Eagle Strategies LLC Reduced Holdings in Q4 2024

Eagle Strategies LLC

  • $576 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
-8.09K
- 75.41%
$233.76 - $261.58 $1.89M - $2.11M
2.64K $633K
XOM
Exxon Mobil Corp

Energy
-14.7K
- 54.41%
$105.51 - $125.37 $1.55M - $1.84M
12.3K $1.32M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-3.45K
- 5.26%
$154.42 - $163.91 $533K - $565K
62.2K $9.63M
LIT
Global X Fds Global X Lithium

ETFs
-12.5K
- 33.8%
$40.78 - $48.97 $508K - $610K
24.4K $995K
AZN
Astrazeneca PLC

Healthcare
-3.34K
- 36.78%
$63.2 - $79.58 $211K - $265K
5.74K $375K
PID
Invesco Exchange Traded Fd Tr

ETFs
-17.7K
- 25.07%
N/A
52.9K $944K
CSB
Victory Portf Ii Shs Us Small

ETFs
-4.21K
- 6.15%
$57.75 - $64.78 $243K - $272K
64.2K $3.81M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.3K
- 6.88%
$47.26 - $48.18 $156K - $159K
44.6K $2.11M
VZ
Verizon Communications Inc

Communication Services
-1.19K
- 4.08%
$39.6 - $45.21 $47.1K - $53.8K
28K $1.12M
IDV
Ishares Tr

ETFs
-168
- 0.86%
$27.03 - $29.92 $4.54K - $5.03K
19.4K $531K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-77
- 0.18%
$19.47 - $20.95 $1.5K - $1.61K
42.4K $826K
VEA
Vanguard Ftse Developed Market

ETFs
-156
- 1.82%
$47.57 - $52.44 $7.42K - $8.18K
8.42K $402K
ABBV
Abb Vie Inc.

Healthcare
-73
- 3.97%
$164.99 - $203.87 $12K - $14.9K
1.77K $313K
IWS
Ishares Russell Midcap Value E

ETFs
-100
- 0.81%
$128.08 - $140.32 $12.8K - $14K
12.3K $1.59M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-184
- 0.75%
$45.38 - $46.88 $8.35K - $8.63K
24.5K $1.12M
IWD
Ishares Russell 1000 Val ETF

ETFs
-14
- 0.18%
$183.23 - $199.79 $2.57K - $2.8K
7.64K $1.41M
VGSH
Vanguard

ETFs
-219
- 0.76%
$58.02 - $58.88 $12.7K - $12.9K
28.6K $1.67M
HD
Home Depot, Inc.

Consumer Cyclical
-51
- 7.3%
$385.02 - $431.37 $19.6K - $22K
648 $252K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-104
- 3.89%
$134.53 - $150.65 $14K - $15.7K
2.57K $347K
FDL
First Tr Morningstar Dividend

ETFs
-243
- 3.6%
$39.59 - $43.95 $9.62K - $10.7K
6.51K $261K
JBL
Jabil Inc

Technology
-507
- 22.51%
$118.97 - $147.77 $60.3K - $74.9K
1.75K $251K
HON
Honeywell International Inc

Industrials
-169
- 14.67%
$202.84 - $236.0 $34.3K - $39.9K
983 $222K
TJX
Tjx Companies Inc

Consumer Cyclical
-171
- 9.01%
$112.15 - $127.2 $19.2K - $21.8K
1.73K $208K
HST
Host Hotels & Resorts, Inc.

Real Estate
-403
- 1.46%
$17.24 - $19.07 $6.95K - $7.69K
27.2K $476K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-77
- 4.03%
$118.0 - $127.04 $9.09K - $9.78K
1.84K $223K
KRMA
Global X Fds Global X Consciou

ETFs
-191
- 3.51%
$38.55 - $40.97 $7.36K - $7.83K
5.25K $205K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4
- 0.06%
$81.68 - $82.93 $327 - $332
6.16K $505K
VBK
Vanguard Small Cap Growth ETF

ETFs
-68
- 6.4%
$264.18 - $304.19 $18K - $20.7K
995 $278K
IBM
International Business Machines Corp

Technology
-4
- 0.18%
$204.9 - $238.04 $820 - $952
2.26K $497K
TFC
Truist Financial Corp

Financial Services
-48
- 0.56%
$41.51 - $48.1 $1.99K - $2.31K
8.46K $366K
AVGO
Broadcom Inc.

Technology
-755
- 25.15%
$159.67 - $250.0 $121K - $189K
2.25K $520K
MLPA
Global X Mlp ETF

ETFs
-57
- 0.84%
$47.44 - $52.61 $2.7K - $3K
6.7K $330K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-15
- 0.02%
$103.6 - $112.52 $1.55K - $1.69K
68K $7.14M
WMT
Walmart Inc.

Consumer Defensive
-368
- 6.83%
$79.1 - $95.7 $29.1K - $35.2K
5.02K $453K
KR
Kroger CO

Consumer Defensive
-85
- 0.91%
$55.21 - $63.3 $4.69K - $5.38K
9.22K $563K
MS
Morgan Stanley

Financial Services
-220
- 8.08%
$104.42 - $134.99 $23K - $29.7K
2.5K $314K
VGT
Vanguard Information Technolog

ETFs
-1
- 0.08%
$571.78 - $647.97 $572 - $648
1.22K $757K
FDN
First Tr Fd Dow Jones

ETFs
-2
- 0.12%
$210.5 - $257.24 $421 - $514
1.71K $416K
JPM
Jpmorgan Chase & CO

Financial Services
-398
- 7.04%
$205.18 - $250.29 $81.7K - $99.6K
5.26K $1.26M
SKYY
First Trust Cloud Computing Et

ETFs
-9
- 0.2%
$99.98 - $130.46 $900 - $1.17K
4.45K $530K
IVW
Ishares S&P 500 Growth ETF

ETFs
-9
- 0.06%
$94.43 - $105.47 $850 - $949
15K $1.52M
IWP
Ishares Russell Mid Cap Growth

ETFs
-75
- 0.28%
$116.4 - $138.52 $8.73K - $10.4K
27K $3.42M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-33
- 0.26%
$370.24 - $418.94 $12.2K - $13.8K
12.5K $5.01M
NVDA
Nvidia Corp

Technology
-4.07K
- 5.12%
$117.0 - $148.88 $476K - $605K
75.4K $10.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-72
- 1.06%
$213.65 - $479.86 $15.4K - $34.5K
6.71K $2.71M
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
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