Eagle Strategies LLC Purchases in Q1 2025

Eagle Strategies LLC

  • $574 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
423
+ 1.22%
$59.28 - $66.1 $25.1K - $28K
35K $2.23M
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.82K
+ 9.95%
$24.05 - $24.86 $91.8K - $94.8K
42.1K $1.05M
CI
Cigna Corp

Healthcare
198
+ 20.31%
$274.49 - $329.0 $54.3K - $65.1K
1.17K $385K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.2K
+ 20.5%
$102.49 - $119.96 $225K - $264K
12.9K $1.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.34K
+ 40.71%
$57.21 - $65.8 $134K - $154K
8.09K $471K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.35K
+ 21.7%
$76.94 - $78.28 $104K - $106K
7.58K $593K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
1.74K
+ 24.13%
$43.6 - $49.84 $75.6K - $86.5K
8.93K $423K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.29K
+ 49.41%
$23.9 - $24.18 $103K - $104K
13K $313K
IYF
Ishares Tr

ETFs
451
+ 1.91%
$107.69 - $119.37 $48.6K - $53.8K
24.1K $2.72M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.09K
+ 10.52%
$91.45 - $91.75 $99.2K - $99.5K
11.4K $1.05M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
552
+ 1.66%
$33.84 - $37.77 $18.7K - $20.8K
33.8K $1.23M
IDV
Ishares Tr

ETFs
624
+ 3.21%
$27.0 - $31.7 $16.8K - $19.8K
20K $621K
USFR
Wisdomtree Floating Rate Treas

ETFs
1.71K
+ 0.66%
$50.29 - $50.5 $85.8K - $86.2K
262K $13.2M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.11K
+ 31.73%
$73.11 - $77.43 $81.2K - $86K
4.61K $350K
JNJ
Johnson & Johnson

Healthcare
19
+ 0.48%
$142.06 - $167.7 $2.7K - $3.19K
3.94K $653K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
723
+ 29.77%
$106.46 - $114.75 $77K - $83K
3.15K $347K
JPM
Jpmorgan Chase & CO

Financial Services
203
+ 3.86%
$225.19 - $279.95 $45.7K - $56.8K
5.46K $1.34M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.93K
+ 18.85%
$45.03 - $48.14 $87K - $93.1K
12.2K $562K
VOE
Vanguard Mid Cap Value Index F

ETFs
950
+ 1.5%
$156.61 - $168.02 $149K - $160K
64.3K $10.3M
DE
Deere & CO

Industrials
3
+ 0.2%
$408.57 - $509.27 $1.23K - $1.53K
1.51K $707K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
821
+ 3.2%
$90.0 - $96.32 $73.9K - $79.1K
26.5K $2.45M
BUG
Global X Fds Cybersecurity ETF

ETFs
1.9K
+ 9.45%
$31.56 - $36.78 $59.9K - $69.8K
22K $711K
GILD
Gilead Sciences, Inc.

Healthcare
4
+ 0.13%
$89.14 - $117.41 $357 - $470
3.1K $346K
LLY
Eli Lilly & CO

Healthcare
4
+ 0.37%
$725.72 - $929.72 $2.9K - $3.72K
1.08K $888K
EFV
Msci Eafe Value ETF

ETFs
470
+ 9.48%
$51.88 - $60.73 $24.4K - $28.5K
5.43K $319K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.52K
+ 31.32%
$49.34 - $55.91 $75.1K - $85.1K
6.38K $320K
META
Meta Platforms, Inc.

Communication Services
155
+ 5.93%
$576.36 - $736.67 $89.3K - $114K
2.77K $1.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
846
+ 5.34%
$551.42 - $612.93 $467K - $519K
16.7K $9.33M
VLUE
Ishares Msci Usa Value Factor

ETFs
246
+ 1.37%
$104.89 - $113.56 $25.8K - $27.9K
18.3K $1.95M
CVX
Chevron Corp

Energy
12
+ 0.65%
$146.71 - $167.97 $1.76K - $2.02K
1.85K $309K
NEE
Nextera Energy Inc

Utilities
832
+ 3.15%
$66.96 - $76.16 $55.7K - $63.4K
27.2K $1.93M
VNQ
Vanguard Specialized Funds Van

ETFs
280
+ 5.34%
$85.55 - $94.34 $24K - $26.4K
5.52K $500K
PSCT
Invesco S&P Smallcap Informati

ETFs
1.77K
+ 32.13%
$40.08 - $50.4 $70.8K - $89K
7.26K $291K
FDL
First Tr Morningstar Dividend

ETFs
122
+ 1.88%
$39.69 - $43.83 $4.84K - $5.35K
6.63K $287K
IWD
Ishares Russell 1000 Val ETF

ETFs
11
+ 0.14%
$182.82 - $196.21 $2.01K - $2.16K
7.65K $1.44M
VV
Vanguard Large Cap ETF

ETFs
340
+ 6.61%
$253.32 - $282.66 $86.1K - $96.1K
5.49K $1.41M
WMT
Walmart Inc.

Consumer Defensive
391
+ 7.79%
$84.5 - $105.05 $33K - $41.1K
5.41K $475K
KRMA
Global X Fds Global X Consciou

ETFs
825
+ 15.71%
$36.76 - $40.63 $30.3K - $33.5K
6.08K $226K
UNH
Unitedhealth Group Inc

Healthcare
22
+ 4.26%
$461.52 - $548.18 $10.2K - $12.1K
538 $281K
IVE
Ishares S&P 500 Value ETF

ETFs
113
+ 3.25%
$185.78 - $198.58 $21K - $22.4K
3.59K $683K
D
Dominion Energy, Inc

Utilities
210
+ 5.59%
$52.85 - $57.43 $11.1K - $12.1K
3.97K $222K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
93
+ 1.29%
$47.08 - $50.67 $4.38K - $4.71K
7.29K $365K
ADI
Analog Devices Inc

Technology
255
+ 8.05%
$201.56 - $243.82 $51.4K - $62.2K
3.42K $690K
IWN
Ishares Russell2000 Val ETF

ETFs
371
+ 12.34%
$149.27 - $169.4 $55.4K - $62.8K
3.38K $509K
PFE
Pfizer Inc

Healthcare
1.07K
+ 8.74%
$25.01 - $27.13 $26.7K - $28.9K
13.3K $336K
TJX
Tjx Companies Inc

Consumer Cyclical
67
+ 3.88%
$112.81 - $126.16 $7.56K - $8.45K
1.79K $218K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
21
+ 0.36%
$110.75 - $119.78 $2.33K - $2.52K
5.79K $669K
XLP
Consumer Staples Sector Spdr

ETFs
79
+ 0.98%
N/A
8.11K $616K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
65
+ 7.26%
$522.96 - $601.18 $34K - $39.1K
960 $512K
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
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