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


Currently, Eagle Wealth Advisors LLC holds 100 types of securities in its portfolio with a total value $131.1M. In the most recent quarter, they have increased their positions in MGK (+34.6K shares, valued at $3.0M), KLAC (+4.3K shares, valued at $1.3M), IGIB (+15.8K shares, valued at $838.1K); decreased their positions in AAPL (-1.9K shares, valued at $551.8K), NVDA (-2.7K shares, valued at $550.0K), LLY (-351 shares, valued at $421.0K); initiated new positions in MRVL (+1.9K shares, valued at $566.3K), SNDK (+218 shares, valued at $495.7K), WDC (+730 shares, valued at $466.3K).


1M P&L
+5.0M+5.03%
3M P&L
-7.8M-6.93%
HY P&L
-4.9M-4.52%

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/A25.5M
23.6%
2Semiconductors24.8M
23.0%
3Consumer Electronics9.9M
9.2%

Top Industries by Stock Count

1N/A17 stocks
21.5%
2Semiconductors8 stocks
10.1%
3Drug Manufacturers - General5 stocks
6.3%
Stock Holdings
NVDA
NVIDIA CORPORATION
-4.27%
Shares61.6K
Event2026-06-30
Filed2026-07-13
AAPL
APPLE INC
-5.28%
Shares34.2K
Event2026-06-30
Filed2026-07-13
MSFT
MICROSOFT CORP
-3.40%
Shares17.8K
Event2026-06-30
Filed2026-07-13
AMZN
AMAZON COM INC
-1.73%
Shares22.5K
Event2026-06-30
Filed2026-07-13
STIP
ISHARES TR
17.38%
Shares47.1K
Event2026-06-30
Filed2026-07-13
GOOGL
ALPHABET INC
-3.95%
Shares12.9K
Event2026-06-30
Filed2026-07-13
BROADCOM INC
BROADCOM INC
-7.42%
Shares11.2K
Event2026-06-30
Filed2026-07-13
MU
MICRON TECHNOLOGY INC
19.77%
Shares3.6K
Event2026-06-30
Filed2026-07-13
GOOG
ALPHABET INC
-1.96%
Shares11.1K
Event2026-06-30
Filed2026-07-13
AMD
ADVANCED MICRO DEVICES INC
2.83%
Shares6.7K
Event2026-06-30
Filed2026-07-13
MGK
VANGUARD WORLD FD
392.85%
Shares43.4K
Event2026-06-30
Filed2026-07-13
IGIB
ISHARES TR
28.63%
Shares70.8K
Event2026-06-30
Filed2026-07-13
TSLA
TESLA INC
0.56%
Shares8.0K
Event2026-06-30
Filed2026-07-13
META PLATFORMS INC
META PLATFORMS INC
-1.33%
Shares5.5K
Event2026-06-30
Filed2026-07-13
SPSB
SPDR SERIES TRUST
-10.57%
Shares88.9K
Event2026-06-30
Filed2026-07-13
LRCX
LAM RESEARCH CORP
3.88%
Shares4.9K
Event2026-06-30
Filed2026-07-13
INTC
INTEL CORP
24.35%
Shares14.9K
Event2026-06-30
Filed2026-07-13
XLK
SELECT SECTOR SPDR TR
-0.07%
Shares9.0K
Event2026-06-30
Filed2026-07-13
APPLIED MATLS INC
APPLIED MATLS INC
10.83%
Shares2.3K
Event2026-06-30
Filed2026-07-13
WMT
WALMART INC
31.34%
Shares14.9K
Event2026-06-30
Filed2026-07-13
CISCO SYS INC
CISCO SYS INC
9.50%
Shares13.8K
Event2026-06-30
Filed2026-07-13
COSTCO WHSL CORP NEW
COSTCO WHSL CORP NEW
4.82%
Shares1.6K
Event2026-06-30
Filed2026-07-13
KLAC
KLA CORP
918.63%
Shares4.8K
Event2026-06-30
Filed2026-07-13
LLY
ELI LILLY & CO
-24.24%
Shares1.1K
Event2026-06-30
Filed2026-07-13
QTEC
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares3.8K
Event2026-06-30
Filed2026-07-13
5RTX CORPORATION
5RTX CORPORATION
1.98%
Shares6.6K
Event2026-06-30
Filed2026-07-13
VOO
VANGUARD INDEX FDS
-0.49%
Shares1.8K
Event2026-06-30
Filed2026-07-13
NETFLIX INC
NETFLIX INC
-1.83%
Shares16.1K
Event2026-06-30
Filed2026-07-13
VIS
VANGUARD WORLD FD
0.00%
Shares2.9K
Event2026-06-30
Filed2026-07-13
SCHG
SCHWAB STRATEGIC TR
0.10%
Shares30.5K
Event2026-06-30
Filed2026-07-13
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
4.38%
Shares8.8K
Event2026-06-30
Filed2026-07-13
SPDR S&P 500 ETF TR
SPDR S&P 500 ETF TR
-4.21%
Shares1.3K
Event2026-06-30
Filed2026-07-13
DIA
SPDR DOW JONES INDL AVERAGE
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-13
PANW
PALO ALTO NETWORKS INC
9.69%
Shares2.7K
Event2026-06-30
Filed2026-07-13
JPMORGAN CHASE & CO.
JPMORGAN CHASE & CO.
7.55%
Shares2.7K
Event2026-06-30
Filed2026-07-13
VISA INC
VISA INC
-24.10%
Shares2.6K
Event2026-06-30
Filed2026-07-13
LIN
LINDE PLC
3.89%
Shares1.5K
Event2026-06-30
Filed2026-07-13
BRK.B
BERKSHIRE HATHAWAY INC DEL
16.47%
Shares1.5K
Event2026-06-30
Filed2026-07-13
TXN
TEXAS INSTRS INC
26.66%
Shares2.5K
Event2026-06-30
Filed2026-07-13
CAT
CATERPILLAR INC
5.41%
Shares702
Event2026-06-30
Filed2026-07-13
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
6.88%
Shares823
Event2026-06-30
Filed2026-07-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-13
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
-29.58%
Shares1.2K
Event2026-06-30
Filed2026-07-13
AMGN
AMGEN INC
20.10%
Shares1.7K
Event2026-06-30
Filed2026-07-13
GE
GE AEROSPACE
-23.52%
Shares1.6K
Event2026-06-30
Filed2026-07-13
MGV
VANGUARD WORLD FD
0.00%
Shares3.6K
Event2026-06-30
Filed2026-07-13
MRVL
MARVELL TECHNOLOGY INC
New
Shares1.9K
Event2026-06-30
Filed2026-07-13
GS
GOLDMAN SACHS GROUP INC
4.70%
Shares557
Event2026-06-30
Filed2026-07-13
XLF
SELECT SECTOR SPDR TR
0.00%
Shares10.3K
Event2026-06-30
Filed2026-07-13
QCOM
QUALCOMM INC
28.88%
Shares3.0K
Event2026-06-30
Filed2026-07-13
GEV
GE VERNOVA INC
-18.88%
Shares464
Event2026-06-30
Filed2026-07-13
PG
PROCTER AND GAMBLE CO
5.84%
Shares3.7K
Event2026-06-30
Filed2026-07-13
IYW
ISHARES TR
0.00%
Shares2.1K
Event2026-06-30
Filed2026-07-13
ADI
ANALOG DEVICES INC
22.96%
Shares1.3K
Event2026-06-30
Filed2026-07-13
PEP
PEPSICO INC
24.30%
Shares3.7K
Event2026-06-30
Filed2026-07-13
HD
HOME DEPOT INC
6.01%
Shares1.4K
Event2026-06-30
Filed2026-07-13
SNDK
SANDISK CORP
New
Shares218
Event2026-06-30
Filed2026-07-13
SPMO
INVESCO EXCH TRADED FD TR II
-14.21%
Shares3.0K
Event2026-06-30
Filed2026-07-13
JNJ
JOHNSON & JOHNSON
12.10%
Shares1.9K
Event2026-06-30
Filed2026-07-13
ORACLE CORP
ORACLE CORP
3.63%
Shares3.2K
Event2026-06-30
Filed2026-07-13
CDNS
CADENCE DESIGN SYSTEM INC
2.79%
Shares1.3K
Event2026-06-30
Filed2026-07-13
WDC
WESTERN DIGITAL CORP
New
Shares730
Event2026-06-30
Filed2026-07-13
GILD
GILEAD SCIENCES INC
21.36%
Shares3.6K
Event2026-06-30
Filed2026-07-13
ISHARES TR
ISHARES TR
14.23%
Shares610
Event2026-06-30
Filed2026-07-13
XLI
SELECT SECTOR SPDR TR
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-13
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
New
Shares454
Event2026-06-30
Filed2026-07-13
BKNG
BOOKING HOLDINGS INC
2532.61%
Shares2.4K
Event2026-06-30
Filed2026-07-13
APPLOVIN CORP
APPLOVIN CORP
6.94%
Shares832
Event2026-06-30
Filed2026-07-13
VRTX
VERTEX PHARMACEUTICALS INC
4.06%
Shares845
Event2026-06-30
Filed2026-07-13
CARR
CARRIER GLOBAL CORPORATION
0.00%
Shares5.7K
Event2026-06-30
Filed2026-07-13
MCD
MCDONALDS CORP
4.44%
Shares1.5K
Event2026-06-30
Filed2026-07-13
EXXON MOBIL CORP
EXXON MOBIL CORP
13.33%
Shares3.0K
Event2026-06-30
Filed2026-07-13
IBM
INTERNATIONAL BUSINESS MACHS
5.99%
Shares1.3K
Event2026-06-30
Filed2026-07-13
ABBVIE INC
ABBVIE INC
13.07%
Shares1.3K
Event2026-06-30
Filed2026-07-13
ANET
ARISTA NETWORKS INC
-17.44%
Shares1.9K
Event2026-06-30
Filed2026-07-13
ASML
ASML HOLDING N V
New
Shares166
Event2026-06-30
Filed2026-07-13
VFH
VANGUARD WORLD FD
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-13
FTNT
13FORTINET INC
New
Shares2.1K
Event2026-06-30
Filed2026-07-13
TMUS
T-MOBILE US INC
-18.48%
Shares1.9K
Event2026-06-30
Filed2026-07-13
VUG
VANGUARD INDEX FDS
500.00%
Shares3.6K
Event2026-06-30
Filed2026-07-13
BAC
BANK AMERICA CORP
10.70%
Shares5.3K
Event2026-06-30
Filed2026-07-13
ISRG
INTUITIVE SURGICAL INC
-40.10%
Shares741
Event2026-06-30
Filed2026-07-13
MAR
MARRIOTT INTL INC NEW
4.84%
Shares758
Event2026-06-30
Filed2026-07-13
MS
MORGAN STANLEY
5.61%
Shares1.3K
Event2026-06-30
Filed2026-07-13
VRT
VERTIV HOLDINGS CO
-6.63%
Shares803
Event2026-06-30
Filed2026-07-13
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
-33.54%
Shares646
Event2026-06-30
Filed2026-07-13
SHOP
SHOPIFY INC
17.99%
Shares2.3K
Event2026-06-30
Filed2026-07-13
SBUX
STARBUCKS CORP
New
Shares2.5K
Event2026-06-30
Filed2026-07-13
MRK
MERCK & CO INC
17.47%
Shares2.0K
Event2026-06-30
Filed2026-07-13
WFC
WELLS FARGO CO NEW
7.91%
Shares3.0K
Event2026-06-30
Filed2026-07-13
CEG
CONSTELLATION ENERGY CORP
4.91%
Shares961
Event2026-06-30
Filed2026-07-13
SNPS
SYNOPSYS INC
New
Shares530
Event2026-06-30
Filed2026-07-13
ORLY
OREILLY AUTOMOTIVE INC
-1.77%
Shares2.5K
Event2026-06-30
Filed2026-07-13
KO
COCA COLA CO
New
Shares2.8K
Event2026-06-30
Filed2026-07-13
URI
UNITED RENTALS INC
New
Shares195
Event2026-06-30
Filed2026-07-13
CVX
CHEVRON CORP NEW
7.15%
Shares1.3K
Event2026-06-30
Filed2026-07-13
CRM
SALESFORCE INC
-39.89%
Shares1.4K
Event2026-06-30
Filed2026-07-13
DIS
DISNEY WALT CO
-9.66%
Shares2.2K
Event2026-06-30
Filed2026-07-13
C
CITIGROUP INC
New
Shares1.5K
Event2026-06-30
Filed2026-07-13
TMO
THERMO FISHER SCIENTIFIC INC
-38.05%
Shares407
Event2026-06-30
Filed2026-07-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available