Eagle Wealth Strategies LLC Purchases and Sells in Q3 2024

Eagle Wealth Strategies LLC

$137 Billion
Q3 2024

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	3.21K + 1.21%	$88.24 - $99.7 $283K - $320K	268K $25.7B
AMZN	4.08K + 50.08%	$161.02 - $200.0 $657K - $816K	12.2K $2.28B
XLV	430 + 0.71%	$143.3 - $157.24 $61.6K - $67.6K	60.9K $9.38B
UNH	621 + 59.09%	$488.01 - $604.18 $303K - $375K	1.67K $978M
ORCL	1.89K + 86.08%	$125.9 - $170.35 $237K - $321K	4.08K $695M
MSFT	880 + 16.15%	$395.15 - $467.56 $348K - $411K	6.33K $2.72B

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TEVA	24.9K New	$15.81 - $18.96 $394K - $472K	24.9K $449M
V	1.5K New	$253.74 - $291.56 $380K - $437K	1.5K $412M
MRVL	5.27K New	$56.15 - $76.24 $296K - $401K	5.27K $380M
COHERENT CORP	3.9K New	N/A	3.9K $347M
AZO	110 New	$2815.0 - $3212.87 $310K - $353K	110 $347M
SCHW	4.38K New	$61.74 - $76.08 $270K - $333K	4.38K $284M

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OCFC	-22.6K - 42.95%	$15.35 - $18.91 $346K - $427K	30K $557M
CVX	-93 - 0.88%	$137.88 - $161.97 $12.8K - $15.1K	10.4K $1.54B
XBI	-1.4K - 25.78%	$90.87 - $102.43 $128K - $144K	4.04K $399M
AJG	-1K - 12.47%	$259.22 - $299.75 $259K - $300K	7.02K $1.98B
IRBO	-3.3K - 29.74%	$30.09 - $34.95 $99.3K - $115K	7.79K $267M
CIBR	-1.93K - 29.02%	$52.1 - $59.66 $100K - $115K	4.71K $279M

Activity Summary All Purchases 54 New Holdings 23 Increased Positions 31 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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