Eagle Strategies LLC Purchases in Q4 2024

Eagle Strategies LLC

  • $576 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
124
+ 4.3%
$162.69 - $181.35 $20.2K - $22.5K
3.01K $493K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6
+ 0.2%
$201.32 - $217.44 $1.21K - $1.3K
3.03K $626K
EFV
Msci Eafe Value ETF

ETFs
632
+ 14.61%
$51.78 - $57.15 $32.7K - $36.1K
4.96K $260K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
373
+ 3.2%
$20.98 - $21.19 $7.83K - $7.9K
12K $253K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
344
+ 3.47%
$46.92 - $51.34 $16.1K - $17.7K
10.3K $484K
MET
Metlife Inc

Financial Services
123
+ 4.76%
$78.15 - $88.25 $9.61K - $10.9K
2.71K $221K
HDV
Ishares Core High Dividend ETF

ETFs
263
+ 6.43%
$110.82 - $121.28 $29.1K - $31.9K
4.35K $488K
IAK
Ishares Tr

ETFs
328
+ 2.49%
$123.78 - $138.16 $40.6K - $45.3K
13.5K $1.71M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
338
+ 0.58%
$126.68 - $134.74 $42.8K - $45.5K
59K $7.53M
INTU
Intuit Inc

Technology
4
+ 0.88%
$602.01 - $706.25 $2.41K - $2.83K
459 $288K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
185
+ 1.76%
$25.0 - $25.11 $4.63K - $4.65K
10.7K $267K
SUB
Ishares Short Term National Mu

ETFs
59
+ 2.75%
$104.94 - $106.2 $6.19K - $6.27K
2.21K $232K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
126
+ 0.92%
N/A
13.8K $327K
XLP
Consumer Staples Sector Spdr

ETFs
40
+ 0.5%
N/A
8.03K $610K
BNDX
Vanguard Total International B

ETFs
127
+ 2.5%
$48.91 - $50.61 $6.21K - $6.43K
5.2K $255K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
11
+ 0.38%
$77.23 - $82.11 $850 - $903
2.91K $226K
D
Dominion Energy, Inc

Utilities
212
+ 5.98%
$52.63 - $60.92 $11.2K - $12.9K
3.76K $202K
ACWI
Ishares Msci Acwi ETF

ETFs
11
+ 0.51%
$117.05 - $123.03 $1.29K - $1.35K
2.16K $254K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
498
+ 9.45%
$114.08 - $125.68 $56.8K - $62.6K
5.77K $660K
SJNK
Spdr Bloomberg Short Term High

ETFs
102
+ 0.86%
$25.09 - $25.69 $2.56K - $2.62K
12K $302K
CVX
Chevron Corp

Energy
3
+ 0.16%
$141.15 - $162.53 $423 - $488
1.84K $265K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
35
+ 0.67%
$89.9 - $100.66 $3.15K - $3.52K
5.28K $477K
SAN
Banco Santander, S.A.

Financial Services
348
+ 1.6%
$4.49 - $5.05 $1.56K - $1.76K
22.1K $100K
EFG
Msci Eafe Growth ETF

ETFs
125
+ 5.59%
$96.83 - $106.88 $12.1K - $13.4K
2.36K $228K
QCOM
Qualcomm Inc

Technology
59
+ 4.31%
$150.4 - $178.04 $8.87K - $10.5K
1.43K $219K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2
+ 0.03%
$47.77 - $51.75 $95.5 - $104
7.19K $347K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.44K
+ 105.68%
$18.41 - $40.87 $100K - $222K
10.6K $195K
RODM
Hartford Multifactor Developed

ETFs
151
+ 1.22%
$28.36 - $30.42 $4.28K - $4.59K
12.5K $356K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.2K
+ 10.17%
$60.13 - $67.31 $192K - $215K
34.6K $2.1M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
91
+ 1.46%
$52.1 - $57.26 $4.74K - $5.21K
6.3K $328K
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.25%
$244.52 - $284.07 $734 - $852
1.19K $293K
ADI
Analog Devices Inc

Technology
104
+ 3.39%
$206.35 - $236.48 $21.5K - $24.6K
3.17K $673K
NKE
Nike, Inc.

Consumer Cyclical
23
+ 0.81%
$73.36 - $89.13 $1.69K - $2.05K
2.87K $217K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.05K
+ 5.81%
$26.63 - $30.23 $54.6K - $62K
37.3K $994K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 1.57%
$485.52 - $625.25 $3.88K - $5K
516 $261K
JNJ
Johnson & Johnson

Healthcare
196
+ 5.26%
$143.34 - $165.86 $28.1K - $32.5K
3.92K $567K
VNQ
Vanguard Specialized Funds Van

ETFs
67
+ 1.29%
$87.85 - $98.6 $5.89K - $6.61K
5.24K $467K
AEP
American Electric Power CO Inc

Utilities
119
+ 2.5%
$90.91 - $102.21 $10.8K - $12.2K
4.88K $450K
VLUE
Ishares Msci Usa Value Factor

ETFs
212
+ 1.19%
$104.01 - $115.38 $22.1K - $24.5K
18K $1.9M
CSX
Csx Corp

Industrials
8
+ 0.05%
$31.58 - $36.88 $253 - $295
17.7K $570K
DVYE
Ishares Emerging Markets Divid

ETFs
1.81K
+ 5.75%
$25.42 - $29.74 $46K - $53.9K
33.3K $860K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.82K
+ 5.78%
$34.13 - $37.35 $62.1K - $68K
33.3K $1.14M
VTV
Vanguard Value ETF

ETFs
599
+ 2.0%
$168.32 - $181.87 $101K - $109K
30.6K $5.18M
SO
Southern CO

Utilities
53
+ 0.56%
$81.5 - $94.15 $4.32K - $4.99K
9.45K $778K
RIO
Rio Tinto PLC

Basic Materials
10
+ 0.16%
$58.59 - $71.15 $586 - $712
6.27K $368K
VHT
Vanguard Health Care ETF

ETFs
280
+ 5.03%
$250.81 - $283.3 $70.2K - $79.3K
5.85K $1.48M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
470
+ 2.97%
$131.66 - $144.0 $61.9K - $67.7K
16.3K $2.16M
ADBE
Adobe Inc.

Technology
22
+ 1.52%
$437.39 - $552.96 $9.62K - $12.2K
1.47K $651K
IBB
Ishares Biotechnology ETF

ETFs
354
+ 3.14%
$131.21 - $148.85 $46.4K - $52.7K
11.6K $1.54M
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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