Eagle Strategies LLC Portfolio Holdings

Eagle Strategies LLC

  • $771 Million
  • Q4 2025

Eagle Strategies LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $771 Million distributed in 247 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $70.5M, Spdr Portfolio with a value of $29M, Wisdomtree Tr with a value of $27.9M, Schwab Fundamental U S Large C with a value of $27.5M, and Vanguard Growth ETF with a value of $18.4M.

Examining the 13F form we can see an increase of $29.6M in the current position value, from $741M to 771M.

Eagle Strategies LLC is based out at New York, NY

Below you can find more details about Eagle Strategies LLC portfolio as well as his latest detailed transactions.

Portfolio value $771 Million
ETFs: $638 Million
Technology: $68.2 Million
Consumer Cyclical: $12 Million
Communication Services: $10.2 Million
Financial Services: $9.87 Million
Healthcare: $7.25 Million
Industrials: $6.82 Million
Utilities: $5.88 Million
Other: $11.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$689,000 0.09% of portfolio
3,946
Q4 2025 Added 5.54%
$0
$620,000 0.08% of portfolio
8,157
Q4 2025 Added 4.43%
$0
$589,000 0.08% of portfolio
18,683
Q4 2025 Added 5.16%
$0
$647,000 0.08% of portfolio
12,066
Q4 2025 Added 0.3%
$0
$604,000 0.08% of portfolio
12,558
Q4 2025 Added 53.31%
$0
$582,000 0.08% of portfolio
9,070
Q4 2025 Added 3.61%
$0
$609,000 0.08% of portfolio
13,316
Q4 2025 Added 0.66%
$0
$648,000 0.08% of portfolio
2,594
Q4 2025 Added 1.61%
$0
$641,000 0.08% of portfolio
10,921
Q4 2025 Reduced 7.1%
$0
$637,000 0.08% of portfolio
8,090
Q4 2025 Reduced 2.05%
$0
$545,000 0.07% of portfolio
5,952
Q4 2025 Added 2.25%
$0
$501,000 0.07% of portfolio
6,576
Q4 2025 Added 6.25%
$0
$525,000 0.07% of portfolio
3,776
Q4 2025 Reduced 2.61%
$0
$562,000 0.07% of portfolio
10,822
Q4 2025 Reduced 3.76%
$0
$507,000 0.07% of portfolio
866
Q4 2025 Reduced 7.08%
$0
$536,000 0.07% of portfolio
9,428
Q4 2025 Added 3.52%
$0
$504,000 0.07% of portfolio
1,748
Q4 2025 New
$0
$560,000 0.07% of portfolio
14,656
Q4 2025 Reduced 10.07%
$0
$468,000 0.06% of portfolio
12,895
Q4 2025 Added 0.84%
$0
$489,000 0.06% of portfolio
5,469
Q4 2025 Added 0.51%
$0
$490,000 0.06% of portfolio
3,847
Q4 2025 Added 3.89%
$0
$480,000 0.06% of portfolio
2,355
Q4 2025 Reduced 2.08%
$0
$413,000 0.05% of portfolio
6,218
Q4 2025 Added 2.9%
$0
$367,000 0.05% of portfolio
15,475
Q4 2025 Added 0.97%
$0
$408,000 0.05% of portfolio
19,507
Q4 2025 Added 0.66%
$0
$387,000 0.05% of portfolio
7,081
Q4 2025 Reduced 11.39%
$0
$353,000 0.05% of portfolio
14,573
Q4 2025 Added 1.03%
$0
$423,000 0.05% of portfolio
5,242
Q3 2025 New
$0
$361,000 0.05% of portfolio
4,370
Q4 2025 Added 19.33%
$0
$402,000 0.05% of portfolio
3,292
Q4 2025 Reduced 20.71%
$0
$394,000 0.05% of portfolio
6,967
Q4 2025 Added 7.98%
$0
$384,000 0.05% of portfolio
1,426
Q4 2025 Reduced 1.11%
$0
$416,000 0.05% of portfolio
4,688
Q4 2025 New
$0
$399,000 0.05% of portfolio
3,024
Q4 2025 Added 6.4%
$0
$422,000 0.05% of portfolio
896
Q4 2025 Reduced 5.29%
$0
$338,000 0.04% of portfolio
3,887
Q4 2025 Added 0.47%
$0
$307,000 0.04% of portfolio
4,820
Q4 2025 Reduced 14.27%
$0
$316,000 0.04% of portfolio
19,883
Q4 2025 New
$0
$295,000 0.04% of portfolio
6,086
Q4 2025 Reduced 6.33%
$0
$287,000 0.04% of portfolio
2,050
Q4 2025 Reduced 0.24%
$0
$327,000 0.04% of portfolio
13,689
Q4 2025 New
$0
$275,000 0.04% of portfolio
1,882
Q4 2025 New
$0
$334,000 0.04% of portfolio
6,430
Q4 2025 Reduced 2.19%
$0
$233,000 0.03% of portfolio
2,189
Q4 2025 Added 0.74%
$0
$231,000 0.03% of portfolio
1,685
Q4 2025 Reduced 5.18%
$0
$250,000 0.03% of portfolio
9,944
Q4 2025 Reduced 9.67%
$0
$250,000 0.03% of portfolio
5,772
Q4 2025 Reduced 2.96%
$0
$223,000 0.03% of portfolio
1,747
Q3 2025 New
$0
$232,000 0.03% of portfolio
1,690
Q4 2025 Reduced 25.55%

Summary

  • Portfolio
  • No. of Stocks 247
  • Current Value $771 Million
  • Prior Value $741 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 18 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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