Eagle Strategies LLC Portfolio Holdings
Eagle Strategies LLC
- $576 Million
- Q4 2024
Eagle Strategies LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $576 Million distributed in 215 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 $49.6M, Wisdomtree Tr with a value of $27M, Spdr Portfolio with a value of $22.8M, Vaneck Morningstar Wide Moat E with a value of $17.8M, and Ishares Core Dividend Growth E with a value of $16.5M.
Examining the 13F form we can see an increase of $25.7M in the current position value, from $550M to 576M.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 215
- Current Value $576 Million
- Prior Value $550 Million
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 18 stocks
- Additional Purchases 145 stocks
- Sold out of 0 stocks
- Reduced holdings in 46 stocks