Eagle Strategies LLC

Q4 2024 13F Holdings

  • Location
    new york, NY
  • Num holdings

    215

  • Value ($000)

    $577,794

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
$49.63M
9 %

719,929

IHDG
IHDG

WISDOMTREE TR

ITL HDG QTLY DIV
$27.01M
5 %

621,379

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
$22.81M
4 %

259,531

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
$19.26M
3 %

207,689

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
$16.47M
3 %

268,427

SPHQ
SPHQ

INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY
$14.11M
2 %

210,469

PAVE
PAVE

GLOBAL X FDS

US INFR DEV ETF
$14.02M
2 %

346,977

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$13.31M
2 %

487,150

USFR
USFR

WISDOMTREE TR

FLOATNG RAT TREA
$13.08M
2 %

260,014

FNDX
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
$12.19M
2 %

514,785

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