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Eagle Strategies

Latest statistics and disclosures from Eagle Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, SPYG, IHDG, FNDX, VUG, and represent 22.53% of Eagle Strategies's stock portfolio.
Added to shares of these 10 stocks: AGG, ADBE, MA, NOW, GTOP, VEA, KLAC, CPER, AMZN, IMCG.
Started 18 new stock positions in AIQ, FBTC, XLU, SOXX, KLAC, UL, HDB, SCHF, KGC, MOG.B. GTOP, FDX, C, DECK, MCK, DTCR, AXP, ITOT.
Reduced shares in these 10 stocks: VYM, FI, URA, ARE, NVDA, FCX, AMD, IYF, HYGH, DEM.
Sold out of its positions in ARE, FI, HON, HYGH, IBDQ, MELI, OGE, XLK, TXN, Unilever.
Eagle Strategies was a net buyer of stock by $21M.
Eagle Strategies has $783M in assets under management (AUM), dropping by 4.77%.
Central Index Key (CIK): 0001907666

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Portfolio Holdings for Eagle Strategies

Eagle Strategies holds 247 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	9.1	$72M		892k	80.22	View chart
Spdr Series Trust State Street Spd (SPYG)	3.8	$30M		276k	106.70	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	3.7	$29M	+2%	588k	48.66	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.6	$28M		1.0M	27.21	View chart
Vanguard Index Fds Growth Etf (VUG)	2.4	$19M		38k	487.86	View chart
Global X Fds Us Infr Dev Etf (PAVE)	2.3	$18M		384k	47.79	View chart
Ishares Tr Core Div Grwth (DGRO)	2.2	$17M	+3%	251k	69.42	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.1	$16M	+4%	218k	75.05	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.1	$16M	+3%	58k	279.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.8	$14M	+41%	144k	99.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$14M	+6%	23k	627.13	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	1.8	$14M	+6%	266k	53.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$14M	+6%	20k	684.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.8	$14M	+10%	222k	62.47	View chart
NVIDIA Corporation (NVDA)	1.7	$14M	-5%	73k	186.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$13M	+7%	19k	681.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.6	$12M	+3%	59k	211.79	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.5	$12M	+8%	150k	79.84	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$12M	+8%	30k	396.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.5	$12M		66k	177.37	View chart
Spdr Series Trust State Street Spd (QUS)	1.3	$11M	-2%	61k	174.18	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.3	$10M	+7%	112k	90.00	View chart
Apple (AAPL)	1.3	$10M	-2%	37k	271.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.2	$9.0M	+7%	79k	113.92	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.0	$7.8M		318k	24.37	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	1.0	$7.7M	+3%	85k	90.67	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.0	$7.5M		73k	103.56	View chart
Amazon (AMZN)	0.9	$7.2M	+15%	31k	230.82	View chart
Ishares Tr International Sl (ISCF)	0.9	$7.0M	+4%	169k	41.48	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.9	$7.0M		154k	45.45	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$7.0M	+2%	37k	190.99	View chart
Microsoft Corporation (MSFT)	0.8	$6.6M	+7%	14k	483.61	View chart
Spdr Series Trust State Street Spd (SPSB)	0.8	$6.6M		218k	30.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.8	$6.5M		128k	50.59	View chart
Ishares Silver Tr Ishares (SLV)	0.8	$6.2M	+8%	96k	64.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$6.1M		68k	89.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$6.0M	+2%	13k	473.28	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.7	$5.8M	+9%	124k	47.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$5.2M		191k	27.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$5.1M		16k	313.00	View chart
Global X Fds Global X Uranium (URA)	0.6	$4.9M	-24%	114k	42.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$4.9M	-2%	16k	303.89	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.6	$4.6M	-10%	36k	128.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$4.5M	-34%	32k	143.52	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.6	$4.4M	+8%	77k	56.89	View chart
Eli Lilly & Co. (LLY)	0.6	$4.4M	+3%	4.1k	1074.57	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.5	$4.2M	-2%	37k	113.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$4.2M	+3%	52k	81.17	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.5	$4.0M	+5%	26k	153.02	View chart
salesforce (CRM)	0.5	$4.0M		15k	264.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$3.8M	+8%	13k	290.23	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$3.4M		25k	136.94	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.4	$3.3M	+30%	52k	64.39	View chart
Raytheon Technologies Corp (RTX)	0.4	$3.3M		18k	183.40	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$3.2M	-4%	19k	167.94	View chart
Constellation Energy (CEG)	0.4	$3.1M	-7%	8.9k	353.29	View chart
Tesla Motors (TSLA)	0.4	$3.1M	-5%	6.8k	449.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$3.0M	+13%	14k	219.78	View chart
Ge Vernova (GEV)	0.4	$2.9M	-11%	4.4k	653.60	View chart
Graham Hldgs Com Cl B (GHC)	0.4	$2.8M	+24%	2.5k	1098.40	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$2.8M		36k	77.53	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$2.8M		27k	102.54	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.4	$2.7M	-7%	47k	58.61	View chart
Freeport-mcmoran CL B (FCX)	0.3	$2.7M	-19%	54k	50.79	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$2.7M	-6%	28k	96.84	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$2.7M	-3%	11k	252.93	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$2.7M		14k	199.68	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$2.7M	+4%	6.5k	412.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$2.7M	+11%	13k	210.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.6M		4.2k	614.34	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$2.5M		19k	136.73	View chart
Adobe Systems Incorporated (ADBE)	0.3	$2.5M	+312%	7.1k	349.99	View chart
Rigetti Computing Common Stock (RGTI)	0.3	$2.5M	+29%	112k	22.15	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$2.4M	-4%	9.5k	251.18	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.3	$2.3M		60k	38.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.1M		6.8k	313.80	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$2.1M		12k	168.77	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$2.0M	+2%	15k	139.16	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.0M	+498%	3.5k	570.86	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.9M	-4%	14k	141.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.9M		16k	123.26	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.9M	+3%	4.1k	468.76	View chart
Eaton Corp SHS (ETN)	0.2	$1.9M	-10%	6.0k	318.49	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.2	$1.9M	+111%	54k	34.96	View chart
Meta Platforms Cl A (META)	0.2	$1.9M	-9%	2.8k	660.03	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$1.9M	+9%	27k	69.31	View chart
Advanced Micro Devices (AMD)	0.2	$1.8M	-26%	8.6k	214.16	View chart
Servicenow (NOW)	0.2	$1.8M	+448%	12k	153.19	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$1.8M		15k	119.35	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$1.8M		36k	50.32	View chart
Spdr Series Trust State Street Spd (SHM)	0.2	$1.8M		38k	47.99	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.8M		5.5k	322.22	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$1.7M		5.4k	322.99	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$1.7M	-2%	12k	141.05	View chart
Vanguard World Health Car Etf (VHT)	0.2	$1.7M	-18%	6.0k	287.87	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$1.7M	+2%	27k	64.31	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.2	$1.7M	+27%	30k	57.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.6M	+4%	14k	120.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.6M	+3%	5.2k	314.79	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.2	$1.6M	-7%	15k	108.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.6M		3.1k	502.65	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.6M	-2%	35k	44.41	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$1.5M		17k	91.45	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.5M		13k	120.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.5M	+3%	3.9k	373.45	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$1.5M	+55%	33k	44.71	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.4M	+3%	14k	107.11	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$1.4M	-22%	31k	46.71	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$1.4M	+6%	54k	25.08	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$1.4M	-2%	72k	18.91	View chart
Goldman Sachs Etf Tr Technology Oppor (GTOP)	0.2	$1.3M	NEW	33k	39.51	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.3M	-6%	17k	77.88	View chart
Spdr Series Trust State Street Spd (TFI)	0.2	$1.3M	-9%	28k	45.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.3M	+4%	3.8k	335.27	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.3M		28k	45.21	View chart
Broadcom (AVGO)	0.2	$1.2M	+5%	3.6k	346.11	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.2M	+7%	17k	69.67	View chart
D-wave Quantum (QBTS)	0.2	$1.2M	+3%	46k	26.15	View chart
Newmont Mining Corporation (NEM)	0.1	$1.1M	+16%	11k	99.85	View chart
Visa Com Cl A (V)	0.1	$1.1M	-12%	3.1k	350.70	View chart
Kla Corp Com New (KLAC)	0.1	$1.1M	NEW	887.00	1215.08	View chart
Snowflake Com Shs (SNOW)	0.1	$994k		4.5k	219.36	View chart
Palo Alto Networks (PANW)	0.1	$968k	+6%	5.3k	184.20	View chart
At&t (T)	0.1	$942k	+8%	38k	24.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$888k		1.2k	753.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$877k		4.1k	212.05	View chart
Coca-Cola Company (KO)	0.1	$874k	+2%	13k	69.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$866k	+32%	9.0k	96.03	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$858k		39k	22.00	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$854k	-29%	24k	36.23	View chart
Southern Company (SO)	0.1	$823k		9.4k	87.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$814k	+44%	2.7k	302.06	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$811k		12k	67.22	View chart
Analog Devices (ADI)	0.1	$807k	-13%	3.0k	271.23	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$802k	NEW	16k	50.86	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$765k	+20%	8.4k	91.38	View chart
Mobileye Global Common Class A (MBLY)	0.1	$761k	+11%	73k	10.44	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$756k	+11%	25k	30.46	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$753k		3.0k	250.27	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$750k	+25%	11k	67.64	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$741k	+2%	43k	17.32	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$715k	+5%	3.9k	181.22	View chart
Procter & Gamble Company (PG)	0.1	$710k		5.0k	143.32	View chart
Johnson & Johnson (JNJ)	0.1	$697k		3.4k	206.92	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$687k		4.8k	143.32	View chart
International Business Machines (IBM)	0.1	$677k		2.3k	296.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$669k		2.6k	257.92	View chart
American Electric Power Company (AEP)	0.1	$646k	-4%	5.6k	115.32	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$641k	-7%	11k	58.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$638k	-2%	8.1k	78.81	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$634k	+4%	8.2k	77.68	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$618k		13k	46.37	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$603k	+53%	13k	48.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$599k	+3%	9.1k	66.00	View chart
Nextera Energy (NEE)	0.1	$586k		7.3k	80.28	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$582k	+5%	19k	31.16	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$578k	-10%	15k	39.45	View chart
Wal-Mart Stores (WMT)	0.1	$577k	+7%	5.2k	111.40	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$574k	-3%	11k	53.06	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$561k	+2%	6.0k	94.19	View chart
Lululemon Athletica (LULU)	0.1	$556k	-31%	2.7k	207.81	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$544k	-2%	3.8k	144.15	View chart
Host Hotels & Resorts (HST)	0.1	$536k	+3%	30k	17.73	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.1	$534k	+3%	9.4k	56.60	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$526k	NEW	1.7k	301.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$523k	-7%	866.00	603.46	View chart
Zscaler Incorporated (ZS)	0.1	$519k	+3%	2.3k	224.92	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$506k	+3%	3.8k	131.58	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$499k	+6%	6.6k	75.85	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$493k	-2%	2.4k	209.13	View chart
Chevron Corporation (CVX)	0.1	$488k	+17%	3.2k	152.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$484k		5.5k	88.50	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$477k		13k	36.98	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$463k	NEW	6.1k	76.23	View chart
Kroger (KR)	0.1	$461k	-5%	7.4k	62.48	View chart
Deere & Company (DE)	0.1	$457k	-30%	981.00	465.58	View chart
Palantir Technologies Cl A (PLTR)	0.1	$446k	+15%	2.5k	177.75	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$431k	-5%	896.00	480.60	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$420k	NEW	20k	21.10	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$417k	+2%	6.2k	67.13	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$414k	+6%	2.6k	160.97	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.1	$412k		5.2k	78.65	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$410k		20k	21.00	View chart
Intuitive Surgical Com New (ISRG)	0.1	$405k	+17%	715.00	566.36	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$405k	-11%	7.1k	57.14	View chart
Applied Materials (AMAT)	0.1	$403k	-3%	1.6k	257.05	View chart
Truist Financial Corp equities (TFC)	0.1	$402k	-3%	8.2k	49.21	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$400k	-20%	3.3k	121.62	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$393k	+6%	3.0k	130.09	View chart
Morgan Stanley Com New (MS)	0.1	$392k		2.2k	177.53	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$389k	+7%	7.0k	55.80	View chart
Gilead Sciences (GILD)	0.0	$388k		3.2k	122.74	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$384k		1.4k	269.18	View chart
Lowe's Companies (LOW)	0.0	$382k	+19%	1.6k	241.21	View chart
Abbvie (ABBV)	0.0	$381k		1.7k	228.47	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$375k		16k	24.23	View chart
Verizon Communications (VZ)	0.0	$375k	-34%	9.2k	40.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$362k	+19%	4.4k	82.83	View chart
Netflix (NFLX)	0.0	$361k	+905%	3.9k	93.76	View chart
Novartis Sponsored Adr (NVS)	0.0	$359k		2.6k	137.87	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$354k		15k	24.28	View chart
Moog Cl A (MOG.A)	0.0	$343k		1.4k	243.55	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$342k		3.9k	88.09	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$338k	-2%	6.4k	52.62	View chart
Cigna Corp (CI)	0.0	$332k	-5%	1.2k	275.25	View chart
Fair Isaac Corporation (FICO)	0.0	$331k		196.00	1690.62	View chart
TJX Companies (TJX)	0.0	$331k		2.2k	153.59	View chart
Illinois Tool Works (ITW)	0.0	$330k	+3%	1.3k	246.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$329k	NEW	14k	24.04	View chart
Pfizer (PFE)	0.0	$328k		13k	24.90	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$313k	-14%	4.8k	64.85	View chart
Walt Disney Company (DIS)	0.0	$312k		2.7k	113.77	View chart
United Rentals (URI)	0.0	$303k		374.00	808.97	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$298k	-8%	3.7k	80.03	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$295k	-6%	6.1k	48.41	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$290k		2.1k	141.49	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$290k	+18%	2.0k	146.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$280k	NEW	1.9k	148.69	View chart
Unilever Spon Adr New (UL)	0.0	$267k	NEW	4.1k	65.40	View chart
Banco Santander Sa Adr (SAN)	0.0	$265k		23k	11.73	View chart
Dominion Resources (D)	0.0	$262k		4.5k	58.59	View chart
Teradyne (TER)	0.0	$254k	-15%	1.3k	193.49	View chart
Intuit (INTU)	0.0	$253k		383.00	661.57	View chart
Spdr Series Trust State Street Spd (SJNK)	0.0	$252k	-9%	9.9k	25.32	View chart
Global X Fds Conscious Cos (KRMA)	0.0	$251k	-2%	5.8k	43.42	View chart
General Dynamics Corporation (GD)	0.0	$250k		742.00	336.60	View chart
Deckers Outdoor Corporation (DECK)	0.0	$248k	NEW	2.4k	103.67	View chart
Hdfc Bank Sponsored Ads (HDB)	0.0	$242k	NEW	6.6k	36.54	View chart
Stmicroelectronics N V Ny Registry (STM)	0.0	$239k	-9%	9.2k	25.94	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$239k	-25%	1.7k	141.19	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$238k		2.1k	113.10	View chart
Moog CL B (MOG.B)	0.0	$237k	NEW	954.00	248.29	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$235k	-5%	1.7k	139.35	View chart
Qualcomm (QCOM)	0.0	$234k	+4%	1.4k	171.00	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$234k		2.2k	106.71	View chart
Home Depot (HD)	0.0	$233k	+8%	676.00	343.87	View chart
FedEx Corporation (FDX)	0.0	$227k	NEW	786.00	289.00	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$226k		1.7k	129.16	View chart
Duke Energy Corp Com New (DUK)	0.0	$221k		1.9k	117.21	View chart
MetLife (MET)	0.0	$216k		2.7k	78.95	View chart
Kinross Gold Corp (KGC)	0.0	$216k	NEW	7.7k	28.16	View chart
McKesson Corporation (MCK)	0.0	$215k	NEW	262.00	819.62	View chart
American Express Company (AXP)	0.0	$213k	NEW	577.00	369.81	View chart
FirstEnergy (FE)	0.0	$213k		4.8k	44.77	View chart
Citigroup Com New (C)	0.0	$201k	NEW	1.7k	116.71	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$200k	NEW	4.7k	42.69	View chart
Tcg Bdc (CGBD)	0.0	$186k		15k	12.49	View chart

Past Filings by Eagle Strategies

SEC 13F filings are viewable for Eagle Strategies going back to 2021

Eagle Strategies 2025 Q4 filed Jan. 23, 2026
Eagle Strategies 2025 Q3 filed Oct. 21, 2025
Eagle Strategies 2025 Q2 filed July 23, 2025
Eagle Strategies 2025 Q1 filed April 23, 2025
Eagle Strategies 2024 Q4 filed Feb. 14, 2025
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

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