Eagle Strategies LLC
CIK: 0001907666SEC EDGAR →
Portfolio Value
$783.0M
Holdings
247
As of
Q4 2025
New Positions
247
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 891,706 | $71.5M | 9.14% |
| 2 | SPDR SERIES TRUST | 276,403 | $29.5M | 3.77% |
| 3 | WISDOMTREE TR | 587,576 | $28.6M | 3.65% |
| 4 | SCHWAB STRATEGIC TR | 1,036,270 | $28.2M | 3.60% |
| 5 | VANGUARD INDEX FDS | 38,034 | $18.6M | 2.37% |
| 6 | GLOBAL X FDS | 383,744 | $18.3M | 2.34% |
| 7 | ISHARES TR | 250,743 | $17.4M | 2.22% |
| 8 | INVESCO EXCHANGE TRADED FD T | 217,882 | $16.4M | 2.09% |
| 9 | VANGUARD INDEX FDS | 58,276 | $16.3M | 2.08% |
| 10 | ISHARES TR | 144,270 | $14.4M | 1.84% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (247)
$71.5M · 892K shares
$29.5M · 276K shares
$28.6M · 588K shares
$28.2M · 1.0M shares
$18.6M · 38K shares
$18.3M · 384K shares
$17.4M · 251K shares
$16.4M · 218K shares
$16.3M · 58K shares
$14.4M · 144K shares
$14.4M · 23K shares
$14.3M · 266K shares
$13.9M · 20K shares
$13.8M · 222K shares
$13.6M · 73K shares
$12.6M · 18K shares
$12.4M · 59K shares
$12.0M · 150K shares
$11.8M · 30K shares
$11.8M · 66K shares
$10.6M · 61K shares
$10.1M · 112K shares
$10.1M · 37K shares
$9.0M · 79K shares
$7.8M · 318K shares
$7.7M · 85K shares
$7.5M · 73K shares
$7.2M · 31K shares
$7.0M · 169K shares
$7.0M · 154K shares
$7.0M · 36K shares
$6.6M · 14K shares
$6.6M · 218K shares
$6.5M · 128K shares
$6.2M · 96K shares
$6.1M · 68K shares
$6.0M · 13K shares
$5.8M · 124K shares
$5.2M · 191K shares
$5.1M · 16K shares
$4.9M · 114K shares
$4.9M · 16K shares
$4.6M · 36K shares
$4.5M · 32K shares
$4.4M · 4K shares
$4.4M · 77K shares
$4.2M · 37K shares
$4.2M · 52K shares
$4.0M · 26K shares
$4.0M · 15K shares
$3.8M · 13K shares
$3.4M · 25K shares
$3.3M · 52K shares
$3.3M · 18K shares
$3.2M · 19K shares
$3.1M · 9K shares
$3.1M · 7K shares
$3.0M · 14K shares
$2.9M · 4K shares
$2.8M · 3K shares
$2.8M · 36K shares
$2.8M · 27K shares
$2.7M · 47K shares
$2.7M · 54K shares
$2.7M · 28K shares
$2.7M · 11K shares
$2.7M · 14K shares
$2.7M · 7K shares
$2.7M · 13K shares
$2.6M · 4K shares
$2.5M · 19K shares
$2.5M · 7K shares
$2.5M · 112K shares
$2.4M · 9K shares
$2.3M · 60K shares
$2.1M · 7K shares
$2.1M · 12K shares
$2.0M · 15K shares
$2.0M · 4K shares
$1.9M · 14K shares
$1.9M · 16K shares
$1.9M · 4K shares
$1.9M · 6K shares
$1.9M · 54K shares
$1.9M · 3K shares
$1.9M · 27K shares
$1.8M · 9K shares
$1.8M · 12K shares
$1.8M · 15K shares
$1.8M · 36K shares
$1.8M · 37K shares
$1.8M · 5K shares
$1.7M · 5K shares
$1.7M · 12K shares
$1.7M · 6K shares
$1.7M · 27K shares
$1.7M · 30K shares
$1.6M · 14K shares
$1.6M · 5K shares
$1.6M · 15K shares
$1.6M · 3K shares
$1.6M · 35K shares
$1.5M · 17K shares
$1.5M · 13K shares
$1.5M · 4K shares
$1.5M · 33K shares
$1.4M · 14K shares
$1.4M · 31K shares
$1.4M · 54K shares
$1.4M · 72K shares
$1.3M · 33K shares
$1.3M · 17K shares
$1.3M · 28K shares
$1.3M · 4K shares
$1.3M · 28K shares
$1.2M · 4K shares
$1.2M · 17K shares
$1.2M · 46K shares
$1.1M · 11K shares
$1.1M · 3K shares
$1.1M · 887 shares
$994K · 5K shares
$967K · 5K shares
$942K · 38K shares
$887K · 1K shares
$876K · 4K shares
$873K · 12K shares
$866K · 9K shares
$857K · 39K shares
$853K · 24K shares
$822K · 9K shares
$813K · 3K shares
$811K · 12K shares
$807K · 3K shares
$801K · 16K shares
$764K · 8K shares
$761K · 73K shares
$756K · 25K shares
$752K · 3K shares
$749K · 11K shares
$740K · 43K shares
$715K · 4K shares
$709K · 5K shares
$696K · 3K shares
$686K · 5K shares
$676K · 2K shares
$669K · 3K shares
$646K · 6K shares
$641K · 11K shares
$637K · 8K shares
$633K · 8K shares
$617K · 13K shares
$602K · 13K shares
$598K · 9K shares
$585K · 7K shares
$582K · 19K shares
$578K · 15K shares
$576K · 5K shares
$574K · 11K shares
$560K · 6K shares
$555K · 3K shares
$544K · 4K shares
$536K · 30K shares
$533K · 9K shares
$526K · 2K shares
$522K · 866 shares
$518K · 2K shares
$506K · 4K shares
$498K · 7K shares
$492K · 2K shares
$487K · 3K shares
$483K · 5K shares
$476K · 13K shares
$462K · 6K shares
$460K · 7K shares
$456K · 981 shares
$446K · 3K shares
$430K · 896 shares
$419K · 20K shares
$417K · 6K shares
$414K · 3K shares
$412K · 5K shares
$409K · 20K shares
$404K · 715 shares
$404K · 7K shares
$403K · 2K shares
$402K · 8K shares
$400K · 3K shares
$393K · 3K shares
$391K · 2K shares
$388K · 7K shares
$387K · 3K shares
$383K · 1K shares
$381K · 2K shares
$380K · 2K shares
$374K · 9K shares
$374K · 15K shares
$361K · 4K shares
$360K · 4K shares
$358K · 3K shares
$353K · 15K shares
$342K · 4K shares
$342K · 1K shares
$338K · 6K shares
$331K · 196 shares
$331K · 1K shares
$330K · 2K shares
$329K · 1K shares
$329K · 14K shares
$328K · 13K shares
$312K · 5K shares
$311K · 3K shares
$302K · 374 shares
$297K · 4K shares
$294K · 6K shares
$290K · 2K shares
$289K · 2K shares
$279K · 2K shares
$266K · 4K shares
$265K · 23K shares
$261K · 4K shares
$253K · 383 shares
$253K · 1K shares
$251K · 10K shares
$250K · 6K shares
$249K · 742 shares
$248K · 2K shares
$242K · 7K shares
$239K · 9K shares
$238K · 2K shares
$238K · 2K shares
$236K · 954 shares
$234K · 2K shares
$233K · 2K shares
$233K · 1K shares
$232K · 676 shares
$227K · 786 shares
$225K · 2K shares
$220K · 2K shares
$216K · 8K shares
$216K · 3K shares
$214K · 262 shares
$213K · 5K shares
$213K · 577 shares
$200K · 2K shares
$200K · 5K shares
$185K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 153 | $606.6M | 77.5% |
| Technology | 29 | $67.9M | 8.7% |
| Unknown | 14 | $49.3M | 6.3% |
| Consumer Cyclical | 9 | $13.0M | 1.7% |
| Communication Services | 6 | $10.7M | 1.4% |
| Utilities | 8 | $8.8M | 1.1% |
| Healthcare | 8 | $7.1M | 0.9% |
| Industrials | 7 | $6.8M | 0.9% |
| Consumer Defensive | 6 | $5.7M | 0.7% |
| Basic Materials | 4 | $4.4M | 0.6% |
| Energy | 2 | $2.0M | 0.3% |
| Real Estate | 1 | $536K | 0.1% |