Eagle Strategies LLC Purchases in Q1 2025

Eagle Strategies LLC

  • $574 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
26.4K
+ 94.89%
$237.72 - $276.98 $6.28M - $7.32M
54.3K $13.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.9K
+ 134.83%
$507.05 - $563.67 $6.04M - $6.71M
20.7K $10.7M
IHDG
Wisdomtree Tr

ETFs
64.2K
+ 10.33%
$43.4 - $47.51 $2.79M - $3.05M
686K $29.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
22.8K
+ 32.19%
$67.08 - $76.14 $1.53M - $1.74M
93.6K $6.89M
CRM
Salesforce, Inc.

Technology
7.39K
+ 353.76%
$268.36 - $359.95 $1.98M - $2.66M
9.48K $2.54M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
26.4K
New
$47.66 - $57.45 $1.26M - $1.52M
26.4K $1.44M
FXI
Ishares Tr

ETFs
37.7K
New
$28.65 - $38.55 $1.08M - $1.45M
37.7K $1.35M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
10.3K
+ 309.92%
$114.57 - $118.14 $1.18M - $1.21M
13.6K $1.61M
VUG
Vanguard Growth ETF

ETFs
6.11K
+ 22.67%
$369.1 - $427.61 $2.25M - $2.61M
33K $12.3M
GLD
Spdr Gold Trust

ETFs
418
+ 2.02%
$243.19 - $288.14 $102K - $120K
21.1K $6.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26K
+ 5.34%
$27.01 - $28.54 $702K - $742K
513K $14.3M
SNOW
Snowflake Inc.

Technology
7.24K
+ 127.36%
$146.16 - $192.78 $1.06M - $1.4M
12.9K $1.89M
ETN
Eaton Corp PLC

Industrials
3.51K
New
$271.83 - $371.23 $953K - $1.3M
3.51K $952K
FCX
Freeport Mcmoran Inc

Basic Materials
22.3K
+ 34.0%
$34.5 - $43.01 $770K - $960K
87.9K $3.33M
VTV
Vanguard Value ETF

ETFs
4.13K
+ 13.5%
$167.73 - $179.21 $693K - $741K
34.7K $6M
GHC
Graham Holdings CO

Consumer Defensive
565
+ 46.27%
$854.34 - $983.77 $483K - $556K
1.79K $1.72M
FNDX
Schwab Fundamental U S Large C

ETFs
26.3K
+ 5.12%
$23.03 - $25.01 $606K - $659K
541K $12.8M
BLOK
Amplify ETF Tr Trnsformational

ETFs
21.7K
+ 61.15%
$36.88 - $49.3 $801K - $1.07M
57.2K $2.11M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
11K
+ 9.25%
$31.42 - $34.87 $346K - $383K
130K $4.37M
IEFA
Ishares Tr

ETFs
2.04K
+ 3.11%
$69.57 - $78.65 $142K - $161K
67.8K $5.13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.98K
+ 3.02%
$95.85 - $99.25 $285K - $295K
102K $10.1M
CEG
Constellation Energy Corp

Utilities
3.62K
+ 35.07%
$201.63 - $347.44 $729K - $1.26M
13.9K $2.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
515
+ 21.59%
$442.66 - $534.52 $228K - $275K
2.9K $1.54M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.03K
+ 1.38%
$36.91 - $41.03 $75K - $83.4K
150K $5.95M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.77K
+ 4.69%
$126.11 - $135.06 $349K - $374K
61.8K $7.97M
MGC
Vanguard Mega Cap ETF

ETFs
1.9K
+ 31.96%
$199.2 - $222.69 $379K - $423K
7.85K $1.58M
VZ
Verizon Communications Inc

Communication Services
3.62K
+ 12.95%
$37.81 - $46.49 $137K - $168K
31.6K $1.43M
RTX
Raytheon Technologies Corp

Industrials
141
+ 0.8%
$114.1 - $135.66 $16.1K - $19.1K
17.8K $2.35M
DUK
Duke Energy Corp

Utilities
2.5K
New
$105.87 - $121.97 $265K - $305K
2.5K $305K
T
At&T Inc.

Communication Services
9.87K
New
$21.56 - $28.28 $213K - $279K
9.87K $279K
PFF
Ishares Trust Ishares Pfd And

ETFs
12.3K
+ 8.12%
$30.73 - $32.26 $378K - $397K
164K $5.04M
VHT
Vanguard Health Care ETF

ETFs
743
+ 12.7%
$254.06 - $273.83 $189K - $203K
6.59K $1.75M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.49K
New
$53.99 - $58.43 $242K - $262K
4.49K $258K
UL
Unilever PLC

Consumer Defensive
4.25K
New
$54.72 - $60.29 $233K - $256K
4.25K $253K
DIV
Global X Superdividend Us ETF

ETFs
13.7K
+ 59.31%
N/A
36.8K $631K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5.22K
+ 21.34%
$44.81 - $46.22 $234K - $241K
29.7K $1.34M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.26K
+ 25.61%
$307.43 - $357.48 $387K - $450K
6.17K $1.91M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
12.5K
+ 29.49%
$19.04 - $20.15 $238K - $252K
54.9K $1.04M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
3.41K
+ 22.18%
$52.31 - $54.02 $178K - $184K
18.8K $1.02M
TSCO
Tractor Supply CO

Consumer Cyclical
3.74K
New
$51.66 - $57.94 $193K - $217K
3.74K $206K
VBK
Vanguard Small Cap Growth ETF

ETFs
911
+ 91.56%
$247.97 - $296.33 $226K - $270K
1.91K $479K
SCHO
Schwab Short Term Us Treasury

ETFs
6.67K
+ 19.3%
$24.1 - $24.34 $161K - $162K
41.2K $1M
IAK
Ishares Tr

ETFs
97
+ 0.72%
$121.85 - $137.9 $11.8K - $13.4K
13.6K $1.87M
DVYE
Ishares Emerging Markets Divid

ETFs
4.16K
+ 12.49%
$25.08 - $27.99 $104K - $116K
37.5K $1.02M
V
Visa Inc.

Financial Services
175
+ 6.81%
$306.92 - $362.71 $53.7K - $63.5K
2.74K $961K
XOM
Exxon Mobil Corp

Energy
43
+ 0.35%
$105.44 - $118.93 $4.53K - $5.11K
12.3K $1.47M
AEP
American Electric Power CO Inc

Utilities
538
+ 11.02%
$90.32 - $109.27 $48.6K - $58.8K
5.42K $592K
VIG
Vanguard Dividend Appreciation

ETFs
723
+ 16.27%
N/A
5.17K $941K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.18K
+ 6.91%
$73.78 - $76.59 $87.4K - $90.7K
18.3K $1.4M
Activity Summary
Buys All Purchases 142 New Holdings 9 Increased Positions 133 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Eagle Strategies LLC Portfolio

Follow Eagle Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eagle Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eagle Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email