Eagle Wealth Strategies LLC Portfolio Holdings

Eagle Wealth Strategies LLC

  • $124 Billion
  • Q2 2024

Eagle Wealth Strategies LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 89 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 $35.1B, American Centy ETF Tr Avantis with a value of $23.7B, Select Sector Spdr Fund Health with a value of $8.81B, Eli Lilly & CO with a value of $3.66B, and Exxon Mobil Corp with a value of $3.52B.

Examining the 13F form we can see an increase of $605M in the current position value, from $123B to 124B.

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 $124 Billion
ETFs: $76.5 Billion
Technology: $11.1 Billion
Financial Services: $10.5 Billion
Healthcare: $7.36 Billion
Energy: $5.99 Billion
Consumer Cyclical: $3.14 Billion
Communication Services: $2.95 Billion
Industrials: $2.41 Billion
Other: $3.76 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.91B
$1.64 Billion 1.32% of portfolio
96,480
Q2 2024 Reduced 0.34%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $124 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 18, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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