Eagle Strategies LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$783.0M

Holdings

247

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (247 positions)

#StockSharesValue% PortfolioType
101
BRK/BBERKSHIRE HATHAWAY INC DEL
3,148$1.6M0.20%
102
SPDWSPDR INDEX SHS FDS
34,913$1.6M0.20%
103
VIGIVANGUARD WHITEHALL FDS
16,676$1.5M0.19%
104
XOMEXXON MOBIL CORP
12,590$1.5M0.19%
105
IWBISHARES TR
3,946$1.5M0.19%
106
XLESELECT SECTOR SPDR TR
32,556$1.5M0.19%
107
MUBISHARES TR
13,533$1.4M0.19%
108
DEMWISDOMTREE TR
30,543$1.4M0.18%
109
SCHRSCHWAB STRATEGIC TR
54,326$1.4M0.17%
110
PFFDGLOBAL X FDS
71,931$1.4M0.17%
111
GTOPGOLDMAN SACHS ETF TR
33,209$1.3M0.17%
112
BIVVANGUARD BD INDEX FDS
16,762$1.3M0.17%
113
TFISPDR SERIES TRUST
28,126$1.3M0.16%
114
VTIVANGUARD INDEX FDS
3,806$1.3M0.16%
115
FNDFSCHWAB STRATEGIC TR
27,747$1.3M0.16%
116
AVGOBROADCOM INC
3,605$1.2M0.16%
117
DFASDIMENSIONAL ETF TRUST
17,359$1.2M0.15%
118
QBTSD-WAVE QUANTUM INC
46,003$1.2M0.15%
119
NEMNEWMONT CORP
11,304$1.1M0.14%
120
VVISA INC
3,099$1.1M0.14%
121
KLACKLA CORP
887$1.1M0.14%
122
SNOWSNOWFLAKE INC
4,532$994K0.13%
123
PANWPALO ALTO NETWORKS INC
5,255$967K0.12%
124
TAT&T INC
37,940$942K0.12%
125
VGTVANGUARD WORLD FD
1,178$887K0.11%
126
IVEISHARES TR
4,134$876K0.11%
127
KOCOCA COLA CO
12,499$873K0.11%
128
EFAISHARES TR
9,019$866K0.11%
129
PIDINVESCO EXCHANGE TRADED FD T
38,999$857K0.11%
130
BOTZGLOBAL X FDS
23,558$853K0.11%
131
SOSOUTHERN CO
9,435$822K0.10%
132
VBKVANGUARD INDEX FDS
2,693$813K0.10%
133
IEMGISHARES INC
12,066$811K0.10%
134
ADIANALOG DEVICES INC
2,977$807K0.10%
135
AIQGLOBAL X FDS
15,760$801K0.10%
136
BILSPDR SERIES TRUST
8,366$764K0.10%
137
MBLYMOBILEYE GLOBAL INC
72,898$761K0.10%
138
BUGGLOBAL X FDS
24,831$756K0.10%
139
MTUMISHARES TR
3,007$752K0.10%
140
SIVRABRDN SILVER ETF TRUST
11,085$749K0.10%
141
DIVGLOBAL X FDS
42,775$740K0.09%
142
IWNISHARES TR
3,946$715K0.09%
143
PGPROCTER AND GAMBLE CO
4,953$709K0.09%
144
JNJJOHNSON & JOHNSON
3,368$696K0.09%
145
VSSVANGUARD INTL EQUITY INDEX F
4,793$686K0.09%
146
IBMINTERNATIONAL BUSINESS MACHS
2,285$676K0.09%
147
VBVANGUARD INDEX FDS
2,594$669K0.09%
148
AEPAMERICAN ELEC PWR CO INC
5,604$646K0.08%
149
VGSHVANGUARD SCOTTSDALE FDS
10,921$641K0.08%
150
BSVVANGUARD BD INDEX FDS
8,090$637K0.08%
151
XLFISELECT SECTOR SPDR TR
8,157$633K0.08%
152
XSLVINVESCO EXCH TRADED FD TR II
13,316$617K0.08%
153
SPHDINVESCO EXCH TRADED FD TR II
12,558$602K0.08%
154
IJHISHARES TR
9,070$598K0.08%
155
NEENEXTERA ENERGY INC
7,295$585K0.07%
156
DVYEISHARES INC
18,683$582K0.07%
157
IDV*ISHARES TR
14,656$578K0.07%
158
WMTWALMART INC
5,179$576K0.07%
159
HEDJWISDOMTREE TR
10,822$574K0.07%
160
SLYGSPDR SERIES TRUST
5,952$560K0.07%
161
LULULULULEMON ATHLETICA INC
2,673$555K0.07%
162
DXJWISDOMTREE TR
3,776$544K0.07%
163
HSTHOST HOTELS & RESORTS INC
30,246$536K0.07%
164
PSCTINVESCO EXCH TRADED FD TR II
9,428$533K0.07%
165
SOXXISHARES TR
1,748$526K0.07%
166
MDYSPDR S&P MIDCAP 400 ETF TR
866$522K0.07%
167
ZSZSCALER INC
2,306$518K0.07%
168
IJJISHARES TR
3,847$506K0.06%
169
VCLTVANGUARD SCOTTSDALE FDS
6,576$498K0.06%
170
VXFVANGUARD INDEX FDS
2,355$492K0.06%
171
CVXCHEVRON CORP NEW
3,200$487K0.06%
172
VNQVANGUARD INDEX FDS
5,469$483K0.06%
173
RODMLATTICE STRATEGIES TR
12,895$476K0.06%
174
FBTCFIDELITY WISE ORIGIN BITCOIN
6,068$462K0.06%
175
KRKROGER CO
7,371$460K0.06%
176
DEDEERE & CO
981$456K0.06%
177
PLTRPALANTIR TECHNOLOGIES INC
2,511$446K0.06%
178
DONSPDR DOW JONES INDL AVERAGE
896$430K0.05%
179
DTCRGLOBAL X FDS
19,883$419K0.05%
180
ACWXISHARES TR
6,218$417K0.05%
181
SHOPSHOPIFY INC
2,574$414K0.05%
182
JXIISHARES TR
5,242$412K0.05%
183
BKLNINVESCO EXCH TRADED FD TR II
19,507$409K0.05%
184
ISRGINTUITIVE SURGICAL INC
715$404K0.05%
185
XSVMINVESCO EXCHANGE TRADED FD T
7,081$404K0.05%
186
AMATAPPLIED MATLS INC
1,568$403K0.05%
187
TFCTRUIST FINL CORP
8,172$402K0.05%
188
HDVISHARES TR
3,292$400K0.05%
189
SKYYFIRST TR EXCHANGE TRADED FD
3,024$393K0.05%
190
DWDMORGAN STANLEY
2,206$391K0.05%
191
VGLTVANGUARD SCOTTSDALE FDS
6,967$388K0.05%
192
GILDGILEAD SCIENCES INC
3,159$387K0.05%
193
FDNFIRST TR EXCHANGE-TRADED FD
1,426$383K0.05%
194
LOWLOWES COS INC
1,582$381K0.05%
195
ABBVABBVIE INC
1,667$380K0.05%
196
BACVERIZON COMMUNICATIONS INC
9,201$374K0.05%
197
IBDRISHARES TR
15,475$374K0.05%
198
SHYISHARES TR
4,370$361K0.05%
199
NFLXNETFLIX INC
3,850$360K0.05%
200
NVSNNOVARTIS AG
2,603$358K0.05%
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