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The Analysis of Eagle Wealth Advisors LLC's Holdings & P&L

Currently, Eagle Wealth Advisors LLC holds 98 types of securities in its portfolio with a total value $108.4M. In the most recent quarter, they have increased their positions in STIP (+14.2K shares, valued at $1.5M), IGIB (+22.4K shares, valued at $1.2M), WMT (+7.2K shares, valued at $900.1K); decreased their positions in AAPL (-4.6K shares, valued at $1.2M), SPSB (-35.8K shares, valued at $1.1M), NVDA (-5.7K shares, valued at $990.6K); initiated new positions in AMAT (+2.1K shares, valued at $722.5K), INTC (+12.0K shares, valued at $529.1K), AMGN (+1.4K shares, valued at $490.1K).

1M P&L

-8.8M-7.42%

3M P&L

-9.7M-8.06%

HY P&L

-13.7M-11.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A22.7M

24.4%

2Semiconductors15.1M

16.3%

3Software - Infrastructure9.2M

9.9%

Top Industries by Stock Count

1N/A20 stocks

23.0%

2Software - Application7 stocks

8.0%

3Semiconductors7 stocks

8.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION64.4K shares-8.11%2026-03-312026-04-23

AAPL APPLE INC36.1K shares-11.36%2026-03-312026-04-23

MSFT MICROSOFT CORP18.4K shares-10.68%2026-03-312026-04-23

AMZN AMAZON COM INC22.9K shares-7.23%2026-03-312026-04-23

STIP ISHARES TR40.2K shares54.67%2026-03-312026-04-23

ALPHABET INC ALPHABET INC13.4K shares-9.34%2026-03-312026-04-23

BROADCOM INC BROADCOM INC12.1K shares-14.34%2026-03-312026-04-23

ALPHABET INC ALPHABET INC11.3K shares-5.96%2026-03-312026-04-23

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MGK VANGUARD WORLD FD8.8K shares5.27%2026-03-312026-04-23

META META PLATFORMS INC5.6K shares-2.76%2026-03-312026-04-23

SPSB SPDR SERIES TRUST99.5K shares-26.46%2026-03-312026-04-23

TSLA TESLA INC8.0K shares-5.83%2026-03-312026-04-23

IGIB ISHARES TR55.0K shares68.38%2026-03-312026-04-23

NFLX NETFLIX INC16.4K shares14.48%2026-03-312026-04-23

COST COSTCO WHSL CORP NEW1.6K shares18.33%2026-03-312026-04-23

WMT WALMART INC11.3K shares177.14%2026-03-312026-04-23

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LLY ELI LILLY & CO1.4K shares-35.82%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC6.5K shares16.75%2026-03-312026-04-23

RTX 5RTX CORPORATION6.5K shares1.08%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC8.4K shares27.83%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR9.0K shares1.11%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares0.33%2026-03-312026-04-23

V VISA INC3.4K shares-37.83%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC3.0K shares281.25%2026-03-312026-04-23

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LAM RESEARCH CORP LAM RESEARCH CORP4.7K shares28.85%2026-03-312026-04-23

CSCO CISCO SYS INC12.6K shares144.63%2026-03-312026-04-23

VIS VANGUARD WORLD FD2.9K shares0.00%2026-03-312026-04-23

SCHG SCHWAB STRATEGIC TR30.5K shares-7.55%2026-03-312026-04-23

SPY SPDR S&P 500 ETF TR1.3K shares0.45%2026-03-312026-04-23

MA MASTERCARD INCORPORATED1.7K shares-34.20%2026-03-312026-04-23

QTEC FIRST TR EXCHANGE-TRADED FD3.8K shares0.00%2026-03-312026-04-23

DIA SPDR DOW JONES INDL AVERAGE1.7K shares0.00%2026-03-312026-04-23

Sponsored

JPM JPMORGAN CHASE & CO.2.5K shares1.96%2026-03-312026-04-23

LINDE PLC LINDE PLC1.5K shares19.79%2026-03-312026-04-23

AMAT APPLIED MATLS INC2.1K sharesnew addition2026-03-312026-04-23

KLAC KLA CORP467 shares17.04%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares2.20%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE2.1K shares-34.59%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC1.2K shares15.72%2026-03-312026-04-23

VTI VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-23

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INTC INTEL CORP12.0K sharesnew addition2026-03-312026-04-23

MGV VANGUARD WORLD FD3.6K shares0.00%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR10.3K shares0.00%2026-03-312026-04-23

PG PROCTER AND GAMBLE CO3.5K shares1.39%2026-03-312026-04-23

GEV GE VERNOVA INC572 shares-31.99%2026-03-312026-04-23

AMGN AMGEN INC1.4K sharesnew addition2026-03-312026-04-23

TMUS T-MOBILE US INC2.3K shares108.86%2026-03-312026-04-23

CAT CATERPILLAR INC666 shares1.37%2026-03-312026-04-23

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PEP PEPSICO INC3.0K sharesnew addition2026-03-312026-04-23

ORCL ORACLE CORP3.1K shares3.46%2026-03-312026-04-23

MCD MCDONALDS CORP1.5K shares-2.59%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC532 shares1.14%2026-03-312026-04-23

XOM EXXON MOBIL CORP2.6K shares0.50%2026-03-312026-04-23

INTU INTUIT1.0K shares13.06%2026-03-312026-04-23

HD HOME DEPOT INC1.3K shares0.22%2026-03-312026-04-23

CRM SALESFORCE INC2.3K shares-33.03%2026-03-312026-04-23

Sponsored

GILD GILEAD SCIENCES INC3.0K sharesnew addition2026-03-312026-04-23

JNJ JOHNSON & JOHNSON1.7K shares2.14%2026-03-312026-04-23

SPMO INVESCO EXCH TRADED FD TR II3.5K shares20.32%2026-03-312026-04-23

PANW PALO ALTO NETWORKS INC2.4K shares23.66%2026-03-312026-04-23

XLI SELECT SECTOR SPDR TR2.4K shares0.00%2026-03-312026-04-23

IYW ISHARES TR2.1K shares0.00%2026-03-312026-04-23

BKNG BOOKING HOLDINGS INC92 shares17.95%2026-03-312026-04-23

TXN TEXAS INSTRS INC2.0K sharesnew addition2026-03-312026-04-23

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VRTX VERTEX PHARMACEUTICALS INC812 shares13.41%2026-03-312026-04-23

IVV ISHARES TR534 shares20.27%2026-03-312026-04-23

ADI ANALOG DEVICES INC1.1K sharesnew addition2026-03-312026-04-23

CDNS CADENCE DESIGN SYSTEM INC1.2K shares12.55%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC657 shares-37.90%2026-03-312026-04-23

CARR CARRIER GLOBAL CORPORATION5.7K shares0.00%2026-03-312026-04-23

APP APPLOVIN CORP778 shares106.91%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS1.3K shares2.88%2026-03-312026-04-23

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CRWD CROWDSTRIKE HLDGS INC770 shares19.01%2026-03-312026-04-23

QCOM QUALCOMM INC2.3K sharesnew addition2026-03-312026-04-23

VFH VANGUARD WORLD FD2.4K shares0.00%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC2.4K shares-31.35%2026-03-312026-04-23

HON HONEYWELL INTL INC1.2K sharesnew addition2026-03-312026-04-23

ADBE ADOBE INC1.1K shares22.36%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC972 shares-40.33%2026-03-312026-04-23

VUG VANGUARD INDEX FDS595 shares0.00%2026-03-312026-04-23

Sponsored

CEG CONSTELLATION ENERGY CORP916 shares23.95%2026-03-312026-04-23

CVX CHEVRON CORP NEW1.2K shares-10.08%2026-03-312026-04-23

ABBV ABBVIE INC1.2K shares1.04%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC3.5K shares-41.53%2026-03-312026-04-23

SPGI S&P GLOBAL INC585 shares-37.77%2026-03-312026-04-23

FDHY FIDELITY COVINGTON TRUST4.9K shares0.00%2026-03-312026-04-23

DIS DISNEY WALT CO2.5K shares-12.88%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW723 sharesnew addition2026-03-312026-04-23

Sponsored

ORLY OREILLY AUTOMOTIVE INC2.5K shares16.07%2026-03-312026-04-23

BAC BANK AMERICA CORP4.8K shares2.96%2026-03-312026-04-23

SHOP SHOPIFY INC1.9K sharesnew addition2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC234 shares-40.31%2026-03-312026-04-23

WFC WELLS FARGO CO NEW2.7K shares0.22%2026-03-312026-04-23

VRT VERTIV HOLDINGS CO860 sharesnew addition2026-03-312026-04-23

REGN REGENERON PHARMACEUTICALS272 sharesnew addition2026-03-312026-04-23

OTIS OTIS WORLDWIDE CORP2.7K shares0.00%2026-03-312026-04-23

Sponsored

MS MORGAN STANLEY1.2K shares2.41%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC1.7K sharesnew addition2026-03-312026-04-23

NVDA

NVIDIA CORPORATION

-8.11%

Shares64.4K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-11.36%

Shares36.1K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-10.68%

Shares18.4K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-7.23%

Shares22.9K

Event2026-03-31

Filed2026-04-23

STIP

ISHARES TR

54.67%

Shares40.2K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-9.34%

Shares13.4K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

-14.34%

Shares12.1K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-5.96%

Shares11.3K

Event2026-03-31

Filed2026-04-23

MGK

VANGUARD WORLD FD

5.27%

Shares8.8K

Event2026-03-31

Filed2026-04-23