Eagle Strategies
Latest statistics and disclosures from Eagle Strategies's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, IHDG, SPYG, MOAT, DGRO, and represent 23.37% of Eagle Strategies's stock portfolio.
- Added to shares of these 10 stocks: SPLG (+$46M), IHDG (+$27M), SPYG (+$21M), MOAT (+$16M), USFR (+$12M), SPHQ (+$11M), DEM (+$11M), SCHD (+$11M), DGRO (+$10M), QUS (+$10M).
- Started 82 new stock positions in FIW, HST, QQQM, PANW, PFFD, FICO, IUSV, SCHE, ACWX, VGSH.
- Reduced shares in these 10 stocks: VOO (-$40M), QQQ (-$21M), BND (-$9.8M), IVV (-$9.2M), VGT (-$8.9M), VIG (-$7.9M), AAPL (-$7.8M), BRK.B (-$6.8M), VEA (-$6.1M), SOXX (-$6.0M).
- Sold out of its positions in AGNC, T, ABT, BABA, MO, AXP, COR, AMGN, BAC, BLK.
- Eagle Strategies was a net buyer of stock by $76M.
- Eagle Strategies has $554M in assets under management (AUM), dropping by 23.01%.
- Central Index Key (CIK): 0001907666
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Portfolio Holdings for Eagle Strategies
Eagle Strategies holds 210 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 8.4 | $47M | +7804% | 692k | 67.51 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 4.8 | $27M | NEW | 583k | 45.70 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 3.9 | $21M | +3693% | 258k | 82.94 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 3.3 | $19M | +688% | 191k | 96.95 |
|
| Ishares Tr Core Div Grwth (DGRO) | 2.9 | $16M | +179% | 257k | 62.69 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 2.4 | $14M | +291% | 328k | 41.16 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 2.3 | $13M | +941% | 187k | 67.27 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.2 | $12M | +612% | 144k | 84.53 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 2.2 | $12M | NEW | 240k | 50.22 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 2.1 | $12M | +198% | 162k | 71.76 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 2.1 | $12M | +3045% | 260k | 44.01 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.9 | $11M | +1016% | 63k | 167.67 |
|
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 1.9 | $10M | NEW | 66k | 157.55 |
|
| Global X Fds Global X Uranium (URA) | 1.8 | $10M | +3308% | 351k | 28.61 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.8 | $9.8M | +293% | 97k | 101.27 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $9.6M | +4400% | 79k | 121.44 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.6 | $9.1M | +91% | 24k | 383.93 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $9.1M | -20% | 16k | 573.76 |
|
| Apple (AAPL) | 1.5 | $8.5M | -47% | 37k | 233.00 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 1.5 | $8.1M | +398% | 111k | 72.97 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $7.6M | -54% | 13k | 576.82 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $7.5M | -9% | 59k | 128.20 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.3 | $7.3M | +299% | 36k | 200.78 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 1.3 | $7.1M | +261% | 68k | 104.67 |
|
| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 1.2 | $6.9M | +1054% | 86k | 80.48 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.2 | $6.7M | +2990% | 28k | 243.47 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 1.0 | $5.8M | NEW | 140k | 41.49 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $5.2M | +10% | 30k | 174.57 |
|
| Microsoft Corporation (MSFT) | 0.9 | $5.2M | -37% | 12k | 430.30 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $5.0M | +848% | 65k | 78.05 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $5.0M | -38% | 21k | 243.06 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.9 | $4.7M | NEW | 65k | 73.42 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $4.7M | +241% | 13k | 375.37 |
|
| Amazon (AMZN) | 0.8 | $4.7M | +47% | 25k | 186.33 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.8 | $4.6M | +64% | 139k | 33.23 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $4.6M | -89% | 8.7k | 527.70 |
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.8 | $4.6M | NEW | 39k | 116.32 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.8 | $4.5M | +704% | 96k | 47.13 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.8 | $4.4M | NEW | 48k | 91.93 |
|
| Ishares Silver Tr Ishares (SLV) | 0.8 | $4.2M | -12% | 149k | 28.41 |
|
| Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) | 0.7 | $4.0M | NEW | 68k | 58.76 |
|
| Ishares Tr International Sl (ISCF) | 0.7 | $3.6M | +1162% | 103k | 35.25 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.6 | $3.2M | +309% | 27k | 117.29 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $3.2M | +91% | 27k | 117.22 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.6 | $3.1M | NEW | 24k | 127.25 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $3.0M | +63% | 61k | 49.70 |
|
| Ishares Tr Msci India Etf (INDA) | 0.5 | $3.0M | NEW | 52k | 58.53 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $2.7M | NEW | 15k | 173.67 |
|
| Freeport-mcmoran CL B (FCX) | 0.5 | $2.6M | NEW | 53k | 49.92 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $2.5M | +181% | 11k | 237.20 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.4 | $2.5M | +358% | 19k | 131.91 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.4 | $2.4M | +503% | 23k | 103.90 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.4 | $2.4M | NEW | 25k | 95.49 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.4 | $2.3M | +459% | 48k | 48.14 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $2.3M | +3% | 16k | 142.04 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.4 | $2.2M | -20% | 16k | 135.07 |
|
| Constellation Energy (CEG) | 0.4 | $2.1M | NEW | 8.2k | 260.01 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $2.1M | +864% | 20k | 109.33 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $2.1M | +827% | 31k | 67.70 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.4 | $1.9M | +241% | 18k | 109.04 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.9M | +396% | 6.7k | 280.47 |
|
| Ishares Msci Mexico Etf (EWW) | 0.3 | $1.8M | NEW | 34k | 53.71 |
|
| Merck & Co (MRK) | 0.3 | $1.8M | +134% | 16k | 113.56 |
|
| Tesla Motors (TSLA) | 0.3 | $1.8M | -49% | 6.8k | 261.63 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.8M | -92% | 3.6k | 488.08 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.8M | +116% | 12k | 151.62 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $1.7M | NEW | 29k | 59.02 |
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.3 | $1.7M | +204% | 13k | 129.05 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $1.7M | NEW | 8.4k | 200.85 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.3 | $1.6M | +528% | 11k | 145.60 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $1.6M | +90% | 12k | 132.25 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.3 | $1.6M | +173% | 37k | 43.59 |
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $1.6M | -63% | 5.6k | 282.21 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $1.5M | -47% | 4.7k | 321.98 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.5M | -26% | 9.0k | 167.18 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $1.5M | NEW | 5.3k | 283.98 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.5M | +63% | 2.6k | 572.37 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.3 | $1.5M | NEW | 17k | 88.28 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $1.5M | +40% | 7.6k | 189.81 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.4M | -74% | 15k | 95.75 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.4M | -64% | 8.4k | 165.85 |
|
| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.3 | $1.4M | -39% | 71k | 19.78 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $1.4M | NEW | 37k | 37.37 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $1.4M | +168% | 21k | 64.86 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.3M | +247% | 5.0k | 263.31 |
|
| Verizon Communications (VZ) | 0.2 | $1.3M | +68% | 29k | 44.91 |
|
| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.2 | $1.3M | NEW | 35k | 37.52 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.2M | -60% | 10k | 116.96 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.2M | +5% | 3.8k | 314.41 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.2M | -51% | 5.7k | 210.86 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $1.2M | NEW | 32k | 37.56 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $1.2M | NEW | 25k | 46.83 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.2 | $1.1M | NEW | 10k | 109.33 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $1.0M | NEW | 35k | 29.18 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $949k | -80% | 3.4k | 283.20 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $948k | -11% | 1.1k | 886.18 |
|
| Coca-Cola Company (KO) | 0.2 | $946k | +133% | 13k | 71.86 |
|
| Albemarle Corporation (ALB) | 0.2 | $926k | NEW | 9.8k | 94.71 |
|
| Ishares Em Mkts Div Etf (DVYE) | 0.2 | $904k | NEW | 32k | 28.70 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.2 | $882k | NEW | 43k | 20.78 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $865k | -90% | 4.4k | 198.04 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $855k | 15k | 57.41 |
|
|
| Southern Company (SO) | 0.2 | $848k | +235% | 9.4k | 90.18 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.2 | $842k | -69% | 26k | 32.15 |
|
| Palo Alto Networks (PANW) | 0.1 | $784k | NEW | 2.3k | 341.80 |
|
| Lululemon Athletica (LULU) | 0.1 | $766k | NEW | 2.8k | 271.35 |
|
| Servicenow (NOW) | 0.1 | $758k | NEW | 848.00 | 894.39 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $747k | +227% | 1.4k | 517.78 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $738k | +263% | 41k | 18.04 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $715k | -92% | 1.2k | 586.33 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $707k | NEW | 9.1k | 77.91 |
|
| Analog Devices (ADI) | 0.1 | $706k | NEW | 3.1k | 230.20 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $704k | -81% | 2.7k | 263.81 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $690k | -90% | 1.5k | 460.26 |
|
| Visa Com Cl A (V) | 0.1 | $689k | +11% | 2.5k | 274.93 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $679k | -87% | 7.4k | 91.80 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $664k | +204% | 5.3k | 125.96 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $663k | -51% | 8.0k | 83.00 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $622k | -72% | 3.2k | 197.17 |
|
| Global X Fds Cybrscurty Etf (BUG) | 0.1 | $613k | NEW | 20k | 30.95 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $613k | NEW | 3.0k | 202.76 |
|
| CSX Corporation (CSX) | 0.1 | $610k | NEW | 18k | 34.53 |
|
| Johnson & Johnson (JNJ) | 0.1 | $604k | +38% | 3.7k | 162.06 |
|
| Deere & Company (DE) | 0.1 | $594k | +91% | 1.4k | 417.36 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $592k | -59% | 20k | 30.23 |
|
| Procter & Gamble Company (PG) | 0.1 | $577k | +44% | 3.3k | 173.23 |
|
| salesforce (CRM) | 0.1 | $571k | +7% | 2.1k | 273.69 |
|
| Nextera Energy (NEE) | 0.1 | $564k | NEW | 6.7k | 84.52 |
|
| Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) | 0.1 | $543k | NEW | 6.3k | 86.24 |
|
| Kroger (KR) | 0.1 | $533k | NEW | 9.3k | 57.30 |
|
| Broadcom (AVGO) | 0.1 | $518k | +726% | 3.0k | 172.50 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $513k | -79% | 6.2k | 83.15 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $504k | -39% | 5.2k | 97.43 |
|
| International Business Machines (IBM) | 0.1 | $501k | +104% | 2.3k | 221.11 |
|
| American Electric Power Company (AEP) | 0.1 | $489k | NEW | 4.8k | 102.59 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $488k | +72% | 5.2k | 93.12 |
|
| Host Hotels & Resorts (HST) | 0.1 | $486k | NEW | 28k | 17.60 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $481k | -77% | 4.1k | 117.62 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $481k | +61% | 2.9k | 166.82 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $478k | NEW | 839.00 | 569.83 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.1 | $477k | NEW | 9.9k | 48.12 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $465k | -72% | 5.9k | 78.69 |
|
| Danaher Corporation (DHR) | 0.1 | $462k | NEW | 1.7k | 278.05 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $456k | NEW | 4.5k | 102.25 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $453k | -93% | 8.6k | 52.81 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $445k | NEW | 6.3k | 71.16 |
|
| Wal-Mart Stores (WMT) | 0.1 | $435k | +2% | 5.4k | 80.74 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $421k | NEW | 3.4k | 123.61 |
|
| Global X Fds Globx Supdv Us (DIV) | 0.1 | $407k | NEW | 22k | 18.69 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $383k | -85% | 905.00 | 423.00 |
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.1 | $378k | NEW | 12k | 30.50 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $377k | NEW | 194.00 | 1943.52 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $373k | -12% | 2.7k | 139.47 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $364k | +56% | 8.5k | 42.77 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $364k | NEW | 7.2k | 50.57 |
|
| Abbvie (ABBV) | 0.1 | $363k | -84% | 1.8k | 197.43 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $363k | NEW | 1.7k | 211.83 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $355k | NEW | 6.2k | 57.22 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $345k | -82% | 1.9k | 181.97 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $340k | -90% | 5.5k | 62.32 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $332k | NEW | 14k | 24.30 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $324k | NEW | 6.8k | 47.98 |
|
| Lowe's Companies (LOW) | 0.1 | $321k | -10% | 1.2k | 270.90 |
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $306k | -53% | 12k | 25.75 |
|
| United Rentals (URI) | 0.1 | $301k | NEW | 372.00 | 809.58 |
|
| Applied Materials (AMAT) | 0.1 | $298k | NEW | 1.5k | 202.10 |
|
| UnitedHealth (UNH) | 0.1 | $297k | -71% | 508.00 | 584.62 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $296k | NEW | 2.6k | 115.01 |
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.1 | $290k | NEW | 2.7k | 106.73 |
|
| Illinois Tool Works (ITW) | 0.1 | $290k | NEW | 1.1k | 261.95 |
|
| Moog Cl A (MOG.A) | 0.1 | $284k | NEW | 1.4k | 202.02 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $284k | -75% | 1.1k | 267.28 |
|
| Morgan Stanley Com New (MS) | 0.1 | $284k | NEW | 2.7k | 104.23 |
|
| Home Depot (HD) | 0.1 | $283k | -10% | 699.00 | 405.06 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $283k | -82% | 6.7k | 41.95 |
|
| Intuit (INTU) | 0.1 | $283k | NEW | 455.00 | 620.98 |
|
| Pfizer (PFE) | 0.0 | $271k | -11% | 9.4k | 28.94 |
|
| Chevron Corporation (CVX) | 0.0 | $270k | -70% | 1.8k | 147.25 |
|
| Jabil Circuit (JBL) | 0.0 | $270k | NEW | 2.3k | 119.83 |
|
| Netflix (NFLX) | 0.0 | $266k | NEW | 375.00 | 709.27 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.0 | $264k | NEW | 3.0k | 88.93 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $264k | NEW | 11k | 25.10 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $263k | -63% | 533.00 | 493.44 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $257k | NEW | 2.2k | 119.53 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $255k | -87% | 5.1k | 50.28 |
|
| Nike CL B (NKE) | 0.0 | $252k | NEW | 2.8k | 88.41 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $249k | -91% | 4.3k | 57.53 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $245k | NEW | 12k | 21.01 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $241k | -92% | 2.2k | 107.65 |
|
| Honeywell International (HON) | 0.0 | $238k | -53% | 1.2k | 206.67 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $238k | NEW | 9.4k | 25.21 |
|
| Advanced Micro Devices (AMD) | 0.0 | $234k | -86% | 1.4k | 164.08 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $233k | NEW | 1.9k | 121.13 |
|
| Qualcomm (QCOM) | 0.0 | $233k | -42% | 1.4k | 170.01 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $230k | NEW | 1.9k | 120.35 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $230k | NEW | 1.1k | 206.53 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $228k | -47% | 2.1k | 106.19 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $228k | -49% | 2.9k | 78.55 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $225k | -93% | 2.0k | 112.99 |
|
| TJX Companies (TJX) | 0.0 | $223k | NEW | 1.9k | 117.51 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $216k | -84% | 2.7k | 80.77 |
|
| MetLife (MET) | 0.0 | $213k | NEW | 2.6k | 82.47 |
|
| Global X Fds Conscious Cos (KRMA) | 0.0 | $213k | NEW | 5.4k | 39.14 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $212k | -79% | 5.1k | 41.12 |
|
| FirstEnergy (FE) | 0.0 | $211k | NEW | 4.8k | 44.35 |
|
| FedEx Corporation (FDX) | 0.0 | $210k | NEW | 766.00 | 273.65 |
|
| General Dynamics Corporation (GD) | 0.0 | $209k | NEW | 691.00 | 302.23 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $208k | -82% | 1.0k | 200.38 |
|
| Dominion Resources (D) | 0.0 | $205k | NEW | 3.5k | 57.80 |
|
| Banco Santander Adr (SAN) | 0.0 | $111k | NEW | 22k | 5.10 |
|
Past Filings by Eagle Strategies
SEC 13F filings are viewable for Eagle Strategies going back to 2021
- Eagle Strategies 2024 Q3 filed Oct. 25, 2024
- Eagle Strategies 2024 Q1 filed April 23, 2024
- Eagle Strategies 2023 Q4 filed Jan. 26, 2024
- Eagle Strategies 2023 Q3 filed Nov. 8, 2023
- Eagle Strategies 2023 Q2 filed Aug. 3, 2023
- Eagle Strategies 2023 Q1 filed April 24, 2023
- Eagle Strategies 2022 Q4 filed Feb. 6, 2023
- Eagle Strategies 2022 Q3 filed Nov. 14, 2022
- Eagle Strategies 2022 Q2 filed Aug. 10, 2022
- Eagle Strategies 2022 Q1 filed May 2, 2022
- Eagle Strategies 2021 Q4 filed Feb. 11, 2022