Eagle Strategies LLC Incresed Positions in Q1 2025

Eagle Strategies LLC

  • $574 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
26.4K
+ 94.89%
$237.72 - $276.98 $6.28M - $7.32M
54.3K $13.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.9K
+ 134.83%
$507.05 - $563.67 $6.04M - $6.71M
20.7K $10.7M
IHDG
Wisdomtree Tr

ETFs
64.2K
+ 10.33%
$43.4 - $47.51 $2.79M - $3.05M
686K $29.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
22.8K
+ 32.19%
$67.08 - $76.14 $1.53M - $1.74M
93.6K $6.89M
CRM
Salesforce, Inc.

Technology
7.39K
+ 353.76%
$268.36 - $359.95 $1.98M - $2.66M
9.48K $2.54M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
10.3K
+ 309.92%
$114.57 - $118.14 $1.18M - $1.21M
13.6K $1.61M
VUG
Vanguard Growth ETF

ETFs
6.11K
+ 22.67%
$369.1 - $427.61 $2.25M - $2.61M
33K $12.3M
GLD
Spdr Gold Trust

ETFs
418
+ 2.02%
$243.19 - $288.14 $102K - $120K
21.1K $6.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26K
+ 5.34%
$27.01 - $28.54 $702K - $742K
513K $14.3M
SNOW
Snowflake Inc.

Technology
7.24K
+ 127.36%
$146.16 - $192.78 $1.06M - $1.4M
12.9K $1.89M
VTV
Vanguard Value ETF

ETFs
4.13K
+ 13.5%
$167.73 - $179.21 $693K - $741K
34.7K $6M
GHC
Graham Holdings CO

Consumer Defensive
565
+ 46.27%
$854.34 - $983.77 $483K - $556K
1.79K $1.72M
FNDX
Schwab Fundamental U S Large C

ETFs
26.3K
+ 5.12%
$23.03 - $25.01 $606K - $659K
541K $12.8M
BLOK
Amplify ETF Tr Trnsformational

ETFs
21.7K
+ 61.15%
$36.88 - $49.3 $801K - $1.07M
57.2K $2.11M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
11K
+ 9.25%
$31.42 - $34.87 $346K - $383K
130K $4.37M
IEFA
Ishares Tr

ETFs
2.04K
+ 3.11%
$69.57 - $78.65 $142K - $161K
67.8K $5.13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.98K
+ 3.02%
$95.85 - $99.25 $285K - $295K
102K $10.1M
CEG
Constellation Energy Corp

Utilities
3.62K
+ 35.07%
$201.63 - $347.44 $729K - $1.26M
13.9K $2.81M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
515
+ 21.59%
$442.66 - $534.52 $228K - $275K
2.9K $1.54M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.03K
+ 1.38%
$36.91 - $41.03 $75K - $83.4K
150K $5.95M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.77K
+ 4.69%
$126.11 - $135.06 $349K - $374K
61.8K $7.97M
MGC
Vanguard Mega Cap ETF

ETFs
1.9K
+ 31.96%
$199.2 - $222.69 $379K - $423K
7.85K $1.58M
VZ
Verizon Communications Inc

Communication Services
3.62K
+ 12.95%
$37.81 - $46.49 $137K - $168K
31.6K $1.43M
RTX
Raytheon Technologies Corp

Industrials
141
+ 0.8%
$114.1 - $135.66 $16.1K - $19.1K
17.8K $2.35M
PFF
Ishares Trust Ishares Pfd And

ETFs
12.3K
+ 8.12%
$30.73 - $32.26 $378K - $397K
164K $5.04M
VHT
Vanguard Health Care ETF

ETFs
743
+ 12.7%
$254.06 - $273.83 $189K - $203K
6.59K $1.75M
DIV
Global X Superdividend Us ETF

ETFs
13.7K
+ 59.31%
N/A
36.8K $631K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5.22K
+ 21.34%
$44.81 - $46.22 $234K - $241K
29.7K $1.34M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.26K
+ 25.61%
$307.43 - $357.48 $387K - $450K
6.17K $1.91M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
12.5K
+ 29.49%
$19.04 - $20.15 $238K - $252K
54.9K $1.04M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
3.41K
+ 22.18%
$52.31 - $54.02 $178K - $184K
18.8K $1.02M
VBK
Vanguard Small Cap Growth ETF

ETFs
911
+ 91.56%
$247.97 - $296.33 $226K - $270K
1.91K $479K
SCHO
Schwab Short Term Us Treasury

ETFs
6.67K
+ 19.3%
$24.1 - $24.34 $161K - $162K
41.2K $1M
IAK
Ishares Tr

ETFs
97
+ 0.72%
$121.85 - $137.9 $11.8K - $13.4K
13.6K $1.87M
DVYE
Ishares Emerging Markets Divid

ETFs
4.16K
+ 12.49%
$25.08 - $27.99 $104K - $116K
37.5K $1.02M
V
Visa Inc.

Financial Services
175
+ 6.81%
$306.92 - $362.71 $53.7K - $63.5K
2.74K $961K
XOM
Exxon Mobil Corp

Energy
43
+ 0.35%
$105.44 - $118.93 $4.53K - $5.11K
12.3K $1.47M
AEP
American Electric Power CO Inc

Utilities
538
+ 11.02%
$90.32 - $109.27 $48.6K - $58.8K
5.42K $592K
VIG
Vanguard Dividend Appreciation

ETFs
723
+ 16.27%
N/A
5.17K $941K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.18K
+ 6.91%
$73.78 - $76.59 $87.4K - $90.7K
18.3K $1.4M
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
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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