Eagle Strategies LLC Portfolio Holdings

Eagle Strategies LLC

  • $741 Million
  • Q3 2025

Eagle Strategies LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $741 Million distributed in 239 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $69.8M, Spdr Portfolio with a value of $29.3M, Schwab Fundamental U S Large C with a value of $27M, Wisdomtree Tr with a value of $26.5M, and Vanguard Growth ETF with a value of $18.5M.

Examining the 13F form we can see an increase of $90.7M in the current position value, from $650M to 741M.

Eagle Strategies LLC is based out at New York, NY

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

Portfolio value $741 Million
ETFs: $620 Million
Technology: $58.7 Million
Consumer Cyclical: $11.2 Million
Communication Services: $10.2 Million
Financial Services: $8.02 Million
Industrials: $7.27 Million
Utilities: $6.19 Million
Healthcare: $5.67 Million
Other: $12.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$69.8 Million 9.42% of portfolio
891,343
Q3 2025 Added 4.16%
$0
$29.3 Million 3.95% of portfolio
280,106
Q3 2025 Added 2.06%
$0
$27 Million 3.64% of portfolio
1,025,322
Q3 2025 Added 75.29%
$0
$26.5 Million 3.58% of portfolio
575,459
Q3 2025 Reduced 21.12%
$0
$18.5 Million 2.49% of portfolio
38,525
Q3 2025 Added 0.58%
$0
$18.3 Million 2.46% of portfolio
383,456
Q3 2025 Added 4.73%
$0
$16.6 Million 2.24% of portfolio
56,541
Q3 2025 Added 1.02%
$0
$16.5 Million 2.23% of portfolio
242,323
Q3 2025 Added 2.92%
$0
$15.2 Million 2.06% of portfolio
208,037
Q3 2025 Added 4.41%
$505B
$14.4 Million 1.94% of portfolio
77,125
Q3 2025 Reduced 0.77%
$0
$13.6 Million 1.83% of portfolio
250,175
Q3 2025 Added 1,156.72%
$0
$13.2 Million 1.78% of portfolio
21,574
Q3 2025 Added 2.84%
$0
$12.8 Million 1.73% of portfolio
19,102
Q3 2025 Added 27.19%
$0
$12.1 Million 1.63% of portfolio
201,409
Q3 2025 Added 1,931.77%
$0
$11.9 Million 1.6% of portfolio
56,854
Q3 2025 Added 19.65%
$0
$11.8 Million 1.59% of portfolio
67,336
Q3 2025 Reduced 0.45%
$0
$11.5 Million 1.55% of portfolio
138,581
Q3 2025 Added 1.89%
$0
$10.6 Million 1.44% of portfolio
62,163
Q3 2025 Reduced 0.81%
$0
$10.2 Million 1.37% of portfolio
101,637
Q3 2025 Reduced 2.32%
$127B
$9.84 Million 1.33% of portfolio
27,674
Q3 2025 Added 34.26%
$4.35T
$9.7 Million 1.31% of portfolio
38,105
Q3 2025 Added 2.47%
$0
$8.87 Million 1.2% of portfolio
104,804
Q3 2025 Added 8.39%
$0
$8.38 Million 1.13% of portfolio
73,598
Q3 2025 Added 2,004.6%
$0
$7.71 Million 1.04% of portfolio
316,166
Q3 2025 Added 483.49%
$0
$7.25 Million 0.98% of portfolio
152,094
Q3 2025 Reduced 28.69%
$0
$6.82 Million 0.92% of portfolio
48,408
Q3 2025 Reduced 25.44%
$0
$6.78 Million 0.91% of portfolio
153,420
Q3 2025 Added 0.64%
$0
$6.67 Million 0.9% of portfolio
35,775
Q3 2025 Reduced 2.06%
$0
$6.64 Million 0.9% of portfolio
161,450
Q3 2025 Added 17.94%
$0
$6.6 Million 0.89% of portfolio
217,768
Q3 2025 Added 1,809.07%
$3.86T
$6.59 Million 0.89% of portfolio
12,722
Q3 2025 Added 4.95%
$0
$6.51 Million 0.88% of portfolio
128,248
Q3 2025 Added 2,347.95%
$0
$6.15 Million 0.83% of portfolio
71,627
Q3 2025 Reduced 43.49%
$0
$6.16 Million 0.83% of portfolio
82,385
Q3 2025 Added 2.42%
$0
$6.01 Million 0.81% of portfolio
68,857
Q3 2025 Reduced 0.55%
$2.49T
$5.93 Million 0.8% of portfolio
27,012
Q3 2025 Reduced 3.64%
$0
$5.81 Million 0.78% of portfolio
12,398
Q3 2025 Reduced 1.53%
$0
$5.3 Million 0.71% of portfolio
112,857
Q3 2025 Added 6.18%
$0
$5.09 Million 0.69% of portfolio
40,200
Q3 2025 Added 1.11%
$0
$5.12 Million 0.69% of portfolio
187,625
Q3 2025 Reduced 64.88%
$0
$4.79 Million 0.65% of portfolio
71,463
Q3 2025 Added 21.59%
$1.56T
$4.56 Million 0.61% of portfolio
16,316
Q3 2025 Added 60.01%
$0
$4.3 Million 0.58% of portfolio
37,877
Q3 2025 Added 1.32%
$1.68T
$3.91 Million 0.53% of portfolio
16,068
Q3 2025 Added 60.73%
$0
$3.77 Million 0.51% of portfolio
24,925
Q3 2025 Added 25.33%
$23.1B
$3.76 Million 0.51% of portfolio
88,818
Q3 2025 Added 728.45%
$260B
$3.63 Million 0.49% of portfolio
15,328
Q3 2025 Added 57.05%
$63.9B
$3.63 Million 0.49% of portfolio
49,868
Q3 2025 Reduced 6.11%
$0
$3.54 Million 0.48% of portfolio
12,067
Q3 2025 Added 361.81%

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $741 Million
  • Prior Value $650 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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