Eagle Strategies LLC Incresed Positions in Q3 2024

Eagle Strategies LLC

  • $550 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26K
+ 3.91%
$60.84 - $67.51 $1.58M - $1.76M
692K $46.7M
PAVE
Global X Fds Us Infrastructure

ETFs
64.2K
+ 24.38%
$36.39 - $41.16 $2.34M - $2.64M
328K $13.5M
URA
Global X Uranium ETF

ETFs
98.4K
+ 38.92%
$23.18 - $31.26 $2.28M - $3.07M
351K $10M
IHDG
Wisdomtree Tr

ETFs
46.9K
+ 8.74%
$42.42 - $46.78 $1.99M - $2.19M
583K $26.6M
VB
Vanguard Small Cap ETF

ETFs
7.67K
+ 251.66%
$214.77 - $237.72 $1.65M - $1.82M
10.7K $2.54M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15K
+ 18.27%
$96.25 - $101.98 $1.44M - $1.53M
97.1K $9.83M
DGRO
Ishares Core Dividend Growth E

ETFs
8.43K
+ 3.4%
$57.47 - $62.76 $485K - $529K
257K $16.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.6K
+ 17.16%
$117.9 - $128.2 $1.01M - $1.1M
58.7K $7.52M
SPYG
Spdr Portfolio

ETFs
8.06K
+ 3.22%
$73.38 - $84.1 $591K - $678K
258K $21.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.26K
+ 2.32%
$77.02 - $85.06 $251K - $277K
144K $12.2M
VBR
Vanguard Small Cap Value ETF

ETFs
2.01K
+ 5.86%
$179.99 - $201.6 $362K - $405K
36.3K $7.29M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.87K
+ 2.94%
$144.27 - $157.55 $270K - $295K
65.6K $10.3M
META
Meta Platforms, Inc.

Communication Services
1.43K
+ 122.37%
$453.41 - $572.44 $650K - $820K
2.6K $1.49M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3K
+ 1.63%
$61.47 - $67.36 $184K - $202K
187K $12.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
17K
+ 7.62%
$50.2 - $50.48 $855K - $860K
240K $12.1M
TSLA
Tesla, Inc.

Consumer Cyclical
1.99K
+ 41.4%
$191.76 - $263.26 $381K - $523K
6.78K $1.77M
VUG
Vanguard Growth ETF

ETFs
1.34K
+ 6.0%
$341.08 - $391.94 $458K - $526K
23.7K $9.11M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.6K
+ 1.46%
$65.15 - $72.97 $104K - $117K
111K $8.09M
VTV
Vanguard Value ETF

ETFs
1.35K
+ 4.72%
$159.75 - $174.57 $216K - $236K
30K $5.24M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.75K
+ 4.8%
$85.84 - $85.84 $751K - $751K
191K $16.4M
GOOGL
Alphabet Inc.

Communication Services
3.78K
+ 80.84%
$148.65 - $191.18 $561K - $722K
8.45K $1.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.28K
+ 5.35%
$66.31 - $74.08 $218K - $243K
64.7K $4.75M
NOW
Service Now, Inc.

Technology
552
+ 186.49%
$730.87 - $937.36 $403K - $517K
848 $758K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.86K
+ 3.11%
$40.48 - $45.39 $318K - $357K
260K $11.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
8.99K
+ 6.9%
$31.18 - $33.5 $280K - $301K
139K $4.63M
LIT
Global X Fds Global X Lithium

ETFs
8.52K
+ 30.08%
$35.01 - $43.59 $298K - $372K
36.9K $1.61M
VOT
Vanguard Mid Cap Growth Index

ETFs
531
+ 1.96%
$218.05 - $243.47 $116K - $129K
27.7K $6.73M
ADI
Analog Devices Inc

Technology
2.14K
+ 230.28%
$200.56 - $243.33 $429K - $520K
3.07K $705K
IEFA
Ishares Tr

ETFs
410
+ 0.64%
$70.09 - $78.74 $28.7K - $32.3K
64.7K $5.05M
RWK
Invesco Exchange Traded Fd Tr

ETFs
1.03K
+ 2.69%
$107.13 - $116.56 $111K - $120K
39.4K $4.59M
DVY
Ishares Tr

ETFs
1.1K
+ 7.2%
$119.99 - $135.74 $132K - $149K
16.4K $2.21M
NVDA
Nvidia Corp

Technology
4.3K
+ 5.72%
$98.91 - $134.91 $425K - $580K
79.4K $9.65M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
1.48K
+ 1.46%
$31.39 - $35.47 $46.4K - $52.5K
103K $3.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
162
+ 1.9%
$475.2 - $527.7 $77K - $85.5K
8.69K $4.59M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.3K
+ 84.87%
$233.4 - $302.36 $302K - $392K
2.82K $766K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.45K
+ 16.14%
$105.53 - $118.34 $153K - $171K
10.4K $1.22M
IWF
Ishares Russell 1000 Gr ETF

ETFs
167
+ 1.35%
$332.02 - $382.76 $55.4K - $63.9K
12.5K $4.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
297
+ 8.93%
$434.77 - $502.96 $129K - $149K
3.62K $1.77M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
5.26K
+ 14.13%
$19.48 - $20.97 $102K - $110K
42.5K $882K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
7.33K
+ 21.85%
$16.42 - $18.12 $120K - $133K
40.9K $737K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
50
+ 0.26%
$100.75 - $111.62 $5.04K - $5.58K
19.5K $2.13M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
670
+ 14.57%
$112.99 - $126.45 $75.7K - $84.7K
5.27K $663K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
46
+ 0.28%
$80.13 - $88.89 $3.69K - $4.09K
16.7K $1.47M
SO
Southern CO

Utilities
3
+ 0.03%
$77.0 - $90.52 $231 - $272
9.4K $847K
VZ
Verizon Communications Inc

Communication Services
218
+ 0.75%
$38.89 - $45.0 $8.48K - $9.81K
29.1K $1.31M
KO
Coca Cola CO

Consumer Defensive
95
+ 0.73%
$62.69 - $73.01 $5.96K - $6.94K
13.2K $946K
VV
Vanguard Large Cap ETF

ETFs
181
+ 3.74%
$236.92 - $263.4 $42.9K - $47.7K
5.03K $1.32M
WMT
Walmart Inc.

Consumer Defensive
558
+ 11.55%
$66.91 - $81.4 $37.3K - $45.4K
5.39K $435K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
828
+ 2.7%
$33.74 - $37.96 $27.9K - $31.4K
31.5K $1.18M
Activity Summary
Buys All Purchases 104 New Holdings 13 Increased Positions 91 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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