Eagle Strategies LLC Reduced Holdings in Q1 2025

Eagle Strategies LLC

  • $574 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-84.2K
- 40.56%
N/A
123K $10.6M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-118K
- 43.71%
$39.65 - $43.35 $4.68M - $5.12M
152K $6.4M
VO
Vanguard Mid Cap ETF

ETFs
-9.79K
- 78.48%
$251.87 - $277.95 $2.46M - $2.72M
2.68K $694K
DGRO
Ishares Core Dividend Growth E

ETFs
-37.8K
- 14.07%
$60.46 - $64.42 $2.28M - $2.43M
231K $14.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-6.07K
- 37.59%
$165.25 - $224.62 $1M - $1.36M
10.1K $1.67M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-9.8K
- 14.41%
$96.88 - $111.25 $950K - $1.09M
58.2K $5.82M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.04K
- 12.0%
$190.26 - $242.06 $577K - $735K
22.3K $4.23M
TSLA
Tesla, Inc.

Consumer Cyclical
-914
- 13.63%
$222.15 - $428.22 $203K - $391K
5.79K $1.5M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-15.6K
- 7.41%
$65.27 - $71.18 $1.02M - $1.11M
195K $12.9M
FIW
First Trust Water ETF

ETFs
-10.8K
- 36.05%
$99.48 - $106.74 $1.07M - $1.15M
19.1K $1.93M
MSFT
Microsoft Corp

Technology
-765
- 6.17%
$375.39 - $447.2 $287K - $342K
11.6K $4.36M
LIT
Global X Fds Global X Lithium

ETFs
-18.4K
- 75.43%
$38.8 - $42.84 $714K - $789K
6K $232K
CRWD
Crowd Strike Holdings, Inc.

Technology
-2.3K
- 34.15%
$308.86 - $455.36 $712K - $1.05M
4.44K $1.57M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-4.82K
- 19.8%
$113.13 - $127.79 $545K - $615K
19.5K $2.21M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-8.87K
- 9.99%
N/A
79.9K $5.98M
CSB
Victory Portf Ii Shs Us Small

ETFs
-5.81K
- 9.05%
$55.62 - $62.03 $323K - $360K
58.4K $3.35M
IWP
Ishares Russell Mid Cap Growth

ETFs
-466
- 1.73%
$114.9 - $139.6 $53.5K - $65.1K
26.5K $3.12M
SKYY
First Trust Cloud Computing Et

ETFs
-1.6K
- 35.96%
$102.23 - $131.18 $164K - $210K
2.85K $291K
IEMG
Ishares Inc

ETFs
-3.49K
- 21.78%
N/A
12.5K $673K
BOTZ
Global X Fds

ETFs
-2.2K
- 7.21%
$28.46 - $34.53 $62.5K - $75.8K
28.3K $804K
AVGO
Broadcom Inc.

Technology
-28
- 1.25%
$167.43 - $244.7 $4.69K - $6.85K
2.22K $371K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.21K
- 7.2%
$47.33 - $47.92 $152K - $154K
41.4K $1.97M
DVY
Ishares Tr

ETFs
-1.42K
- 8.22%
$128.58 - $138.1 $182K - $196K
15.8K $2.13M
VGT
Vanguard Information Technolog

ETFs
-44
- 3.61%
$542.38 - $646.34 $23.9K - $28.4K
1.18K $637K
VEA
Vanguard Ftse Developed Market

ETFs
-2.53K
- 30.04%
$47.4 - $52.99 $120K - $134K
5.89K $299K
FDN
First Tr Fd Dow Jones

ETFs
-261
- 15.25%
$221.38 - $266.86 $57.8K - $69.7K
1.45K $322K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-998
- 16.2%
$81.83 - $82.73 $81.7K - $82.6K
5.16K $427K
INDA
Ishares Msci India Index Fund

ETFs
-88
- 0.17%
$47.8 - $53.4 $4.21K - $4.7K
52.7K $2.71M
VB
Vanguard Small Cap ETF

ETFs
-77
- 2.92%
$217.89 - $252.64 $16.8K - $19.5K
2.56K $567K
MS
Morgan Stanley

Financial Services
-331
- 13.22%
$111.68 - $141.08 $37K - $46.7K
2.17K $253K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-126
- 10.02%
$408.78 - $448.82 $51.5K - $56.6K
1.13K $475K
RIO
Rio Tinto PLC

Basic Materials
-1.13K
- 18.09%
$58.19 - $64.29 $66K - $72.9K
5.14K $308K
TFC
Truist Financial Corp

Financial Services
-730
- 8.63%
$39.48 - $48.15 $28.8K - $35.1K
7.73K $317K
JBL
Jabil Inc

Technology
-224
- 12.84%
$130.51 - $173.33 $29.2K - $38.8K
1.52K $206K
IAU
Ishares Gold Trust

ETFs
-11K
- 17.13%
$49.74 - $58.96 $549K - $651K
53.4K $3.15M
ITW
Illinois Tool Works Inc

Industrials
-128
- 9.99%
$244.9 - $274.48 $31.3K - $35.1K
1.15K $285K
PID
Invesco Exchange Traded Fd Tr

ETFs
-2.14K
- 4.04%
N/A
50.8K $906K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-23
- 0.89%
$121.0 - $142.28 $2.78K - $3.27K
2.55K $317K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-608
- 3.73%
$128.74 - $138.67 $78.3K - $84.3K
15.7K $2.13M
HD
Home Depot, Inc.

Consumer Cyclical
-21
- 3.24%
$347.25 - $424.87 $7.29K - $8.92K
627 $229K
RWR
Spdr Dow Jones Reit ETF

ETFs
-209
- 8.98%
$95.15 - $104.06 $19.9K - $21.7K
2.12K $210K
MET
Metlife Inc

Financial Services
-129
- 4.77%
$77.7 - $87.0 $10K - $11.2K
2.58K $206K
SUB
Ishares Short Term National Mu

ETFs
-141
- 6.39%
$105.3 - $106.24 $14.8K - $15K
2.07K $218K
KO
Coca Cola CO

Consumer Defensive
-1.95K
- 14.57%
$60.81 - $72.32 $119K - $141K
11.4K $819K
EFG
Msci Eafe Growth ETF

ETFs
-213
- 9.03%
$96.1 - $106.37 $20.5K - $22.7K
2.15K $214K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-373
- 3.1%
$20.7 - $21.15 $7.72K - $7.89K
11.6K $241K
ACWI
Ishares Msci Acwi ETF

ETFs
-24
- 1.11%
$115.16 - $124.13 $2.76K - $2.98K
2.14K $248K
MA
Mastercard Inc

Financial Services
-30
- 5.62%
$504.67 - $576.31 $15.1K - $17.3K
504 $276K
QCOM
Qualcomm Inc

Technology
-15
- 1.05%
$151.94 - $175.86 $2.28K - $2.64K
1.41K $216K
Activity Summary
Buys All Purchases 142 New Holdings 9 Increased Positions 133 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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