Eagle Wealth Strategies LLC Portfolio Holdings

Eagle Wealth Strategies LLC

  • $163 Billion
  • Q1 2025

Eagle Wealth Strategies LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $163 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $33.6B, American Centy ETF Tr Avantis with a value of $23.7B, Wisdomtree Tr Us Quality Divid with a value of $14.2B, Dimensional ETF Tr Emerging Mk with a value of $12.8B, and Franklin Templeton ETF Tr Libe with a value of $10.4B.

Examining the 13F form we can see an increase of $24.9B in the current position value, from $138B to 163B.

Eagle Wealth Strategies LLC is based out at West Deptford, NJ

Below you can find more details about Eagle Wealth Strategies LLC portfolio as well as his latest detailed transactions.

Portfolio value $163 Billion
ETFs: $109 Billion
Financial Services: $12.2 Billion
Technology: $10.8 Billion
Healthcare: $7.99 Billion
Energy: $6.13 Billion
Consumer Cyclical: $5.18 Billion
Communication Services: $4.11 Billion
Industrials: $2.87 Billion
Other: $4.22 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$292M
$1.27 Billion 0.78% of portfolio
28,655
Q3 2024 Added 0.14%
$183M
$569 Million 0.35% of portfolio
23,528
Q4 2023 New
$177M
$23.5 Million 0.01% of portfolio
10,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $163 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Eagle Wealth Strategies LLC Portfolio

Follow Eagle Wealth Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Eagle Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email