Eagle Wealth Advisors

Eagle Wealth Advisors as of March 31, 2026

Portfolio Holdings for Eagle Wealth Advisors

Eagle Wealth Advisors holds 98 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 10.4 $11M 64k 174.41
Apple (AAPL) 8.5 $9.2M 36k 253.79
Microsoft Corporation (MSFT) 6.3 $6.8M 18k 370.17
Amazon (AMZN) 4.4 $4.8M 23k 208.27
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.8 $4.2M 40k 103.43
Alphabet Cap Stk Cl A (GOOGL) 3.6 $3.9M 13k 287.56
Broadcom (AVGO) 3.5 $3.8M 12k 309.51
Alphabet Cap Stk Cl C (GOOG) 3.0 $3.2M 11k 286.86
Vanguard World Mega Grwth Ind (MGK) 3.0 $3.2M 8.8k 367.43
Meta Platforms Cl A (META) 2.9 $3.2M 5.6k 572.13
Spdr Series Trust State Street Spd (SPSB) 2.8 $3.0M 100k 30.07
Tesla Motors (TSLA) 2.7 $3.0M 8.0k 371.75
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.7 $2.9M 55k 53.22
Netflix (NFLX) 1.5 $1.6M 16k 96.15
Costco Wholesale Corporation (COST) 1.4 $1.6M 1.6k 996.43
Wal-Mart Stores (WMT) 1.3 $1.4M 11k 124.51
Eli Lilly & Co. (LLY) 1.2 $1.3M 1.4k 919.77
Advanced Micro Devices (AMD) 1.2 $1.3M 6.5k 203.43
Raytheon Technologies Corp (RTX) 1.2 $1.2M 6.5k 192.90
Palantir Technologies Cl A (PLTR) 1.1 $1.2M 8.4k 146.28
Select Sector Spdr Tr State Street Tec (XLK) 1.1 $1.2M 9.0k 132.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.1M 1.8k 597.55
Visa Com Cl A (V) 0.9 $1.0M 3.4k 302.24
Micron Technology (MU) 0.9 $1.0M 3.0k 337.99
Lam Research Corp Com New (LRCX) 0.9 $1.0M 4.7k 213.90
Cisco Systems (CSCO) 0.9 $981k 13k 77.59
Vanguard World Industrial Etf (VIS) 0.8 $900k 2.9k 312.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $889k 31k 29.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $865k 1.3k 650.34
Mastercard Incorporated Cl A (MA) 0.8 $843k 1.7k 499.66
First Tr Exchange-traded SHS (QTEC) 0.7 $811k 3.8k 215.98
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.7 $809k 1.7k 464.18
JPMorgan Chase & Co. (JPM) 0.7 $736k 2.5k 294.16
Linde SHS (LIN) 0.7 $726k 1.5k 495.76
Applied Materials (AMAT) 0.7 $723k 2.1k 341.79
Kla Corp Com New (KLAC) 0.6 $688k 467.00 1472.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $623k 1.3k 479.20
Ge Aerospace Com New (GE) 0.5 $593k 2.1k 283.77
Intuitive Surgical Com New (ISRG) 0.5 $570k 1.2k 460.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $529k 1.7k 320.81
Intel Corporation (INTC) 0.5 $529k 12k 44.13
Vanguard World Mega Cap Val Etf (MGV) 0.5 $528k 3.6k 144.95
Select Sector Spdr Tr State Street Fin (XLF) 0.5 $510k 10k 49.37
Procter & Gamble Company (PG) 0.5 $505k 3.5k 144.44
Ge Vernova (GEV) 0.5 $500k 572.00 873.40
Amgen (AMGN) 0.5 $490k 1.4k 351.85
Metropcs Communications (TMUS) 0.4 $485k 2.3k 210.03
Caterpillar (CAT) 0.4 $472k 666.00 708.46
Pepsi (PEP) 0.4 $467k 3.0k 155.29
Oracle Corporation (ORCL) 0.4 $458k 3.1k 147.11
McDonald's Corporation (MCD) 0.4 $455k 1.5k 310.79
Goldman Sachs (GS) 0.4 $450k 532.00 845.99
Exxon Mobil Corporation (XOM) 0.4 $445k 2.6k 169.66
Intuit (INTU) 0.4 $445k 1.0k 432.38
Home Depot (HD) 0.4 $443k 1.3k 328.89
salesforce (CRM) 0.4 $425k 2.3k 186.67
Gilead Sciences (GILD) 0.4 $416k 3.0k 139.37
Johnson & Johnson (JNJ) 0.4 $408k 1.7k 244.44
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $397k 3.5k 112.11
Palo Alto Networks (PANW) 0.4 $389k 2.4k 160.32
Select Sector Spdr Tr State Street Ind (XLI) 0.4 $388k 2.4k 161.73
Ishares Tr U.s. Tech Etf (IYW) 0.4 $388k 2.1k 181.42
Booking Holdings (BKNG) 0.4 $387k 92.00 4210.32
Texas Instruments Incorporated (TXN) 0.4 $386k 2.0k 194.14
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $363k 812.00 446.54
Ishares Tr Core S&p500 Etf (IVV) 0.3 $349k 534.00 653.21
Analog Devices (ADI) 0.3 $340k 1.1k 318.14
Cadence Design Systems (CDNS) 0.3 $339k 1.2k 277.87
Thermo Fisher Scientific (TMO) 0.3 $323k 657.00 492.02
Carrier Global Corporation (CARR) 0.3 $321k 5.7k 56.31
Applovin Corp Com Cl A (APP) 0.3 $310k 778.00 398.00
International Business Machines (IBM) 0.3 $304k 1.3k 242.39
Crowdstrike Hldgs Cl A (CRWD) 0.3 $301k 770.00 390.41
Qualcomm (QCOM) 0.3 $295k 2.3k 128.78
Vanguard World Financials Etf (VFH) 0.3 $294k 2.4k 120.81
Arista Networks Com Shs (ANET) 0.3 $289k 2.4k 122.78
Honeywell International (HON) 0.3 $282k 1.2k 226.03
Adobe Systems Incorporated (ADBE) 0.2 $265k 1.1k 243.08
UnitedHealth (UNH) 0.2 $263k 972.00 270.59
Vanguard Index Fds Growth Etf (VUG) 0.2 $260k 595.00 436.79
Constellation Energy (CEG) 0.2 $256k 916.00 279.25
Chevron Corporation (CVX) 0.2 $255k 1.2k 206.90
Abbvie (ABBV) 0.2 $253k 1.2k 217.49
Uber Technologies (UBER) 0.2 $249k 3.5k 71.93
S&p Global (SPGI) 0.2 $249k 585.00 425.34
Fidelity Covington Trust Enhanced High Yi (FDHY) 0.2 $241k 4.9k 48.81
Walt Disney Company (DIS) 0.2 $239k 2.5k 96.38
Marriott Intl Cl A (MAR) 0.2 $237k 723.00 327.07
O'reilly Automotive (ORLY) 0.2 $235k 2.5k 92.31
Bank of America Corporation (BAC) 0.2 $234k 4.8k 48.75
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $228k 1.9k 118.62
Blackrock (BLK) 0.2 $225k 234.00 961.71
Wells Fargo & Company (WFC) 0.2 $219k 2.7k 79.61
Vertiv Holdings Com Cl A (VRT) 0.2 $216k 860.00 250.58
Regeneron Pharmaceuticals (REGN) 0.2 $210k 272.00 772.64
Otis Worldwide Corp (OTIS) 0.2 $207k 2.7k 77.08
Morgan Stanley Com New (MS) 0.2 $202k 1.2k 164.57
Merck & Co (MRK) 0.2 $202k 1.7k 121.14