Eagle Strategies LLC Portfolio Holdings

Eagle Strategies LLC

  • $550 Million
  • Q3 2024

Eagle Strategies LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $550 Million distributed in 210 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 $46.7M, Wisdomtree Tr with a value of $26.6M, Spdr Portfolio with a value of $21.4M, Vaneck Morningstar Wide Moat E with a value of $16.4M, and Ishares Core Dividend Growth E with a value of $16.1M.

Examining the 13F form we can see an increase of $28.4M in the current position value, from $522M to 550M.

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 $550 Million
ETFs: $475 Million
Technology: $34.4 Million
Consumer Cyclical: $8.29 Million
Communication Services: $5.97 Million
Healthcare: $5.75 Million
Utilities: $4.45 Million
Basic Materials: $4.01 Million
Financial Services: $3.8 Million
Other: $9.08 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $550 Million
  • Prior Value $522 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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