Eagle Strategies LLC Reduced Holdings in Q3 2025

Eagle Strategies LLC

  • $741 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
-92
- 4.29%
$128.32 - $138.41 $11.8K - $12.7K
2.06K $284K
KRMA
Global X Fds Global X Consciou

ETFs
-184
- 3.0%
$40.51 - $43.22 $7.45K - $7.95K
5.95K $256K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-40
- 2.2%
$126.64 - $135.65 $5.07K - $5.43K
1.78K $241K
XLK
Technology Sector Spdr

ETFs
-41
- 5.04%
$250.97 - $282.66 $10.3K - $11.6K
772 $217K
VNQ
Vanguard Specialized Funds Van

ETFs
-7
- 0.13%
$88.47 - $93.24 $619 - $653
5.44K $497K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-202
- 3.23%
$60.01 - $65.01 $12.1K - $13.1K
6.04K $392K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-86
- 2.17%
$82.42 - $87.03 $7.09K - $7.48K
3.87K $336K
FDN
First Tr Fd Dow Jones

ETFs
-9
- 0.62%
$264.06 - $287.34 $2.38K - $2.59K
1.44K $403K
PFE
Pfizer Inc

Healthcare
-49
- 0.36%
$23.29 - $25.88 $1.14K - $1.27K
13.4K $341K
RIO
Rio Tinto PLC

Basic Materials
-240
- 5.59%
$57.66 - $66.01 $13.8K - $15.8K
4.05K $267K
HDV
Ishares Core High Dividend ETF

ETFs
-5
- 0.12%
$118.16 - $123.66 $591 - $618
4.15K $508K
VXF
Vanguard Extended Market ETF

ETFs
-88
- 3.53%
$193.58 - $213.07 $17K - $18.8K
2.41K $503K
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 1.2%
$215.01 - $273.02 $3.44K - $4.37K
1.32K $332K
SKYY
First Trust Cloud Computing Et

ETFs
-9
- 0.32%
$118.24 - $138.53 $1.06K - $1.25K
2.84K $382K
IWP
Ishares Russell Mid Cap Growth

ETFs
-397
- 1.56%
$137.51 - $145.26 $54.6K - $57.7K
25K $3.57M
TJX
Tjx Companies Inc

Consumer Cyclical
-13
- 0.6%
$121.35 - $144.54 $1.58K - $1.88K
2.15K $311K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-12
- 0.4%
$236.25 - $257.69 $2.84K - $3.09K
3K $769K
JNJ
Johnson & Johnson

Healthcare
-412
- 10.91%
$155.17 - $185.42 $63.9K - $76.4K
3.36K $623K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.47K
- 9.85%
$171.38 - $197.01 $252K - $290K
13.5K $2.64M
IWS
Ishares Russell Midcap Value E

ETFs
-296
- 2.29%
$132.83 - $140.61 $39.3K - $41.6K
12.6K $1.76M
XOM
Exxon Mobil Corp

Energy
-3
- 0.02%
$105.83 - $117.22 $317 - $352
12.4K $1.4M
ABBV
Abb Vie Inc.

Healthcare
-81
- 4.67%
$184.85 - $231.54 $15K - $18.8K
1.65K $382K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-226
- 1.38%
$63.41 - $69.69 $14.3K - $15.7K
16.1K $1.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-434
- 6.55%
$362.31 - $405.74 $157K - $176K
6.2K $2.49M
IWN
Ishares Russell2000 Val ETF

ETFs
-10
- 0.27%
$157.1 - $178.94 $1.57K - $1.79K
3.74K $661K
HOOD
Robinhood Markets, Inc.

Technology
-369
- 14.91%
$91.27 - $143.18 $33.7K - $52.8K
2.11K $301K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-13
- 0.04%
$39.8 - $42.86 $517 - $557
35.6K $1.52M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-40
- 1.04%
$339.37 - $366.46 $13.6K - $14.7K
3.8K $1.39M
LIT
Global X Fds Global X Lithium

ETFs
-428
- 7.07%
$38.41 - $56.85 $16.4K - $24.3K
5.62K $319K
CSB
Victory Portf Ii Shs Us Small

ETFs
-1.61K
- 3.07%
$55.33 - $60.22 $89K - $96.9K
50.7K $3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-138
- 1.05%
$108.46 - $120.63 $15K - $16.6K
13K $1.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-131
- 2.98%
$546.99 - $602.2 $71.7K - $78.9K
4.26K $2.56M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-103
- 0.28%
$72.04 - $77.35 $7.42K - $7.97K
36.2K $2.78M
FXI
Ishares Tr

ETFs
-2.88K
- 4.67%
$36.18 - $41.62 $104K - $120K
58.9K $2.42M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-839
- 3.98%
$148.97 - $165.88 $125K - $139K
20.2K $3.33M
VTV
Vanguard Value ETF

ETFs
-754
- 2.06%
$175.51 - $186.57 $132K - $141K
35.8K $6.67M
IEFA
Ishares Tr

ETFs
-383
- 0.55%
$81.7 - $87.53 $31.3K - $33.5K
68.9K $6.01M
IAU
Ishares Gold Trust

ETFs
-3.24K
- 6.11%
$61.62 - $72.77 $200K - $236K
49.9K $3.63M
RTX
Raytheon Technologies Corp

Industrials
-2
- 0.01%
$144.19 - $167.33 $288 - $335
17.8K $2.98M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-506
- 0.81%
$161.6 - $171.2 $81.8K - $86.6K
62.2K $10.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-193
- 1.53%
$420.11 - $472.68 $81.1K - $91.2K
12.4K $5.81M
VOE
Vanguard Mid Cap Value Index F

ETFs
-303
- 0.45%
$164.63 - $174.58 $49.9K - $52.9K
67.3K $11.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-293
- 1.68%
$617.65 - $666.84 $181K - $195K
17.2K $11.5M
NVDA
Nvidia Corp

Technology
-597
- 0.77%
$153.3 - $186.58 $91.5K - $111K
77.1K $14.4M
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
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