Eagle Strategies

Eagle Strategies as of Dec. 31, 2025

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