Eagle Strategies LLC Incresed Positions in Q2 2025

Eagle Strategies LLC

  • $650 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XSVM
Invesco S&P Smallcap Value Wit

ETFs
396
+ 6.21%
$44.22 - $52.08 $17.5K - $20.6K
6.78K $352K
ITW
Illinois Tool Works Inc

Industrials
126
+ 10.93%
$218.41 - $252.43 $27.5K - $31.8K
1.28K $316K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
493
+ 5.52%
$41.9 - $50.31 $20.7K - $24.8K
9.42K $453K
ACWI
Ishares Msci Acwi ETF

ETFs
9
+ 0.42%
$103.59 - $128.6 $932 - $1.16K
2.15K $276K
NVS
Novartis Ag

Healthcare
33
+ 1.28%
$101.96 - $121.01 $3.36K - $3.99K
2.6K $314K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
362
+ 7.85%
$72.12 - $76.23 $26.1K - $27.6K
4.97K $377K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
38
+ 1.49%
$108.87 - $133.04 $4.14K - $5.06K
2.59K $343K
HON
Honeywell International Inc

Industrials
8
+ 0.81%
$182.86 - $232.88 $1.46K - $1.86K
994 $231K
KRMA
Global X Fds Global X Consciou

ETFs
57
+ 0.94%
$32.84 - $40.38 $1.87K - $2.3K
6.13K $247K
LOW
Lowes Companies Inc

Consumer Cyclical
143
+ 11.97%
$210.83 - $235.28 $30.1K - $33.6K
1.34K $296K
IEMG
Ishares Inc

ETFs
315
+ 2.51%
N/A
12.9K $689K
QCOM
Qualcomm Inc

Technology
19
+ 1.35%
$124.66 - $159.48 $2.37K - $3.03K
1.43K $227K
MET
Metlife Inc

Financial Services
109
+ 4.23%
$68.42 - $82.49 $7.46K - $8.99K
2.69K $216K
VGLT
Vanguard Long Term Treasury Et

ETFs
303
+ 6.75%
$53.66 - $58.71 $16.3K - $17.8K
4.79K $268K
CI
Cigna Corp

Healthcare
18
+ 1.53%
$301.89 - $340.04 $5.43K - $6.12K
1.19K $393K
T
At&T Inc.

Communication Services
38
+ 0.38%
$26.33 - $28.94 $1K - $1.1K
9.91K $286K
IAK
Ishares Tr

ETFs
379
+ 2.79%
$122.44 - $138.47 $46.4K - $52.5K
14K $1.88M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
97
+ 0.75%
$23.96 - $24.27 $2.32K - $2.35K
13.1K $317K
SJNK
Spdr Bloomberg Short Term High

ETFs
39
+ 0.32%
$24.12 - $25.48 $941 - $994
12K $306K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
47
+ 0.44%
$25.04 - $25.18 $1.18K - $1.18K
10.8K $271K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
96
+ 0.69%
N/A
13.9K $330K
FDL
First Tr Morningstar Dividend

ETFs
245
+ 3.7%
$38.19 - $43.19 $9.36K - $10.6K
6.87K $287K
LIT
Global X Fds Global X Lithium

ETFs
53
+ 0.88%
$31.82 - $39.24 $1.69K - $2.08K
6.05K $232K
SO
Southern CO

Utilities
3
+ 0.03%
$84.91 - $92.56 $255 - $278
9.41K $863K
GILD
Gilead Sciences, Inc.

Healthcare
20
+ 0.65%
$96.91 - $113.0 $1.94K - $2.26K
3.12K $345K
KO
Coca Cola CO

Consumer Defensive
78
+ 0.68%
$68.37 - $73.9 $5.33K - $5.76K
11.5K $815K
PFE
Pfizer Inc

Healthcare
161
+ 1.21%
$21.59 - $24.84 $3.48K - $4K
13.4K $325K
CVX
Chevron Corp

Energy
239
+ 12.93%
$133.73 - $168.51 $32K - $40.3K
2.09K $298K
AEP
American Electric Power CO Inc

Utilities
94
+ 1.73%
$98.59 - $109.11 $9.27K - $10.3K
5.52K $572K
GHC
Graham Holdings CO

Consumer Defensive
4
+ 0.22%
$876.56 - $1003.53 $3.51K - $4.01K
1.79K $1.69M
LLY
Eli Lilly & CO

Healthcare
6
+ 0.56%
$713.71 - $898.95 $4.28K - $5.39K
1.08K $843K
PG
Procter & Gamble CO

Consumer Defensive
17
+ 0.34%
$157.66 - $172.39 $2.68K - $2.93K
5.09K $811K
VHT
Vanguard Health Care ETF

ETFs
215
+ 3.26%
$236.71 - $261.92 $50.9K - $56.3K
6.81K $1.69M
VZ
Verizon Communications Inc

Communication Services
226
+ 0.72%
$41.67 - $45.62 $9.42K - $10.3K
31.8K $1.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
95
+ 3.28%
$483.48 - $539.8 $45.9K - $51.3K
3K $1.45M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.11K
+ 4.02%
$45.07 - $52.57 $185K - $216K
106K $5.19M
XOM
Exxon Mobil Corp

Energy
95
+ 0.77%
$99.93 - $119.04 $9.49K - $11.3K
12.4K $1.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.1K
+ 4.11%
$24.32 - $27.87 $512K - $587K
534K $14.2M
AAPL
Apple Inc.

Technology
81
+ 0.22%
$172.42 - $223.89 $14K - $18.1K
37.2K $7.63M
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
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