Eagle Strategies LLC Purchases in Q3 2025

Eagle Strategies LLC

  • $741 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
854
+ 33.39%
$264.74 - $369.57 $226K - $316K
3.41K $1.13M
JXI
Ishares Tr Global Utils ETF

ETFs
5.24K
New
$73.06 - $77.66 $383K - $407K
5.24K $407K
PLTR
Palantir Technologies Inc.

Technology
2.18K
New
$130.68 - $186.97 $285K - $407K
2.18K $397K
SIVR
Abrdn Silver ETF Trust

ETFs
8.85K
New
$34.34 - $44.62 $304K - $395K
8.85K $393K
SHOP
Shopify Inc.

Technology
2.41K
New
$112.11 - $157.12 $270K - $379K
2.41K $358K
V
Visa Inc.

Financial Services
1.08K
+ 43.57%
$332.09 - $358.86 $359K - $388K
3.56K $1.21M
TDIV
First Trust Nasdaq Technology

ETFs
479
+ 1.61%
$89.27 - $100.33 $42.8K - $48.1K
30.2K $2.98M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.66K
New
$103.83 - $179.9 $173K - $299K
1.66K $297K
IYF
Ishares Tr

ETFs
442
+ 1.11%
$119.89 - $127.16 $53K - $56.2K
40.2K $5.09M
META
Meta Platforms, Inc.

Communication Services
393
+ 14.48%
$695.21 - $791.73 $273K - $311K
3.11K $2.28M
ISRG
Intuitive Surgical Inc

Healthcare
610
New
$433.66 - $544.47 $265K - $332K
610 $272K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.11K
+ 15.76%
$117.65 - $120.08 $248K - $253K
15.5K $1.85M
SNOW
Snowflake Inc.

Technology
1.1K
+ 32.71%
$191.73 - $241.0 $211K - $265K
4.46K $1.01M
IBB
Ishares Biotechnology ETF

ETFs
90
+ 0.74%
$127.63 - $144.37 $11.5K - $13K
12.3K $1.78M
VLUE
Ishares Msci Usa Value Factor

ETFs
87
+ 0.47%
$111.55 - $125.05 $9.7K - $10.9K
18.6K $2.32M
IGM
Ishares Expanded Tech Sector E

ETFs
1.75K
New
$110.96 - $127.67 $194K - $223K
1.75K $220K
VHT
Vanguard Health Care ETF

ETFs
542
+ 7.96%
$239.12 - $259.95 $130K - $141K
7.35K $1.91M
FE
Firstenergy Corp

Utilities
4.77K
New
$39.76 - $45.82 $189K - $218K
4.77K $218K
BOTZ
Global X Fds

ETFs
3.76K
+ 12.69%
$32.14 - $35.96 $121K - $135K
33.4K $1.18M
TER
Teradyne, Inc

Technology
1.55K
New
$90.15 - $137.64 $139K - $213K
1.55K $212K
OGE
Oge Energy Corp.

Utilities
4.6K
New
$43.46 - $46.27 $200K - $213K
4.6K $212K
MELI
Mercadolibre Inc

Consumer Cyclical
89
New
$2292.04 - $2514.05 $204K - $224K
89 $207K
IQLT
Ishares Msci Intl Quality Fact

ETFs
970
+ 0.64%
$41.43 - $44.2 $40.2K - $42.9K
153K $6.78M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
5
+ 0.09%
$284.45 - $324.95 $1.42K - $1.62K
5.39K $1.73M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
223
+ 0.83%
$94.17 - $99.95 $21K - $22.3K
27.1K $2.71M
SCHR
Schwab Intermediate Term Us Tr

ETFs
6.41K
+ 14.35%
$24.69 - $25.26 $158K - $162K
51.1K $1.28M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.01%
$108.97 - $121.65 $109 - $122
15.5K $1.88M
JPM
Jpmorgan Chase & CO

Financial Services
24
+ 0.44%
$282.78 - $316.06 $6.79K - $7.59K
5.45K $1.72M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.95K
+ 2.42%
N/A
82.4K $6.16M
IVE
Ishares S&P 500 Value ETF

ETFs
485
+ 13.2%
$194.44 - $206.51 $94.3K - $100K
4.16K $858K
ETN
Eaton Corp PLC

Industrials
69
+ 1.05%
$342.99 - $392.76 $23.7K - $27.1K
6.65K $2.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
167
+ 5.58%
$459.11 - $506.91 $76.7K - $84.7K
3.16K $1.59M
PSCT
Invesco S&P Smallcap Informati

ETFs
1.37K
+ 17.74%
$44.28 - $53.87 $60.8K - $73.9K
9.11K $483K
CVX
Chevron Corp

Energy
626
+ 30.0%
$145.57 - $161.83 $91.1K - $101K
2.71K $421K
FNDF
Schwab Fundamental Intl Large

ETFs
951
+ 3.59%
$39.84 - $43.15 $37.9K - $41K
27.4K $1.18M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.03K
+ 7.03%
$44.22 - $45.74 $89.8K - $92.9K
30.9K $1.41M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
1.83K
+ 19.4%
$47.63 - $50.52 $87K - $92.3K
11.2K $566K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
515
+ 15.32%
$112.94 - $129.99 $58.2K - $66.9K
3.88K $496K
XLE
Energy Sector Spdr

ETFs
131
+ 0.63%
$84.25 - $91.99 $11K - $12.1K
20.9K $1.87M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.21K
+ 4.56%
$18.82 - $19.8 $60.4K - $63.5K
73.6K $1.43M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.22K
+ 24.43%
$73.94 - $78.51 $89.8K - $95.4K
6.19K $480K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.57K
+ 6.18%
$46.51 - $50.07 $305K - $329K
113K $5.3M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.21K
+ 17.91%
$51.33 - $58.15 $62.3K - $70.6K
7.99K $451K
VGLT
Vanguard Long Term Treasury Et

ETFs
1.66K
+ 34.67%
$54.21 - $57.41 $90K - $95.4K
6.45K $366K
VTI
Vanguard Total Stock Market Et

ETFs
11
+ 0.3%
$303.93 - $329.86 $3.34K - $3.63K
3.65K $1.2M
VGSH
Vanguard

ETFs
1.55K
+ 15.23%
$58.43 - $58.88 $90.8K - $91.5K
11.8K $691K
AEP
American Electric Power CO Inc

Utilities
353
+ 6.4%
$103.26 - $115.0 $36.5K - $40.6K
5.87K $660K
FIW
First Trust Water ETF

ETFs
124
+ 0.79%
$107.54 - $115.08 $13.3K - $14.3K
15.9K $1.79M
DIS
Walt Disney CO

Communication Services
784
+ 39.52%
$112.25 - $124.0 $88K - $97.2K
2.77K $316K
Activity Summary
Buys All Purchases 135 New Holdings 21 Increased Positions 114 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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