ES

Eagle Strategies LLC

13F
Eagle Strategies LLC
Last update 2025-07-23 226 Stocks (19 new)
Value $656.00 Mil Turnover 8 %
Countries:
Top Holdings: SPLG(9.48%)IHDG(5.01%)SPYG(3.99%)VUG(2.56%)PAVE(2.43%)
Summary Stock Picks Current Portfolio
Eagle Strategies LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG
SPDR Portfolio S&P 500 ETF
855,769
62,205.8
+14.06%
9.480
+1.17%
0.080
+18.45%
+8.20%
78,088.3
 
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
729,543
32,865.9
+6.41%
5.010
+0.30%
1.340
+9.67%
+5.89%
2,506.3
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
274,452
26,160.7
-0.91%
3.990
-0.04%
0.070
+25.09%
+11.35%
39,068.8
 
VUG
Vanguard Growth ETF
38,302
16,791.5
+15.92%
2.560
+0.35%
0.010
+24.95%
+9.74%
165,393.5
 
PAVE
Global X U.S. Infrastructure Development ETF
Global X U.S. Infrastructure Development ETF
366,150
15,956.8
+3.62%
2.430
+0.08%
0.180
+25.07%
+14.20%
9,134.3
 
VOT
Vanguard Mid-Cap Growth ETF
55,972
15,918.0
+3.17%
2.430
+0.07%
0.100
+21.06%
+14.31%
16,254.3
 
DGRO
iShares Core Dividend Growth ETF
235,459
15,055.3
+2.08%
2.290
+0.05%
0.050
+11.91%
+7.24%
32,849.7
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
584,927
14,354.1
+8.10%
2.190
+0.16%
0.080
+12.95%
+6.42%
19,125.5
 
SPHQ
Invesco S&P 500 Quality ETF
199,249
14,198.5
+2.24%
2.160
+0.05%
0.100
+13.41%
+8.13%
14,724.3
 
SCHD
Schwab US Dividend Equity ETF
534,217
14,156.8
+4.11%
2.160
+0.09%
0.020
+7.71%
+0.22%
71,498.8
 

Eagle Strategies LLC's Historical Top Holdings Breakdowns

Eagle Strategies LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG
SPDR Portfolio S&P 500 ETF
2025-06-30
Add
Add
+1.17%
●
58.41 ($67.22) 72.69
$74.59
10.96%
Add 14.06%
855,769
105,484
URA
Global X Uranium ETF
2025-06-30
Reduce
Reduce
-0.82%
●
20.26 ($28.93) 38.81
$41.21
42.45%
Reduce -49.05%
213,298
-205,344
SLV
iShares Silver Trust
2025-06-30
Reduce
Reduce
-0.75%
●
27.08 ($30.59) 33.74
$35.69
16.67%
Reduce -92.86%
10,721
-139,370
DEM
WisdomTree Emerging Markets High Dividend Fund
WisdomTree Emerging Markets High Dividend Fund
2025-06-30
Reduce
Reduce
-0.63%
●
37.51 ($43.02) 45.52
$46.65
8.44%
Reduce -57.14%
65,151
-86,859
GEV
GE Vernova Inc
2025-06-30
New Buy
New Buy
+0.49%
●
271.48 ($414.61) 529.15
$629.03
51.72%
New holding
6,105
6,105
TDIV
First Trust NASDAQ Technology Dividend Index Fund
First Trust NASDAQ Technology Dividend Index Fund
2025-06-30
New Buy
New Buy
+0.41%
●
64.41 ($78.37) 90.17
$91.41
16.64%
New holding
29,719
29,719
SPGP
Invesco S&P 500 GARP ETF
2025-06-30
Reduce
Reduce
-0.36%
●
86.05 ($99.72) 107.7
$110.72
11.03%
Reduce -35.8%
37,384
-20,850
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+0.35%
●
329.49 ($394.63) 438.4
$450.40
14.13%
Add 15.92%
38,302
5,259
NOW
ServiceNow Inc
2025-06-30
Add
Add
+0.33%
●
721.65 ($940.98) 1040.18
$956.43
1.64%
Add 225.95%
3,015
2,090
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
2025-06-30
Add
Add
+0.30%
●
38.54 ($43.78) 46
$46.03
5.14%
Add 6.41%
729,543
43,974

Eagle Strategies LLC Total Holding History ($B)

To

Eagle Strategies LLC's Asset Allocation

To

Eagle Strategies LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Eagle Strategies LLC's Hypothetical Growth since 2025-06-30

Eagle Strategies LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Eagle Strategies LLC's Holdings Heat Map

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Eagle Strategies LLC's Holdings Bubble Chart

Eagle Strategies LLC News

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