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 Market Cap. of $200 Billions or more
