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Eagle Strategies LLC

Portfolio Manager
Eagle Strategies LLC
Performance
-2.04% (2026 Q1)
AUM (13F)
$837.08M
# of Holdings
258
Performance Rank
Allocation (Top 20)
47.69%

Eagle Strategies LLC Holdings Map

Top 50 Eagle Strategies LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
8.56%936.6K$71.7M
+5.04%(+44.90K)
2025-Q1: 750.3K shares2025-Q2: 855.8K shares2025-Q3: 891.3K shares2025-Q4: 891.7K shares2026-Q1: 936.6K shares
$65.02(+34.38%)
2026-03-31
FNDX
SCHWAB STRATEGIC TR
3.49%1.05M$29.2M
+1.11%(+11.48K)
2025-Q1: 541.1K shares2025-Q2: 584.9K shares2025-Q3: 1.03M shares2025-Q4: 1.04M shares2026-Q1: 1.05M shares
$23.27(+31.03%)
2026-03-31
IHDG
WISDOMTREE TR
3.38%586.9K$28.3M
-0.12%(-709)
2025-Q1: 685.6K shares2025-Q2: 729.5K shares2025-Q3: 575.5K shares2025-Q4: 587.6K shares2026-Q1: 586.9K shares
$45.20(+11.08%)
2026-03-31
SPYG
SPDR SERIES TRUST
3.26%278.9K$27.3M
+0.90%(+2.48K)
2025-Q1: 277.0K shares2025-Q2: 274.5K shares2025-Q3: 280.1K shares2025-Q4: 276.4K shares2026-Q1: 278.9K shares
$77.61(+53.12%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
3.08%108.6K$25.8M
+915.00%(+97.86K)
2025-Q1: 8.8K shares2025-Q2: 9.7K shares2025-Q3: 11.1K shares2025-Q4: 10.7K shares2026-Q1: 108.6K shares
$226.05(+30.13%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.47%34.6K$20.7M
+50.84%(+11.66K)
2025-Q1: 20.7K shares2025-Q2: 21.0K shares2025-Q3: 21.6K shares2025-Q4: 22.9K shares2026-Q1: 34.6K shares
$542.14(+25.87%)
2026-03-31
PAVE
GLOBAL X FDS
2.39%393.1K$20.0M
+2.44%(+9.38K)
2025-Q1: 353.4K shares2025-Q2: 366.1K shares2025-Q3: 383.5K shares2025-Q4: 383.7K shares2026-Q1: 393.1K shares
$38.98(+44.87%)
2026-03-31
VUG
VANGUARD INDEX FDS
2.23%42.8K$18.7M
+12.59%(+4.79K)
2025-Q1: 33.0K shares2025-Q2: 38.3K shares2025-Q3: 38.5K shares2025-Q4: 38.0K shares2026-Q1: 42.8K shares
$60.78(+43.97%)
2026-03-31
DGRO
ISHARES TR
1.84%218.9K$15.4M
-12.68%(-31.80K)
2025-Q1: 230.7K shares2025-Q2: 235.5K shares2025-Q3: 242.3K shares2025-Q4: 250.7K shares2026-Q1: 218.9K shares
$56.91(+28.58%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
1.79%233.6K$15.0M
+5.40%(+11.96K)
2025-Q1: 5.9K shares2025-Q2: 9.9K shares2025-Q3: 201.4K shares2025-Q4: 221.6K shares2026-Q1: 233.6K shares
$58.64(+20.45%)
2026-03-31

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