EAGLE WEALTH STRATEGIES LLC

Q4 2024 13F Holdings

  • Location
    west deptford, NJ
  • Num holdings

    105

  • Value ($000)

    $138,047

  • Date Filed
    01/17/2025
  • Form type
    13F-HR
  • CIK
    0002009882
  • 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
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$37.29M
27 %

69,211

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$25.78M
19 %

267,034

XLV
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
81369Y209
$8.55M
6 %

62,133

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.35M
3 %

19,836

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$3.24M
2 %

30,126

LLY
LLY

ELI LILLY & CO

COM
532457108
$3.20M
2 %

4,147

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$3.11M
2 %

5,308

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$2.76M
2 %

6,549

AAPL
AAPL

APPLE INC

COM
037833100
$2.37M
2 %

9,459

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$2.15M
2 %

8,981

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