Eagle Strategies LLC Incresed Positions in Q2 2025

Eagle Strategies LLC

  • $650 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INDA
Ishares Msci India Index Fund

ETFs
1.09K
+ 2.07%
$49.13 - $55.86 $53.6K - $60.9K
53.8K $2.99M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
15.5K
+ 28.23%
$18.11 - $18.97 $280K - $294K
70.4K $1.32M
USFR
Wisdomtree Floating Rate Treas

ETFs
5.64K
+ 2.16%
$50.28 - $50.47 $284K - $285K
267K $13.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.44K
+ 2.4%
$96.84 - $99.46 $237K - $243K
104K $10.3M
GOOGL
Alphabet Inc.

Communication Services
324
+ 3.35%
$144.7 - $178.6 $46.9K - $57.9K
10K $1.76M
VEA
Vanguard Ftse Developed Market

ETFs
4.02K
+ 68.33%
$45.65 - $57.01 $184K - $229K
9.91K $565K
GOOG
Alphabet Inc.

Communication Services
172
+ 1.58%
$146.58 - $180.01 $25.2K - $31K
11K $1.96M
RTX
Raytheon Technologies Corp

Industrials
78
+ 0.44%
$113.75 - $148.48 $8.87K - $11.6K
17.8K $2.6M
ADI
Analog Devices Inc

Technology
384
+ 11.21%
$164.6 - $238.02 $63.2K - $91.4K
3.81K $906K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.81K
+ 5.36%
$32.66 - $40.75 $59.2K - $73.9K
35.6K $1.44M
EFG
Msci Eafe Growth ETF

ETFs
1.35K
+ 62.88%
$89.8 - $112.0 $121K - $151K
3.5K $391K
BOTZ
Global X Fds

ETFs
1.39K
+ 4.92%
$24.51 - $32.65 $34.1K - $45.4K
29.7K $968K
NFLX
Netflix Inc

Communication Services
12
+ 3.31%
$855.86 - $1339.13 $10.3K - $16.1K
375 $502K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
7.6K
+ 65.21%
$20.12 - $21.0 $153K - $160K
19.2K $402K
PFF
Ishares Trust Ishares Pfd And

ETFs
5.33K
+ 3.25%
$29.0 - $30.68 $154K - $163K
169K $5.19M
VTI
Vanguard Total Stock Market Et

ETFs
155
+ 4.45%
$243.75 - $303.93 $37.8K - $47.1K
3.64K $1.11M
VLUE
Ishares Msci Usa Value Factor

ETFs
237
+ 1.3%
$93.5 - $113.21 $22.2K - $26.8K
18.5K $2.09M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
257
+ 1.54%
$75.29 - $91.16 $19.3K - $23.4K
17K $1.53M
VGT
Vanguard Information Technolog

ETFs
2
+ 0.17%
$470.37 - $663.28 $941 - $1.33K
1.18K $780K
IBM
International Business Machines Corp

Technology
79
+ 3.5%
$221.03 - $294.78 $17.5K - $23.3K
2.34K $688K
HST
Host Hotels & Resorts, Inc.

Real Estate
5.67K
+ 20.63%
$12.7 - $16.07 $72K - $91.1K
33.2K $509K
IWS
Ishares Russell Midcap Value E

ETFs
298
+ 2.36%
$110.58 - $132.14 $33K - $39.4K
12.9K $1.71M
CRM
Salesforce, Inc.

Technology
281
+ 2.96%
$236.26 - $291.15 $66.4K - $81.8K
9.76K $2.66M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
426
+ 1.61%
$81.46 - $94.63 $34.7K - $40.3K
26.9K $2.55M
VBK
Vanguard Small Cap Growth ETF

ETFs
128
+ 6.72%
$219.76 - $276.94 $28.1K - $35.4K
2.03K $563K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
192
+ 1.49%
$90.56 - $109.49 $17.4K - $21K
13.1K $1.43M
IWN
Ishares Russell2000 Val ETF

ETFs
372
+ 11.02%
$131.84 - $157.76 $49K - $58.7K
3.75K $591K
TFC
Truist Financial Corp

Financial Services
1.31K
+ 16.94%
$34.79 - $42.99 $45.5K - $56.3K
9.04K $388K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.51K
+ 5.95%
$24.54 - $25.07 $61.5K - $62.8K
44.6K $1.12M
VXF
Vanguard Extended Market ETF

ETFs
109
+ 4.57%
$150.43 - $192.71 $16.4K - $21K
2.49K $480K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
675
+ 3.69%
$75.05 - $77.34 $50.7K - $52.2K
19K $1.47M
PSCT
Invesco S&P Smallcap Informati

ETFs
472
+ 6.5%
$34.03 - $46.24 $16.1K - $21.8K
7.74K $357K
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
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
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.35K
+ 18.53%
$44.37 - $50.04 $59.9K - $67.6K
8.64K $410K
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
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
490
+ 0.61%
N/A
80.4K $6.02M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
210
+ 6.66%
$95.74 - $115.54 $20.1K - $24.3K
3.36K $384K
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
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
Track This Portfolio

Track Eagle Strategies LLC Portfolio

Follow Eagle Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eagle Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eagle Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email