Eagle Wealth Strategies LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 110 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 $36.9B, American Centy ETF Tr Avantis with a value of $25.7B, Select Sector Spdr Fund Health with a value of $9.38B, Eli Lilly & CO with a value of $3.61B, and Exxon Mobil Corp with a value of $3.57B.
Examining the 13F form we can see an increase of $13.4B in the current position value, from $124B to 137B.
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
$137 Billion
ETFs: $80.8 Billion
Technology: $12.6 Billion
Financial Services: $11.8 Billion
Healthcare: $9.49 Billion
Energy: $5.92 Billion
Consumer Cyclical: $4.25 Billion
Communication Services: $4.08 Billion
Industrials: $3.1 Billion
Other: $4.7 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
