Eagle Wealth Strategies LLC Sells in Q3 2024

Eagle Wealth Strategies LLC

  • $137 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OCFC
Oceanfirst Financial Corp

Financial Services
-22.6K
- 42.95%
$15.35 - $18.91 $346K - $427K
30K $557M
CVX
Chevron Corp

Energy
-93
- 0.88%
$137.88 - $161.97 $12.8K - $15.1K
10.4K $1.54B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.4K
- 25.78%
$90.87 - $102.43 $128K - $144K
4.04K $399M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1K
- 12.47%
$259.22 - $299.75 $259K - $300K
7.02K $1.98B
IRBO
Ishares Robotics & Artificial

ETFs
-3.3K
- 29.74%
$30.09 - $34.95 $99.3K - $115K
7.79K $267M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.93K
- 29.02%
$52.1 - $59.66 $100K - $115K
4.71K $279M
MILN
Global X Funds Global X Millen

ETFs
-3.04K
- 30.1%
$35.99 - $41.95 $110K - $128K
7.07K $296M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-3.53K
- 25.0%
$22.89 - $27.41 $80.8K - $96.8K
10.6K $271M
QCOM
Qualcomm Inc

Technology
-22
- 1.22%
$156.12 - $209.64 $3.43K - $4.61K
1.78K $303M
ADBE
Adobe Inc.

Technology
-28
- 4.09%
$508.13 - $586.55 $14.2K - $16.4K
657 $340M
CCL
Carnival Corp

Consumer Cyclical
-1.37K
- 4.16%
$14.01 - $19.18 $19.2K - $26.2K
31.5K $582M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-1.11K
- 16.18%
$50.42 - $61.06 $56K - $67.8K
5.76K $351M
ICLR
Icon PLC

Healthcare
-2
- 0.27%
$280.48 - $346.2 $561 - $692
749 $215M
WFC
Wells Fargo & Company

Financial Services
-129
- 3.5%
$51.58 - $60.97 $6.65K - $7.87K
3.56K $201M
HON
Honeywell International Inc

Industrials
-9
- 0.66%
$196.73 - $220.21 $1.77K - $1.98K
1.35K $279M
BAC
Bank Of America Corp

Financial Services
-209
- 2.31%
$36.65 - $44.13 $7.66K - $9.22K
8.84K $351M
FISV
Fiserv Inc

Technology
-331
- 18.98%
N/A
1.41K $254M
AMD
Advanced Micro Devices Inc

Technology
-89
- 1.47%
$128.67 - $183.96 $11.5K - $16.4K
5.98K $981M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2
- 0.36%
$460.0 - $505.78 $920 - $1.01K
555 $258M
PEP
Pepsico Inc

Consumer Defensive
-101
- 3.66%
$161.9 - $179.3 $16.4K - $18.1K
2.66K $452M
AKBA
Akebia Therapeutics, Inc.

Healthcare
-2K
- 16.67%
$0.94 - $1.55 $1.88K - $3.1K
10K $13.2M
BDX
Becton Dickinson & CO

Healthcare
-44
- 2.64%
$221.47 - $242.41 $9.74K - $10.7K
1.62K $391M
IWM
Ishares Russell 2000 ETF

ETFs
-71
- 6.76%
$200.87 - $224.6 $14.3K - $15.9K
979 $216M
CMCSA
Comcast Corp

Communication Services
-149
- 2.4%
$37.33 - $41.78 $5.56K - $6.23K
6.07K $253M
BSX
Boston Scientific Corp

Healthcare
-572
- 6.19%
$72.96 - $84.0 $41.7K - $48K
8.66K $726M
PG
Procter & Gamble CO

Consumer Defensive
-18
- 0.72%
$160.76 - $177.82 $2.89K - $3.2K
2.49K $432M
LEN
Lennar Corp

Consumer Cyclical
-428
- 14.27%
$142.5 - $192.45 $61K - $82.4K
2.57K $482M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-216
- 3.53%
$97.19 - $109.09 $21K - $23.6K
5.9K $638M
VO
Vanguard Mid Cap ETF

ETFs
-64
- 2.52%
$237.84 - $263.83 $15.2K - $16.9K
2.48K $654M
PAVE
Global X Fds Us Infrastructure

ETFs
-129
- 1.12%
$36.39 - $41.16 $4.69K - $5.31K
11.3K $467M
XOM
Exxon Mobil Corp

Energy
-154
- 0.5%
$109.72 - $119.0 $16.9K - $18.3K
30.4K $3.57B
PEG
Public Service Enterprise Group Inc

Utilities
-20
- 0.64%
$73.58 - $89.21 $1.47K - $1.78K
3.12K $279M
VZ
Verizon Communications Inc

Communication Services
-256
- 1.43%
$38.89 - $45.0 $9.96K - $11.5K
17.7K $794M
AAPL
Apple Inc.

Technology
-630
- 6.66%
$207.23 - $234.82 $131K - $148K
8.83K $2.06B
BX
Blackstone Inc.

Financial Services
-12
- 0.34%
$120.77 - $159.66 $1.45K - $1.92K
3.48K $533M
NEE
Nextera Energy Inc

Utilities
-650
- 5.72%
$69.9 - $84.97 $45.4K - $55.2K
10.7K $905M
ACN
Accenture PLC

Technology
-569
- 8.13%
$295.44 - $355.81 $168K - $202K
6.43K $2.27B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-307
- 0.44%
$475.2 - $527.7 $146K - $162K
69.9K $36.9B
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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