Eagle Strategies LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $650 Million distributed in 226 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $62.2M, Wisdomtree Tr with a value of $32.9M, Spdr Portfolio with a value of $26.2M, Vanguard Growth ETF with a value of $16.8M, and Global X Fds Us Infrastructure with a value of $16M.
Examining the 13F form we can see an increase of $76.4M in the current position value, from $574M to 650M.
Eagle Strategies LLC is based out at New York, NY
Below you can find more details about Eagle Strategies LLC portfolio as well as his latest detailed transactions.
Portfolio value
$650 Million
ETFs: $550 Million
Technology: $44.5 Million
Consumer Cyclical: $10 Million
Utilities: $8.39 Million
Communication Services: $8.13 Million
Financial Services: $8.12 Million
Industrials: $6.76 Million
Consumer Defensive: $4.65 Million
Other: $9.46 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
