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Eagle Strategies

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

Top 5 stock holdings are SPLG, SPYG, FNDX, IHDG, VUG, and represent 22.89% of Eagle Strategies's stock portfolio.
Added to shares of these 10 stocks: STPZ (+$13M), FNDX (+$12M), VEA (+$12M), EFG (+$8.0M), SCHO (+$6.4M), SPSB (+$6.3M), JPST (+$6.2M), SLV, SPLG, VO.
Started 21 new stock positions in MELI, CPER, ROBO, PLTR, FI, ISRG, QBTS, JXI, EFA, ARE. NEM, ZS, FE, IGM, SIVR, SHOP, MBLY, OGE, BABA, IUS, TER.
Reduced shares in these 10 stocks: USFR (-$12M), SCHD (-$9.5M), IHDG (-$7.1M), MOAT (-$5.5M), RWK (-$5.5M), PFF (-$5.2M), , URA, VYM, IAK.
Sold out of its positions in CSCO, FDL, RWK, PFF, IAK, INDA, NKE, NOK.
Eagle Strategies was a net buyer of stock by $47M.
Eagle Strategies has $747M in assets under management (AUM), dropping by 13.89%.
Central Index Key (CIK): 0001907666

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Portfolio Holdings for Eagle Strategies

Eagle Strategies holds 239 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	9.3	$70M	+4%	891k	78.34	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	3.9	$29M	+2%	280k	104.51	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	3.6	$27M	+75%	1.0M	26.30	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	3.5	$27M	-21%	576k	46.08	View chart
Vanguard Index Fds Growth Etf (VUG)	2.5	$19M		39k	479.61	View chart
Global X Fds Us Infr Dev Etf (PAVE)	2.4	$18M	+4%	384k	47.63	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.2	$17M		57k	293.79	View chart
Ishares Tr Core Div Grwth (DGRO)	2.2	$17M	+2%	242k	68.08	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.0	$15M	+4%	208k	73.29	View chart
NVIDIA Corporation (NVDA)	1.9	$14M		77k	186.58	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	1.8	$14M	+1156%	250k	54.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$13M	+2%	22k	612.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$13M	+27%	19k	669.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$12M	+1931%	201k	59.92	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.6	$12M	+19%	57k	208.71	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.6	$12M		67k	174.58	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.5	$12M		139k	82.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$12M		17k	666.17	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	1.4	$11M		62k	171.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$10M	-2%	102k	100.25	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$9.8M	+34%	28k	355.47	View chart
Apple (AAPL)	1.3	$9.7M	+2%	38k	254.63	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.2	$8.9M	+8%	105k	84.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.1	$8.4M	+2004%	74k	113.88	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.0	$7.7M	+483%	316k	24.40	View chart
Global X Fds Global X Uranium (URA)	1.0	$7.3M	-28%	152k	47.67	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	1.0	$7.2M	+2%	82k	87.91	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.9	$7.1M	-43%	72k	99.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$6.8M	-25%	48k	140.95	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.9	$6.8M		153k	44.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$6.7M	-2%	36k	186.49	View chart
Ishares Tr International Sl (ISCF)	0.9	$6.6M	+17%	162k	41.13	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.9	$6.6M	+1809%	218k	30.29	View chart
Microsoft Corporation (MSFT)	0.9	$6.6M	+4%	13k	517.95	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$6.5M	+2347%	128k	50.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$6.0M		69k	87.31	View chart
Amazon (AMZN)	0.8	$5.9M	-3%	27k	219.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$5.8M		12k	468.41	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.7	$5.3M	+6%	113k	46.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$5.1M	-64%	188k	27.30	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.7	$5.1M		40k	126.64	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.6	$4.8M	+21%	72k	67.04	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$4.6M	+60%	16k	279.29	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.6	$4.3M		38k	113.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.9M	+60%	16k	243.09	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.5	$3.8M	+25%	25k	151.08	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$3.8M	+728%	89k	42.37	View chart
salesforce (CRM)	0.5	$3.6M	+57%	15k	237.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$3.6M	-6%	50k	72.77	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$3.6M		25k	142.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$3.5M	+361%	12k	293.74	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$3.3M	-3%	20k	164.54	View chart
Tesla Motors (TSLA)	0.4	$3.2M	+5%	7.2k	444.73	View chart
Constellation Energy (CEG)	0.4	$3.2M	-32%	9.6k	329.07	View chart
Ge Vernova (GEV)	0.4	$3.1M	-17%	5.0k	614.85	View chart
Eli Lilly & Co. (LLY)	0.4	$3.0M	+264%	3.9k	763.09	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.4	$3.0M	-3%	51k	59.15	View chart
Raytheon Technologies Corp (RTX)	0.4	$3.0M		18k	167.33	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.4	$3.0M		30k	98.59	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$2.8M		36k	76.72	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$2.7M	+14%	11k	247.12	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$2.7M		27k	99.95	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$2.6M	-9%	14k	195.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$2.6M	+136%	12k	215.78	View chart
Freeport-mcmoran CL B (FCX)	0.4	$2.6M	-26%	67k	39.22	View chart
Rigetti Computing Common Stock (RGTI)	0.3	$2.6M		86k	29.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.6M	-2%	4.3k	600.43	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$2.5M	-6%	6.2k	402.44	View chart
Eaton Corp SHS (ETN)	0.3	$2.5M		6.7k	374.27	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.3	$2.5M	-4%	40k	62.12	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.3	$2.4M	-4%	59k	41.14	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$2.4M	+15%	9.9k	244.10	View chart
Graham Hldgs Com Cl B (GHC)	0.3	$2.4M	+14%	2.0k	1177.32	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$2.3M		19k	125.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$2.3M	+49%	11k	203.58	View chart
Meta Platforms Cl A (META)	0.3	$2.3M	+14%	3.1k	734.29	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$2.0M	-12%	14k	142.10	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.3	$2.0M	-6%	14k	140.05	View chart
Servicenow (NOW)	0.3	$2.0M	-27%	2.2k	920.28	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$1.9M	-12%	3.9k	490.38	View chart
Vanguard World Health Car Etf (VHT)	0.3	$1.9M	+7%	7.4k	259.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.9M		16k	120.72	View chart
Advanced Micro Devices (AMD)	0.3	$1.9M	+589%	12k	161.79	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$1.9M		21k	89.34	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$1.9M	+15%	16k	119.51	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$1.8M	-39%	39k	45.99	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.2	$1.8M	-4%	37k	48.22	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$1.8M	-44%	26k	68.81	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.2	$1.8M		16k	112.35	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$1.8M		12k	144.37	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$1.8M	-86%	35k	50.27	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$1.8M	-2%	13k	139.67	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$1.7M		5.4k	320.04	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.7M		5.4k	315.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.7M	-37%	6.9k	243.54	View chart
Fiserv (FI)	0.2	$1.6M	NEW	13k	128.93	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$1.6M	NEW	25k	65.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.6M	+5%	3.2k	502.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.5M		13k	118.83	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.5M	-11%	5.0k	307.87	View chart
Alexandria Real Estate Equities (ARE)	0.2	$1.5M	NEW	18k	83.34	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.5M		36k	42.79	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$1.5M	-2%	17k	89.57	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$1.4M	+4%	74k	19.43	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.2	$1.4M	+7%	31k	45.57	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$1.4M	-5%	18k	78.09	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.4M		12k	112.75	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.4M		13k	106.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.4M		3.8k	365.52	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.2	$1.3M	NEW	23k	55.21	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$1.3M	+14%	51k	25.13	View chart
Visa Com Cl A (V)	0.2	$1.2M	+43%	3.6k	341.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.2M		3.7k	328.16	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$1.2M	+12%	33k	35.43	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.2M	+3%	27k	42.96	View chart
Broadcom (AVGO)	0.2	$1.1M	+33%	3.4k	329.90	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.1M		16k	68.46	View chart
D-wave Quantum (QBTS)	0.1	$1.1M	NEW	45k	24.71	View chart
Snowflake Com Shs (SNOW)	0.1	$1.0M	+32%	4.5k	225.55	View chart
Palo Alto Networks (PANW)	0.1	$1.0M		4.9k	203.62	View chart
At&t (T)	0.1	$990k	+253%	35k	28.24	View chart
Mobileye Global Common Class A (MBLY)	0.1	$919k	NEW	65k	14.12	View chart
Southern Company (SO)	0.1	$892k		9.4k	94.77	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$879k		1.2k	746.70	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$859k	+13%	4.2k	206.52	View chart
Analog Devices (ADI)	0.1	$844k	-9%	3.4k	245.73	View chart
Newmont Mining Corporation (NEM)	0.1	$820k	NEW	9.7k	84.31	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$819k	-12%	39k	21.27	View chart
Coca-Cola Company (KO)	0.1	$809k	+5%	12k	66.32	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$793k	-6%	12k	65.92	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$782k		22k	35.19	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$770k		3.0k	256.43	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.1	$769k	NEW	26k	30.00	View chart
Procter & Gamble Company (PG)	0.1	$765k	-2%	5.0k	153.66	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$741k	+6%	42k	17.69	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$692k	+15%	12k	58.85	View chart
Lululemon Athletica (LULU)	0.1	$690k	+32%	3.9k	177.93	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$684k	-13%	4.8k	142.56	View chart
Zscaler Incorporated (ZS)	0.1	$666k	NEW	2.2k	299.66	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$661k		3.7k	176.80	View chart
American Electric Power Company (AEP)	0.1	$660k	+6%	5.9k	112.51	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$652k	+9%	8.3k	78.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$649k	+3%	2.6k	254.25	View chart
Deere & Company (DE)	0.1	$648k	-6%	1.4k	457.26	View chart
International Business Machines (IBM)	0.1	$642k	-2%	2.3k	282.21	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$636k		6.9k	91.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$634k	NEW	6.8k	93.37	View chart
Johnson & Johnson (JNJ)	0.1	$624k	-10%	3.4k	185.43	View chart
Verizon Communications (VZ)	0.1	$613k	-56%	14k	43.95	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$613k		13k	46.31	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$612k		7.8k	78.37	View chart
Adobe Systems Incorporated (ADBE)	0.1	$610k	+13%	1.7k	352.75	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$596k	-9%	16k	36.55	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$571k	+6%	8.8k	65.26	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$567k	+19%	11k	50.40	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$558k	-5%	6.4k	86.84	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$555k		932.00	595.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$553k	-8%	1.9k	297.60	View chart
Nextera Energy (NEE)	0.1	$551k	-73%	7.3k	75.49	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$549k		5.8k	94.31	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$528k	+8%	18k	29.69	View chart
Kroger (KR)	0.1	$525k	-2%	7.8k	67.41	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$508k		4.2k	122.45	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$503k	-3%	2.4k	209.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$497k		5.4k	91.42	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$496k	+15%	3.9k	128.04	View chart
Wal-Mart Stores (WMT)	0.1	$495k	-5%	4.8k	103.05	View chart
Host Hotels & Resorts (HST)	0.1	$495k	-12%	29k	17.02	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.1	$483k	+17%	9.1k	53.08	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$481k	+24%	6.2k	77.65	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$480k	+6%	3.7k	129.72	View chart
Netflix (NFLX)	0.1	$459k	+2%	383.00	1198.92	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$454k		13k	35.53	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$451k	+17%	8.0k	56.46	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$439k	-11%	946.00	463.94	View chart
Chevron Corporation (CVX)	0.1	$421k	+29%	2.7k	155.32	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.1	$407k	NEW	5.2k	77.66	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$406k		19k	20.93	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$405k	-5%	8.2k	49.45	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$404k		1.4k	279.84	View chart
Palantir Technologies Cl A (PLTR)	0.1	$398k	NEW	2.2k	182.42	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$394k	NEW	8.8k	44.48	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$393k	-3%	6.0k	65.01	View chart
Truist Financial Corp equities (TFC)	0.1	$388k	-6%	8.5k	45.72	View chart
Abbvie (ABBV)	0.1	$383k	-4%	1.7k	231.53	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$382k		2.8k	134.43	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$372k	+9%	15k	24.30	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$367k	+34%	6.5k	56.86	View chart
Cigna Corp (CI)	0.0	$366k	+6%	1.3k	288.31	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$358k	NEW	2.4k	148.61	View chart
United Rentals (URI)	0.0	$357k		373.00	955.85	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$351k	+10%	14k	24.34	View chart
Morgan Stanley Com New (MS)	0.0	$349k		2.2k	158.95	View chart
Gilead Sciences (GILD)	0.0	$348k		3.1k	110.99	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$347k		6.6k	52.82	View chart
Pfizer (PFE)	0.0	$341k		13k	25.48	View chart
Illinois Tool Works (ITW)	0.0	$338k		1.3k	260.84	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$337k	-2%	3.9k	87.03	View chart
Mastercard Incorporated Cl A (MA)	0.0	$335k		588.00	569.24	View chart
Applied Materials (AMAT)	0.0	$334k	-21%	1.6k	204.70	View chart
Novartis Sponsored Adr (NVS)	0.0	$334k		2.6k	128.24	View chart
Lowe's Companies (LOW)	0.0	$332k		1.3k	251.32	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$321k	-12%	2.3k	141.52	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$320k	-7%	5.6k	56.85	View chart
Walt Disney Company (DIS)	0.0	$317k	+39%	2.8k	114.52	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$315k		6.5k	48.42	View chart
TJX Companies (TJX)	0.0	$311k		2.2k	144.56	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$304k	-10%	3.7k	82.97	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$302k	-14%	2.1k	143.18	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$297k	NEW	1.7k	178.73	View chart
Moog Cl A (MOG.A)	0.0	$292k		1.4k	207.67	View chart
Fair Isaac Corporation (FICO)	0.0	$290k		194.00	1496.53	View chart
Stmicroelectronics N V Ny Registry (STM)	0.0	$289k	+21%	10k	28.26	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$284k	-4%	2.1k	138.25	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.0	$282k	-8%	11k	25.60	View chart
Dominion Resources (D)	0.0	$274k	+18%	4.5k	61.17	View chart
Intuitive Surgical Com New (ISRG)	0.0	$273k	NEW	610.00	447.23	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.0	$273k		11k	25.19	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$267k	-5%	4.1k	66.02	View chart
Unilever Spon Adr New (UL)	0.0	$266k	+5%	4.5k	59.28	View chart
Intuit (INTU)	0.0	$261k	-9%	382.00	682.91	View chart
Global X Fds Conscious Cos (KRMA)	0.0	$257k	-3%	5.9k	43.15	View chart
Home Depot (HD)	0.0	$253k	+3%	623.00	405.43	View chart
General Dynamics Corporation (GD)	0.0	$251k		737.00	340.86	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$241k	-2%	1.8k	135.62	View chart
Banco Santander Adr (SAN)	0.0	$235k		22k	10.48	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$232k	+9%	2.2k	106.79	View chart
Duke Energy Corp Com New (DUK)	0.0	$229k	-2%	1.8k	123.77	View chart
MetLife (MET)	0.0	$223k		2.7k	82.36	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$220k	NEW	1.7k	125.95	View chart
FirstEnergy (FE)	0.0	$218k	NEW	4.8k	45.82	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$218k	-5%	772.00	281.90	View chart
Qualcomm (QCOM)	0.0	$218k	-8%	1.3k	166.41	View chart
Oge Energy Corp (OGE)	0.0	$213k	NEW	4.6k	46.27	View chart
Teradyne (TER)	0.0	$213k	NEW	1.5k	137.61	View chart
Honeywell International (HON)	0.0	$210k		997.00	210.44	View chart
MercadoLibre (MELI)	0.0	$208k	NEW	89.00	2336.94	View chart
Texas Instruments Incorporated (TXN)	0.0	$205k		1.1k	183.78	View chart
Tcg Bdc (CGBD)	0.0	$186k		15k	12.50	View chart

Past Filings by Eagle Strategies

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

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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