Eagle Wealth Strategies LLC Incresed Positions in Q4 2024

Eagle Wealth Strategies LLC

  • $138 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
7.61K
+ 62.23%
$180.88 - $232.93 $1.38M - $1.77M
19.8K $4.35B
SPY
Spdr S&P 500 ETF Trust

ETFs
924
+ 21.08%
$567.81 - $607.81 $525K - $562K
5.31K $3.11B
AAPL
Apple Inc.

Technology
634
+ 7.18%
$221.69 - $259.02 $141K - $164K
9.46K $2.37B
MRK
Merck & Co., Inc.

Healthcare
2.87K
+ 82.02%
$96.31 - $114.76 $276K - $329K
6.37K $633M
AVGO
Broadcom Inc.

Technology
77
+ 2.8%
$159.67 - $250.0 $12.3K - $19.3K
2.83K $656M
NVDA
Nvidia Corp

Technology
312
+ 3.34%
$117.0 - $148.88 $36.5K - $46.5K
9.65K $1.3B
GOOG
Alphabet Inc.

Communication Services
77
+ 1.54%
$163.08 - $198.16 $12.6K - $15.3K
5.07K $965M
V
Visa Inc.

Financial Services
81
+ 5.4%
$273.87 - $320.91 $22.2K - $26K
1.58K $499M
LNG
Cheniere Energy, Inc.

Energy
69
+ 4.12%
$181.07 - $225.92 $12.5K - $15.6K
1.75K $375M
GOOGL
Alphabet Inc.

Communication Services
121
+ 7.41%
$161.86 - $196.66 $19.6K - $23.8K
1.75K $332M
WFC
Wells Fargo & Company

Financial Services
57
+ 1.6%
$54.98 - $77.35 $3.13K - $4.41K
3.61K $254M
BSX
Boston Scientific Corp

Healthcare
31
+ 0.36%
$83.62 - $91.5 $2.59K - $2.84K
8.69K $776M
BAC
Bank Of America Corp

Financial Services
129
+ 1.46%
$39.22 - $47.77 $5.06K - $6.16K
8.97K $394M
WMT
Walmart Inc.

Consumer Defensive
104
+ 3.44%
$79.1 - $95.7 $8.23K - $9.95K
3.13K $282M
MSFT
Microsoft Corp

Technology
219
+ 3.46%
$406.35 - $454.46 $89K - $99.5K
6.55K $2.76B
IWM
Ishares Russell 2000 ETF

ETFs
162
+ 16.55%
$216.13 - $242.4 $35K - $39.3K
1.14K $252M
T
At&T Inc.

Communication Services
225
+ 0.99%
$21.22 - $23.88 $4.77K - $5.37K
23K $523M
META
Meta Platforms, Inc.

Communication Services
13
+ 1.29%
$554.08 - $632.68 $7.2K - $8.22K
1.02K $597M
INTU
Intuit Inc

Technology
9
+ 2.01%
$602.01 - $706.25 $5.42K - $6.36K
456 $287M
EXAS
Exact Sciences Corp

Healthcare
1K
+ 25.0%
$49.33 - $71.97 $49.3K - $72K
5K $281M
PRU
Prudential Financial Inc

Financial Services
10
+ 0.56%
$114.59 - $129.52 $1.15K - $1.3K
1.81K $214M
MUB
Ishares National Muni Bond ETF

ETFs
44
+ 1.01%
$105.78 - $108.7 $4.65K - $4.78K
4.4K $468M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
62
+ 1.05%
$105.45 - $117.99 $6.54K - $7.32K
5.96K $632M
MCD
Mcdonalds Corp

Consumer Cyclical
49
+ 3.45%
$288.47 - $316.54 $14.1K - $15.5K
1.47K $426M
F
Ford Motor CO

Consumer Cyclical
15
+ 0.12%
$9.69 - $11.4 $145 - $171
12.3K $121M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
101
+ 0.73%
$49.79 - $51.14 $5.03K - $5.17K
14K $703M
PEG
Public Service Enterprise Group Inc

Utilities
18
+ 0.58%
$81.87 - $94.51 $1.47K - $1.7K
3.14K $265M
OCFC
Oceanfirst Financial Corp

Financial Services
33
+ 0.11%
$17.54 - $21.27 $579 - $702
30K $543M
CSX
Csx Corp

Industrials
7
+ 0.08%
$31.58 - $36.88 $221 - $258
8.56K $276M
PEP
Pepsico Inc

Consumer Defensive
142
+ 5.34%
$151.29 - $176.1 $21.5K - $25K
2.8K $426M
QCOM
Qualcomm Inc

Technology
5
+ 0.28%
$150.4 - $178.04 $752 - $890
1.79K $274M
ADBE
Adobe Inc.

Technology
41
+ 6.24%
$437.39 - $552.96 $17.9K - $22.7K
698 $310M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
10
+ 1.8%
$396.64 - $516.74 $3.97K - $5.17K
565 $228M
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.16%
$164.99 - $203.87 $495 - $612
1.87K $333M
DHR
Danaher Corp

Healthcare
24
+ 2.39%
$226.16 - $274.52 $5.43K - $6.59K
1.03K $236M
KO
Coca Cola CO

Consumer Defensive
17
+ 0.36%
$61.74 - $71.71 $1.05K - $1.22K
4.71K $293M
CEG
Constellation Energy Corp

Utilities
1
+ 0.06%
$224.28 - $285.52 $224 - $286
1.62K $361M
NEE
Nextera Energy Inc

Utilities
127
+ 1.19%
$69.77 - $85.43 $8.86K - $10.8K
10.8K $776M
AMD
Advanced Micro Devices Inc

Technology
300
+ 5.02%
$118.88 - $172.8 $35.7K - $51.8K
6.28K $758M
LLY
Eli Lilly & CO

Healthcare
68
+ 1.67%
$727.2 - $932.06 $49.4K - $63.4K
4.15K $3.2B
XLV
Select Sector Spdr Fund Health

ETFs
1.26K
+ 2.07%
$136.28 - $154.74 $172K - $195K
62.1K $8.55B
Activity Summary
Buys All Purchases 48 New Holdings 6 Increased Positions 42 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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