Eagle Wealth Strategies LLC Purchases and Sells in Q1 2025

Eagle Wealth Strategies LLC

$163 Billion
Q1 2025

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLV	3.03K + 4.88%	$137.61 - $149.68 $417K - $454K	65.2K $9.51B
PNC	1.63K + 81.38%	$168.84 - $202.89 $275K - $330K	3.62K $637M
LLY	2 + 0.05%	$725.72 - $929.72 $1.45K - $1.86K	4.15K $3.43B
JPM	199 + 2.22%	$225.19 - $279.95 $44.8K - $55.7K	9.18K $2.25B
LNG	279 + 15.99%	$209.32 - $253.66 $58.4K - $70.8K	2.02K $468M
IBM	9 + 0.53%	$217.4 - $264.74 $1.96K - $2.38K	1.72K $427M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRW	177K New	$78.0 - $84.37 $13.8M - $15M	177K $14.2B
DFEV	472K New	$25.44 - $27.95 $12M - $13.2M	472K $12.8B
FLQM	197K New	$51.3 - $56.76 $10.1M - $11.2M	197K $10.4B
CVS	3.56K New	$44.22 - $68.64 $157K - $244K	3.56K $241M
EXC	4.97K New	$37.3 - $46.08 $185K - $229K	4.97K $229M
PM	1.34K New	$117.15 - $158.79 $157K - $213K	1.34K $213M

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-3.88K - 5.61%	$507.05 - $563.67 $1.97M - $2.19M	65.3K $33.6B
AMZN	-1.36K - 6.85%	$190.26 - $242.06 $258K - $329K	18.5K $3.52B
ACN	-553 - 9.23%	$300.91 - $398.25 $166K - $220K	5.44K $1.7B
AAPL	-256 - 2.71%	$209.68 - $247.1 $53.7K - $63.3K	9.2K $2.04B
AVGO	-246 - 8.69%	$167.43 - $244.7 $41.2K - $60.2K	2.59K $433M
GOOG	-215 - 4.24%	$156.06 - $207.71 $33.6K - $44.7K	4.85K $758M

Activity Summary All Purchases 41 New Holdings 8 Increased Positions 33 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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