Eagle Strategies LLC Incresed Positions 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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
343K
+ 238.44%
$26.93 - $84.95 $9.24M - $29.2M
487K $13.3M
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
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
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
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
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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.91K
+ 39.38%
$91.29 - $91.8 $266K - $268K
10.3K $943K
QQQ
Invesco Qqq Trust, Series 1

ETFs
320
+ 8.83%
$481.22 - $538.17 $154K - $172K
3.94K $2.02M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
3.1K
+ 3.61%
N/A
88.8K $6.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
58
+ 0.37%
$567.81 - $607.81 $32.9K - $35.3K
15.8K $9.28M
BLOK
Amplify ETF Tr Trnsformational

ETFs
637
+ 1.83%
$36.5 - $53.22 $23.3K - $33.9K
35.5K $1.53M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
16K
+ 15.6%
$31.83 - $34.97 $511K - $561K
119K $3.84M
IYF
Ishares Tr

ETFs
477
+ 2.06%
$102.7 - $119.05 $49K - $56.8K
23.6K $2.61M
CEG
Constellation Energy Corp

Utilities
2.09K
+ 25.47%
$224.28 - $285.52 $469K - $598K
10.3K $2.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
138
+ 1.59%
$521.84 - $558.82 $72K - $77.1K
8.83K $4.76M
MGK
Vanguard Mega Cap Growth ETF

ETFs
186
+ 3.93%
$316.94 - $357.88 $59K - $66.6K
4.91K $1.69M
NOW
Service Now, Inc.

Technology
19
+ 2.24%
$867.18 - $1148.42 $16.5K - $21.8K
867 $919K
IAU
Ishares Gold Trust

ETFs
3.32K
+ 5.43%
$48.37 - $52.65 $161K - $175K
64.5K $3.19M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
353
+ 39.01%
$417.69 - $450.94 $147K - $159K
1.26K $535K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
50
+ 0.27%
$129.96 - $144.97 $6.5K - $7.25K
18.8K $2.61M
PFF
Ishares Trust Ishares Pfd And

ETFs
12.3K
+ 8.85%
$31.23 - $33.51 $385K - $413K
152K $4.77M
BOTZ
Global X Fds

ETFs
4.28K
+ 16.33%
$31.11 - $34.18 $133K - $146K
30.5K $973K
CRM
Salesforce, Inc.

Technology
3
+ 0.14%
$270.87 - $367.87 $813 - $1.1K
2.09K $698K
V
Visa Inc.

Financial Services
63
+ 2.51%
$273.87 - $320.91 $17.3K - $20.2K
2.57K $811K
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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