Eagle Global Advisors LLC Reduced Holdings in Q1 2025

Eagle Global Advisors LLC

  • $2.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-250
- 25.61%
$423.19 - $506.29 $106K - $127K
726 $324K
AEP
American Electric Power CO Inc

Utilities
-5.46K
- 20.69%
$90.32 - $109.27 $493K - $597K
20.9K $2.29M
WMT
Walmart Inc.

Consumer Defensive
-1.06K
- 5.35%
$84.5 - $105.05 $89.2K - $111K
18.7K $1.64M
MAIN
Main Street Capital Corp

Financial Services
-1.96K
- 14.51%
$54.71 - $63.1 $107K - $123K
11.5K $651K
CYBR
Cyber Ark Software Ltd.

Technology
-500
- 3.6%
$312.8 - $414.31 $156K - $207K
13.4K $4.53M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-25K
- 7.44%
$14.13 - $16.72 $353K - $418K
311K $4.81M
SHYD
Vaneck Short High Yield Muni E

ETFs
-2.5K
- 9.66%
$22.46 - $22.9 $56.2K - $57.3K
23.4K $525K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-40
- 4.23%
$522.96 - $601.18 $20.9K - $24K
905 $482K
WLKP
Westlake Chemical Partners LP

Basic Materials
-2K
- 4.36%
$22.96 - $24.9 $45.9K - $49.8K
43.9K $1.01M
SPYG
Spdr Portfolio

ETFs
-30
- 0.58%
$80.05 - $92.39 $2.4K - $2.77K
5.11K $410K
LOW
Lowes Companies Inc

Consumer Cyclical
-20
- 1.01%
$222.66 - $268.42 $4.45K - $5.37K
1.96K $456K
WSO
Watsco Inc

Industrials
-81
- 11.69%
$463.86 - $530.75 $37.6K - $43K
612 $311K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-340
- 7.76%
$85.29 - $92.57 $29K - $31.5K
4.04K $368K
RIO
Rio Tinto PLC

Basic Materials
-820
- 2.87%
$58.19 - $64.29 $47.7K - $52.7K
27.8K $1.67M
TFLO
Ishares Treasury Floating Rate

ETFs
-250
- 2.12%
$50.48 - $50.68 $12.6K - $12.7K
11.6K $585K
SKE
Skeena Resources LTD

Basic Materials
-2.6K
- 20.31%
$9.06 - $11.5 $23.6K - $29.9K
10.2K $102K
GROY
Gold Royalty Corp.

Basic Materials
-30K
- 17.65%
$1.2 - $1.56 $36K - $46.8K
140K $201K
MBB
Ishares Tr

ETFs
-120
- 3.23%
$90.37 - $94.08 $10.8K - $11.3K
3.59K $336K
Lightbridge Corp
-7.8K
- 37.32%
N/A
13.1K $0
ILCG
Ishares Morningstar Growth ETF
-25
- 0.73%
N/A
3.39K $0
Canadian Pacific Kansas City
-105
- 0.08%
N/A
132K $0
CRH.L
Crh PLC

Basic Materials
-2.89K
- 2.82%
N/A
99.7K $0
Nebius Group N.V.
-130K
- 36.84%
N/A
223K $0
Listed Fd Tr
-3.2K
- 6.41%
N/A
46.7K $0
XLE
Energy Sector Spdr

ETFs
-275
- 5.22%
$85.7 - $93.96 $23.6K - $25.8K
4.99K $466K
TGB
Taseko Mines LTD

Basic Materials
-700
- 0.96%
$1.83 - $2.52 $1.28K - $1.76K
72.3K $161K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.36%
$890.62 - $1076.86 $4.45K - $5.38K
1.39K $1.31M
SAND
Sandstorm Gold LTD

Basic Materials
-3.7K
- 10.79%
$5.54 - $7.65 $20.5K - $28.3K
30.6K $231K
EQX
Equinox Gold Corp.

Basic Materials
-2.9K
- 8.17%
$5.09 - $7.16 $14.8K - $20.8K
32.6K $224K
PSX
Phillips 66

Energy
-125
- 1.61%
$113.93 - $131.55 $14.2K - $16.4K
7.63K $942K
SNN
Smith & Nephew PLC

Healthcare
-6K
- 9.04%
$23.89 - $30.34 $143K - $182K
60.4K $1.71M
UNP
Union Pacific Corp

Industrials
-804
- 2.11%
$225.21 - $254.42 $181K - $205K
37.4K $8.83M
ABT
Abbott Laboratories

Healthcare
-865
- 6.3%
$111.1 - $140.22 $96.1K - $121K
12.9K $1.71M
RELX
Relx PLC

Communication Services
-2.08K
- 3.63%
$45.34 - $51.91 $94.1K - $108K
55.2K $2.78M
SU
Suncor Energy Inc

Energy
-3.53K
- 3.14%
$34.27 - $40.63 $121K - $143K
109K $4.22M
AZN
Astrazeneca PLC

Healthcare
-2.53K
- 4.53%
$65.37 - $77.96 $165K - $197K
53.4K $3.92M
SAP
Sap Se

Technology
-395
- 2.37%
$241.4 - $293.69 $95.4K - $116K
16.3K $4.37M
MELI
Mercadolibre Inc

Consumer Cyclical
-46
- 2.03%
$1739.0 - $2260.0 $80K - $104K
2.22K $4.33M
SBUX
Starbucks Corp

Consumer Cyclical
-526
- 0.59%
$91.75 - $115.81 $48.3K - $60.9K
88.8K $8.71M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-7.7K
- 2.12%
$11.66 - $14.98 $89.8K - $115K
355K $4.84M
ING
Ing Groep Nv

Financial Services
-4.6K
- 2.52%
$15.51 - $20.74 $71.3K - $95.4K
178K $3.48M
MA
Mastercard Inc

Financial Services
-347
- 0.87%
$504.67 - $576.31 $175K - $200K
39.4K $21.6M
MO
Altria Group, Inc.

Consumer Defensive
-260
- 0.24%
$50.81 - $60.02 $13.2K - $15.6K
107K $6.45M
ALC
Alcon Inc

Healthcare
-1.19K
- 1.11%
$82.73 - $96.8 $98.4K - $115K
106K $10.1M
SHEL
Shell PLC

Energy
-1.3K
- 1.29%
$62.84 - $73.29 $81.4K - $95K
99.1K $7.26M
JPM
Jpmorgan Chase & CO

Financial Services
-8
- -0.0%
$225.19 - $279.95 $1.8K - $2.24K
175K $43M
XOM
Exxon Mobil Corp

Energy
-8.62K
- 4.18%
$105.44 - $118.93 $909K - $1.03M
198K $23.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-470
- 1.34%
$80.53 - $147.57 $37.8K - $69.4K
34.5K $4.57M
TMUS
T Mobile Us, Inc.

Communication Services
-241
- 0.58%
$211.3 - $272.83 $50.9K - $65.8K
41K $10.9M
Activity Summary
Buys All Purchases 100 New Holdings 22 Increased Positions 78 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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