Eagle Strategies LLC Incresed Positions in Q4 2024

Eagle Strategies LLC

  • $576 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SJNK
Spdr Bloomberg Short Term High

ETFs
102
+ 0.86%
$25.09 - $25.69 $2.56K - $2.62K
12K $302K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
498
+ 9.45%
$114.08 - $125.68 $56.8K - $62.6K
5.77K $660K
ACWI
Ishares Msci Acwi ETF

ETFs
11
+ 0.51%
$117.05 - $123.03 $1.29K - $1.35K
2.16K $254K
CVX
Chevron Corp

Energy
3
+ 0.16%
$141.15 - $162.53 $423 - $488
1.84K $265K
SAN
Banco Santander, S.A.

Financial Services
348
+ 1.6%
$4.49 - $5.05 $1.56K - $1.76K
22.1K $100K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
35
+ 0.67%
$89.9 - $100.66 $3.15K - $3.52K
5.28K $477K
EFG
Msci Eafe Growth ETF

ETFs
125
+ 5.59%
$96.83 - $106.88 $12.1K - $13.4K
2.36K $228K
QCOM
Qualcomm Inc

Technology
59
+ 4.31%
$150.4 - $178.04 $8.87K - $10.5K
1.43K $219K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.44K
+ 105.68%
$18.41 - $40.87 $100K - $222K
10.6K $195K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2
+ 0.03%
$47.77 - $51.75 $95.5 - $104
7.19K $347K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.2K
+ 10.17%
$60.13 - $67.31 $192K - $215K
34.6K $2.1M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
91
+ 1.46%
$52.1 - $57.26 $4.74K - $5.21K
6.3K $328K
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.25%
$244.52 - $284.07 $734 - $852
1.19K $293K
ADI
Analog Devices Inc

Technology
104
+ 3.39%
$206.35 - $236.48 $21.5K - $24.6K
3.17K $673K
NKE
Nike, Inc.

Consumer Cyclical
23
+ 0.81%
$73.36 - $89.13 $1.69K - $2.05K
2.87K $217K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.05K
+ 5.81%
$26.63 - $30.23 $54.6K - $62K
37.3K $994K
JNJ
Johnson & Johnson

Healthcare
196
+ 5.26%
$143.34 - $165.86 $28.1K - $32.5K
3.92K $567K
UNH
Unitedhealth Group Inc

Healthcare
8
+ 1.57%
$485.52 - $625.25 $3.88K - $5K
516 $261K
VNQ
Vanguard Specialized Funds Van

ETFs
67
+ 1.29%
$87.85 - $98.6 $5.89K - $6.61K
5.24K $467K
AEP
American Electric Power CO Inc

Utilities
119
+ 2.5%
$90.91 - $102.21 $10.8K - $12.2K
4.88K $450K
VLUE
Ishares Msci Usa Value Factor

ETFs
212
+ 1.19%
$104.01 - $115.38 $22.1K - $24.5K
18K $1.9M
CSX
Csx Corp

Industrials
8
+ 0.05%
$31.58 - $36.88 $253 - $295
17.7K $570K
DVYE
Ishares Emerging Markets Divid

ETFs
1.81K
+ 5.75%
$25.42 - $29.74 $46K - $53.9K
33.3K $860K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.82K
+ 5.78%
$34.13 - $37.35 $62.1K - $68K
33.3K $1.14M
VTV
Vanguard Value ETF

ETFs
599
+ 2.0%
$168.32 - $181.87 $101K - $109K
30.6K $5.18M
SO
Southern CO

Utilities
53
+ 0.56%
$81.5 - $94.15 $4.32K - $4.99K
9.45K $778K
RIO
Rio Tinto PLC

Basic Materials
10
+ 0.16%
$58.59 - $71.15 $586 - $712
6.27K $368K
VHT
Vanguard Health Care ETF

ETFs
280
+ 5.03%
$250.81 - $283.3 $70.2K - $79.3K
5.85K $1.48M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
470
+ 2.97%
$131.66 - $144.0 $61.9K - $67.7K
16.3K $2.16M
ADBE
Adobe Inc.

Technology
22
+ 1.52%
$437.39 - $552.96 $9.62K - $12.2K
1.47K $651K
IBB
Ishares Biotechnology ETF

ETFs
354
+ 3.14%
$131.21 - $148.85 $46.4K - $52.7K
11.6K $1.54M
KO
Coca Cola CO

Consumer Defensive
230
+ 1.75%
$61.74 - $71.71 $14.2K - $16.5K
13.4K $833K
LLY
Eli Lilly & CO

Healthcare
2
+ 0.19%
$727.2 - $932.06 $1.45K - $1.86K
1.07K $827K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
74
+ 0.44%
$79.93 - $88.06 $5.91K - $6.52K
16.7K $1.34M
FNDF
Schwab Fundamental Intl Large

ETFs
466
+ 1.27%
$32.92 - $37.15 $15.3K - $17.3K
37.1K $1.23M
FCX
Freeport Mcmoran Inc

Basic Materials
12.7K
+ 23.99%
$38.08 - $50.82 $484K - $645K
65.6K $2.5M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
293
+ 1.22%
$119.34 - $127.78 $35K - $37.4K
24.3K $2.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
832
+ 1.33%
$160.89 - $176.18 $134K - $147K
63.4K $10.2M
INDA
Ishares Msci India Index Fund

ETFs
1.21K
+ 2.35%
$52.64 - $58.16 $63.7K - $70.4K
52.8K $2.78M
SLV
I Shares Silver Trust

ETFs
1.63K
+ 1.09%
$26.33 - $31.74 $42.8K - $51.6K
150K $3.95M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.57K
+ 1.62%
$96.64 - $101.23 $152K - $159K
98.6K $9.56M
IQLT
Ishares Msci Intl Quality Fact

ETFs
8.02K
+ 5.74%
$37.12 - $41.23 $298K - $331K
148K $5.48M
IEFA
Ishares Tr

ETFs
1.09K
+ 1.68%
$70.06 - $77.43 $76.3K - $84.3K
65.8K $4.62M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
9.77K
+ 3.76%
$40.41 - $45.12 $395K - $441K
270K $10.9M
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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