Eagle Wealth Strategies LLC Purchases in Q2 2025

Eagle Wealth Strategies LLC

  • $179 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
241
+ 0.37%
$456.74 - $568.03 $110K - $137K
65.6K $37.2B
MUB
Ishares National Muni Bond ETF

ETFs
32.5K
New
$102.31 - $105.8 $3.33M - $3.44M
32.5K $3.4B
AVUV
American Centy ETF Tr Avantis

ETFs
4.63K
+ 1.7%
$75.17 - $91.21 $348K - $422K
276K $25.2B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.29K
+ 2.98%
$71.28 - $83.74 $377K - $443K
183K $15.3B
NVDA
Nvidia Corp

Technology
1.76K
+ 18.15%
$94.31 - $157.99 $166K - $277K
11.4K $1.8B
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 0.3%
$167.32 - $223.3 $9.2K - $12.3K
18.5K $4.07B
VO
Vanguard Mid Cap ETF

ETFs
1.62K
+ 66.79%
$228.54 - $279.83 $370K - $453K
4.04K $1.13B
TSLA
Tesla, Inc.

Consumer Cyclical
1.13K
New
$221.86 - $362.89 $250K - $409K
1.13K $358M
AVGO
Broadcom Inc.

Technology
183
+ 7.08%
$146.29 - $275.65 $26.8K - $50.4K
2.77K $763M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.04%
$496.48 - $617.85 $993 - $1.24K
5.31K $3.28B
ARKW
Ark Next Generation Internet E

ETFs
1.88K
New
$82.77 - $147.9 $155K - $277K
1.88K $277M
ARKQ
Ark Autonomous Technology & Ro

ETFs
3.03K
New
$58.8 - $89.17 $178K - $270K
3.03K $270M
GE
General Electric CO

Industrials
971
New
$166.81 - $257.39 $162K - $250K
971 $250M
CCL
Carnival Corp

Consumer Cyclical
369
+ 1.44%
$16.43 - $28.12 $6.06K - $10.4K
26K $730M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
4.34K
New
N/A
4.34K $229M
SSO
Proshares Ultra S&P 500

ETFs
2.3K
New
$64.8 - $97.72 $149K - $224K
2.3K $224M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
4.21K
New
$29.19 - $50.24 $123K - $212K
4.21K $212M
FFIV
F5, Inc.

Technology
710
New
$239.25 - $295.9 $170K - $210K
710 $209M
MU
Micron Technology Inc

Technology
1.66K
New
$64.72 - $127.91 $108K - $213K
1.66K $205M
CEG
Constellation Energy Corp

Utilities
9
+ 0.56%
$170.96 - $322.76 $1.54K - $2.9K
1.63K $524M
GOOG
Alphabet Inc.

Communication Services
101
+ 2.08%
$146.58 - $180.01 $14.8K - $18.2K
4.96K $879M
CRWD
Crowd Strike Holdings, Inc.

Technology
25
+ 4.13%
$321.63 - $509.31 $8.04K - $12.7K
630 $321M
IBM
International Business Machines Corp

Technology
7
+ 0.41%
$221.03 - $294.78 $1.55K - $2.06K
1.72K $508M
SCHW
Schwab Charles Corp

Financial Services
82
+ 1.77%
$69.06 - $91.24 $5.66K - $7.48K
4.71K $429M
BSX
Boston Scientific Corp

Healthcare
157
+ 2.04%
$89.7 - $107.41 $14.1K - $16.9K
7.87K $845M
BAC
Bank Of America Corp

Financial Services
290
+ 3.2%
$34.39 - $47.46 $9.97K - $13.8K
9.36K $443M
PAVE
Global X Fds Us Infrastructure

ETFs
46
+ 0.59%
$33.78 - $43.68 $1.55K - $2.01K
7.86K $342M
PNC
Pnc Financial Services Group, Inc.

Financial Services
18
+ 0.5%
$149.76 - $186.42 $2.7K - $3.36K
3.64K $679M
GOOGL
Alphabet Inc.

Communication Services
40
+ 2.5%
$144.7 - $178.6 $5.79K - $7.14K
1.64K $289M
WMT
Walmart Inc.

Consumer Defensive
46
+ 1.47%
$81.79 - $99.98 $3.76K - $4.6K
3.18K $311M
LNG
Cheniere Energy, Inc.

Energy
3
+ 0.15%
$197.25 - $244.33 $592 - $733
2.03K $493M
RTX
Raytheon Technologies Corp

Industrials
24
+ 1.56%
$113.75 - $148.48 $2.73K - $3.56K
1.57K $228M
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
10.8K
New
$0.51 - $1.64 $5.51K - $17.7K
10.8K $17.7M
DE
Deere & CO

Industrials
1
+ 0.23%
$412.99 - $531.48 $413 - $531
443 $225M
F
Ford Motor CO

Consumer Cyclical
17
+ 0.14%
$8.69 - $10.85 $148 - $184
12.3K $134M
PEG
Public Service Enterprise Group Inc

Utilities
35
+ 1.11%
$77.13 - $84.18 $2.7K - $2.95K
3.2K $269M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
37
+ 1.33%
$69.8 - $85.28 $2.58K - $3.16K
2.82K $234M
CVS
Cvs Health Corp

Healthcare
17
+ 0.48%
$60.04 - $70.18 $1.02K - $1.19K
3.57K $246M
DHR
Danaher Corp

Healthcare
56
+ 5.37%
$174.64 - $205.16 $9.78K - $11.5K
1.1K $217M
FULT
Fulton Financial Corp

Financial Services
197
+ 0.21%
$15.13 - $18.4 $2.98K - $3.62K
95.4K $1.72B
KO
Coca Cola CO

Consumer Defensive
3
+ 0.06%
$68.37 - $73.9 $205 - $222
4.71K $333M
NEE
Nextera Energy Inc

Utilities
149
+ 1.35%
$64.11 - $75.0 $9.55K - $11.2K
11.2K $774M
EXC
Exelon Corp

Utilities
56
+ 1.13%
$42.2 - $47.37 $2.36K - $2.65K
5.02K $218M
PG
Procter & Gamble CO

Consumer Defensive
38
+ 1.63%
$157.66 - $172.39 $5.99K - $6.55K
2.36K $377M
JNJ
Johnson & Johnson

Healthcare
5
+ 0.31%
$146.36 - $159.82 $732 - $799
1.62K $247M
MRK
Merck & Co., Inc.

Healthcare
121
+ 2.13%
$73.47 - $87.12 $8.89K - $10.5K
5.8K $459M
ACN
Accenture PLC

Technology
7
+ 0.13%
$279.23 - $323.21 $1.95K - $2.26K
5.44K $1.63B
BDX
Becton Dickinson & CO

Healthcare
29
+ 1.79%
$165.15 - $226.42 $4.79K - $6.57K
1.65K $283M
XOM
Exxon Mobil Corp

Energy
2
+ 0.01%
$99.93 - $119.04 $200 - $238
29.7K $3.2B
Activity Summary
Buys All Purchases 51 New Holdings 12 Increased Positions 39 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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