduce -8.9% | 0.24% | −0.04 |
| SPIP SS SPDR P Tips ETF | Reduce -28.9% | 0.09% | −0.04 |
| XLK SS Technology Select Sector | Reduce -18.1% | 0.25% | −0.04 |
| BLK BlackRock Finance Inc. | Reduce -5.7% | 0.25% | −0.04 |
| SYK Stryker Corp. | Reduce -0.2% | 0.43% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -8.2% | 0.30% | −0.04 |
| LBAI Lakeland Bancorp Inc. | Sold out | 0.00% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -10.8% | 0.20% | −0.03 |
| NUE Nucor Corp. | Reduce -7.4% | 0.08% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -5.1% | 0.19% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.2% | 0.41% | −0.03 |
| PEP Pepsico Inc. | Reduce -2.2% | 0.25% | −0.03 |
| DE Deere & Co. | Reduce -0.4% | 0.21% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -8.6% | 0.18% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -3.2% | 0.12% | −0.03 |
| PHO Invesco Water Resources ETF | Reduce -4.1% | 0.26% | −0.03 |
| TBT Proshares Ultrashort 20+Y TR | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -8.2% | 0.18% | −0.03 |
| SGOV iShares 0-3 Month Treasury B | Reduce -1.8% | 0.48% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -0.3% | 0.33% | −0.03 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -7.2% | 0.20% | −0.03 |
| DIS The Walt Disney Co. | Reduce -7.7% | 0.07% | −0.03 |
| PRF Invesco Rafi US 1000 ETF | Reduce -0.5% | 0.46% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -12.1% | 0.10% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -57.6% | 0.02% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +0.2% | 4.31% | +1.05 |
| BUFT FT Vest Buffered Allocation | Add +24.6% | 3.55% | +0.66 |
| AAPL Apple Inc. | Add +3.7% | 2.75% | +0.51 |
| RSP Invesco S&P 500 Equal Weight | Add +21.5% | 3.19% | +0.39 |
| DGRW Wisdomtree U.S. Quality Divi | Add +5.5% | 5.74% | +0.24 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +23.9% | 0.79% | +0.18 |
| AMZN Amazon.com Inc. | Add +5.5% | 2.00% | +0.17 |
| AVGO Broadcom Inc. | Add +1.0% | 1.03% | +0.16 |
| WMT Walmart Inc. | Add +0.4% | 1.34% | +0.11 |
| EPI Wisdomtree India Earnings | Add +8.1% | 0.74% | +0.10 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +15.6% | 0.54% | +0.10 |
| LLY Eli Lilly & Co. | Add +5.6% | 0.57% | +0.09 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +32.3% | 0.35% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +30.1% | 0.23% | +0.08 |
| TJX TJX Companies Inc. | Add +5.1% | 0.84% | +0.08 |
| EW Edwards Lifesciences Corp. | Add +52.5% | 0.24% | +0.07 |
| EFA iShares MSCI Eafe ETF | Add +12.8% | 1.03% | +0.07 |
| ADBE Adobe Inc. | Add +5.1% | 0.62% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.9% | 5.03% | +0.06 |
| CEG Constellation Energy | Add +39.3% | 0.20% | +0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +17.6% | 0.28% | +0.06 |
| CHKP Check Point Software Tech | Add +19.1% | 0.42% | +0.06 |
| NOW ServiceNow Inc. | Add +13.3% | 0.43% | +0.05 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +29.9% | 0.46% | +0.05 |
| ZTS Zoetis Inc. | Add +22.3% | 0.25% | +0.04 |
| SPTS SS SPDR P St Term TSY ETF | Add +11.1% | 0.55% | +0.04 |
| PFS Provident Financial Services | Add +17054.5% | 0.03% | +0.03 |
| MELI MercadoLibre Inc. | Add +141.6% | 0.06% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +26.7% | 0.19% | +0.03 |
| META Meta Platforms Inc. Class A | Add +13.3% | 0.26% | +0.03 |
| TOTL SS Doubleline TR Tact ETF | Add +24.2% | 0.20% | +0.03 |
| CHE Chemed Corp. | New | 0.03% | +0.03 |
| ACN Accenture PLC Class A | Add +51.3% | 0.13% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +8.4% | 0.10% | +0.03 |
| AMAT Applied Materials Inc. | Add +43.0% | 0.07% | +0.02 |
| WSO Watsco Inc. | Add +74.6% | 0.05% | +0.02 |
| DD Dupont DE Nemours Inc. | Add +368.1% | 0.03% | +0.02 |
| TSLA Tesla Inc. | Add +2.9% | 0.20% | +0.02 |
| SO The Southern Co. | Add +27.2% | 0.08% | +0.02 |
| MA Mastercard Inc. Class A | Add +77.0% | 0.05% | +0.02 |
| WIRE Encore Wire Corp. | Add +14.5% | 0.11% | +0.02 |
| NFLX Netflix Inc. | Add +9.3% | 0.12% | +0.02 |
| TKR Timken Co. | Add +6666.7% | 0.02% | +0.02 |
| COP Conocophillips | Add +84.8% | 0.04% | +0.02 |
| CTVA Corteva Inc. | Add +293.4% | 0.02% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +49.3% | 0.03% | +0.01 |
| MCK McKesson Corp. | Add +68.2% | 0.03% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.8% | 1.20% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +2.6% | 0.69% | +0.01 |
| IETC iShares U.S. Tech Independen | Add +21.2% | 0.07% | +0.01 |
Notes & Other Activity Q1 2024 → Q2 2024
| BIV Vanguard Intermediate-Term B | INTERMED TERM | Reduce -100.0% | 0 | $32 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,083 | $792.9M | DGRW, SPY, NVDA, BKAG, JNJ |
| Q1 2026 | 1,018 | $713.9M | DGRW, SPY, BKAG, JNJ, NOBL |
| Q4 2025 | 1,048 | $734.5M | DGRW, SPY, NVDA, BKAG, MSFT |
| Q3 2025 | 1,118 | $719.4M | DGRW, SPY, MSFT, NVDA, BKAG |
| Q2 2025 | 1,049 | $650.1M | DGRW, SPY, RSP, MSFT, BKAG |
| Q1 2025 | 1,069 | $604.1M | DGRW, RSP, SPY, BKAG, BUFT |
| Q4 2024 | 1,103 | $602.8M | DGRW, SPY, RSP, BKAG, MSFT |
| Q3 2024 | 1,150 | $592.5M | DGRW, SPY, MSFT, RSP, BKAG |
| Q2 2024 | 1,132 | $546.2M | DGRW, SPY, MSFT, NVDA, BKAG |
| Q1 2024 | 1,100 | $527.2M | DGRW, SPY, MSFT, BKAG, JNJ |