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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, FNDX, VUG, VEA, VO, and represent 24.37% of Eagle Strategies's stock portfolio.
Added to shares of these 10 stocks: MINT (+$7.0M), BSV (+$6.9M), SLYG (+$6.4M), CRWD, MU, XOM, AMLP, VEA, VO, QQQM.
Started 12 new stock positions in MRVL, COHR, RING, MCK, TMO, MINT, BABA, HODL, UITB, VLO. SPCX, XOM.
Reduced shares in these 10 stocks: AGG (-$13M), IHDG, , IBM, CRM, RTX, MBLY, , ZS, MUB.
Sold out of its positions in CAT, DECK, Exxon Mobil Corporation, FICO, FDX, FXZ, TDIV, GS, HD, HONA. HYGH, IBDR, IBDS, JBL, MBLY, XLU, WFC, ZS.
Eagle Strategies was a net buyer of stock by $26M.
Eagle Strategies has $1.0B in assets under management (AUM), dropping by 2.44%.
Central Index Key (CIK): 0001907666

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Portfolio Holdings for Eagle Strategies

Eagle Strategies holds 267 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	6.7	$70M		774k	89.76	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.7	$58M	+2%	1.9M	31.47	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	4.7	$48M	+2%	532k	90.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.8	$39M	+5%	554k	70.61	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	3.5	$36M	+4%	463k	78.42	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	3.4	$35M		281k	123.08	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.3	$34M	+4%	110k	304.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.9	$30M	+3%	43k	700.87	View chart
NVIDIA Corporation (NVDA)	1.7	$18M		79k	228.38	View chart
Ishares Tr Core Div Grwth (DGRO)	1.6	$17M	+2%	222k	75.39	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	1.6	$16M	+8%	313k	51.87	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.4	$15M		159k	93.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$15M		19k	762.62	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	1.3	$14M		71k	195.53	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	1.3	$13M		57k	231.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$13M	-2%	17k	765.87	View chart
Apple (AAPL)	1.2	$13M		38k	333.02	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	1.2	$13M	+3%	43k	292.10	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.2	$12M	-2%	233k	52.50	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.2	$12M	+3%	119k	101.13	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$11M		29k	380.84	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.0	$11M	-15%	208k	51.90	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	1.0	$11M	-2%	56k	190.11	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$10M	+3%	86k	119.83	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.0	$10M	+7%	48k	216.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$9.5M	+4%	61k	155.20	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$8.9M	+3%	106k	84.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$8.7M	+2%	31k	277.89	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.8	$8.4M	+32%	163k	51.87	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.8	$8.3M	-2%	85k	97.53	View chart
Microsoft Corporation (MSFT)	0.8	$8.0M		16k	512.89	View chart
Ishares Tr International Sl (ISCF)	0.8	$7.9M		177k	44.66	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.8	$7.8M		158k	49.47	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.8	$7.8M	+11%	195k	39.87	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$7.7M	+867%	101k	76.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.7	$7.4M		16k	456.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$7.3M		223k	32.53	View chart
Amazon (AMZN)	0.7	$7.3M		29k	249.15	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$7.2M		75k	96.88	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.7	$7.0M	+980%	66k	106.97	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$7.0M	NEW	69k	100.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$6.9M		55k	125.26	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$6.8M	+6%	26k	264.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$6.6M		8.9k	739.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.6	$6.4M	+295%	24k	264.75	View chart
Micron Technology (MU)	0.6	$6.4M	+57%	6.0k	1065.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$6.3M		18k	344.09	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.5	$5.2M	+5%	193k	27.14	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.5	$5.2M		29k	177.11	View chart
Eli Lilly & Co. (LLY)	0.5	$5.0M		4.3k	1157.00	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.5	$4.7M		37k	125.66	View chart
Ishares Tr Ishares Biotech (IBB)	0.5	$4.7M		22k	210.53	View chart
Ishares Tr Us Infrastruc (IFRA)	0.4	$4.6M	+4%	83k	55.03	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.4	$4.5M	+13%	67k	67.31	View chart
Freeport Mcmoran CL B (FCX)	0.4	$4.5M		64k	70.00	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$4.3M		78k	54.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$4.2M	+5%	54k	78.10	View chart
Graham Hldgs Com Cl B (GHC)	0.4	$4.2M	+15%	3.7k	1134.71	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$4.1M		35k	118.82	View chart
Advanced Micro Devices (AMD)	0.4	$4.1M	-8%	6.7k	611.73	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$3.9M		48k	81.16	View chart
Global X Fds Artificial Etf (AIQ)	0.4	$3.8M	+6%	59k	65.16	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$3.8M		28k	137.68	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$3.7M		19k	193.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$3.6M		16k	233.31	View chart
Ishares Tr Msci Usa Value (VLUE)	0.4	$3.6M		18k	198.00	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.3	$3.4M	+3%	37k	92.65	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$3.4M		40k	84.42	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.3	$3.3M		41k	80.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$3.3M		13k	247.93	View chart
Ge Vernova (GEV)	0.3	$3.3M		3.4k	950.56	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$3.1M		28k	110.28	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$3.1M		129k	23.86	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.3	$3.0M	-4%	49k	61.23	View chart
Tesla Motors (TSLA)	0.3	$2.9M	+4%	8.2k	354.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.8M		8.2k	340.74	View chart
Newmont Mining Corporation (NEM)	0.3	$2.8M		24k	115.34	View chart
Servicenow (NOW)	0.3	$2.7M		21k	134.01	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.3	$2.7M	-3%	44k	61.51	View chart
Applied Materials (AMAT)	0.3	$2.7M		5.3k	511.33	View chart
Meta Platforms Cl A (META)	0.3	$2.7M		3.7k	725.19	View chart
Global X Fds Global X Uranium (URA)	0.3	$2.7M	-6%	67k	39.85	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.3	$2.6M	+6%	39k	67.81	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.2	$2.6M	+3%	76k	34.02	View chart
Vanguard World Mrngstr Cap Etf (MGC)	0.2	$2.6M	+3%	9.0k	282.31	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.4M		16k	152.07	View chart
Palo Alto Networks (PANW)	0.2	$2.4M		6.0k	397.31	View chart
Eaton Corp SHS (ETN)	0.2	$2.4M		5.5k	429.74	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$2.4M	+3%	21k	113.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.3M		17k	136.04	View chart
Broadcom (AVGO)	0.2	$2.3M		6.5k	351.20	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$2.2M	NEW	14k	162.75	View chart
Constellation Energy (CEG)	0.2	$2.2M		8.6k	254.01	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.2M	+2%	6.6k	330.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.2M	-6%	15k	142.26	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$2.2M		15k	146.48	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.1M	-38%	11k	185.66	View chart
Vanguard World Health Car Etf (VHT)	0.2	$2.1M	+2%	6.5k	316.08	View chart
Arista Networks Com Shs (ANET)	0.2	$2.0M		9.9k	203.59	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$2.0M		21k	94.42	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.2	$1.9M	+2%	19k	103.78	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$1.9M		5.4k	356.92	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$1.9M	+6%	38k	50.39	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$1.9M		12k	160.74	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.2	$1.8M	+457%	51k	35.26	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$1.8M		36k	50.21	View chart
Kla Corp Com New (KLAC)	0.2	$1.8M		9.0k	194.93	View chart
Citigroup Com New (C)	0.2	$1.7M		13k	129.48	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.2	$1.7M		4.9k	351.83	View chart
Goldman Sachs Etf Tr Techn Oppor Etf (GTOP)	0.2	$1.7M		33k	51.25	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.7M	+9%	31k	53.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.6M		3.9k	416.15	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.2	$1.6M		53k	29.59	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.5M		30k	50.37	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$1.5M	-2%	32k	46.18	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.5M	-4%	26k	55.31	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.4M	-15%	30k	47.34	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$1.4M	+60%	75k	18.82	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.4M		13k	106.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.4M		51k	27.47	View chart
Visa Com Cl A (V)	0.1	$1.4M		3.8k	359.32	View chart
Dimensional Etf Trust Us Small Cap Etf	0.1	$1.4M	+2%	18k	77.42	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$1.4M		87k	15.74	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.4M		11k	125.67	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$1.4M		12k	112.50	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$1.3M	-2%	3.6k	374.24	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$1.3M	+7%	76k	17.60	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.3M	+3%	31k	42.19	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$1.3M	+6%	54k	23.70	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$1.2M	-12%	26k	46.65	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$1.2M	+3%	22k	55.46	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$1.2M		25k	47.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.2M	-7%	2.4k	497.95	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.1	$1.2M	-6%	28k	42.77	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$1.2M		11k	105.84	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.2M	+7%	2.1k	568.66	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.2M		11k	103.89	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$1.1M		11k	103.46	View chart
Marriott Intl Cl A (MAR)	0.1	$1.1M	-7%	3.1k	355.68	View chart
RBB F/m Us Treasury (TBIL)	0.1	$1.0M		21k	49.85	View chart
At&t (T)	0.1	$1.0M	+8%	43k	24.40	View chart
Coca-Cola Company (KO)	0.1	$1.0M		12k	86.08	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.0M	-5%	4.5k	228.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$986k	-12%	14k	71.95	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$976k	+11%	20k	48.18	View chart
Johnson & Johnson (JNJ)	0.1	$973k		3.7k	264.71	View chart
Marvell Technology (MRVL)	0.1	$965k	NEW	3.7k	264.23	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$962k	+2%	15k	65.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$958k		3.0k	317.35	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$955k		9.8k	97.20	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$946k	+34%	44k	21.37	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$941k	+2%	13k	72.64	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$930k		26k	35.23	View chart
salesforce (CRM)	0.1	$925k	-63%	4.0k	229.56	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$921k		11k	85.42	View chart
Analog Devices (ADI)	0.1	$895k	+3%	2.3k	396.76	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.1	$887k		11k	80.82	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$887k	+3%	4.9k	180.54	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$877k		2.6k	337.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$862k	-93%	9.1k	94.54	View chart
Abbvie (ABBV)	0.1	$851k		3.3k	261.61	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$816k	+3%	3.9k	209.47	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$805k	+2%	20k	40.75	View chart
Southern Company (SO)	0.1	$784k		9.5k	82.89	View chart
Chevron Corporation (CVX)	0.1	$779k	+3%	3.8k	204.23	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$774k	+3%	13k	57.56	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$773k	+4%	2.7k	284.54	View chart
American Electric Power Company (AEP)	0.1	$772k	+16%	6.5k	118.64	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$757k		4.9k	155.25	View chart
Procter & Gamble Company (PG)	0.1	$729k		5.0k	145.27	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$692k	+26%	3.0k	231.59	View chart
Deere & Company (DE)	0.1	$689k		1.0k	671.69	View chart
D-wave Quantum (QBTS)	0.1	$680k		41k	16.57	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$673k	-46%	6.7k	101.09	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$664k		14k	48.94	View chart
Rocket Lab Corp (RKLB)	0.1	$655k	+40%	9.4k	69.68	View chart
Coherent Corp (COHR)	0.1	$653k	NEW	2.3k	287.81	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$633k		6.9k	91.64	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$626k	+10%	18k	34.00	View chart
Wal-Mart Stores (WMT)	0.1	$598k		5.8k	103.93	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$591k		900.00	656.99	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$587k		7.3k	80.60	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$572k		8.3k	68.50	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$566k		7.5k	75.62	View chart
Palantir Technologies Cl A (PLTR)	0.1	$559k		3.0k	187.05	View chart
Nextera Energy (NEE)	0.1	$554k		7.3k	75.74	View chart
International Business Machines (IBM)	0.1	$527k	-76%	2.4k	219.92	View chart
Coinbase Global Com Cl A (COIN)	0.1	$517k		2.8k	186.41	View chart
Illinois Tool Works (ITW)	0.0	$515k	+39%	2.0k	257.26	View chart
Vistra Energy (VST)	0.0	$514k		3.7k	138.33	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$503k	NEW	3.3k	150.86	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.0	$495k		3.0k	164.01	View chart
Kroger (KR)	0.0	$492k		8.4k	58.62	View chart
Gilead Sciences (GILD)	0.0	$482k		3.2k	149.05	View chart
Host Hotels & Resorts (HST)	0.0	$480k	+7%	21k	22.39	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$480k		5.4k	89.64	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$469k		4.6k	101.17	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$465k		9.3k	50.14	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$459k		3.1k	148.30	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$456k	-3%	897.00	508.56	View chart
Snowflake Com Shs (SNOW)	0.0	$447k		1.3k	339.56	View chart
American Express Company (AXP)	0.0	$444k		1.5k	304.09	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$443k		2.1k	207.17	View chart
Lowe's Companies (LOW)	0.0	$438k	+9%	2.4k	184.29	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$425k		3.9k	108.84	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$409k		1.4k	288.45	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$406k		20k	20.43	View chart
Morgan Stanley Com New (MS)	0.0	$401k		2.1k	188.07	View chart
Dominion Resources (D)	0.0	$392k		6.5k	60.52	View chart
Pfizer (PFE)	0.0	$391k		14k	28.52	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$389k		14k	27.96	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$387k		4.8k	81.21	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.0	$386k	-8%	5.0k	76.89	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.0	$380k	NEW	16k	23.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$378k	-9%	6.4k	59.31	View chart
Truist Financial Corp equities (TFC)	0.0	$376k		8.1k	46.30	View chart
Novartis Sponsored Adr (NVS)	0.0	$373k		2.6k	142.55	View chart
Intel Corporation (INTC)	0.0	$369k		3.1k	120.25	View chart
Quanta Services (PWR)	0.0	$366k		570.00	642.59	View chart
Verizon Communications (VZ)	0.0	$365k	+5%	8.0k	45.87	View chart
United Rentals (URI)	0.0	$363k		363.00	1000.46	View chart
Duke Energy Corp Com New (DUK)	0.0	$353k	+59%	3.1k	113.99	View chart
CVS Caremark Corporation (CVS)	0.0	$347k		4.0k	85.69	View chart
Intuitive Surgical Com New (ISRG)	0.0	$338k	+4%	832.00	406.63	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$337k	-35%	5.5k	61.50	View chart
Mastercard Incorporated Cl A (MA)	0.0	$333k	-2%	604.00	551.10	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$326k		6.1k	53.24	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$325k		2.4k	137.73	View chart
Texas Instruments Incorporated (TXN)	0.0	$320k		1.1k	280.07	View chart
Banco Santander Sa Adr (SAN)	0.0	$317k		23k	13.83	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$315k		1.9k	166.31	View chart
TJX Companies (TJX)	0.0	$314k		2.4k	132.34	View chart
Qualcomm (QCOM)	0.0	$304k		1.7k	184.03	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$303k		1.5k	195.73	View chart
Walt Disney Company (DIS)	0.0	$300k	-2%	2.9k	104.88	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$297k		1.9k	158.78	View chart
Global X Fds Morningstar Cap (CPTL)	0.0	$296k		6.1k	48.55	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$295k		1.7k	169.04	View chart
Cheniere Energy Com New (LNG)	0.0	$291k	+4%	1.1k	269.10	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$291k	-5%	4.3k	68.43	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$286k	-6%	2.7k	104.52	View chart
Netflix (NFLX)	0.0	$281k		4.0k	69.58	View chart
MetLife (MET)	0.0	$275k		2.9k	94.17	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$267k		1.7k	160.37	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$265k		1.7k	155.65	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$265k	+9%	9.0k	29.50	View chart
CSX Corporation (CSX)	0.0	$265k		5.7k	46.51	View chart
Valero Energy Corporation (VLO)	0.0	$262k	NEW	676.00	387.59	View chart
Honeywell International (HON)	0.0	$260k		1.2k	210.94	View chart
Cisco Systems (CSCO)	0.0	$259k		2.4k	107.61	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$258k	+6%	1.7k	151.56	View chart
Unilever Spon Adr New (UL)	0.0	$258k		4.2k	60.73	View chart
General Dynamics Corporation (GD)	0.0	$254k		765.00	332.04	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	0.0	$254k	NEW	5.7k	44.64	View chart
Global X Fds Superdividend (SDIV)	0.0	$246k	+9%	11k	23.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$244k		1.1k	222.19	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.0	$243k		10k	24.25	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$234k	+7%	13k	18.55	View chart
McKesson Corporation (MCK)	0.0	$224k	NEW	263.00	852.20	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$221k	NEW	2.1k	107.55	View chart
Thermo Fisher Scientific (TMO)	0.0	$214k	NEW	317.00	674.35	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$209k	-6%	2.4k	87.04	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$209k		2.2k	94.18	View chart
FirstEnergy (FE)	0.0	$207k		4.8k	43.33	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$206k	NEW	2.7k	76.62	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$206k		890.00	231.25	View chart
Tcg Bdc (CGBD)	0.0	$159k		15k	10.69	View chart

Past Filings by Eagle Strategies

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

Eagle Strategies 2026 Q3 filed Oct. 16, 2026
Eagle Strategies 2026 Q2 filed July 21, 2026
Eagle Strategies 2026 Q1 filed April 20, 2026
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

View all past filings

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