Eagle Strategies LLC Purchases in Q4 2024

Eagle Strategies LLC

  • $576 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
3.1K
+ 3.61%
N/A
88.8K $6.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
58
+ 0.37%
$567.81 - $607.81 $32.9K - $35.3K
15.8K $9.28M
BLOK
Amplify ETF Tr Trnsformational

ETFs
637
+ 1.83%
$36.5 - $53.22 $23.3K - $33.9K
35.5K $1.53M
DIS
Walt Disney CO

Communication Services
1.96K
New
$92.39 - $117.6 $181K - $231K
1.96K $218K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
16K
+ 15.6%
$31.83 - $34.97 $511K - $561K
119K $3.84M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.69K
New
$23.88 - $24.32 $207K - $211K
8.69K $208K
IYF
Ishares Tr

ETFs
477
+ 2.06%
$102.7 - $119.05 $49K - $56.8K
23.6K $2.61M
CEG
Constellation Energy Corp

Utilities
2.09K
+ 25.47%
$224.28 - $285.52 $469K - $598K
10.3K $2.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
138
+ 1.59%
$521.84 - $558.82 $72K - $77.1K
8.83K $4.76M
MGK
Vanguard Mega Cap Growth ETF

ETFs
186
+ 3.93%
$316.94 - $357.88 $59K - $66.6K
4.91K $1.69M
IAU
Ishares Gold Trust

ETFs
3.32K
+ 5.43%
$48.37 - $52.65 $161K - $175K
64.5K $3.19M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
353
+ 39.01%
$417.69 - $450.94 $147K - $159K
1.26K $535K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
50
+ 0.27%
$129.96 - $144.97 $6.5K - $7.25K
18.8K $2.61M
PFF
Ishares Trust Ishares Pfd And

ETFs
12.3K
+ 8.85%
$31.23 - $33.51 $385K - $413K
152K $4.77M
BOTZ
Global X Fds

ETFs
4.28K
+ 16.33%
$31.11 - $34.18 $133K - $146K
30.5K $973K
CRM
Salesforce, Inc.

Technology
3
+ 0.14%
$270.87 - $367.87 $813 - $1.1K
2.09K $698K
V
Visa Inc.

Financial Services
63
+ 2.51%
$273.87 - $320.91 $17.3K - $20.2K
2.57K $811K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
70
+ 0.83%
$198.04 - $221.51 $13.9K - $15.5K
8.49K $1.79M
PANW
Palo Alto Networks Inc

Technology
2.45K
+ 106.97%
$181.96 - $405.9 $447K - $996K
4.75K $863K
VV
Vanguard Large Cap ETF

ETFs
120
+ 2.39%
$260.27 - $280.65 $31.2K - $33.7K
5.15K $1.39M
VXF
Vanguard Extended Market ETF

ETFs
260
+ 13.71%
$179.17 - $207.15 $46.6K - $53.9K
2.16K $409K
IEMG
Ishares Inc

ETFs
1.16K
+ 7.78%
N/A
16K $860K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.09K
+ 9.42%
$67.29 - $73.38 $410K - $447K
70.8K $4.8M
PFE
Pfizer Inc

Healthcare
2.85K
+ 30.47%
$24.8 - $30.19 $70.7K - $86.1K
12.2K $323K
DFAS
Dimensional ETF Tr U S Small C

ETFs
737
+ 3.54%
$63.58 - $71.15 $46.9K - $52.4K
21.6K $1.4M
DVY
Ishares Tr

ETFs
869
+ 5.31%
$129.55 - $143.41 $113K - $125K
17.2K $2.26M
META
Meta Platforms, Inc.

Communication Services
10
+ 0.38%
$554.08 - $632.68 $5.54K - $6.33K
2.61K $1.54M
URA
Global X Uranium ETF

ETFs
25.7K
+ 7.31%
$26.78 - $33.46 $687K - $859K
377K $10.1M
DE
Deere & CO

Industrials
82
+ 5.76%
$389.45 - $466.0 $31.9K - $38.2K
1.51K $637K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
490
+ 7.79%
$85.41 - $87.1 $41.9K - $42.7K
6.78K $585K
IVE
Ishares S&P 500 Value ETF

ETFs
320
+ 10.14%
$189.5 - $206.17 $60.6K - $66K
3.48K $663K
GLD
Spdr Gold Trust

ETFs
233
+ 1.14%
$236.59 - $257.5 $55.1K - $60K
20.7K $5.01M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.52K
+ 3.72%
$17.93 - $18.8 $27.3K - $28.6K
42.4K $773K
ITW
Illinois Tool Works Inc

Industrials
176
+ 15.93%
$253.56 - $278.5 $44.6K - $49K
1.28K $324K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
56
+ 6.67%
$563.99 - $620.12 $31.6K - $34.7K
895 $509K
BUG
Global X Fds Cybersecurity ETF

ETFs
279
+ 1.41%
$30.13 - $34.51 $8.41K - $9.63K
20.1K $644K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.05%
$311.11 - $335.64 $622 - $671
3.85K $1.24M
FDX
Fedex Corp

Industrials
74
+ 9.66%
$260.5 - $305.15 $19.3K - $22.6K
840 $236K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
18
+ 0.34%
$278.19 - $315.36 $5.01K - $5.68K
5.27K $1.52M
VTI
Vanguard Total Stock Market Et

ETFs
12
+ 0.36%
$280.04 - $302.45 $3.36K - $3.63K
3.36K $974K
DIV
Global X Superdividend Us ETF

ETFs
1.3K
+ 5.95%
N/A
23.1K $396K
AMAT
Applied Materials Inc

Technology
484
+ 32.81%
$161.44 - $213.89 $78.1K - $104K
1.96K $318K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
296
+ 5.43%
$61.68 - $67.87 $18.3K - $20.1K
5.75K $358K
MSFT
Microsoft Corp

Technology
293
+ 2.42%
$406.35 - $454.46 $119K - $133K
12.4K $5.22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
313
+ 3.01%
$113.92 - $127.38 $35.7K - $39.9K
10.7K $1.24M
MA
Mastercard Inc

Financial Services
1
+ 0.19%
$491.3 - $536.15 $491 - $536
534 $281K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
326
+ 5.52%
$77.02 - $78.58 $25.1K - $25.6K
6.23K $481K
VIG
Vanguard Dividend Appreciation

ETFs
78
+ 1.79%
N/A
4.45K $809K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
903
+ 3.64%
$91.94 - $100.02 $83K - $90.3K
25.7K $2.38M
Activity Summary
Buys All Purchases 163 New Holdings 18 Increased Positions 145 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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