Eagle Wealth Strategies LLC Portfolio Holdings

Eagle Wealth Strategies LLC

  • $179 Billion
  • Q2 2025

Eagle Wealth Strategies LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $37.2B, American Centy ETF Tr Avantis with a value of $25.2B, Wisdomtree Tr Us Quality Divid with a value of $15.3B, Dimensional ETF Tr Emerging Mk with a value of $14.1B, and Franklin Templeton ETF Tr Libe with a value of $10.4B.

Examining the 13F form we can see an increase of $15.8B in the current position value, from $163B to 179B.

Eagle Wealth Strategies LLC is based out at West Deptford, NJ

Below you can find more details about Eagle Wealth Strategies LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Billion
ETFs: $122 Billion
Technology: $13.6 Billion
Financial Services: $12.3 Billion
Healthcare: $6.64 Billion
Consumer Cyclical: $6.39 Billion
Energy: $5.83 Billion
Communication Services: $4.34 Billion
Industrials: $3.38 Billion
Other: $4.26 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.2 Billion 20.83% of portfolio
65,569
Q2 2025 Added 0.37%
$0
$25.2 Billion 14.08% of portfolio
276,263
Q2 2025 Added 1.7%
$0
$15.3 Billion 8.55% of portfolio
182,625
Q2 2025 Added 2.98%
$0
$14.1 Billion 7.88% of portfolio
470,016
Q2 2025 Reduced 0.32%
$0
$10.4 Billion 5.84% of portfolio
192,333
Q2 2025 Reduced 2.15%
$0
$8.89 Billion 4.97% of portfolio
65,968
Q2 2025 Added 1.23%
$0
$3.4 Billion 1.9% of portfolio
32,528
Q2 2025 New
$0
$3.28 Billion 1.84% of portfolio
5,311
Q2 2025 Added 0.04%
$0
$1.13 Billion 0.63% of portfolio
4,043
Q2 2025 Added 66.79%
$0
$604 Million 0.34% of portfolio
5,962
Q4 2024 Added 1.05%
$108B
$342 Million 0.19% of portfolio
1,123
Q4 2023 New
$0
$342 Million 0.19% of portfolio
7,858
Q2 2025 Added 0.59%
$0
$270 Million 0.15% of portfolio
3,026
Q2 2025 New
$0
$277 Million 0.15% of portfolio
1,875
Q2 2025 New
$0
$229 Million 0.13% of portfolio
4,338
Q2 2025 New
$0
$224 Million 0.13% of portfolio
2,297
Q2 2025 New
$0
$212 Million 0.12% of portfolio
4,214
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $179 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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