Eagle Strategies LLC Purchases in Q3 2025

Eagle Strategies LLC

  • $741 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
78
+ 3.15%
$237.58 - $259.17 $18.5K - $20.2K
2.55K $649K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
517
+ 6.28%
$62.09 - $66.51 $32.1K - $34.4K
8.75K $571K
DVYE
Ishares Emerging Markets Divid

ETFs
1.46K
+ 8.93%
$28.5 - $30.64 $41.5K - $44.6K
17.8K $527K
D
Dominion Energy, Inc

Utilities
693
+ 18.34%
$56.32 - $62.1 $39K - $43K
4.47K $273K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
682
+ 9.0%
$78.11 - $79.07 $53.3K - $53.9K
8.26K $651K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
226
+ 6.5%
$122.57 - $132.57 $27.7K - $30K
3.7K $480K
DIV
Global X Superdividend Us ETF

ETFs
2.53K
+ 6.44%
N/A
41.9K $719K
MS
Morgan Stanley

Financial Services
12
+ 0.55%
$139.09 - $161.16 $1.67K - $1.93K
2.2K $349K
GD
General Dynamics Corp

Industrials
12
+ 1.66%
$293.92 - $341.0 $3.53K - $4.09K
737 $251K
STM
St Microelectronics N.V.

Technology
1.84K
+ 21.88%
$24.77 - $33.41 $45.5K - $61.3K
10.2K $289K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
19
+ 0.33%
$87.69 - $96.0 $1.67K - $1.82K
5.82K $548K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.35K
+ 10.28%
$24.14 - $24.34 $32.5K - $32.7K
14.4K $351K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.39K
+ 10.0%
N/A
15.3K $363K
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 3.32%
$357.4 - $423.42 $7.15K - $8.47K
623 $252K
SO
Southern CO

Utilities
4
+ 0.04%
$90.83 - $96.0 $363 - $384
9.41K $891K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.11%
$567.09 - $607.37 $567 - $607
932 $555K
ITW
Illinois Tool Works Inc

Industrials
18
+ 1.41%
$252.31 - $269.41 $4.54K - $4.85K
1.3K $338K
SUB
Ishares Short Term National Mu

ETFs
188
+ 9.47%
$106.17 - $107.3 $20K - $20.2K
2.17K $232K
ADBE
Adobe Inc.

Technology
200
+ 13.08%
$333.65 - $392.1 $66.7K - $78.4K
1.73K $609K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
101
+ 0.77%
$44.66 - $47.89 $4.51K - $4.84K
13.2K $612K
MA
Mastercard Inc

Financial Services
11
+ 1.91%
$550.18 - $598.96 $6.05K - $6.59K
588 $334K
UL
Unilever PLC

Consumer Defensive
251
+ 5.93%
$58.43 - $65.01 $14.7K - $16.3K
4.48K $265K
MET
Metlife Inc

Financial Services
16
+ 0.6%
$73.82 - $82.37 $1.18K - $1.32K
2.7K $222K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
42
+ 0.61%
$91.44 - $91.77 $3.84K - $3.85K
6.93K $635K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
135
+ 0.7%
$20.84 - $21.03 $2.81K - $2.84K
19.4K $405K
GILD
Gilead Sciences, Inc.

Healthcare
19
+ 0.61%
$108.22 - $120.47 $2.06K - $2.29K
3.13K $347K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
48
+ 0.45%
$25.09 - $25.19 $1.2K - $1.21K
10.8K $272K
MLPA
Global X Mlp ETF

ETFs
123
+ 1.93%
$48.25 - $51.56 $5.93K - $6.34K
6.5K $314K
KO
Coca Cola CO

Consumer Defensive
680
+ 5.9%
$65.67 - $71.67 $44.7K - $48.7K
12.2K $809K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
945
+ 32.2%
$159.87 - $247.68 $151K - $234K
3.88K $690K
HON
Honeywell International Inc

Industrials
3
+ 0.3%
$207.7 - $240.4 $623 - $721
997 $209K
CI
Cigna Corp

Healthcare
80
+ 6.72%
$262.23 - $334.39 $21K - $26.8K
1.27K $366K
BUG
Global X Fds Cybersecurity ETF

ETFs
277
+ 1.26%
$32.23 - $37.41 $8.93K - $10.4K
22.2K $782K
NFLX
Netflix Inc

Communication Services
8
+ 2.13%
$1147.87 - $1297.18 $9.18K - $10.4K
383 $459K
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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