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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$13.6 Million 1.77% of portfolio
72,897
Q4 2025 Reduced 5.48%
$4.3T
$9.91 Million 1.29% of portfolio
37,040
Q4 2025 Reduced 2.79%
$2.39T
$7.3 Million 0.95% of portfolio
31,107
Q4 2025 Added 15.16%
$3.78T
$6.92 Million 0.9% of portfolio
13,633
Q4 2025 Added 7.16%
$1.65T
$4.48 Million 0.58% of portfolio
16,206
Q4 2025 Added 0.86%
$1.46T
$4.5 Million 0.58% of portfolio
15,968
Q4 2025 Reduced 2.13%
$971B
$4.18 Million 0.54% of portfolio
4,095
Q4 2025 Added 3.88%
$237B
$3.56 Million 0.46% of portfolio
15,024
Q4 2025 Reduced 1.98%
$258B
$3.16 Million 0.41% of portfolio
17,971
Q4 2025 Added 0.76%
$1.29T
$2.78 Million 0.36% of portfolio
6,802
Q4 2025 Reduced 5.46%
$388B
$2.06 Million 0.27% of portfolio
8,552
Q4 2025 Reduced 26.02%
$512B
$1.89 Million 0.25% of portfolio
3,520
Q4 2025 Added 498.64%
$1.74T
$1.94 Million 0.25% of portfolio
6,786
Q4 2025 Reduced 1.11%
$1.37T
$1.72 Million 0.22% of portfolio
2,823
Q4 2025 Reduced 9.17%
$881B
$1.65 Million 0.21% of portfolio
5,490
Q4 2025 Added 0.75%
$662B
$1.6 Million 0.21% of portfolio
3,148
Q4 2025 Reduced 0.44%
$533B
$1.01 Million 0.13% of portfolio
3,099
Q4 2025 Reduced 12.92%
$306B
$883,000 0.11% of portfolio
12,499
Q4 2025 Added 2.44%
$346B
$722,000 0.09% of portfolio
4,953
Q4 2025 Reduced 0.5%
$266B
$679,000 0.09% of portfolio
2,285
Q4 2025 Added 0.48%
$522B
$672,000 0.09% of portfolio
3,368
Q4 2025 Added 0.15%
$279B
$533,000 0.07% of portfolio
5,179
Q4 2025 Added 7.74%
$303B
$495,000 0.06% of portfolio
3,200
Q4 2025 Added 17.95%
$342B
$436,000 0.06% of portfolio
2,511
Q4 2025 Added 15.24%
$414B
$390,000 0.05% of portfolio
1,667
Q4 2025 Added 0.85%
$270B
$351,000 0.05% of portfolio
2,206
Q4 2025 Added 0.46%
$418B
$311,000 0.04% of portfolio
1,976
Q4 2025 Added 18.75%
$283B
$342,000 0.04% of portfolio
2,603
Q2 2025 Added 1.28%
$255B
$196,000 0.03% of portfolio
577
Q4 2025 New
$367B
$242,000 0.03% of portfolio
676
Q4 2025 Added 8.51%

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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