Eagle Strategies LLC Q1 2025 Filing

Filed April 23, 2025

Portfolio Value

$575.1B

Holdings

213

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (213 positions)

#StockSharesValue% PortfolioType
101
DVYEISHARES INC
37,471$1.0B0.18%
102
STPZPIMCO ETF TR
18,793$1.0B0.18%
103
SCHOSCHWAB STRATEGIC TR
41,246$1.0B0.17%
104
VIGVANGUARD SPECIALIZED FUNDS
5,168$1.0B0.17%
105
PIDINVESCO EXCHANGE TRADED FD T
50,788$968.5M0.17%
106
VVISA INC
2,743$961.2M0.17%
107
VTIVANGUARD INDEX FDS
3,486$958.1M0.17%
108
ETNEATON CORP PLC
3,505$952.8M0.17%
109
LLYELI LILLY & CO
1,076$888.6M0.15%
110
LULULULULEMON ATHLETICA INC
3,105$878.9M0.15%
111
SOSOUTHERN CO
9,405$864.8M0.15%
112
PGPROCTER AND GAMBLE CO
5,074$864.7M0.15%
113
PANWPALO ALTO NETWORKS INC
5,005$854.1M0.15%
114
KOCOCA COLA CO
11,443$819.6M0.14%
115
BOTZGLOBAL X FDS
28,260$804.3M0.14%
116
NOWSERVICENOW INC
925$736.4M0.13%
117
BUGGLOBAL X FDS
21,993$711.3M0.12%
118
DEDEERE & CO
1,508$707.6M0.12%
119
VOVANGUARD INDEX FDS
2,684$694.2M0.12%
120
DIVGLOBAL X FDS
36,782$693.0M0.12%
121
VGSHVANGUARD SCOTTSDALE FDS
11,774$691.0M0.12%
122
ADIANALOG DEVICES INC
3,424$690.4M0.12%
123
IVEISHARES TR
3,589$683.9M0.12%
124
IEMGISHARES INC
12,548$677.2M0.12%
125
VSSVANGUARD INTL EQUITY INDEX F
5,789$669.2M0.12%
126
XLFISELECT SECTOR SPDR TR
8,106$662.0M0.12%
127
JNJJOHNSON & JOHNSON
3,942$653.7M0.11%
128
ADBEADOBE INC
1,672$641.3M0.11%
129
VGTVANGUARD WORLD FD
1,175$637.2M0.11%
130
IDV*ISHARES TR
20,042$621.7M0.11%
131
KRKROGER CO
9,070$614.0M0.11%
132
MTUMISHARES TR
3,033$613.0M0.11%
133
BSVVANGUARD BD INDEX FDS
7,583$593.6M0.10%
134
AEPAMERICAN ELEC PWR CO INC
5,421$592.3M0.10%
135
HYGHISHARES U S ETF TR
6,783$577.9M0.10%
136
VBVANGUARD INDEX FDS
2,560$567.7M0.10%
137
XSLVINVESCO EXCH TRADED FD TR II
12,188$562.8M0.10%
138
IBMINTERNATIONAL BUSINESS MACHS
2,258$561.4M0.10%
139
HDVISHARES TR
4,354$527.4M0.09%
140
MDYSPDR S&P MIDCAP 400 ETF TR
960$512.3M0.09%
141
IWNISHARES TR
3,377$509.9M0.09%
142
VNQVANGUARD INDEX FDS
5,524$500.2M0.09%
143
XLESELECT SECTOR SPDR TR
5,263$491.8M0.09%
144
VBKVANGUARD INDEX FDS
1,906$479.9M0.08%
145
DONSPDR DOW JONES INDL AVERAGE
1,132$475.4M0.08%
146
WMTWALMART INC
5,413$475.2M0.08%
147
IJHISHARES TR
8,085$471.8M0.08%
148
SLYGSPDR SER TR
5,502$456.7M0.08%
149
SHYISHARES TR
5,164$427.2M0.07%
150
HEDJWISDOMTREE TR
8,925$423.7M0.07%
151
IJJISHARES TR
3,498$418.8M0.07%
152
VXFVANGUARD INDEX FDS
2,384$410.7M0.07%
153
HSTHOST HOTELS & RESORTS INC
27,483$390.5M0.07%
154
RODMLATTICE STRATEGIES TR
12,544$388.7M0.07%
155
CITHE CIGNA GROUP
1,173$386.0M0.07%
156
AVGOBROADCOM INC
2,219$371.5M0.06%
157
ABBVABBVIE INC
1,763$369.3M0.06%
158
SPHDINVESCO EXCH TRADED FD TR II
7,285$365.9M0.06%
159
FICOFAIR ISAAC CORP
194$357.8M0.06%
160
MLPAGLOBAL X FDS
6,678$355.5M0.06%
161
VCLTVANGUARD SCOTTSDALE FDS
4,612$350.1M0.06%
162
DXJWISDOMTREE TR
3,152$347.3M0.06%
163
GILDGILEAD SCIENCES INC
3,095$346.8M0.06%
164
ACWXISHARES TR
6,241$346.1M0.06%
165
NFLXNETFLIX INC
363$338.8M0.06%
166
PFEPFIZER INC
13,279$336.5M0.06%
167
IBDRISHARES TR
13,837$335.0M0.06%
168
FDNFIRST TR EXCHANGE-TRADED FD
1,451$322.3M0.06%
169
XSVMINVESCO EXCHANGE TRADED FD T
6,381$320.3M0.06%
170
EFVISHARES TR
5,429$320.0M0.06%
171
TFCTRUIST FINL CORP
7,727$318.0M0.06%
172
IJTISHARES TR
2,547$317.0M0.06%
173
IBDSISHARES TR
12,982$313.9M0.05%
174
AMATAPPLIED MATLS INC
2,143$311.0M0.05%
175
CVXCHEVRON CORP NEW
1,848$309.1M0.05%
176
RIORIO TINTO PLC
5,135$308.5M0.05%
177
DUKDUKE ENERGY CORP NEW
2,504$305.4M0.05%
178
SJNKSPDR SER TR
12,007$302.1M0.05%
179
VEAVANGUARD TAX-MANAGED FDS
5,889$299.4M0.05%
180
SKYYFIRST TR EXCHANGE TRADED FD
2,850$291.4M0.05%
181
PSCTINVESCO EXCH TRADED FD TR II
7,263$291.1M0.05%
182
FDLFIRST TR MORNINGSTAR DIVID L
6,628$287.9M0.05%
183
NVSNNOVARTIS AG
2,570$286.5M0.05%
184
ITWILLINOIS TOOL WKS INC
1,153$286.0M0.05%
185
INTUINTUIT
459$281.9M0.05%
186
UNHUNITEDHEALTH GROUP INC
538$281.5M0.05%
187
TAT&T INC
9,874$279.2M0.05%
188
LOWLOWES COS INC
1,195$278.6M0.05%
189
MAMASTERCARD INCORPORATED
504$276.0M0.05%
190
IBDQISHARES TR
10,721$269.6M0.05%
191
VGLTVANGUARD SCOTTSDALE FDS
4,488$258.6M0.04%
192
DWDMORGAN STANLEY
2,172$253.5M0.04%
193
ULUNILEVER PLC
4,254$253.3M0.04%
194
ACWIISHARES TR
2,138$248.8M0.04%
195
MOG/AMOOG INC
1,408$244.1M0.04%
196
BKLNINVESCO EXCH TRADED FD TR II
11,649$241.1M0.04%
197
URIUNITED RENTALS INC
373$233.6M0.04%
198
LITGLOBAL X FDS
5,997$232.7M0.04%
199
HDHOME DEPOT INC
627$229.8M0.04%
200
KRMAGLOBAL X FDS
6,075$226.4M0.04%
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