Eagle Strategies LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$554M
Signature - Title
Nabeed Zaman - Vice President and Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Eagle Strategies LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Eagle Strategies LLC reported 210 stock holdings with total value $554M as of Q3 2024. Top holdings included SPLG, IHDG, SPYG, MOAT, and DGRO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 210 $554M +$38.9M -$36.3M +$2.64M SPLG, IHDG, SPYG, MOAT, DGRO 13F-HR 10/25/2024, 01:22 PM
Q2 2024 208 $523M +$366M -$301M +$64.5M SPLG, IHDG, SPYG, MOAT, DGRO 13F-HR 8/7/2024, 07:15 PM
Q1 2024 265 $450M +$308M -$353M -$44.7M VOO, QQQ, IVV, AAPL, SPY 13F-HR 4/22/2024, 07:50 PM
Q4 2023 190 $467M +$88.1M -$66M +$22.1M SPLG, SPGP, QEFA, CSB, SPYG 13F-HR 1/26/2024, 05:25 PM
Q3 2023 176 $406M +$29.1M -$20.2M +$8.85M QUS, SPGP, PID, CSB, SPYG 13F-HR 11/7/2023, 08:34 PM
Q2 2023 181 $411M +$41.9M -$45.7M -$3.75M QUS, SPGP, PID, CSB, SPYG 13F-HR 8/2/2023, 06:47 PM
Q1 2023 173 $400M +$97.6M -$47.6M +$49.9M QUS, SPGP, PID, PEY, CSB 13F-HR 4/21/2023, 05:40 PM
Q4 2022 164 $335M +$146M -$16.6M +$130M VOE, QUS, CSB, JPST, SCHD 13F-HR 2/3/2023, 07:16 PM
Q3 2022 100 $191M +$24.2M -$95.1M -$70.9M VUG, JPST, CSB, DGRO, MOAT 13F-HR 11/14/2022, 04:30 PM
Q2 2022 132 $274M +$89.8M -$34.3M +$55.5M VOE, VUG, CSB, SCHD, SPYG 13F-HR 8/10/2022, 02:30 PM
Q1 2022 137 $256M +$56.3M -$43.7M +$12.6M VOE, VUG, CSB, SCHD, QQQ 13F-HR 5/2/2022, 11:54 AM
Q4 2021 143 $257M $0 $0 VOE, VUG, VBR, DGRO, IVV 13F-HR 2/11/2022, 04:44 PM