Eagle Wealth Strategies LLC Purchases and Sells in Q4 2024

Eagle Wealth Strategies LLC

$138 Billion
Q4 2024

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	7.61K + 62.23%	$180.88 - $232.93 $1.38M - $1.77M	19.8K $4.35B
SPY	924 + 21.08%	$567.81 - $607.81 $525K - $562K	5.31K $3.11B
AAPL	634 + 7.18%	$221.69 - $259.02 $141K - $164K	9.46K $2.37B
MRK	2.87K + 82.02%	$96.31 - $114.76 $276K - $329K	6.37K $633M
AVGO	77 + 2.8%	$159.67 - $250.0 $12.3K - $19.3K	2.83K $656M
NVDA	312 + 3.34%	$117.0 - $148.88 $36.5K - $46.5K	9.65K $1.3B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	9.47K New	$61.68 - $67.87 $584K - $643K	9.47K $590M
HRI	1.24K New	$155.15 - $239.28 $193K - $297K	1.24K $235M
RCL	931 New	$173.13 - $258.09 $161K - $240K	931 $215M
CRWD	610 New	$275.15 - $388.2 $168K - $237K	610 $209M
FIVG	4.32K New	N/A	4.32K $206M
ARKW	1.88K New	$82.66 - $120.04 $155K - $225K	1.88K $202M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	-290 - 0.95%	$105.51 - $125.37 $30.6K - $36.4K	30.1K $3.24B
MDLZ	-1.53K - 24.41%	$59.25 - $72.99 $90.6K - $112K	4.73K $283M
ACN	-439 - 6.83%	$343.9 - $376.86 $151K - $165K	5.99K $2.11B
LEN	-100 - 3.89%	$136.2 - $188.96 $13.6K - $18.9K	2.47K $337M
VZ	-1.25K - 7.05%	$39.6 - $45.21 $49.3K - $56.3K	16.4K $657M
XBI	-1.09K - 26.94%	$89.81 - $104.0 $97.8K - $113K	2.95K $266M

Activity Summary All Purchases 48 New Holdings 6 Increased Positions 42 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.