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Eagle Wealth Advisors LLC

Portfolio Manager
Eagle Wealth Advisors LLC
Performance
-9.72% (2026 Q1)
AUM (13F)
$108.37M
# of Holdings
98
Performance Rank
Allocation (Top 20)
66.38%

Eagle Wealth Advisors LLC Holdings Map

Top 50 Eagle Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
10.36%64.4K$11.2M
-8.11%(-5.68K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 70.1K shares2026-Q1: 64.4K shares
$186.54(+21.06%)
2026-03-31
AAPL
APPLE INC
8.46%36.1K$9.2M
-11.36%(-4.63K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 40.8K shares2026-Q1: 36.1K shares
$263.24(+13.53%)
2026-03-31
MSFT
MICROSOFT CORP
6.28%18.4K$6.8M
-10.68%(-2.20K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 20.6K shares2026-Q1: 18.4K shares
$500.79(-19.09%)
2026-03-31
AMZN
AMAZON COM INC
4.4%22.9K$4.8M
-7.23%(-1.78K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 24.7K shares2026-Q1: 22.9K shares
$225.20(+19.95%)
2026-03-31
STIP
ISHARES TR
3.83%40.2K$4.2M
+54.67%(+14.20K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 26.0K shares2026-Q1: 40.2K shares
$102.89(+0.81%)
2026-03-31
GOOGL
ALPHABET INC
3.56%13.4K$3.9M
-9.34%(-1.38K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.8K shares2026-Q1: 13.4K shares
$278.05(+44.80%)
2026-03-31
AVGO
BROADCOM INC
3.46%12.1K$3.8M
-14.34%(-2.03K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.1K shares2026-Q1: 12.1K shares
$344.94(+20.83%)
2026-03-31
GOOG
ALPHABET INC
2.99%11.3K$3.2M
-5.96%(-716)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.0K shares2026-Q1: 11.3K shares
$278.67(+43.19%)
2026-03-31
MGK
VANGUARD WORLD FD
2.99%8.8K$3.2M
+5.27%(+441)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.4K shares2026-Q1: 8.8K shares
$81.34(+9.06%)
2026-03-31
META
META PLATFORMS INC
2.94%5.6K$3.2M
-2.76%(-158)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 5.7K shares2026-Q1: 5.6K shares
$697.24(-11.56%)
2026-03-31

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