Eagle Strategies LLC Incresed Positions in Q4 2024

Eagle Strategies LLC

  • $576 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
70
+ 0.83%
$198.04 - $221.51 $13.9K - $15.5K
8.49K $1.79M
PANW
Palo Alto Networks Inc

Technology
2.45K
+ 106.97%
$181.96 - $405.9 $447K - $996K
4.75K $863K
VV
Vanguard Large Cap ETF

ETFs
120
+ 2.39%
$260.27 - $280.65 $31.2K - $33.7K
5.15K $1.39M
VXF
Vanguard Extended Market ETF

ETFs
260
+ 13.71%
$179.17 - $207.15 $46.6K - $53.9K
2.16K $409K
IEMG
Ishares Inc

ETFs
1.16K
+ 7.78%
N/A
16K $860K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.09K
+ 9.42%
$67.29 - $73.38 $410K - $447K
70.8K $4.8M
PFE
Pfizer Inc

Healthcare
2.85K
+ 30.47%
$24.8 - $30.19 $70.7K - $86.1K
12.2K $323K
DFAS
Dimensional ETF Tr U S Small C

ETFs
737
+ 3.54%
$63.58 - $71.15 $46.9K - $52.4K
21.6K $1.4M
DVY
Ishares Tr

ETFs
869
+ 5.31%
$129.55 - $143.41 $113K - $125K
17.2K $2.26M
META
Meta Platforms, Inc.

Communication Services
10
+ 0.38%
$554.08 - $632.68 $5.54K - $6.33K
2.61K $1.54M
DE
Deere & CO

Industrials
82
+ 5.76%
$389.45 - $466.0 $31.9K - $38.2K
1.51K $637K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
490
+ 7.79%
$85.41 - $87.1 $41.9K - $42.7K
6.78K $585K
IVE
Ishares S&P 500 Value ETF

ETFs
320
+ 10.14%
$189.5 - $206.17 $60.6K - $66K
3.48K $663K
GLD
Spdr Gold Trust

ETFs
233
+ 1.14%
$236.59 - $257.5 $55.1K - $60K
20.7K $5.01M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.52K
+ 3.72%
$17.93 - $18.8 $27.3K - $28.6K
42.4K $773K
ITW
Illinois Tool Works Inc

Industrials
176
+ 15.93%
$253.56 - $278.5 $44.6K - $49K
1.28K $324K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
56
+ 6.67%
$563.99 - $620.12 $31.6K - $34.7K
895 $509K
BUG
Global X Fds Cybersecurity ETF

ETFs
279
+ 1.41%
$30.13 - $34.51 $8.41K - $9.63K
20.1K $644K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.05%
$311.11 - $335.64 $622 - $671
3.85K $1.24M
FDX
Fedex Corp

Industrials
74
+ 9.66%
$260.5 - $305.15 $19.3K - $22.6K
840 $236K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
18
+ 0.34%
$278.19 - $315.36 $5.01K - $5.68K
5.27K $1.52M
VTI
Vanguard Total Stock Market Et

ETFs
12
+ 0.36%
$280.04 - $302.45 $3.36K - $3.63K
3.36K $974K
DIV
Global X Superdividend Us ETF

ETFs
1.3K
+ 5.95%
N/A
23.1K $396K
AMAT
Applied Materials Inc

Technology
484
+ 32.81%
$161.44 - $213.89 $78.1K - $104K
1.96K $318K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
296
+ 5.43%
$61.68 - $67.87 $18.3K - $20.1K
5.75K $358K
MSFT
Microsoft Corp

Technology
293
+ 2.42%
$406.35 - $454.46 $119K - $133K
12.4K $5.22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
313
+ 3.01%
$113.92 - $127.38 $35.7K - $39.9K
10.7K $1.24M
MA
Mastercard Inc

Financial Services
1
+ 0.19%
$491.3 - $536.15 $491 - $536
534 $281K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
326
+ 5.52%
$77.02 - $78.58 $25.1K - $25.6K
6.23K $481K
VIG
Vanguard Dividend Appreciation

ETFs
78
+ 1.79%
N/A
4.45K $809K
IWN
Ishares Russell2000 Val ETF

ETFs
124
+ 4.3%
$162.69 - $181.35 $20.2K - $22.5K
3.01K $493K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
903
+ 3.64%
$91.94 - $100.02 $83K - $90.3K
25.7K $2.38M
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
MET
Metlife Inc

Financial Services
123
+ 4.76%
$78.15 - $88.25 $9.61K - $10.9K
2.71K $221K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
344
+ 3.47%
$46.92 - $51.34 $16.1K - $17.7K
10.3K $484K
VYM
Vanguard Whitehall Fds (Vangua

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

Technology
4
+ 0.88%
$602.01 - $706.25 $2.41K - $2.83K
459 $288K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
7
+ 0.21%
$121.89 - $135.52 $853 - $949
3.41K $426K
SUB
Ishares Short Term National Mu

ETFs
59
+ 2.75%
$104.94 - $106.2 $6.19K - $6.27K
2.21K $232K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
185
+ 1.76%
$25.0 - $25.11 $4.63K - $4.65K
10.7K $267K
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
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
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