Eagle Strategies LLC Purchases in Q4 2024

Eagle Strategies LLC

  • $576 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
28.4K
+ 4.11%
$66.77 - $71.52 $1.9M - $2.03M
720K $49.6M
VO
Vanguard Mid Cap ETF

ETFs
9.8K
+ 367.04%
$261.5 - $284.63 $2.56M - $2.79M
12.5K $3.29M
VUG
Vanguard Growth ETF

ETFs
3.21K
+ 13.52%
$378.79 - $428.11 $1.21M - $1.37M
26.9K $11.1M
FIW
First Trust Water ETF

ETFs
19.5K
+ 188.33%
$102.02 - $110.91 $1.99M - $2.17M
29.9K $3.05M
RTX
Raytheon Technologies Corp

Industrials
15.7K
+ 815.75%
$114.45 - $127.21 $1.8M - $2M
17.6K $2.04M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
23.4K
+ 12.5%
$65.67 - $69.79 $1.54M - $1.63M
210K $14.1M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
16.5K
+ 8.62%
N/A
208K $17.8M
SPYG
Spdr Portfolio

ETFs
1.51K
+ 0.59%
$81.74 - $91.38 $124K - $138K
260K $22.8M
NEE
Nextera Energy Inc

Utilities
19.7K
+ 294.92%
$69.77 - $85.43 $1.37M - $1.68M
26.4K $1.89M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
17.1K
New
$74.5 - $78.37 $1.28M - $1.34M
17.1K $1.28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
343K
+ 238.44%
$26.93 - $84.95 $9.24M - $29.2M
487K $13.3M
GHC
Graham Holdings CO

Consumer Defensive
1.22K
New
$771.16 - $960.36 $942K - $1.17M
1.22K $1.06M
USFR
Wisdomtree Floating Rate Treas

ETFs
19.6K
+ 8.15%
$50.23 - $50.46 $984K - $988K
260K $13.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
38.3K
New
$24.19 - $50.58 $927K - $1.94M
38.3K $930K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
8.18K
+ 7.38%
$72.18 - $81.41 $590K - $666K
119K $8.99M
AMZN
Amazon Com Inc

Consumer Cyclical
216
+ 0.86%
$180.88 - $232.93 $39.1K - $50.3K
25.3K $5.55M
SNOW
Snowflake Inc.

Technology
5.68K
New
$109.65 - $186.51 $623K - $1.06M
5.68K $877K
SCHO
Schwab Short Term Us Treasury

ETFs
34.6K
New
$24.06 - $48.88 $832K - $1.69M
34.6K $831K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
15.4K
New
$52.19 - $52.87 $803K - $813K
15.4K $804K
AAPL
Apple Inc.

Technology
340
+ 0.93%
$221.69 - $259.02 $75.4K - $88.1K
36.9K $9.24M
FNDX
Schwab Fundamental U S Large C

ETFs
353K
+ 218.26%
$23.49 - $71.77 $8.29M - $25.3M
515K $12.2M
GOOG
Alphabet Inc.

Communication Services
1.77K
+ 19.67%
$163.08 - $198.16 $289K - $351K
10.8K $2.05M
PAVE
Global X Fds Us Infrastructure

ETFs
19.4K
+ 5.92%
$40.41 - $45.95 $784K - $892K
347K $14M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
719
+ 4.66%
$172.07 - $207.36 $124K - $149K
16.1K $3.19M
XLE
Energy Sector Spdr

ETFs
5.36K
New
$83.32 - $97.27 $447K - $522K
5.36K $459K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.4K
+ 7.68%
$46.48 - $51.32 $344K - $380K
104K $4.99M
CRWD
Crowd Strike Holdings, Inc.

Technology
4
+ 0.06%
$275.15 - $388.2 $1.1K - $1.55K
6.75K $2.31M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.94K
+ 10.31%
$90.66 - $99.46 $447K - $491K
52.8K $4.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
887
+ 59.21%
$442.29 - $483.08 $392K - $428K
2.39K $1.08M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.32K
New
$115.08 - $119.55 $382K - $397K
3.32K $383K
IVV
Ishares Core S&P 500 ETF

ETFs
375
+ 2.84%
$570.51 - $610.59 $214K - $229K
13.6K $7.99M
DGRO
Ishares Core Dividend Growth E

ETFs
11.7K
+ 4.55%
$60.73 - $64.94 $710K - $759K
268K $16.5M
IHDG
Wisdomtree Tr

ETFs
38.2K
+ 6.56%
$43.38 - $46.0 $1.66M - $1.76M
621K $27M
IYW
Ishares Dj Us Tech ETF

ETFs
1.65K
+ 14.17%
$148.14 - $166.23 $244K - $274K
13.3K $2.12M
RWK
Invesco Exchange Traded Fd Tr

ETFs
2.97K
+ 7.52%
$114.67 - $126.49 $340K - $375K
42.4K $4.93M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
55
+ 1.95%
$260.53 - $404.79 $14.3K - $22.3K
2.88K $1.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
179
+ 0.65%
$241.48 - $274.89 $43.2K - $49.2K
27.8K $7.06M
GOOGL
Alphabet Inc.

Communication Services
651
+ 7.71%
$161.86 - $196.66 $105K - $128K
9.1K $1.72M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
7.19K
New
$42.8 - $44.98 $308K - $323K
7.19K $314K
GILD
Gilead Sciences, Inc.

Healthcare
3.09K
New
$83.95 - $97.9 $259K - $303K
3.09K $285K
PG
Procter & Gamble CO

Consumer Defensive
1.77K
+ 53.0%
$161.05 - $179.7 $284K - $317K
5.1K $854K
VBR
Vanguard Small Cap Value ETF

ETFs
1.85K
+ 5.09%
$197.36 - $217.3 $365K - $402K
38.1K $7.56M
CI
Cigna Corp

Healthcare
975
New
$265.59 - $358.58 $259K - $350K
975 $269K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.43K
New
$105.85 - $112.84 $257K - $274K
2.43K $267K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
4.86K
New
$53.38 - $60.64 $259K - $295K
4.86K $264K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.91K
+ 39.38%
$91.29 - $91.8 $266K - $268K
10.3K $943K
PSCT
Invesco S&P Smallcap Informati

ETFs
5.5K
New
$45.45 - $51.38 $250K - $282K
5.5K $262K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.5K
New
$74.68 - $81.45 $261K - $285K
3.5K $261K
QQQ
Invesco Qqq Trust, Series 1

ETFs
320
+ 8.83%
$481.22 - $538.17 $154K - $172K
3.94K $2.02M
Activity Summary
Buys All Purchases 163 New Holdings 18 Increased Positions 145 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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