Eagle Wealth Strategies LLC Reduced Holdings in Q2 2025

Eagle Wealth Strategies LLC

  • $179 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-331
- 25.13%
$274.35 - $599.47 $90.8K - $198K
986 $307M
CVX
Chevron Corp

Energy
-6
- 0.06%
$133.73 - $168.51 $802 - $1.01K
10.1K $1.45B
LLY
Eli Lilly & CO

Healthcare
-27
- 0.65%
$713.71 - $898.95 $19.3K - $24.3K
4.12K $3.21B
AAPL
Apple Inc.

Technology
-42
- 0.46%
$172.42 - $223.89 $7.24K - $9.4K
9.16K $1.88B
PEP
Pepsico Inc

Consumer Defensive
-691
- 22.47%
$128.02 - $151.37 $88.5K - $105K
2.38K $315M
AJG
Arthur J. Gallagher & Co.

Financial Services
-19
- 0.34%
$310.86 - $348.77 $5.91K - $6.63K
5.5K $1.76B
VZ
Verizon Communications Inc

Communication Services
-1.55K
- 10.63%
$41.67 - $45.62 $64.5K - $70.7K
13K $563M
ABBV
Abb Vie Inc.

Healthcare
-117
- 6.66%
$170.16 - $206.27 $19.9K - $24.1K
1.64K $305M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-71
- 13.05%
$421.16 - $509.5 $29.9K - $36.2K
473 $211M
OCFC
Oceanfirst Financial Corp

Financial Services
-3.47K
- 11.55%
$14.76 - $17.72 $51.2K - $61.5K
26.6K $468M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1
- 0.05%
$248.61 - $294.96 $249 - $295
2.22K $625M
ADBE
Adobe Inc.

Technology
-36
- 4.04%
$340.0 - $420.68 $12.2K - $15.1K
856 $331M
CMCSA
Comcast Corp

Communication Services
-2
- 0.04%
$32.84 - $36.72 $65.7 - $73.4
5.7K $204M
QCOM
Qualcomm Inc

Technology
-40
- 2.24%
$124.66 - $159.48 $4.99K - $6.38K
1.75K $279M
V
Visa Inc.

Financial Services
-4
- 0.26%
$308.27 - $373.31 $1.23K - $1.49K
1.55K $552M
SPGI
S&P Global Inc.

Financial Services
-1
- 0.2%
$438.31 - $527.29 $438 - $527
499 $263M
PM
Philip Morris International Inc.

Consumer Defensive
-100
- 7.47%
$149.23 - $184.95 $14.9K - $18.5K
1.24K $226M
T
At&T Inc.

Communication Services
-9
- 0.04%
$26.33 - $28.94 $237 - $260
22.8K $661M
HON
Honeywell International Inc

Industrials
-60
- 4.35%
$182.86 - $232.88 $11K - $14K
1.32K $307M
CSX
Csx Corp

Industrials
-205
- 2.3%
$26.69 - $32.91 $5.47K - $6.75K
8.7K $284M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-4.23K
- 2.15%
$46.92 - $55.01 $198K - $232K
192K $10.4B
WFC
Wells Fargo & Company

Financial Services
-20
- 0.55%
$60.98 - $80.12 $1.22K - $1.6K
3.6K $288M
TTWO
Take Two Interactive Software Inc

Communication Services
-50
- 2.88%
$194.58 - $243.05 $9.73K - $12.2K
1.69K $410M
META
Meta Platforms, Inc.

Communication Services
-134
- 13.31%
$484.66 - $738.09 $64.9K - $98.9K
873 $644M
MRVL
Marvell Technology, Inc.

Technology
-81
- 1.52%
$49.38 - $79.97 $4K - $6.48K
5.25K $406M
INTU
Intuit Inc

Technology
-2
- 0.43%
$544.07 - $787.63 $1.09K - $1.58K
460 $362M
DIS
Walt Disney CO

Communication Services
-1
- 0.03%
$81.72 - $124.01 $81.7 - $124
3.13K $389M
JPM
Jpmorgan Chase & CO

Financial Services
-1.13K
- 12.31%
$210.28 - $289.91 $238K - $328K
8.05K $2.33B
AMD
Advanced Micro Devices Inc

Technology
-820
- 12.78%
$78.21 - $143.81 $64.1K - $118K
5.6K $794M
CCJ
Cameco Corp

Energy
-1.4K
- 13.11%
$36.68 - $74.46 $51.4K - $104K
9.28K $689M
MSFT
Microsoft Corp

Technology
-239
- 3.58%
$354.56 - $497.45 $84.7K - $119K
6.43K $3.2B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-1.53K
- 0.32%
$23.66 - $29.99 $36.2K - $45.9K
470K $14.1B
Activity Summary
Buys All Purchases 51 New Holdings 12 Increased Positions 39 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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