Eagle Strategies LLC Incresed Positions in Q4 2025

Eagle Strategies LLC

  • $771 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.44K
+ 20.7%
$91.46 - $91.76 $131K - $132K
8.37K $766K
ISRG
Intuitive Surgical Inc

Healthcare
105
+ 17.21%
$429.59 - $576.2 $45.1K - $60.5K
715 $390K
AVGO
Broadcom Inc.

Technology
193
+ 5.66%
$324.63 - $385.98 $62.7K - $74.5K
3.61K $1.24M
IQLT
Ishares Msci Intl Quality Fact

ETFs
357
+ 0.23%
$43.84 - $45.35 $15.7K - $16.2K
154K $6.89M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.16K
+ 1.62%
N/A
72.8K $6.25M
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.27K
+ 6.4%
$25.03 - $25.34 $81.8K - $82.8K
54.3K $1.36M
XOM
Exxon Mobil Corp

Energy
171
+ 1.38%
$110.64 - $119.78 $18.9K - $20.5K
12.6K $1.48M
PANW
Palo Alto Networks Inc

Technology
338
+ 6.87%
$204.77 - $221.38 $69.2K - $74.8K
5.26K $1.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.22K
+ 1.72%
$26.44 - $27.53 $85.1K - $88.6K
191K $5.2M
NEE
Nextera Energy Inc

Utilities
1
+ 0.01%
$78.18 - $86.03 $78.2 - $86
7.3K $625K
KO
Coca Cola CO

Consumer Defensive
298
+ 2.44%
$66.1 - $71.61 $19.7K - $21.3K
12.5K $883K
VV
Vanguard Large Cap ETF

ETFs
184
+ 3.69%
$301.9 - $317.98 $55.5K - $58.5K
5.17K $1.6M
FNDF
Schwab Fundamental Intl Large

ETFs
320
+ 1.17%
$42.35 - $45.18 $13.6K - $14.5K
27.7K $1.24M
DVYE
Ishares Emerging Markets Divid

ETFs
916
+ 5.16%
$28.63 - $31.75 $26.2K - $29.1K
18.7K $589K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.24K
+ 7.66%
$66.04 - $69.67 $81.6K - $86K
17.4K $1.17M
IWB
Ishares Tr Russell 1000 ETF

ETFs
142
+ 3.73%
$358.39 - $376.54 $50.9K - $53.5K
3.95K $1.45M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
708
+ 19.33%
$82.69 - $83.12 $58.5K - $58.8K
4.37K $361K
VTI
Vanguard Total Stock Market Et

ETFs
154
+ 4.22%
$321.8 - $337.95 $49.6K - $52K
3.81K $1.26M
PSCT
Invesco S&P Smallcap Informati

ETFs
321
+ 3.52%
$51.84 - $60.61 $16.6K - $19.5K
9.43K $536K
IYW
Ishares Dj Us Tech ETF

ETFs
36
+ 0.27%
$192.8 - $211.27 $6.94K - $7.61K
13.5K $2.69M
FICO
Fair Isaac Corp

Technology
2
+ 1.03%
$1512.71 - $1879.55 $3.03K - $3.76K
196 $341K
MUB
Ishares National Muni Bond ETF

ETFs
421
+ 3.21%
$106.36 - $107.61 $44.8K - $45.3K
13.5K $1.45M
JNJ
Johnson & Johnson

Healthcare
5
+ 0.15%
$185.98 - $199.58 $930 - $998
3.37K $672K
GILD
Gilead Sciences, Inc.

Healthcare
25
+ 0.8%
$110.56 - $125.2 $2.76K - $3.13K
3.16K $392K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
579
+ 4.46%
$114.27 - $121.15 $66.2K - $70.1K
13.6K $1.58M
PLTR
Palantir Technologies Inc.

Technology
332
+ 15.24%
$172.14 - $207.18 $57.2K - $68.8K
2.51K $436K
WMT
Walmart Inc.

Consumer Defensive
372
+ 7.74%
$101.18 - $109.03 $37.6K - $40.6K
5.18K $533K
IBM
International Business Machines Corp

Technology
11
+ 0.48%
$275.97 - $314.98 $3.04K - $3.46K
2.29K $679K
HST
Host Hotels & Resorts, Inc.

Real Estate
1.15K
+ 3.94%
$15.82 - $18.18 $18.1K - $20.8K
30.2K $532K
SCHO
Schwab Short Term Us Treasury

ETFs
2.14K
+ 0.68%
$24.31 - $24.46 $52.1K - $52.4K
318K $7.75M
USFR
Wisdomtree Floating Rate Treas

ETFs
516
+ 1.46%
$50.24 - $50.4 $25.9K - $26K
35.9K $1.81M
BUG
Global X Fds Cybersecurity ETF

ETFs
2.6K
+ 11.69%
$32.53 - $35.95 $84.5K - $93.4K
24.8K $810K
IWN
Ishares Russell2000 Val ETF

ETFs
207
+ 5.54%
$172.34 - $181.51 $35.7K - $37.6K
3.95K $689K
VGLT
Vanguard Long Term Treasury Et

ETFs
515
+ 7.98%
$56.44 - $58.38 $29.1K - $30.1K
6.97K $394K
XLP
Consumer Staples Sector Spdr

ETFs
346
+ 4.43%
N/A
8.16K $620K
ZS
Zscaler, Inc.

Technology
84
+ 3.78%
$292.75 - $336.27 $24.6K - $28.2K
2.31K $690K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
106
+ 0.64%
$88.45 - $91.41 $9.38K - $9.69K
16.7K $1.51M
LOW
Lowes Companies Inc

Consumer Cyclical
260
+ 19.67%
$225.0 - $247.99 $58.5K - $64.5K
1.58K $355K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
175
+ 2.9%
$63.98 - $67.45 $11.2K - $11.8K
6.22K $413K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
387
+ 6.25%
$76.23 - $79.22 $29.5K - $30.7K
6.58K $501K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
337
+ 2.36%
$136.06 - $140.64 $45.9K - $47.4K
14.6K $2.02M
SHOP
Shopify Inc.

Technology
163
+ 6.76%
$146.04 - $179.01 $23.8K - $29.2K
2.57K $375K
SKYY
First Trust Cloud Computing Et

ETFs
182
+ 6.4%
$131.95 - $143.46 $24K - $26.1K
3.02K $399K
DIV
Global X Superdividend Us ETF

ETFs
888
+ 2.12%
N/A
42.8K $734K
RODM
Hartford Multifactor Developed

ETFs
108
+ 0.84%
$34.98 - $36.49 $3.78K - $3.94K
12.9K $468K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
312
+ 18.75%
$153.8 - $189.34 $48K - $59.1K
1.98K $311K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.08%
$736.33 - $801.52 $736 - $802
1.18K $890K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
316
+ 3.61%
$63.25 - $66.24 $20K - $20.9K
9.07K $582K
QCOM
Qualcomm Inc

Technology
61
+ 4.67%
$153.59 - $187.68 $9.37K - $11.4K
1.37K $228K
Activity Summary
Buys All Purchases 158 New Holdings 18 Increased Positions 140 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Eagle Strategies LLC Portfolio

Follow Eagle Strategies LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eagle Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eagle Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email