Eagle Strategies LLC Closed Holding Positions

Eagle Strategies LLC

  • $741 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MMM
3 M CO

Industrials
Q2 2022 Filed on Aug 10, 2022
2,957
$129.41 - $154.23 $383K - $456K
MCHP
Microchip Technology Inc

Technology
Q2 2022 Filed on Aug 10, 2022
3,026
$57.13 - $74.38 $173K - $225K
UMH
Umh Properties, Inc.

Real Estate
Q2 2022 Filed on Aug 10, 2022
37,637
$16.57 - $25.14 $624K - $946K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q2 2022 Filed on Aug 10, 2022
92,413
$27.4 - $29.93 $2.53M - $2.77M
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2022 Filed on Aug 10, 2022
2,249
$93.11 - $101.59 $209K - $228K
SYY
Sysco Corp

Consumer Defensive
Q2 2022 Filed on Aug 10, 2022
5,657
$76.98 - $89.74 $435K - $508K
DLR
Digital Realty Trust, Inc.

Real Estate
Q2 2022 Filed on Aug 10, 2022
2,777
$124.57 - $152.67 $346K - $424K
GLW
Corning Inc

Technology
Q2 2022 Filed on Aug 10, 2022
10,488
$31.37 - $37.27 $329K - $391K
COF
Capital One Financial Corp

Financial Services
Q2 2022 Filed on Aug 10, 2022
4,898
$102.11 - $141.85 $500K - $695K
CACI
Caci International Inc

Technology
Q2 2022 Filed on Aug 10, 2022
1,002
$255.45 - $305.29 $256K - $306K
ABB
Abb LTD

Industrials
Q1 2022 Filed on May 02, 2022
65,490
$30.5 - $39.0 $2M - $2.55M
ALL
Allstate Corp

Financial Services
Q1 2022 Filed on May 02, 2022
2,821
$117.69 - $141.8 $332K - $400K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2022 Filed on May 02, 2022
5,237
$67.89 - $93.49 $356K - $490K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2022 Filed on May 02, 2022
4,360
$59.94 - $62.99 $261K - $275K
SQ
Block, Inc.

Technology
Q1 2022 Filed on May 02, 2022
1,400
$88.72 - $164.03 $124K - $230K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q1 2022 Filed on May 02, 2022
14,541
$35.08 - $42.85 $510K - $623K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q1 2022 Filed on May 02, 2022
7,414
$49.44 - $52.65 $367K - $390K
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