Eagle Strategies LLC Incresed Positions in Q3 2024

Eagle Strategies LLC

  • $550 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VLUE
Ishares Msci Usa Value Factor

ETFs
39
+ 0.22%
$99.14 - $109.18 $3.87K - $4.26K
17.8K $1.94M
VGSH
Vanguard

ETFs
1.17K
+ 4.22%
$57.74 - $59.13 $67.4K - $69.1K
28.9K $1.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
37
+ 2.53%
$405.19 - $478.57 $15K - $17.7K
1.5K $689K
NEE
Nextera Energy Inc

Utilities
2
+ 0.03%
$69.9 - $84.97 $140 - $170
6.68K $564K
DVYE
Ishares Emerging Markets Divid

ETFs
1.06K
+ 3.48%
$25.71 - $29.05 $27.2K - $30.8K
31.5K $904K
DE
Deere & CO

Industrials
27
+ 1.93%
$344.84 - $418.0 $9.31K - $11.3K
1.42K $593K
IWB
Ishares Tr Russell 1000 ETF

ETFs
13
+ 0.34%
$283.28 - $314.39 $3.68K - $4.09K
3.84K $1.21M
HST
Host Hotels & Resorts, Inc.

Real Estate
4.35K
+ 18.67%
$15.92 - $18.86 $69.2K - $82K
27.6K $486K
IDV
Ishares Tr

ETFs
637
+ 3.36%
$27.62 - $30.64 $17.6K - $19.5K
19.6K $592K
JNJ
Johnson & Johnson

Healthcare
50
+ 1.36%
$145.48 - $167.38 $7.27K - $8.37K
3.73K $603K
JPM
Jpmorgan Chase & CO

Financial Services
67
+ 1.2%
$194.9 - $224.8 $13.1K - $15.1K
5.66K $1.19M
IEMG
Ishares Inc

ETFs
1.08K
+ 7.85%
$53.64 - $53.64 $58.1K - $58.1K
14.9K $798K
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.17%
$213.3 - $270.78 $427 - $542
1.19K $321K
VTI
Vanguard Total Stock Market Et

ETFs
20
+ 0.6%
$255.18 - $283.2 $5.1K - $5.66K
3.35K $949K
DHR
Danaher Corp

Healthcare
1
+ 0.06%
$239.25 - $280.76 $239 - $281
1.66K $462K
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 1.75%
$333.64 - $405.2 $4K - $4.86K
699 $283K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
51
+ 0.52%
$43.25 - $48.57 $2.21K - $2.48K
9.91K $476K
RIO
Rio Tinto PLC

Basic Materials
205
+ 3.39%
$59.71 - $71.21 $12.2K - $14.6K
6.26K $445K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
280
+ 1.15%
$45.6 - $46.83 $12.8K - $13.1K
24.7K $1.15M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
77
+ 2.61%
$175.46 - $203.3 $13.5K - $15.7K
3.02K $613K
HDV
Ishares Core High Dividend ETF

ETFs
23
+ 0.57%
$107.62 - $118.76 $2.48K - $2.73K
4.09K $481K
MA
Mastercard Inc

Financial Services
23
+ 4.51%
$429.6 - $500.99 $9.88K - $11.5K
533 $263K
VBK
Vanguard Small Cap Growth ETF

ETFs
75
+ 7.59%
$240.48 - $267.94 $18K - $20.1K
1.06K $284K
NKE
Nike, Inc.

Consumer Cyclical
3
+ 0.11%
$71.09 - $89.44 $213 - $268
2.85K $251K
DIV
Global X Superdividend Us ETF

ETFs
1.84K
+ 9.2%
$17.18 - $17.18 $31.5K - $31.5K
21.8K $374K
VXF
Vanguard Extended Market ETF

ETFs
25
+ 1.34%
$163.98 - $182.92 $4.1K - $4.57K
1.9K $345K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
85
+ 1.58%
$57.32 - $62.65 $4.87K - $5.33K
5.45K $339K
EFV
Msci Eafe Value ETF

ETFs
89
+ 2.1%
$51.72 - $57.96 $4.6K - $5.16K
4.33K $248K
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.11%
$107.93 - $120.23 $216 - $240
1.9K $222K
EFG
Msci Eafe Growth ETF

ETFs
8
+ 0.36%
$96.84 - $108.77 $775 - $870
2.24K $240K
BNDX
Vanguard Total International B

ETFs
69
+ 1.38%
$48.42 - $50.35 $3.34K - $3.47K
5.08K $255K
AMD
Advanced Micro Devices Inc

Technology
55
+ 4.01%
$128.67 - $183.96 $7.08K - $10.1K
1.43K $233K
SJNK
Spdr Bloomberg Short Term High

ETFs
37
+ 0.31%
$24.8 - $25.75 $918 - $953
11.9K $305K
AVGO
Broadcom Inc.

Technology
2.68K
+ 841.07%
$136.27 - $1745.86 $366K - $4.68M
3K $517K
CVX
Chevron Corp

Energy
133
+ 7.82%
$137.88 - $161.97 $18.3K - $21.5K
1.83K $269K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
43
+ 0.41%
$24.78 - $25.11 $1.07K - $1.08K
10.5K $263K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
55
+ 0.59%
$25.04 - $25.21 $1.38K - $1.39K
9.43K $237K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
93
+ 0.69%
$23.75 - $23.75 $2.21K - $2.21K
13.6K $324K
MLPA
Global X Mlp ETF

ETFs
33
+ 0.49%
$45.78 - $49.84 $1.51K - $1.64K
6.75K $323K
AMAT
Applied Materials Inc

Technology
179
+ 13.81%
$174.88 - $254.97 $31.3K - $45.6K
1.48K $298K
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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