Eagle Strategies LLC

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    226

  • Value ($000)

    $656,197

  • Date Filed
    07/23/2025
  • Form type
    13F-HR
  • CIK
    0001907666
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
$62.21 M
10 %

855,769

IHDG
IHDG

WISDOMTREE TR

ITL HDG QTLY DIV
$32.87 M
5 %

729,543

KRE
KRE

SPDR SERIES TRUST

PRTFLO S&P500 GW
$26.16 M
4 %

274,452

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$16.79 M
3 %

38,302

PAVE
PAVE

GLOBAL X FDS

US INFR DEV ETF
$15.96 M
2 %

366,150

VOT
VOT

VANGUARD INDEX FDS

MCAP GR IDXVIP
$15.92 M
2 %

55,972

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
$15.06 M
2 %

235,459

FNDX
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
$14.35 M
2 %

584,927

SPHQ
SPHQ

INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY
$14.20 M
2 %

199,249

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$14.16 M
2 %

534,217

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 226