Eagle Strategies LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MDY Spdr S&P Midcap 400 ETF Trust	$0	$512,000 0.09% of portfolio	960	Q1 2025 Added 7.26%
IWN Ishares Russell2000 Val ETF	$0	$509,000 0.09% of portfolio	3,377	Q1 2025 Added 12.34%
VNQ Vanguard Specialized Funds Van	$0	$500,000 0.09% of portfolio	5,524	Q1 2025 Added 5.34%
XLE Energy Sector Spdr	$0	$491,000 0.09% of portfolio	5,263	Q1 2025 Reduced 1.85%
VBK Vanguard Small Cap Growth ETF	$0	$479,000 0.08% of portfolio	1,906	Q1 2025 Added 91.56%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$475,000 0.08% of portfolio	1,132	Q1 2025 Reduced 10.02%
IJH Ishares Core S&P Mid Cap ETF	$0	$471,000 0.08% of portfolio	8,085	Q1 2025 Added 40.71%
SLYG Spdr S&P 600 Small Cap Growth	$0	$456,000 0.08% of portfolio	5,502	Q1 2025 Added 4.2%
SHY Ishares Barclays 1 3 Year Trea	$0	$427,000 0.07% of portfolio	5,164	Q1 2025 Reduced 16.2%
HEDJ Wisdomtree Europe Hedged Equit	$0	$423,000 0.07% of portfolio	8,925	Q1 2025 Added 24.13%
IJJ Ishares S&P Midcap 400 Value E	$0	$418,000 0.07% of portfolio	3,498	Q1 2025 Added 2.55%
VXF Vanguard Extended Market ETF	$0	$410,000 0.07% of portfolio	2,384	Q1 2025 Added 10.58%
RODM Hartford Multifactor Developed	$0	$388,000 0.07% of portfolio	12,544	Q4 2024 Added 1.22%
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$365,000 0.06% of portfolio	7,285	Q1 2025 Added 1.29%
MLPA Global X Mlp ETF	$0	$355,000 0.06% of portfolio	6,678	Q1 2025 Reduced 0.25%
VCLT Vanguard Lg Trm Corp Bd ETF	$0	$350,000 0.06% of portfolio	4,612	Q1 2025 Added 31.73%
DXJ Wisdomtree Trust Japan Hedged	$0	$347,000 0.06% of portfolio	3,152	Q1 2025 Added 29.77%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$346,000 0.06% of portfolio	6,241	Q1 2025 Reduced 0.98%
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$328,000 0.06% of portfolio	13,837	Q1 2025 Added 0.46%
FDN First Tr Fd Dow Jones	$0	$322,000 0.06% of portfolio	1,451	Q1 2025 Reduced 15.25%
XSVM Invesco S&P Smallcap Value Wit	$0	$320,000 0.06% of portfolio	6,381	Q1 2025 Added 31.32%
EFV Msci Eafe Value ETF	$0	$319,000 0.06% of portfolio	5,429	Q1 2025 Added 9.48%
IJT Ishares S&P Small Cap 600 Grow	$0	$317,000 0.06% of portfolio	2,547	Q1 2025 Reduced 0.89%
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$313,000 0.05% of portfolio	12,982	Q1 2025 Added 49.41%
SJNK Spdr Bloomberg Short Term High	$0	$302,000 0.05% of portfolio	12,007	Q1 2025 Added 0.2%
VEA Vanguard Ftse Developed Market	$0	$299,000 0.05% of portfolio	5,889	Q1 2025 Reduced 30.04%
SKYY First Trust Cloud Computing Et	$0	$291,000 0.05% of portfolio	2,850	Q1 2025 Reduced 35.96%
PSCT Invesco S&P Smallcap Informati	$0	$291,000 0.05% of portfolio	7,263	Q1 2025 Added 32.13%
FDL First Tr Morningstar Dividend	$0	$287,000 0.05% of portfolio	6,628	Q1 2025 Added 1.88%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$269,000 0.05% of portfolio	10,721	Q1 2025 Added 0.28%
VGLT Vanguard Long Term Treasury Et	$0	$258,000 0.04% of portfolio	4,488	Q1 2025 New
ACWI Ishares Msci Acwi ETF	$0	$248,000 0.04% of portfolio	2,138	Q1 2025 Reduced 1.11%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$241,000 0.04% of portfolio	11,649	Q1 2025 Reduced 3.1%
LIT Global X Fds Global X Lithium	$0	$232,000 0.04% of portfolio	5,997	Q1 2025 Reduced 75.43%
KRMA Global X Fds Global X Consciou	$0	$226,000 0.04% of portfolio	6,075	Q1 2025 Added 15.71%
SUSA Ishares Tr Msci Usa Esg Select	$0	$220,000 0.04% of portfolio	1,921	Q1 2025 Added 4.63%
SUB Ishares Short Term National Mu	$0	$218,000 0.04% of portfolio	2,067	Q1 2025 Reduced 6.39%
EFG Msci Eafe Growth ETF	$0	$214,000 0.04% of portfolio	2,147	Q1 2025 Reduced 9.03%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Eagle Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eagle Strategies LLC with notifications on news.