Eagle Strategies LLC Purchases in Q2 2025

Eagle Strategies LLC

  • $650 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
339
+ 15.28%
$146.29 - $275.65 $49.6K - $93.4K
2.56K $705K
IFRA
Ishares Tr

ETFs
6.69K
New
$40.97 - $49.19 $274K - $329K
6.69K $329K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.96K
New
$70.7 - $82.14 $280K - $325K
3.96K $324K
SCHO
Schwab Short Term Us Treasury

ETFs
12.9K
+ 31.37%
$24.19 - $24.45 $313K - $316K
54.2K $1.32M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.31K
+ 2.68%
N/A
127K $10.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
161
+ 1.05%
$82.96 - $110.1 $13.4K - $17.7K
15.5K $1.71M
INDA
Ishares Msci India Index Fund

ETFs
1.09K
+ 2.07%
$49.13 - $55.86 $53.6K - $60.9K
53.8K $2.99M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
15.5K
+ 28.23%
$18.11 - $18.97 $280K - $294K
70.4K $1.32M
USFR
Wisdomtree Floating Rate Treas

ETFs
5.64K
+ 2.16%
$50.28 - $50.47 $284K - $285K
267K $13.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.44K
+ 2.4%
$96.84 - $99.46 $237K - $243K
104K $10.3M
GOOGL
Alphabet Inc.

Communication Services
324
+ 3.35%
$144.7 - $178.6 $46.9K - $57.9K
10K $1.76M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.24K
New
$50.36 - $50.68 $264K - $266K
5.24K $265K
GOOG
Alphabet Inc.

Communication Services
172
+ 1.58%
$146.58 - $180.01 $25.2K - $31K
11K $1.96M
STM
St Microelectronics N.V.

Technology
8.39K
New
$17.78 - $30.41 $149K - $255K
8.39K $255K
RTX
Raytheon Technologies Corp

Industrials
78
+ 0.44%
$113.75 - $148.48 $8.87K - $11.6K
17.8K $2.6M
DIS
Walt Disney CO

Communication Services
1.98K
New
$81.72 - $124.01 $162K - $246K
1.98K $246K
AMD
Advanced Micro Devices Inc

Technology
1.68K
New
$78.21 - $143.81 $131K - $241K
1.68K $237K
HOOD
Robinhood Markets, Inc.

Technology
2.48K
New
$34.17 - $93.63 $84.6K - $232K
2.48K $231K
ADI
Analog Devices Inc

Technology
384
+ 11.21%
$164.6 - $238.02 $63.2K - $91.4K
3.81K $906K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.81K
+ 5.36%
$32.66 - $40.75 $59.2K - $73.9K
35.6K $1.44M
GD
General Dynamics Corp

Industrials
725
New
$247.68 - $291.66 $180K - $211K
725 $211K
CSCO
Cisco Systems, Inc.

Technology
3.04K
New
$53.19 - $69.38 $162K - $211K
3.04K $211K
XLK
Technology Sector Spdr

ETFs
813
New
$179.73 - $253.23 $146K - $206K
813 $205K
NKE
Nike, Inc.

Consumer Cyclical
2.86K
New
$53.27 - $72.04 $152K - $206K
2.86K $203K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
14.9K
New
$13.55 - $16.25 $201K - $242K
14.9K $203K
VV
Vanguard Large Cap ETF

ETFs
122
+ 2.22%
$228.25 - $285.3 $27.8K - $34.8K
5.61K $1.6M
SAN
Banco Santander, S.A.

Financial Services
22.4K
New
$5.72 - $8.32 $128K - $187K
22.4K $186K
EFG
Msci Eafe Growth ETF

ETFs
1.35K
+ 62.88%
$89.8 - $112.0 $121K - $151K
3.5K $391K
NFLX
Netflix Inc

Communication Services
12
+ 3.31%
$855.86 - $1339.13 $10.3K - $16.1K
375 $502K
BOTZ
Global X Fds

ETFs
1.39K
+ 4.92%
$24.51 - $32.65 $34.1K - $45.4K
29.7K $968K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
7.6K
+ 65.21%
$20.12 - $21.0 $153K - $160K
19.2K $402K
PFF
Ishares Trust Ishares Pfd And

ETFs
5.33K
+ 3.25%
$29.0 - $30.68 $154K - $163K
169K $5.19M
VTI
Vanguard Total Stock Market Et

ETFs
155
+ 4.45%
$243.75 - $303.93 $37.8K - $47.1K
3.64K $1.11M
VLUE
Ishares Msci Usa Value Factor

ETFs
237
+ 1.3%
$93.5 - $113.21 $22.2K - $26.8K
18.5K $2.09M
VGT
Vanguard Information Technolog

ETFs
2
+ 0.17%
$470.37 - $663.28 $941 - $1.33K
1.18K $780K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
257
+ 1.54%
$75.29 - $91.16 $19.3K - $23.4K
17K $1.53M
IBM
International Business Machines Corp

Technology
79
+ 3.5%
$221.03 - $294.78 $17.5K - $23.3K
2.34K $688K
HST
Host Hotels & Resorts, Inc.

Real Estate
5.67K
+ 20.63%
$12.7 - $16.07 $72K - $91.1K
33.2K $509K
IWS
Ishares Russell Midcap Value E

ETFs
298
+ 2.36%
$110.58 - $132.14 $33K - $39.4K
12.9K $1.71M
CRM
Salesforce, Inc.

Technology
281
+ 2.96%
$236.26 - $291.15 $66.4K - $81.8K
9.76K $2.66M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
426
+ 1.61%
$81.46 - $94.63 $34.7K - $40.3K
26.9K $2.55M
VBK
Vanguard Small Cap Growth ETF

ETFs
128
+ 6.72%
$219.76 - $276.94 $28.1K - $35.4K
2.03K $563K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
192
+ 1.49%
$90.56 - $109.49 $17.4K - $21K
13.1K $1.43M
IWN
Ishares Russell2000 Val ETF

ETFs
372
+ 11.02%
$131.84 - $157.76 $49K - $58.7K
3.75K $591K
TFC
Truist Financial Corp

Financial Services
1.31K
+ 16.94%
$34.79 - $42.99 $45.5K - $56.3K
9.04K $388K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.51K
+ 5.95%
$24.54 - $25.07 $61.5K - $62.8K
44.6K $1.12M
VXF
Vanguard Extended Market ETF

ETFs
109
+ 4.57%
$150.43 - $192.71 $16.4K - $21K
2.49K $480K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
675
+ 3.69%
$75.05 - $77.34 $50.7K - $52.2K
19K $1.47M
PSCT
Invesco S&P Smallcap Informati

ETFs
472
+ 6.5%
$34.03 - $46.24 $16.1K - $21.8K
7.74K $357K
Activity Summary
Buys All Purchases 159 New Holdings 19 Increased Positions 140 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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