Top 50 Eagle Wealth Strategies Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 22.66% | 86.5K | $51.7M | +31.18%(+20.55K) | $463.36(+47.27%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 12.93% | 266.9K | $29.5M | -1.53%(-4.15K) | $87.42(+34.76%) | 2026-03-31 | |
| FLQM | FRANKLIN TEMPLETON ETF TR | 10.56% | 438.6K | $24.1M | +4.75%(+19.89K) | $54.70(+1.43%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 7.71% | 200.2K | $17.6M | +1.87%(+3.67K) | $81.10(+17.97%) | 2026-03-31 | |
| DFEV | DIMENSIONAL ETF TRUST | 7.66% | 488.5K | $17.5M | +1.14%(+5.48K) | $26.85(+56.56%) | 2026-03-31 | |
| XLV | SELECT SECTOR SPDR TR | 4.64% | 72.2K | $10.6M | +1.94%(+1.37K) | $134.66(+8.94%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.21% | 29.8K | $5.0M | +0.00%(+0) | $108.90(+39.19%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.71% | 18.8K | $3.9M | -4.10%(-802) | $177.46(+52.22%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.66% | 4.1K | $3.8M | -0.02%(-1) | $570.79(+77.96%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.44% | 5.0K | $3.3M | -0.49%(-25) | $473.83(+56.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.02% | +40.55% |
| Top 20 Holdings Unweighted | +13.64% | +46.75% |
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