Eagle Strategies LLC Purchases in Q2 2025

Eagle Strategies LLC

  • $650 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
2
+ 0.13%
$412.99 - $531.48 $826 - $1.06K
1.51K $767K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
300
+ 5.45%
$72.61 - $88.75 $21.8K - $26.6K
5.8K $514K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
1.11K
+ 5.93%
$53.27 - $54.27 $59.3K - $60.5K
19.9K $1.07M
SKYY
First Trust Cloud Computing Et

ETFs
1
+ 0.04%
$89.46 - $121.64 $89.5 - $122
2.85K $346K
MS
Morgan Stanley

Financial Services
12
+ 0.55%
$99.83 - $140.86 $1.2K - $1.69K
2.18K $307K
NOK
Nokia Corp

Technology
10K
New
$4.65 - $5.43 $46.5K - $54.3K
10K $51K
TJX
Tjx Companies Inc

Consumer Cyclical
373
+ 20.8%
$119.13 - $135.03 $44.4K - $50.4K
2.17K $267K
RODM
Hartford Multifactor Developed

ETFs
243
+ 1.94%
$28.23 - $34.22 $6.86K - $8.32K
12.8K $436K
MA
Mastercard Inc

Financial Services
73
+ 14.48%
$479.92 - $590.74 $35K - $43.1K
577 $324K
DIV
Global X Superdividend Us ETF

ETFs
2.57K
+ 6.99%
N/A
39.4K $676K
DVY
Ishares Tr

ETFs
481
+ 3.04%
$118.37 - $134.86 $56.9K - $64.9K
16.3K $2.17M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
152
+ 1.88%
$51.16 - $62.02 $7.78K - $9.43K
8.24K $510K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
210
+ 6.66%
$95.74 - $115.54 $20.1K - $24.3K
3.36K $384K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
490
+ 0.61%
N/A
80.4K $6.02M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
940
+ 7.71%
$41.42 - $46.68 $38.9K - $43.9K
13.1K $597K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4
+ 0.06%
$49.48 - $61.22 $198 - $245
6.25K $380K
IVE
Ishares S&P 500 Value ETF

ETFs
85
+ 2.37%
$168.34 - $195.42 $14.3K - $16.6K
3.67K $717K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
396
+ 6.21%
$44.22 - $52.08 $17.5K - $20.6K
6.78K $352K
ITW
Illinois Tool Works Inc

Industrials
126
+ 10.93%
$218.41 - $252.43 $27.5K - $31.8K
1.28K $316K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
493
+ 5.52%
$41.9 - $50.31 $20.7K - $24.8K
9.42K $453K
NVS
Novartis Ag

Healthcare
33
+ 1.28%
$101.96 - $121.01 $3.36K - $3.99K
2.6K $314K
ACWI
Ishares Msci Acwi ETF

ETFs
9
+ 0.42%
$103.59 - $128.6 $932 - $1.16K
2.15K $276K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
362
+ 7.85%
$72.12 - $76.23 $26.1K - $27.6K
4.97K $377K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
38
+ 1.49%
$108.87 - $133.04 $4.14K - $5.06K
2.59K $343K
HON
Honeywell International Inc

Industrials
8
+ 0.81%
$182.86 - $232.88 $1.46K - $1.86K
994 $231K
KRMA
Global X Fds Global X Consciou

ETFs
57
+ 0.94%
$32.84 - $40.38 $1.87K - $2.3K
6.13K $247K
LOW
Lowes Companies Inc

Consumer Cyclical
143
+ 11.97%
$210.83 - $235.28 $30.1K - $33.6K
1.34K $296K
NEE
Nextera Energy Inc

Utilities
825
+ 3.03%
$64.11 - $75.0 $52.9K - $61.9K
28K $1.95M
IEMG
Ishares Inc

ETFs
315
+ 2.51%
N/A
12.9K $689K
QCOM
Qualcomm Inc

Technology
19
+ 1.35%
$124.66 - $159.48 $2.37K - $3.03K
1.43K $227K
VGLT
Vanguard Long Term Treasury Et

ETFs
303
+ 6.75%
$53.66 - $58.71 $16.3K - $17.8K
4.79K $268K
MET
Metlife Inc

Financial Services
109
+ 4.23%
$68.42 - $82.49 $7.46K - $8.99K
2.69K $216K
CI
Cigna Corp

Healthcare
18
+ 1.53%
$301.89 - $340.04 $5.43K - $6.12K
1.19K $393K
T
At&T Inc.

Communication Services
38
+ 0.38%
$26.33 - $28.94 $1K - $1.1K
9.91K $286K
IAK
Ishares Tr

ETFs
379
+ 2.79%
$122.44 - $138.47 $46.4K - $52.5K
14K $1.88M
SJNK
Spdr Bloomberg Short Term High

ETFs
39
+ 0.32%
$24.12 - $25.48 $941 - $994
12K $306K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
97
+ 0.75%
$23.96 - $24.27 $2.32K - $2.35K
13.1K $317K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
47
+ 0.44%
$25.04 - $25.18 $1.18K - $1.18K
10.8K $271K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
96
+ 0.69%
N/A
13.9K $330K
FDL
First Tr Morningstar Dividend

ETFs
245
+ 3.7%
$38.19 - $43.19 $9.36K - $10.6K
6.87K $287K
Ge Vernova Inc
6.11K
New
N/A
6.11K $0
LIT
Global X Fds Global X Lithium

ETFs
53
+ 0.88%
$31.82 - $39.24 $1.69K - $2.08K
6.05K $232K
GILD
Gilead Sciences, Inc.

Healthcare
20
+ 0.65%
$96.91 - $113.0 $1.94K - $2.26K
3.12K $345K
SO
Southern CO

Utilities
3
+ 0.03%
$84.91 - $92.56 $255 - $278
9.41K $863K
KO
Coca Cola CO

Consumer Defensive
78
+ 0.68%
$68.37 - $73.9 $5.33K - $5.76K
11.5K $815K
PFE
Pfizer Inc

Healthcare
161
+ 1.21%
$21.59 - $24.84 $3.48K - $4K
13.4K $325K
CVX
Chevron Corp

Energy
239
+ 12.93%
$133.73 - $168.51 $32K - $40.3K
2.09K $298K
AEP
American Electric Power CO Inc

Utilities
94
+ 1.73%
$98.59 - $109.11 $9.27K - $10.3K
5.52K $572K
GHC
Graham Holdings CO

Consumer Defensive
4
+ 0.22%
$876.56 - $1003.53 $3.51K - $4.01K
1.79K $1.69M
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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