Eagle Strategies LLC Reduced Holdings in Q3 2025

Eagle Strategies LLC

  • $741 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-232K
- 86.76%
$50.23 - $50.48 $11.7M - $11.7M
35.4K $1.78M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-347K
- 64.88%
$26.38 - $27.95 $9.14M - $9.69M
188K $5.12M
IHDG
Wisdomtree Tr

ETFs
-154K
- 21.12%
$43.81 - $46.31 $6.75M - $7.14M
575K $26.5M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-55.1K
- 43.49%
N/A
71.6K $6.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-16.5K
- 25.44%
$132.9 - $142.03 $2.2M - $2.35M
48.4K $6.82M
CEG
Constellation Energy Corp

Utilities
-4.56K
- 32.22%
$298.82 - $354.89 $1.36M - $1.62M
9.6K $3.16M
NEE
Nextera Energy Inc

Utilities
-20.7K
- 73.98%
$69.77 - $77.54 $1.45M - $1.61M
7.29K $550K
FCX
Freeport Mcmoran Inc

Basic Materials
-24.2K
- 26.57%
$35.34 - $47.21 $855K - $1.14M
66.8K $2.62M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-25.8K
- 39.66%
$45.07 - $47.56 $1.16M - $1.23M
39.3K $1.81M
NOW
Service Now, Inc.

Technology
-844
- 27.99%
$850.86 - $1044.69 $718K - $882K
2.17K $2M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-20.7K
- 44.36%
$56.32 - $68.81 $1.17M - $1.43M
26K $1.79M
VZ
Verizon Communications Inc

Communication Services
-17.8K
- 56.11%
$40.84 - $45.06 $729K - $804K
14K $613K
CRWD
Crowd Strike Holdings, Inc.

Technology
-558
- 12.45%
$412.46 - $514.1 $230K - $287K
3.93K $1.92M
GOOG
Alphabet Inc.

Communication Services
-4.18K
- 37.86%
$175.16 - $255.24 $732K - $1.07M
6.86K $1.67M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.02K
- 3.64%
$211.65 - $238.24 $216K - $243K
27K $5.93M
DVY
Ishares Tr

ETFs
-2.02K
- 12.4%
$133.88 - $142.57 $271K - $288K
14.3K $2.03M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.42K
- 2.32%
$97.75 - $100.75 $236K - $243K
102K $10.2M
DE
Deere & CO

Industrials
-94
- 6.23%
$457.26 - $524.37 $43K - $49.3K
1.42K $647K
PID
Invesco Exchange Traded Fd Tr

ETFs
-5.52K
- 12.55%
N/A
38.5K $687K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.94K
- 4.93%
$47.76 - $48.46 $92.6K - $93.9K
37.4K $1.8M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-999
- 6.53%
$136.48 - $142.97 $136K - $143K
14.3K $2M
INTU
Intuit Inc

Technology
-40
- 9.48%
$646.03 - $807.39 $25.8K - $32.3K
382 $260K
VV
Vanguard Large Cap ETF

ETFs
-626
- 11.16%
$285.05 - $309.14 $178K - $194K
4.98K $1.53M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.01K
- 5.32%
$76.16 - $78.59 $77K - $79.5K
18K $1.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-774
- 13.89%
$133.48 - $144.38 $103K - $112K
4.8K $683K
ADI
Analog Devices Inc

Technology
-374
- 9.82%
$220.68 - $255.63 $82.5K - $95.6K
3.43K $843K
KR
Kroger CO

Consumer Defensive
-216
- 2.7%
$64.52 - $74.35 $13.9K - $16.1K
7.8K $525K
AMAT
Applied Materials Inc

Technology
-450
- 21.61%
$156.25 - $204.95 $70.3K - $92.2K
1.63K $334K
PG
Procter & Gamble CO

Consumer Defensive
-113
- 2.22%
$150.47 - $161.22 $17K - $18.2K
4.98K $764K
IBM
International Business Machines Corp

Technology
-63
- 2.7%
$234.77 - $292.47 $14.8K - $18.4K
2.27K $641K
IEMG
Ishares Inc

ETFs
-833
- 6.48%
N/A
12K $645K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-388
- 2.29%
$86.07 - $90.74 $33.4K - $35.2K
16.6K $1.48M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-432
- 10.55%
$82.38 - $83.0 $35.6K - $35.9K
3.66K $303K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-127
- 11.84%
$435.72 - $463.74 $55.3K - $58.9K
946 $438K
IDV
Ishares Tr

ETFs
-1.77K
- 9.79%
$34.54 - $37.28 $61.1K - $65.9K
16.3K $595K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-356
- 5.25%
$85.71 - $86.94 $30.5K - $31K
6.43K $558K
SJNK
Spdr Bloomberg Short Term High

ETFs
-1.04K
- 8.62%
$25.28 - $25.63 $26.2K - $26.6K
11K $281K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-315
- 12.19%
$131.47 - $143.64 $41.4K - $45.2K
2.27K $321K
HST
Host Hotels & Resorts, Inc.

Real Estate
-4.05K
- 12.23%
$15.27 - $17.68 $61.9K - $71.7K
29.1K $495K
PANW
Palo Alto Networks Inc

Technology
-45
- 0.91%
$167.06 - $208.19 $7.52K - $9.37K
4.92K $1M
XLP
Consumer Staples Sector Spdr

ETFs
-127
- 1.6%
N/A
7.81K $593K
QCOM
Qualcomm Inc

Technology
-124
- 8.67%
$145.84 - $173.55 $18.1K - $21.5K
1.31K $217K
VBK
Vanguard Small Cap Growth ETF

ETFs
-175
- 8.6%
$276.51 - $305.12 $48.4K - $53.4K
1.86K $553K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-1.73K
- 4.17%
$57.15 - $62.12 $98.7K - $107K
39.7K $2.46M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-444
- 5.14%
$47.56 - $49.7 $21.1K - $22.1K
8.19K $405K
WMT
Walmart Inc.

Consumer Defensive
-291
- 5.71%
$94.4 - $104.27 $27.5K - $30.3K
4.81K $495K
TFC
Truist Financial Corp

Financial Services
-554
- 6.13%
$42.83 - $47.07 $23.7K - $26.1K
8.48K $387K
Ge Vernova Inc
-1.09K
- 17.89%
N/A
5.01K $0
DUK
Duke Energy Corp

Utilities
-55
- 2.89%
$116.31 - $125.93 $6.4K - $6.93K
1.85K $228K
Activity Summary
Buys All Purchases 135 New Holdings 21 Increased Positions 114 Sells All Sells 95 Reductions 95 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