Eagle Wealth Strategies LLC Portfolio Holdings

Eagle Wealth Strategies LLC

  • $137 Billion
  • Q3 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$247M
$649 Million 0.47% of portfolio
23,528
Q4 2023 New
$206M
$27.4 Million 0.02% of portfolio
10,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $137 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 23 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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