Eagle Strategies LLC Reduced Holdings in Q3 2024

Eagle Strategies LLC

  • $550 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-242
- 6.64%
$111.9 - $124.28 $27.1K - $30.1K
3.4K $420K
MS
Morgan Stanley

Financial Services
-114
- 4.02%
$92.07 - $106.96 $10.5K - $12.2K
2.72K $283K
ACWI
Ishares Msci Acwi ETF

ETFs
-62
- 2.8%
$107.24 - $119.84 $6.65K - $7.43K
2.15K $257K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-10
- 0.5%
$106.11 - $113.72 $1.06K - $1.14K
1.99K $225K
FDN
First Tr Fd Dow Jones

ETFs
-5
- 0.29%
$183.68 - $212.48 $918 - $1.06K
1.71K $363K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-36
- 1.85%
$108.44 - $120.37 $3.9K - $4.33K
1.91K $230K
SKYY
First Trust Cloud Computing Et

ETFs
-185
- 3.98%
$86.45 - $102.48 $16K - $19K
4.46K $455K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-40
- 4.23%
$386.81 - $423.12 $15.5K - $16.9K
905 $382K
UNH
Unitedhealth Group Inc

Healthcare
-49
- 8.8%
$488.01 - $604.18 $23.9K - $29.6K
508 $297K
BUG
Global X Fds Cybersecurity ETF

ETFs
-458
- 2.26%
$27.33 - $31.1 $12.5K - $14.2K
19.8K $613K
ITW
Illinois Tool Works Inc

Industrials
-51
- 4.41%
$233.14 - $263.97 $11.9K - $13.5K
1.11K $289K
TFC
Truist Financial Corp

Financial Services
-334
- 3.78%
$38.22 - $44.94 $12.8K - $15K
8.51K $363K
VEA
Vanguard Ftse Developed Market

ETFs
-89
- 1.03%
$47.6 - $53.31 $4.24K - $4.74K
8.57K $452K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-417
- 5.48%
$44.07 - $50.57 $18.4K - $21.1K
7.19K $363K
RTX
Raytheon Technologies Corp

Industrials
-105
- 5.17%
$99.55 - $123.34 $10.5K - $13K
1.92K $233K
IWN
Ishares Russell2000 Val ETF

ETFs
-48
- 1.64%
$150.05 - $171.34 $7.2K - $8.22K
2.88K $480K
AEP
American Electric Power CO Inc

Utilities
-389
- 7.55%
$87.11 - $104.95 $33.9K - $40.8K
4.76K $488K
KR
Kroger CO

Consumer Defensive
-636
- 6.4%
$50.43 - $57.3 $32.1K - $36.4K
9.31K $533K
IBB
Ishares Biotechnology ETF

ETFs
-409
- 3.5%
$135.09 - $149.47 $55.3K - $61.1K
11.3K $1.64M
ABBV
Abb Vie Inc.

Healthcare
-47
- 2.49%
$163.84 - $199.33 $7.7K - $9.37K
1.84K $363K
VNQ
Vanguard Specialized Funds Van

ETFs
-346
- 6.26%
$82.97 - $98.97 $28.7K - $34.2K
5.18K $504K
FIW
First Trust Water ETF

ETFs
-502
- 4.62%
$98.0 - $109.33 $49.2K - $54.9K
10.4K $1.13M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.35K
- 5.18%
$87.56 - $95.49 $119K - $129K
24.8K $2.37M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-185
- 3.4%
$256.4 - $289.78 $47.4K - $53.6K
5.25K $1.49M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-137
- 0.73%
$116.79 - $133.54 $16K - $18.3K
18.7K $2.47M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-1.73K
- 6.73%
$110.06 - $128.44 $191K - $222K
24K $3.06M
IBM
International Business Machines Corp

Technology
-132
- 5.5%
$175.1 - $223.38 $23.1K - $29.5K
2.27K $500K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-134
- 0.64%
$59.25 - $65.33 $7.94K - $8.75K
20.8K $1.35M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-6.39K
- 4.37%
$37.37 - $41.82 $239K - $267K
140K $5.8M
IWS
Ishares Russell Midcap Value E

ETFs
-334
- 2.62%
$119.52 - $132.25 $39.9K - $44.2K
12.4K $1.64M
IWP
Ishares Russell Mid Cap Growth

ETFs
-762
- 2.74%
$103.87 - $117.59 $79.1K - $89.6K
27.1K $3.17M
IWD
Ishares Russell 1000 Val ETF

ETFs
-58
- 0.75%
$173.36 - $189.8 $10.1K - $11K
7.65K $1.45M
IYF
Ishares Tr

ETFs
-983
- 4.08%
$93.83 - $105.05 $92.2K - $103K
23.1K $2.4M
IAK
Ishares Tr

ETFs
-758
- 5.44%
$112.0 - $130.47 $84.9K - $98.9K
13.2K $1.7M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-795
- 2.47%
$60.13 - $68.17 $47.8K - $54.2K
31.4K $2.13M
SLV
I Shares Silver Trust

ETFs
-3.26K
- 2.15%
$24.33 - $29.38 $79.4K - $95.9K
149K $4.22M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-123
- 0.77%
$125.95 - $142.04 $15.5K - $17.5K
15.8K $2.25M
IAU
Ishares Gold Trust

ETFs
-2.14K
- 3.38%
$44.06 - $50.5 $94.3K - $108K
61.2K $3.04M
FNDX
Schwab Fundamental U S Large C

ETFs
-5.33K
- 3.19%
$65.36 - $71.76 $349K - $383K
162K $11.6M
GLD
Spdr Gold Trust

ETFs
-291
- 1.4%
$215.56 - $246.98 $62.7K - $71.9K
20.5K $4.97M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.27K
- 4.98%
$149.02 - $167.67 $488K - $549K
62.5K $10.5M
AAPL
Apple Inc.

Technology
-1.09K
- 2.88%
$207.23 - $234.82 $225K - $255K
36.5K $8.51M
Activity Summary
Buys All Purchases 104 New Holdings 13 Increased Positions 91 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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