Eagle Wealth Advisors

Eagle Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Eagle Wealth Advisors

Eagle Wealth Advisors holds 91 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
NVIDIA Corporation (NVDA) 11.1 $13M 70k 186.50
Apple (AAPL) 9.4 $11M 41k 271.86
Microsoft Corporation (MSFT) 8.5 $10M 21k 483.62
Amazon (AMZN) 4.9 $5.7M 25k 230.82
Broadcom (AVGO) 4.2 $4.9M 14k 346.10
Alphabet Cap Stk Cl A (GOOGL) 3.9 $4.6M 15k 313.00
Spdr Series Trust State Street Spd (SPSB) 3.5 $4.1M 135k 30.20
Tesla Motors (TSLA) 3.3 $3.8M 8.5k 449.72
Meta Platforms Cl A (META) 3.2 $3.8M 5.7k 660.09
Alphabet Cap Stk Cl C (GOOG) 3.2 $3.8M 12k 313.80
Vanguard World Mega Grwth Ind (MGK) 2.9 $3.5M 8.4k 412.76
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.3 $2.7M 26k 102.39
Eli Lilly & Co. (LLY) 2.1 $2.4M 2.3k 1074.68
Visa Com Cl A (V) 1.6 $1.9M 5.4k 350.71
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.5 $1.8M 33k 53.88
Mastercard Incorporated Cl A (MA) 1.2 $1.5M 2.6k 570.88
Netflix (NFLX) 1.1 $1.3M 14k 93.76
Select Sector Spdr Tr State Street Tec (XLK) 1.1 $1.3M 8.9k 143.97
Advanced Micro Devices (AMD) 1.0 $1.2M 5.6k 214.16
Raytheon Technologies Corp (RTX) 1.0 $1.2M 6.4k 183.40
Palantir Technologies Cl A (PLTR) 1.0 $1.2M 6.6k 177.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.1M 1.8k 627.13
Costco Wholesale Corporation (COST) 1.0 $1.1M 1.3k 862.34
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $1.1M 33k 32.62
Ge Aerospace Com New (GE) 0.8 $983k 3.2k 308.03
salesforce (CRM) 0.8 $903k 3.4k 265.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $903k 1.3k 681.92
First Tr Exchange-traded SHS (QTEC) 0.7 $864k 3.8k 230.21
Vanguard World Industrial Etf (VIS) 0.7 $860k 2.9k 298.38
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.7 $839k 1.7k 481.61
JPMorgan Chase & Co. (JPM) 0.7 $791k 2.5k 322.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $639k 1.3k 502.65
Lam Research Corp Com New (LRCX) 0.5 $628k 3.7k 171.44
Thermo Fisher Scientific (TMO) 0.5 $613k 1.1k 579.45
Intuitive Surgical Com New (ISRG) 0.5 $605k 1.1k 566.36
Intuit (INTU) 0.5 $604k 911.00 662.42
Oracle Corporation (ORCL) 0.5 $586k 3.0k 194.91
Select Sector Spdr Tr State Street Fin (XLF) 0.5 $566k 10k 54.77
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $553k 1.7k 335.27
Ge Vernova (GEV) 0.5 $550k 841.00 653.57
UnitedHealth (UNH) 0.5 $538k 1.6k 330.11
Servicenow (NOW) 0.5 $538k 3.5k 153.19
Linde SHS (LIN) 0.4 $522k 1.2k 426.39
Vanguard World Mega Cap Val Etf (MGV) 0.4 $514k 3.6k 141.16
Procter & Gamble Company (PG) 0.4 $494k 3.4k 143.31
S&p Global (SPGI) 0.4 $491k 940.00 522.59
Kla Corp Com New (KLAC) 0.4 $485k 399.00 1215.08
Uber Technologies (UBER) 0.4 $484k 5.9k 81.71
Home Depot (HD) 0.4 $463k 1.3k 344.10
Goldman Sachs (GS) 0.4 $462k 526.00 879.00
McDonald's Corporation (MCD) 0.4 $459k 1.5k 305.63
Wal-Mart Stores (WMT) 0.4 $456k 4.1k 111.65
Arista Networks Com Shs (ANET) 0.4 $450k 3.4k 131.03
Ishares Tr U.s. Tech Etf (IYW) 0.4 $427k 2.1k 199.68
Blackrock (BLK) 0.4 $420k 392.00 1070.34
Booking Holdings (BKNG) 0.4 $418k 78.00 5355.33
Danaher Corporation (DHR) 0.3 $401k 1.8k 228.92
Cisco Systems (CSCO) 0.3 $398k 5.2k 77.03
Caterpillar (CAT) 0.3 $376k 657.00 572.87
Select Sector Spdr Tr State Street Ind (XLI) 0.3 $372k 2.4k 155.12
Palo Alto Networks (PANW) 0.3 $361k 2.0k 184.20
International Business Machines (IBM) 0.3 $361k 1.2k 296.21
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.3 $351k 2.9k 119.32
Cadence Design Systems (CDNS) 0.3 $339k 1.1k 312.58
Johnson & Johnson (JNJ) 0.3 $338k 1.6k 206.95
Progressive Corporation (PGR) 0.3 $335k 1.5k 227.72
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $325k 716.00 453.36
Vanguard World Financials Etf (VFH) 0.3 $324k 2.4k 133.49
Walt Disney Company (DIS) 0.3 $323k 2.8k 113.77
Exxon Mobil Corporation (XOM) 0.3 $314k 2.6k 120.34
Adobe Systems Incorporated (ADBE) 0.3 $312k 890.00 349.99
Ishares Tr Core S&p500 Etf (IVV) 0.3 $304k 444.00 684.94
Crowdstrike Hldgs Cl A (CRWD) 0.3 $303k 647.00 468.76
Carrier Global Corporation (CARR) 0.3 $301k 5.7k 52.84
Vanguard Index Fds Growth Etf (VUG) 0.2 $290k 595.00 487.86
Abbvie (ABBV) 0.2 $263k 1.2k 228.49
Constellation Energy (CEG) 0.2 $261k 739.00 353.27
Accenture Plc Ireland Shs Class A (ACN) 0.2 $259k 965.00 268.30
Parker-Hannifin Corporation (PH) 0.2 $258k 294.00 878.96
Bank of America Corporation (BAC) 0.2 $256k 4.7k 55.00
Wells Fargo & Company (WFC) 0.2 $255k 2.7k 93.20
Applovin Corp Com Cl A (APP) 0.2 $253k 376.00 673.82
Fidelity Covington Trust Enhanced High Yi (FDHY) 0.2 $245k 4.9k 49.63
United Rentals (URI) 0.2 $245k 303.00 809.32
Otis Worldwide Corp (OTIS) 0.2 $235k 2.7k 87.35
McKesson Corporation (MCK) 0.2 $227k 277.00 821.10
Metropcs Communications (TMUS) 0.2 $225k 1.1k 203.04
Micron Technology (MU) 0.2 $224k 784.00 285.41
Morgan Stanley Com New (MS) 0.2 $213k 1.2k 177.53
Chevron Corporation (CVX) 0.2 $209k 1.4k 152.41
O'reilly Automotive (ORLY) 0.2 $200k 2.2k 91.21