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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 24.02% of Eagle Strategies's stock portfolio.
Added to shares of these 10 stocks: VUG (+$41M), VO (+$32M), FNDX (+$24M), VEA (+$21M), TPYP (+$7.4M), IWF (+$5.2M), VOO, MGK, KLAC, VTV.
Started 25 new stock positions in FXZ, QUAL, CSX, SPMO, RKLB, INTC, ITB, HONA, TPYP, CSCO.
Reduced shares in these 10 stocks: IHDG (-$18M), SPYM (-$15M), PAVE (-$9.0M), SPSB (-$5.2M), SCHO (-$5.2M), JPST (-$5.2M), MOAT (-$5.0M), MU, FCX, IWM.
Sold out of its positions in BABA, FDL, Honeywell International, ISCV, RING, KGC, MCK, MOG.A, MOG.B, MOAT.
Eagle Strategies was a net buyer of stock by $99M.
Eagle Strategies has $1.0B in assets under management (AUM), dropping by 20.23%.
Central Index Key (CIK): 0001907666

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Positions held by Eagle Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Eagle Strategies

Eagle Strategies holds 273 positions in its portfolio as reported in the June 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	$67M	-18%	766k	87.88	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.6	$56M	+73%	1.8M	31.10	View chart
Vanguard Index Fds Growth Etf (VUG)	4.5	$45M	+1117%	522k	86.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.7	$38M	+125%	526k	71.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.5	$36M	+935%	442k	80.57	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	3.3	$33M		280k	118.99	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.2	$32M	-3%	105k	302.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$29M	+20%	42k	686.81	View chart
Ishares Tr Core Div Grwth (DGRO)	1.6	$16M		216k	75.79	View chart
NVIDIA Corporation (NVDA)	1.6	$16M		79k	200.09	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.6	$16M		160k	98.30	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	1.5	$15M	+5%	289k	53.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$15M	+5%	150k	98.98	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.4	$14M	-39%	240k	58.92	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$14M	+3%	19k	746.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.4	$14M		58k	242.99	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.4	$14M	+2%	71k	197.60	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.3	$13M	-57%	248k	52.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$13M	+7%	17k	748.88	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.3	$13M		41k	306.30	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.1	$11M	+2%	115k	98.20	View chart
Apple (AAPL)	1.1	$11M		38k	289.36	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	1.1	$11M		57k	186.86	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$11M	+4%	29k	368.38	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$10M	+3%	84k	124.42	View chart
Vanguard Index Fds Value Etf (VTV)	1.0	$9.7M	+22%	45k	217.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$9.2M	-2%	58k	158.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.9	$9.2M	-13%	31k	300.45	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$9.2M		102k	90.10	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.8	$8.4M	-3%	88k	96.02	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.8	$7.8M		158k	49.55	View chart
Ishares Tr International Sl (ISCF)	0.8	$7.8M		180k	43.29	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$7.7M		16k	477.57	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.7	$7.4M	NEW	175k	41.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$7.2M	+4%	74k	96.58	View chart
Amazon (AMZN)	0.7	$7.0M		29k	238.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$7.0M	+7%	220k	31.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$6.9M	+299%	56k	124.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$6.6M	+15%	8.9k	736.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$6.5M	+2%	18k	357.37	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.6	$6.4M	+2%	123k	51.85	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$6.1M	-7%	24k	252.23	View chart
Microsoft Corporation (MSFT)	0.6	$5.9M	+8%	16k	373.02	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.6	$5.6M	+3%	29k	191.75	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.6	$5.6M		183k	30.37	View chart
Eli Lilly & Co. (LLY)	0.5	$5.1M	+3%	4.3k	1199.52	View chart
Ishares Tr Us Infrastruc (IFRA)	0.5	$5.0M	+2%	79k	63.04	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.5	$4.8M	+3%	37k	127.51	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$4.7M		6.1k	763.14	View chart
Micron Technology (MU)	0.4	$4.4M	-26%	3.8k	1154.38	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$4.2M	-2%	35k	122.29	View chart
Advanced Micro Devices (AMD)	0.4	$4.2M	-16%	7.3k	580.88	View chart
Ishares Tr Ishares Biotech (IBB)	0.4	$4.2M	+4%	22k	190.19	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$4.2M	+4%	78k	53.47	View chart
Ge Vernova (GEV)	0.4	$4.1M		3.5k	1174.75	View chart
Freeport Mcmoran CL B (FCX)	0.4	$4.0M	-27%	64k	62.89	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.4	$4.0M	+8%	59k	68.68	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$4.0M	-24%	49k	82.84	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$4.0M		28k	146.41	View chart
Applied Materials (AMAT)	0.4	$3.9M	+86%	5.3k	723.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$3.9M	+15%	51k	75.51	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$3.7M	+4%	16k	236.63	View chart
Graham Hldgs Com Cl B (GHC)	0.4	$3.6M		3.2k	1141.50	View chart
Global X Fds Artificial Etf (AIQ)	0.4	$3.6M	-5%	55k	65.61	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$3.6M		19k	188.09	View chart
Ishares Tr Msci Usa Value (VLUE)	0.4	$3.6M		18k	199.80	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.4	$3.5M	+3%	41k	85.66	View chart
Raytheon Technologies Corp (RTX)	0.3	$3.5M		18k	189.73	View chart
Tesla Motors (TSLA)	0.3	$3.3M	+12%	7.8k	420.60	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$3.3M	+4%	40k	82.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$3.3M	-2%	13k	242.44	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.3	$3.2M	+6%	51k	62.63	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$3.1M	+417%	36k	87.91	View chart
Global X Fds Global X Uranium (URA)	0.3	$3.1M	-14%	71k	43.70	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$3.1M	-62%	129k	24.14	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$3.1M		28k	110.15	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.3	$3.0M	-3%	45k	65.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.9M	+15%	8.2k	353.31	View chart
International Business Machines (IBM)	0.3	$2.9M	+2%	10k	281.22	View chart
Kla Corp Com New (KLAC)	0.3	$2.7M	+901%	9.0k	301.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.6M	+27%	17k	148.31	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$2.5M	+24%	16k	156.30	View chart
Broadcom (AVGO)	0.2	$2.4M	+2%	6.4k	377.73	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$2.4M	+2%	8.7k	273.62	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.2	$2.4M	+9%	36k	65.58	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$2.4M		20k	117.45	View chart
Eaton Corp SHS (ETN)	0.2	$2.4M	+2%	5.5k	426.15	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.2	$2.3M	+15%	73k	31.59	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$2.3M		15k	152.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.3M		16k	137.53	View chart
Newmont Mining Corporation (NEM)	0.2	$2.3M	+207%	24k	93.40	View chart
Constellation Energy (CEG)	0.2	$2.1M	+2%	8.6k	248.36	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$2.1M		5.4k	393.97	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.1M	+14%	6.4k	327.31	View chart
Palo Alto Networks (PANW)	0.2	$2.1M	-12%	6.1k	341.02	View chart
Meta Platforms Cl A (META)	0.2	$2.1M	+7%	3.6k	563.36	View chart
Servicenow (NOW)	0.2	$2.0M	+9%	21k	99.28	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.2	$2.0M	-3%	18k	109.52	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$2.0M	+8%	21k	93.38	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$1.9M	-2%	12k	164.61	View chart
Vanguard World Health Car Etf (VHT)	0.2	$1.9M	+25%	6.4k	299.02	View chart
Citigroup Com New (C)	0.2	$1.9M		13k	139.96	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.9M	+8%	14k	136.72	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$1.8M		36k	50.39	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$1.8M	-3%	36k	50.35	View chart
salesforce (CRM)	0.2	$1.7M	+6%	11k	156.65	View chart
Arista Networks Com Shs (ANET)	0.2	$1.7M	+63%	10k	169.88	View chart
Rigetti Computing Common Stock (RGTI)	0.2	$1.7M	+2%	86k	19.32	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.7M	-7%	4.8k	343.89	View chart
Goldman Sachs Etf Tr Techn Oppor Etf (GTOP)	0.2	$1.7M		33k	49.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.6M		3.9k	409.47	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.2	$1.6M	-76%	52k	30.01	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$1.5M	-77%	30k	50.57	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$1.5M	+2%	29k	52.76	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.5M	-5%	28k	53.79	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$1.5M	-18%	30k	47.97	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$1.4M	+5%	25k	56.01	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.4M	+3%	17k	82.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.4M		51k	27.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.4M		3.7k	370.00	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.1	$1.4M	+3%	30k	45.80	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.3M		13k	107.62	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$1.3M	-11%	71k	18.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.3M	+31%	2.6k	500.44	View chart
Visa Com Cl A (V)	0.1	$1.3M	+5%	3.8k	343.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.3M	+814%	11k	119.52	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$1.3M	-3%	33k	38.19	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$1.2M	-4%	50k	24.66	View chart
Marriott Intl Cl A (MAR)	0.1	$1.2M	NEW	3.4k	370.58	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.2M	+8%	1.9k	640.77	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$1.2M	+19%	11k	115.98	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.2M	+115%	30k	41.43	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$1.2M	+70%	12k	100.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.2M	+104%	16k	77.11	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$1.2M	+4%	21k	57.00	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.2M	+23%	36k	33.29	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.2M	+4%	13k	90.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.2M	+15%	11k	103.88	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$1.1M		11k	103.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.1M	+2%	4.8k	227.06	View chart
RBB F/m Us Treasury (TBIL)	0.1	$1.0M	NEW	21k	49.86	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.0M		3.0k	342.84	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.1	$1.0M	-2%	11k	92.41	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$999k	+4%	14k	69.59	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$992k	+9%	26k	37.94	View chart
D-wave Quantum (QBTS)	0.1	$981k	+3%	41k	23.99	View chart
Coca-Cola Company (KO)	0.1	$975k	-3%	12k	81.27	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$953k	-3%	2.6k	365.71	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$950k	-36%	11k	87.04	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$947k	+119%	9.8k	96.32	View chart
Johnson & Johnson (JNJ)	0.1	$934k	+8%	3.7k	253.95	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$920k	+15%	18k	50.84	View chart
Southern Company (SO)	0.1	$905k		9.5k	95.71	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$893k	+6%	47k	19.05	View chart
Analog Devices (ADI)	0.1	$863k	-3%	2.2k	397.21	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$836k	+3%	3.8k	221.20	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$824k		4.8k	173.53	View chart
Abbvie (ABBV)	0.1	$821k	+56%	3.3k	251.60	View chart
At&t (T)	0.1	$816k	-10%	39k	20.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$811k	+3%	10k	77.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$787k		2.6k	303.12	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$782k	+19%	19k	40.41	View chart
Mobileye Global Common Class A (MBLY)	0.1	$766k	+5%	79k	9.68	View chart
American Electric Power Company (AEP)	0.1	$762k	+8%	5.6k	136.81	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$753k	+4%	13k	58.20	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$749k	+2%	4.9k	154.30	View chart
Procter & Gamble Company (PG)	0.1	$735k		5.0k	146.63	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$730k	-5%	33k	22.20	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$725k		6.1k	119.13	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$704k		13k	52.41	View chart
First Tr Exchange-traded Materials Alph (FXZ)	0.1	$688k	NEW	8.7k	79.44	View chart
Rocket Lab Corp (RKLB)	0.1	$679k	NEW	6.7k	101.65	View chart
Deere & Company (DE)	0.1	$651k		1.0k	634.23	View chart
Wal-Mart Stores (WMT)	0.1	$649k		5.7k	113.26	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$648k	+22%	13k	51.05	View chart
Nextera Energy (NEE)	0.1	$643k		7.3k	87.77	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$640k	-15%	7.0k	91.64	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$633k		900.00	703.59	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$619k		8.2k	75.25	View chart
Chevron Corporation (CVX)	0.1	$608k	+10%	3.7k	165.78	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$603k	+2%	7.3k	83.06	View chart
Vistra Energy (VST)	0.1	$590k	+7%	3.7k	158.63	View chart
Zscaler Incorporated (ZS)	0.1	$590k	+4%	4.2k	141.15	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$579k		2.4k	246.21	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$577k	+3%	7.6k	76.11	View chart
Ishares Em Mkts Div Etf (DVYE)	0.1	$537k	+9%	17k	32.23	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$520k	NEW	2.1k	242.47	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$510k		5.3k	96.44	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$506k	-2%	9.2k	55.18	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$498k	NEW	4.6k	107.81	View chart
American Express Company (AXP)	0.0	$495k	NEW	1.5k	338.27	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$488k		934.00	522.55	View chart
Lowe's Companies (LOW)	0.0	$478k	+18%	2.2k	220.46	View chart
Host Hotels & Resorts (HST)	0.0	$472k	-31%	20k	23.71	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.0	$465k		5.5k	84.97	View chart
Kroger (KR)	0.0	$460k	+11%	8.3k	55.53	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$453k	NEW	3.9k	117.28	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$451k	-3%	8.5k	53.11	View chart
Morgan Stanley Com New (MS)	0.0	$444k	-2%	2.1k	209.07	View chart
Dominion Resources (D)	0.0	$441k	+44%	6.5k	68.29	View chart
Intel Corporation (INTC)	0.0	$429k	NEW	3.1k	139.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$420k	NEW	7.0k	59.69	View chart
CVS Caremark Corporation (CVS)	0.0	$416k	+3%	4.0k	103.46	View chart
United Rentals (URI)	0.0	$411k	-3%	363.00	1131.54	View chart
Quanta Services (PWR)	0.0	$411k	+3%	570.00	720.10	View chart
Novartis Sponsored Adr (NVS)	0.0	$410k		2.6k	156.70	View chart
Gilead Sciences (GILD)	0.0	$408k		3.2k	126.34	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.0	$406k		3.0k	134.57	View chart
Truist Financial Corp equities (TFC)	0.0	$404k		8.1k	49.82	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$402k		20k	20.37	View chart
Coinbase Global Com Cl A (COIN)	0.0	$402k	+7%	2.8k	146.19	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$398k		3.5k	114.88	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$391k	+8%	4.8k	82.12	View chart
Illinois Tool Works (ITW)	0.0	$390k	+8%	1.4k	270.56	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$382k	+400%	14k	27.41	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$376k		1.4k	264.72	View chart
TJX Companies (TJX)	0.0	$357k	-3%	2.4k	151.52	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$354k	-4%	4.5k	78.28	View chart
Palantir Technologies Cl A (PLTR)	0.0	$352k	+13%	3.0k	116.67	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$350k		3.1k	114.18	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$347k		2.4k	147.72	View chart
Texas Instruments Incorporated (TXN)	0.0	$341k		1.1k	297.95	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$340k	-4%	14k	24.22	View chart
Snowflake Com Shs (SNOW)	0.0	$335k	-7%	1.3k	254.50	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.0	$328k	+7%	6.2k	53.08	View chart
Pfizer (PFE)	0.0	$326k		14k	24.08	View chart
Verizon Communications (VZ)	0.0	$320k	-13%	7.6k	42.34	View chart
Mastercard Incorporated Cl A (MA)	0.0	$317k	+2%	618.00	513.66	View chart
Banco Santander Sa Adr (SAN)	0.0	$316k		23k	13.80	View chart
Intuitive Surgical Com New (ISRG)	0.0	$316k	+3%	794.00	397.68	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$311k		1.9k	164.28	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$310k	+2%	2.9k	106.46	View chart
Qualcomm (QCOM)	0.0	$303k	+2%	1.6k	184.80	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$299k		1.7k	178.65	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$295k		1.9k	156.99	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$295k	-2%	1.5k	190.50	View chart
Global X Fds Conscious Cos (KRMA)	0.0	$288k		6.1k	46.98	View chart
Netflix (NFLX)	0.0	$287k	+2%	4.0k	71.40	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$286k		1.7k	163.58	View chart
Walt Disney Company (DIS)	0.0	$283k	+2%	2.9k	96.24	View chart
Cisco Systems (CSCO)	0.0	$282k	NEW	2.4k	117.46	View chart
Honeywell International (HON)	0.0	$273k	NEW	1.2k	223.90	View chart
General Dynamics Corporation (GD)	0.0	$272k	+2%	767.00	354.35	View chart
CSX Corporation (CSX)	0.0	$270k	NEW	5.7k	47.53	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.0	$270k	+13%	9.2k	29.34	View chart
Honeywell Aerospace (HONA)	0.0	$269k	NEW	1.2k	221.08	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$268k	NEW	2.6k	104.49	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$268k		1.7k	154.32	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$261k	-4%	11k	24.23	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$259k	NEW	1.6k	161.54	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$257k	NEW	907.00	283.75	View chart
Unilever Spon Adr New (UL)	0.0	$257k	-5%	4.3k	60.12	View chart
MetLife (MET)	0.0	$251k		3.0k	84.61	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.0	$251k		10k	25.03	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$250k	NEW	8.2k	30.49	View chart
Cheniere Energy Com New (LNG)	0.0	$249k		1.0k	239.08	View chart
Home Depot (HD)	0.0	$248k		702.00	352.59	View chart
Duke Energy Corp Com New (DUK)	0.0	$245k		1.9k	126.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$240k	NEW	1.1k	219.51	View chart
Global X Fds Superdividend (SDIV)	0.0	$236k	+4%	9.7k	24.44	View chart
Fair Isaac Corporation (FICO)	0.0	$232k		194.00	1194.78	View chart
FirstEnergy (FE)	0.0	$227k		4.8k	47.54	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$226k	+4%	5.0k	45.34	View chart
Caterpillar (CAT)	0.0	$218k	NEW	205.00	1064.43	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$217k	+15%	12k	18.43	View chart
Jabil Circuit (JBL)	0.0	$215k	NEW	559.00	385.39	View chart
Goldman Sachs (GS)	0.0	$215k	NEW	212.00	1013.26	View chart
Deckers Outdoor Corporation (DECK)	0.0	$212k		2.1k	99.29	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$212k		2.2k	94.92	View chart
Wells Fargo & Company (WFC)	0.0	$204k	NEW	2.5k	82.63	View chart
FedEx Corporation (FDX)	0.0	$201k	-18%	643.00	312.97	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.0	$201k	NEW	2.3k	86.61	View chart
Tcg Bdc (CGBD)	0.0	$157k		15k	10.53	View chart

Past Filings by Eagle Strategies

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

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
Eagle Strategies 2022 Q2 filed Aug. 10, 2022

View all past filings

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