Eagle Wealth Strategies LLC Incresed Positions in Q3 2024

Eagle Wealth Strategies LLC

  • $137 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
3.21K
+ 1.21%
$88.24 - $99.7 $283K - $320K
268K $25.7B
AMZN
Amazon Com Inc

Consumer Cyclical
4.08K
+ 50.08%
$161.02 - $200.0 $657K - $816K
12.2K $2.28B
XLV
Select Sector Spdr Fund Health

ETFs
430
+ 0.71%
$143.3 - $157.24 $61.6K - $67.6K
60.9K $9.38B
UNH
Unitedhealth Group Inc

Healthcare
621
+ 59.09%
$488.01 - $604.18 $303K - $375K
1.67K $978M
ORCL
Oracle Corp

Technology
1.89K
+ 86.08%
$125.9 - $170.35 $237K - $321K
4.08K $695M
MSFT
Microsoft Corp

Technology
880
+ 16.15%
$395.15 - $467.56 $348K - $411K
6.33K $2.72B
META
Meta Platforms, Inc.

Communication Services
286
+ 39.72%
$453.41 - $572.44 $130K - $164K
1.01K $576M
GOOG
Alphabet Inc.

Communication Services
1.58K
+ 46.14%
$149.54 - $192.66 $236K - $304K
4.99K $835M
T
At&T Inc.

Communication Services
3.44K
+ 17.83%
$18.21 - $22.28 $62.7K - $76.7K
22.8K $501M
FULT
Fulton Financial Corp

Financial Services
62
+ 0.06%
$16.35 - $20.14 $1.01K - $1.25K
96.5K $1.75B
APD
Air Products & Chemicals, Inc.

Basic Materials
15
+ 0.68%
$247.34 - $300.11 $3.71K - $4.5K
2.22K $661M
NVDA
Nvidia Corp

Technology
883
+ 10.45%
$98.91 - $134.91 $87.3K - $119K
9.33K $1.13B
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 0.61%
$194.9 - $224.8 $10.7K - $12.4K
9.03K $1.9B
IBM
International Business Machines Corp

Technology
16
+ 0.91%
$175.1 - $223.38 $2.8K - $3.57K
1.78K $393M
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 4.03%
$245.82 - $304.51 $13.5K - $16.7K
1.42K $432M
MDLZ
Mondelez International, Inc.

Consumer Defensive
188
+ 3.09%
$64.35 - $75.71 $12.1K - $14.2K
6.26K $461M
ABBV
Abb Vie Inc.

Healthcare
73
+ 4.06%
$163.84 - $199.33 $12K - $14.6K
1.87K $369M
JNJ
Johnson & Johnson

Healthcare
63
+ 2.82%
$145.48 - $167.38 $9.17K - $10.5K
2.29K $372M
CVS
Cvs Health Corp

Healthcare
138
+ 1.62%
$55.81 - $63.18 $7.7K - $8.72K
8.64K $543M
PFIS
Peoples Financial Services Corp.

Financial Services
40
+ 0.14%
$41.44 - $50.49 $1.66K - $2.02K
28.7K $1.34B
KO
Coca Cola CO

Consumer Defensive
3
+ 0.06%
$62.69 - $73.01 $188 - $219
4.7K $337M
AVGO
Broadcom Inc.

Technology
2.48K
+ 908.79%
$136.27 - $1745.86 $338K - $4.33M
2.75K $475M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
44
+ 0.32%
$49.93 - $51.15 $2.2K - $2.25K
13.9K $712M
MUB
Ishares National Muni Bond ETF

ETFs
32
+ 0.74%
$106.13 - $108.7 $3.4K - $3.48K
4.35K $473M
CSX
Csx Corp

Industrials
7
+ 0.08%
$32.48 - $35.45 $227 - $248
8.56K $295M
LNG
Cheniere Energy, Inc.

Energy
3
+ 0.18%
$172.24 - $186.09 $517 - $558
1.68K $301M
DIS
Walt Disney CO

Communication Services
92
+ 2.98%
$85.6 - $98.61 $7.88K - $9.07K
3.18K $306M
F
Ford Motor CO

Consumer Cyclical
15
+ 0.12%
$9.71 - $14.55 $146 - $218
12.2K $129M
MRK
Merck & Co., Inc.

Healthcare
68
+ 1.98%
$111.15 - $128.97 $7.56K - $8.77K
3.5K $397M
LLY
Eli Lilly & CO

Healthcare
39
+ 0.97%
$772.14 - $960.02 $30.1K - $37.4K
4.08K $3.61B
Activity Summary
Buys All Purchases 54 New Holdings 23 Increased Positions 31 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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