Eagle Strategies LLC

13F filer, CIK 1907666, NEW YORK, NY

Eagle Strategies LLC reported $575,089,742 across 213 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-23. Its ten largest share positions make up 33.98% of the portfolio.

Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001085146-25-002239

Period: 2025-03-31
Reported value: $575M
Holdings: 213
Top 10 weight: 33.98%
New: 9
Sold out: 11

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VOTadded	+26,414	$6.46M
VOOadded	+11,908	$6.12M
IHDGadded	+64,190	$2.79M
VUGadded	+6,107	$2.26M
SPYMadded	+30,356	$2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
MOATreduced	-84,249	-$7.41M
DEMreduced	-118,019	-$4.97M
IJKexited	-52,779	-$4.8M
VOreduced	-9,786	-$2.53M
DGROreduced	-37,755	-$2.33M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-002239, largest first. % of portfolio is the value over $575,089,742, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SPYMSPDR SERIES TRUST	750,285	$49.3M	8.58%	+30,356	Timeline
IHDGWISDOMTREE TR	685,569	$29.8M	5.17%	+64,190	Timeline
SPYGSPDR SERIES TRUST	276,976	$22.3M	3.87%	+17,445	Timeline
SCHDSCHWAB STRATEGIC TR	513,149	$14.3M	2.49%	+25,999	Timeline
DGROISHARES TR	230,672	$14.3M	2.48%	-37,755	Timeline
PAVEGLOBAL X FDS	353,368	$13.3M	2.32%	+6,391	Timeline
VOTVANGUARD INDEX FDS	54,251	$13.3M	2.31%	+26,414	Timeline
USFRWISDOMTREE TR	261,720	$13.2M	2.29%	+1,706	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	194,876	$12.9M	2.25%	-15,593	Timeline
FNDXSCHWAB STRATEGIC TR	541,118	$12.8M	2.22%	+26,333	Timeline
VUGVANGUARD INDEX FDS	33,043	$12.3M	2.13%	+6,107	Timeline
MOATVANECK ETF TRUST	123,440	$10.9M	1.89%	-84,249	Timeline
VOOVANGUARD INDEX FDS	20,740	$10.7M	1.85%	+11,908	Timeline
VOEVANGUARD INDEX FDS	64,300	$10.3M	1.79%	+950	Timeline
AGGISHARES TR	101,610	$10.1M	1.75%	+2,976	Timeline
QUSSPDR SERIES TRUST	61,736	$9.67M	1.68%	-434	Timeline
URAGLOBAL X FDS	418,642	$9.6M	1.67%	+41,894	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	16,682	$9.33M	1.62%	+846	Timeline
IMCGISHARES TR	124,753	$8.91M	1.55%	+5,671	Timeline
AAPLAPPLE INC	37,107	$8.24M	1.43%	+221	Timeline
NVDANVIDIA CORPORATION	76,018	$8.24M	1.43%	+641	Timeline
IVVISHARES TR	14,224	$7.99M	1.39%	+648	Timeline
VYMVANGUARD WHITEHALL FDS	61,798	$7.97M	1.39%	+2,766	Timeline
VBRVANGUARD INDEX FDS	40,211	$7.49M	1.3%	+2,063	Timeline
VYMIVANGUARD WHITEHALL FDS	93,567	$6.89M	1.2%	+22,787	Timeline
DEMWISDOMTREE TR	152,010	$6.4M	1.11%	-118,019	Timeline
QEFASPDR INDEX SHS FDS	79,948	$6.31M	1.1%	-8,869	Timeline
GLDSPDR GOLD TR	21,106	$6.08M	1.06%	+418	Timeline
VTVVANGUARD INDEX FDS	34,742	$6M	1.04%	+4,133	Timeline
IQLTISHARES TR	149,794	$5.95M	1.03%	+2,033	Timeline
SPGPINVESCO EXCHANGE TRADED FD T	58,234	$5.82M	1.01%	-9,802	Timeline
AMLPALPS ETF TR	102,179	$5.31M	0.92%	-1,553	Timeline
IEFAISHARES TR	67,834	$5.13M	0.89%	+2,044	Timeline
PFFISHARES TR	163,956	$5.04M	0.88%	+12,307	Timeline
RWKINVESCO EXCH TRADED FD TR II	45,407	$4.9M	0.85%	+3,005	Timeline
SLVISHARES SILVER TR	150,091	$4.65M	0.81%	-117	Timeline
IWFISHARES TR	12,642	$4.56M	0.79%	+163	Timeline
ISCFISHARES TR	129,856	$4.37M	0.76%	+10,997	Timeline
MSFTMICROSOFT CORP	11,625	$4.36M	0.76%	-765	Timeline
AMZNAMAZON COM INC	22,258	$4.23M	0.74%	-3,035	Timeline
CSBVICTORY PORTFOLIOS II	58,385	$3.35M	0.58%	-5,808	Timeline
FCXFREEPORT MCMORAN INC	87,925	$3.33M	0.58%	+22,311	Timeline
IAUISHARES GOLD TR	53,439	$3.15M	0.55%	-11,047	Timeline
IWPISHARES TR	26,514	$3.12M	0.54%	-466	Timeline
CEGCONSTELLATION ENERGY CORP	13,924	$2.81M	0.49%	+3,615	Timeline
IYFISHARES TR	24,067	$2.72M	0.47%	+451	Timeline
INDAISHARES TR	52,674	$2.71M	0.47%	-88	Timeline
CRMSALESFORCE INC	9,479	$2.54M	0.44%	+7,390	Timeline
IUSGISHARES TR	19,537	$2.48M	0.43%	+779	Timeline
IUSVISHARES TR	26,498	$2.45M	0.43%	+821	Timeline
RTXRTX CORPORATION	17,760	$2.35M	0.41%	+141	Timeline
SCZISHARES TR	35,042	$2.23M	0.39%	+423	Timeline
GRIDFIRST TR EXCHANGE-TRADED FD	19,500	$2.21M	0.38%	-4,815	Timeline
SDYSPDR SERIES TRUST	15,711	$2.13M	0.37%	-608	Timeline
DVYISHARES TR	15,828	$2.13M	0.37%	-1,418	Timeline
BLOKAMPLIFY ETF TR	57,234	$2.11M	0.37%	+21,717	Timeline
QQQINVESCO QQQ TR	4,268	$2M	0.35%	+324	Timeline
IYWISHARES TR	14,131	$1.98M	0.35%	+840	Timeline
SHMSPDR SERIES TRUST	41,393	$1.97M	0.34%	-3,211	Timeline
VLUEISHARES TR	18,252	$1.95M	0.34%	+246	Timeline
NEENEXTERA ENERGY INC	27,205	$1.93M	0.34%	+832	Timeline
FIWFIRST TR EXCHANGE-TRADED FD	19,117	$1.93M	0.33%	-10,777	Timeline
MGKVANGUARD WORLD FD	6,171	$1.91M	0.33%	+1,258	Timeline
SNOWSNOWFLAKE INC	12,923	$1.89M	0.33%	+7,239	Timeline
IAKISHARES TR	13,593	$1.87M	0.33%	+97	Timeline
VHTVANGUARD WORLD FD	6,593	$1.75M	0.3%	+743	Timeline
GHCGRAHAM HLDGS CO	1,786	$1.72M	0.3%	+565	Timeline
GOOGALPHABET INC	10,871	$1.7M	0.3%	+97	Timeline
QQQMINVESCO EXCH TRADED FD TR II	8,754	$1.69M	0.29%	+260	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	10,073	$1.67M	0.29%	-6,067	Timeline
IBBISHARES TR	12,800	$1.64M	0.28%	+1,181	Timeline
IEIISHARES TR	13,597	$1.61M	0.28%	+10,280	Timeline
METAMETA PLATFORMS INC	2,769	$1.6M	0.28%	+155	Timeline
IWSISHARES TR	12,628	$1.59M	0.28%	+330	Timeline
MGCVANGUARD WORLD FD	7,849	$1.58M	0.27%	+1,901	Timeline
CRWDCROWDSTRIKE HLDGS INC	4,442	$1.57M	0.27%	-2,304	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,900	$1.54M	0.27%	+515	Timeline
TSLATESLA INC	5,794	$1.5M	0.26%	-914	Timeline
GOOGLALPHABET INC	9,673	$1.5M	0.26%	+575	Timeline
XOMEXXON MOBIL CORP	12,327	$1.47M	0.25%	+43	Timeline
IWOISHARES TR	5,635	$1.44M	0.25%	+366	Timeline
IWDISHARES TR	7,646	$1.44M	0.25%	+11	Timeline
FEZSPDR INDEX SHS FDS	26,387	$1.44M	0.25%	new	Timeline
VZVERIZON COMMUNICATIONS INC	31,575	$1.43M	0.25%	+3,621	Timeline
IVWISHARES TR	15,386	$1.43M	0.25%	+426	Timeline
VVVANGUARD INDEX FDS	5,486	$1.41M	0.25%	+340	Timeline
BIVVANGUARD BD INDEX FDS	18,311	$1.4M	0.24%	+1,184	Timeline
VIGIVANGUARD WHITEHALL FDS	16,701	$1.39M	0.24%	-34	Timeline
DFASDIMENSIONAL ETF TRUST	23,120	$1.38M	0.24%	+1,557	Timeline
IJRISHARES TR	12,918	$1.35M	0.23%	+2,198	Timeline
FXIISHARES TR	37,685	$1.35M	0.23%	new	Timeline
JPMJPMORGAN CHASE & CO	5,460	$1.34M	0.23%	+203	Timeline
TFISPDR SERIES TRUST	29,688	$1.34M	0.23%	+5,222	Timeline
FNDFSCHWAB STRATEGIC TR	34,530	$1.25M	0.22%	-2,611	Timeline
SPDWSPDR INDEX SHS FDS	33,833	$1.23M	0.21%	+552	Timeline
IWBISHARES TR	3,857	$1.18M	0.21%	+11	Timeline
IBKRINTERACTIVE BROKERS GROUP IN	6,434	$1.07M	0.19%	new	Timeline
SCHRSCHWAB STRATEGIC TR	42,142	$1.05M	0.18%	+3,815	Timeline
BILSPDR SERIES TRUST	11,399	$1.05M	0.18%	+1,085	Timeline
PFFDGLOBAL X FDS	54,872	$1.04M	0.18%	+12,498	Timeline
DVYEISHARES INC	37,471	$1.02M	0.18%	+4,160	Timeline
STPZPIMCO ETF TR	18,793	$1.02M	0.18%	+3,412	Timeline
SCHOSCHWAB STRATEGIC TR	41,246	$1M	0.17%	+6,672	Timeline
VIGVANGUARD SPECIALIZED FUNDS	5,168	$1M	0.17%	+723	Timeline
PIDINVESCO EXCHANGE TRADED FD T	50,788	$969K	0.17%	-2,139	Timeline
VVISA INC	2,743	$961K	0.17%	+175	Timeline
VTIVANGUARD INDEX FDS	3,486	$958K	0.17%	+122	Timeline
ETNEATON CORP PLC	3,505	$953K	0.17%	new	Timeline
LLYELI LILLY & CO	1,076	$889K	0.15%	+4	Timeline
LULULULULEMON ATHLETICA INC	3,105	$879K	0.15%	+227	Timeline
SOSOUTHERN CO	9,405	$865K	0.15%	-46	Timeline
PGPROCTER & GAMBLE CO	5,074	$865K	0.15%	-24	Timeline
PANWPALO ALTO NETWORKS INC	5,005	$854K	0.15%	+257	Timeline
KOCOCA COLA CO	11,443	$820K	0.14%	-1,952	Timeline
BOTZGLOBAL X FDS	28,260	$804K	0.14%	-2,195	Timeline
NOWSERVICENOW INC	925	$736K	0.13%	+58	Timeline
BUGGLOBAL X FDS	21,993	$711K	0.12%	+1,898	Timeline
DEDEERE & CO	1,508	$708K	0.12%	+3	Timeline
VOVANGUARD INDEX FDS	2,684	$694K	0.12%	-9,786	Timeline
DIVGLOBAL X FDS	36,782	$693K	0.12%	+13,693	Timeline
VGSHVANGUARD SCOTTSDALE FDS	11,774	$691K	0.12%	-16,873	Timeline
ADIANALOG DEVICES INC	3,424	$690K	0.12%	+255	Timeline
IVEISHARES TR	3,589	$684K	0.12%	+113	Timeline
IEMGISHARES INC	12,548	$677K	0.12%	-3,494	Timeline
VSSVANGUARD INTL EQUITY INDEX F	5,789	$669K	0.12%	+21	Timeline
XLPSELECT SECTOR SPDR TR	8,106	$662K	0.12%	+79	Timeline
JNJJOHNSON & JOHNSON	3,942	$654K	0.11%	+19	Timeline
ADBEADOBE INC	1,672	$641K	0.11%	+207	Timeline
VGTVANGUARD WORLD FD	1,175	$637K	0.11%	-44	Timeline
IDVISHARES TR	20,042	$622K	0.11%	+624	Timeline
KRKROGER CO	9,070	$614K	0.11%	-151	Timeline
MTUMISHARES TR	3,033	$613K	0.11%	+3	Timeline
BSVVANGUARD BD INDEX FDS	7,583	$594K	0.1%	+1,352	Timeline
AEPAMERICAN ELEC PWR CO INC	5,421	$592K	0.1%	+538	Timeline
HYGHISHARES U S ETF TR	6,783	$578K	0.1%	0	Timeline
VBVANGUARD INDEX FDS	2,560	$568K	0.1%	-77	Timeline
XSLVINVESCO EXCH TRADED FD TR II	12,188	$563K	0.1%	+1,933	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,258	$561K	0.1%	-4	Timeline
HDVISHARES TR	4,354	$527K	0.09%	0	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	960	$512K	0.09%	+65	Timeline
IWNISHARES TR	3,377	$510K	0.09%	+371	Timeline
VNQVANGUARD INDEX FDS	5,524	$500K	0.09%	+280	Timeline
XLESELECT SECTOR SPDR TR	5,263	$492K	0.09%	-99	Timeline
VBKVANGUARD INDEX FDS	1,906	$480K	0.08%	+911	Timeline
DIASTATE STR SPDR DOW JONES IND	1,132	$475K	0.08%	-126	Timeline
WMTWALMART INC	5,413	$475K	0.08%	+391	Timeline
IJHISHARES TR	8,085	$472K	0.08%	+2,339	Timeline
SLYGSPDR SERIES TRUST	5,502	$457K	0.08%	+222	Timeline
SHYISHARES TR	5,164	$427K	0.07%	-998	Timeline
HEDJWISDOMTREE TR	8,925	$424K	0.07%	+1,735	Timeline
IJJISHARES TR	3,498	$419K	0.07%	+87	Timeline
VXFVANGUARD INDEX FDS	2,384	$411K	0.07%	+228	Timeline
HSTHOST HOTELS & RESORTS INC	27,483	$391K	0.07%	+267	Timeline
RODMLATTICE STRATEGIES TR	12,544	$389K	0.07%	0	Timeline
CITHE CIGNA GROUP	1,173	$386K	0.07%	+198	Timeline
AVGOBROADCOM INC	2,219	$371K	0.06%	-28	Timeline
ABBVABBVIE INC	1,763	$369K	0.06%	-4	Timeline
SPHDINVESCO EXCH TRADED FD TR II	7,285	$366K	0.06%	+93	Timeline
FICOFAIR ISAAC CORP	194	$358K	0.06%	0	Timeline
MLPAGLOBAL X FDS	6,678	$355K	0.06%	-17	Timeline
VCLTVANGUARD SCOTTSDALE FDS	4,612	$350K	0.06%	+1,111	Timeline
DXJWISDOMTREE TR	3,152	$347K	0.06%	+723	Timeline
GILDGILEAD SCIENCES INC	3,095	$347K	0.06%	+4	Timeline
ACWXISHARES TR	6,241	$346K	0.06%	-62	Timeline
NFLXNETFLIX INC.	363	$339K	0.06%	-12	Timeline
PFEPFIZER INC	13,279	$337K	0.06%	+1,067	Timeline
IBDRISHARES TR	13,837	$335K	0.06%	+64	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	1,451	$322K	0.06%	-261	Timeline
XSVMINVESCO EXCHANGE TRADED FD T	6,381	$320K	0.06%	+1,522	Timeline
EFVISHARES TR	5,429	$320K	0.06%	+470	Timeline
TFCTRUIST FINL CORP	7,727	$318K	0.06%	-730	Timeline
IJTISHARES TR	2,547	$317K	0.06%	-23	Timeline
IBDSISHARES TR	12,982	$314K	0.05%	+4,293	Timeline
AMATAPPLIED MATLS INC	2,143	$311K	0.05%	+184	Timeline
CVXCHEVRON CORPORATION	1,848	$309K	0.05%	+12	Timeline
RIORIO TINTO PLC	5,135	$309K	0.05%	-1,134	Timeline
DUKDUKE ENERGY CORP NEW	2,504	$305K	0.05%	new	Timeline
SJNKSPDR SERIES TRUST	12,007	$302K	0.05%	+24	Timeline
VEAVANGUARD TAX-MANAGED FDS	5,889	$299K	0.05%	-2,529	Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	2,850	$291K	0.05%	-1,600	Timeline
PSCTINVESCO EXCH TRADED FD TR II	7,263	$291K	0.05%	+1,766	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	6,628	$288K	0.05%	+122	Timeline
NVSNOVARTIS AG	2,570	$286K	0.05%	0	Timeline
ITWILLINOIS TOOL WKS INC	1,153	$286K	0.05%	-128	Timeline
INTUINTUIT	459	$282K	0.05%	0	Timeline
UNHUNITEDHEALTH GROUP INC	538	$282K	0.05%	+22	Timeline
TAT&T INC	9,874	$279K	0.05%	new	Timeline
LOWLOWES COS INC	1,195	$279K	0.05%	+6	Timeline
MAMASTERCARD INCORPORATED	504	$276K	0.05%	-30	Timeline
ISHARES TRISHARES TR	10,721	$270K	0.05%	+30
VGLTVANGUARD SCOTTSDALE FDS	4,488	$259K	0.04%	new	Timeline
MSMORGAN STANLEY	2,172	$253K	0.04%	-331	Timeline
UNILEVER PLCUNILEVER PLC	4,254	$253K	0.04%	new
ACWIISHARES TR	2,138	$249K	0.04%	-24	Timeline
MOG-AMOOG INC	1,408	$244K	0.04%	0	Timeline
BKLNINVESCO EXCH TRADED FD TR II	11,649	$241K	0.04%	-373	Timeline
URIUNITED RENTALS INC	373	$234K	0.04%	+1	Timeline
LITGLOBAL X FDS	5,997	$233K	0.04%	-18,407	Timeline
HDHOME DEPOT INC	627	$230K	0.04%	-21	Timeline
CPTLGLOBAL X FDS	6,075	$226K	0.04%	+825	Timeline
DDOMINION ENERGY INC	3,969	$223K	0.04%	+210	Timeline
SUSAISHARES TR	1,921	$221K	0.04%	+85	Timeline
TJXTJX COS INC NEW	1,793	$218K	0.04%	+67	Timeline
SUBISHARES TR	2,067	$218K	0.04%	-141	Timeline
QCOMQUALCOMM INC	1,412	$217K	0.04%	-15	Timeline
EFGISHARES TR	2,147	$215K	0.04%	-213	Timeline
RWRSPDR SERIES TRUST	2,119	$210K	0.04%	-209	Timeline
HONHONEYWELL INTL INC	986	$209K	0.04%	+3	Timeline
METMETLIFE INC	2,578	$207K	0.04%	-129	Timeline
JBLJABIL INC	1,521	$207K	0.04%	-224	Timeline
TSCOTRACTOR SUPPLY CO	3,743	$206K	0.04%	new	Timeline
FDXFEDEX CORP	842	$205K	0.04%	+2	Timeline
TXNTEXAS INSTRS INC	1,118	$201K	0.03%	+5	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
IJKISHARES TR	52,779	$4.8M	shares
SCHESCHWAB STRATEGIC TR	37,348	$995K	shares
QYLDGLOBAL X FDS	42,428	$773K	shares
CSXCSX CORP	17,682	$571K	shares
AZNASTRAZENECA PLC-SPONS ADR	5,735	$376K	shares
BNDXVANGUARD CHARLOTTE FDS	5,203	$255K	shares
DLNWISDOMTREE TR	2,907	$226K	shares
DISDISNEY WALT CO	1,964	$219K	shares
NKENIKE INC	2,868	$217K	shares
SCHFSCHWAB STRATEGIC TR	10,582	$196K	shares
SANBANCO SANTANDER SA	22,146	$101K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-25-002239	base		2025-04-23	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC