Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
NVDA
-4.27%NVIDIA CORPORATION
Shares61.6K
Event2026-06-30
Filed2026-07-13
AAPL
-5.28%APPLE INC
Shares34.2K
Event2026-06-30
Filed2026-07-13
MSFT
-3.40%MICROSOFT CORP
Shares17.8K
Event2026-06-30
Filed2026-07-13
AMZN
-1.73%AMAZON COM INC
Shares22.5K
Event2026-06-30
Filed2026-07-13
STIP
17.38%ISHARES TR
Shares47.1K
Event2026-06-30
Filed2026-07-13
GOOGL
-3.95%ALPHABET INC
Shares12.9K
Event2026-06-30
Filed2026-07-13
BROADCOM INC
-7.42%BROADCOM INC
Shares11.2K
Event2026-06-30
Filed2026-07-13
MU
19.77%MICRON TECHNOLOGY INC
Shares3.6K
Event2026-06-30
Filed2026-07-13
GOOG
-1.96%ALPHABET INC
Shares11.1K
Event2026-06-30
Filed2026-07-13
AMD
2.83%ADVANCED MICRO DEVICES INC
Shares6.7K
Event2026-06-30
Filed2026-07-13
MGK
392.85%VANGUARD WORLD FD
Shares43.4K
Event2026-06-30
Filed2026-07-13
IGIB
28.63%ISHARES TR
Shares70.8K
Event2026-06-30
Filed2026-07-13
TSLA
0.56%TESLA INC
Shares8.0K
Event2026-06-30
Filed2026-07-13
META PLATFORMS INC
-1.33%META PLATFORMS INC
Shares5.5K
Event2026-06-30
Filed2026-07-13
SPSB
-10.57%SPDR SERIES TRUST
Shares88.9K
Event2026-06-30
Filed2026-07-13
LRCX
3.88%LAM RESEARCH CORP
Shares4.9K
Event2026-06-30
Filed2026-07-13
INTC
24.35%INTEL CORP
Shares14.9K
Event2026-06-30
Filed2026-07-13
XLK
-0.07%SELECT SECTOR SPDR TR
Shares9.0K
Event2026-06-30
Filed2026-07-13
APPLIED MATLS INC
10.83%APPLIED MATLS INC
Shares2.3K
Event2026-06-30
Filed2026-07-13
WMT
31.34%WALMART INC
Shares14.9K
Event2026-06-30
Filed2026-07-13
CISCO SYS INC
9.50%CISCO SYS INC
Shares13.8K
Event2026-06-30
Filed2026-07-13
COSTCO WHSL CORP NEW
4.82%COSTCO WHSL CORP NEW
Shares1.6K
Event2026-06-30
Filed2026-07-13
KLAC
918.63%KLA CORP
Shares4.8K
Event2026-06-30
Filed2026-07-13
LLY
-24.24%ELI LILLY & CO
Shares1.1K
Event2026-06-30
Filed2026-07-13
QTEC
0.00%FIRST TR EXCHANGE-TRADED FD
Shares3.8K
Event2026-06-30
Filed2026-07-13
5RTX CORPORATION
1.98%5RTX CORPORATION
Shares6.6K
Event2026-06-30
Filed2026-07-13
VOO
-0.49%VANGUARD INDEX FDS
Shares1.8K
Event2026-06-30
Filed2026-07-13
NETFLIX INC
-1.83%NETFLIX INC
Shares16.1K
Event2026-06-30
Filed2026-07-13
VIS
0.00%VANGUARD WORLD FD
Shares2.9K
Event2026-06-30
Filed2026-07-13
SCHG
0.10%SCHWAB STRATEGIC TR
Shares30.5K
Event2026-06-30
Filed2026-07-13
PALANTIR TECHNOLOGIES INC
4.38%PALANTIR TECHNOLOGIES INC
Shares8.8K
Event2026-06-30
Filed2026-07-13
SPDR S&P 500 ETF TR
-4.21%SPDR S&P 500 ETF TR
Shares1.3K
Event2026-06-30
Filed2026-07-13
DIA
0.00%SPDR DOW JONES INDL AVERAGE
Shares1.7K
Event2026-06-30
Filed2026-07-13
PANW
9.69%PALO ALTO NETWORKS INC
Shares2.7K
Event2026-06-30
Filed2026-07-13
JPMORGAN CHASE & CO.
7.55%JPMORGAN CHASE & CO.
Shares2.7K
Event2026-06-30
Filed2026-07-13
VISA INC
-24.10%VISA INC
Shares2.6K
Event2026-06-30
Filed2026-07-13
LIN
3.89%LINDE PLC
Shares1.5K
Event2026-06-30
Filed2026-07-13
BRK.B
16.47%BERKSHIRE HATHAWAY INC DEL
Shares1.5K
Event2026-06-30
Filed2026-07-13
TXN
26.66%TEXAS INSTRS INC
Shares2.5K
Event2026-06-30
Filed2026-07-13
CAT
5.41%CATERPILLAR INC
Shares702
Event2026-06-30
Filed2026-07-13
CROWDSTRIKE HLDGS INC
6.88%CROWDSTRIKE HLDGS INC
Shares823
Event2026-06-30
Filed2026-07-13
VANGUARD INDEX FDS
0.00%VANGUARD INDEX FDS
Shares1.6K
Event2026-06-30
Filed2026-07-13
MASTERCARD INCORPORATED
-29.58%MASTERCARD INCORPORATED
Shares1.2K
Event2026-06-30
Filed2026-07-13
AMGN
20.10%AMGEN INC
Shares1.7K
Event2026-06-30
Filed2026-07-13
GE
-23.52%GE AEROSPACE
Shares1.6K
Event2026-06-30
Filed2026-07-13
MGV
0.00%VANGUARD WORLD FD
Shares3.6K
Event2026-06-30
Filed2026-07-13
MRVL
NewMARVELL TECHNOLOGY INC
Shares1.9K
Event2026-06-30
Filed2026-07-13
GS
4.70%GOLDMAN SACHS GROUP INC
Shares557
Event2026-06-30
Filed2026-07-13
XLF
0.00%SELECT SECTOR SPDR TR
Shares10.3K
Event2026-06-30
Filed2026-07-13
QCOM
28.88%QUALCOMM INC
Shares3.0K
Event2026-06-30
Filed2026-07-13
GEV
-18.88%GE VERNOVA INC
Shares464
Event2026-06-30
Filed2026-07-13
PG
5.84%PROCTER AND GAMBLE CO
Shares3.7K
Event2026-06-30
Filed2026-07-13
IYW
0.00%ISHARES TR
Shares2.1K
Event2026-06-30
Filed2026-07-13
ADI
22.96%ANALOG DEVICES INC
Shares1.3K
Event2026-06-30
Filed2026-07-13
PEP
24.30%PEPSICO INC
Shares3.7K
Event2026-06-30
Filed2026-07-13
HD
6.01%HOME DEPOT INC
Shares1.4K
Event2026-06-30
Filed2026-07-13
SNDK
NewSANDISK CORP
Shares218
Event2026-06-30
Filed2026-07-13
SPMO
-14.21%INVESCO EXCH TRADED FD TR II
Shares3.0K
Event2026-06-30
Filed2026-07-13
JNJ
12.10%JOHNSON & JOHNSON
Shares1.9K
Event2026-06-30
Filed2026-07-13
ORACLE CORP
3.63%ORACLE CORP
Shares3.2K
Event2026-06-30
Filed2026-07-13
CDNS
2.79%CADENCE DESIGN SYSTEM INC
Shares1.3K
Event2026-06-30
Filed2026-07-13
WDC
NewWESTERN DIGITAL CORP
Shares730
Event2026-06-30
Filed2026-07-13
GILD
21.36%GILEAD SCIENCES INC
Shares3.6K
Event2026-06-30
Filed2026-07-13
ISHARES TR
14.23%ISHARES TR
Shares610
Event2026-06-30
Filed2026-07-13
XLI
0.00%SELECT SECTOR SPDR TR
Shares2.4K
Event2026-06-30
Filed2026-07-13
SEAGATE TECHNOLOGY HLDNGS PL
NewSEAGATE TECHNOLOGY HLDNGS PL
Shares454
Event2026-06-30
Filed2026-07-13
BKNG
2532.61%BOOKING HOLDINGS INC
Shares2.4K
Event2026-06-30
Filed2026-07-13
APPLOVIN CORP
6.94%APPLOVIN CORP
Shares832
Event2026-06-30
Filed2026-07-13
VRTX
4.06%VERTEX PHARMACEUTICALS INC
Shares845
Event2026-06-30
Filed2026-07-13
CARR
0.00%CARRIER GLOBAL CORPORATION
Shares5.7K
Event2026-06-30
Filed2026-07-13
MCD
4.44%MCDONALDS CORP
Shares1.5K
Event2026-06-30
Filed2026-07-13
EXXON MOBIL CORP
13.33%EXXON MOBIL CORP
Shares3.0K
Event2026-06-30
Filed2026-07-13
IBM
5.99%INTERNATIONAL BUSINESS MACHS
Shares1.3K
Event2026-06-30
Filed2026-07-13
ABBVIE INC
13.07%ABBVIE INC
Shares1.3K
Event2026-06-30
Filed2026-07-13
ANET
-17.44%ARISTA NETWORKS INC
Shares1.9K
Event2026-06-30
Filed2026-07-13
ASML
NewASML HOLDING N V
Shares166
Event2026-06-30
Filed2026-07-13
VFH
0.00%VANGUARD WORLD FD
Shares2.4K
Event2026-06-30
Filed2026-07-13
FTNT
New13FORTINET INC
Shares2.1K
Event2026-06-30
Filed2026-07-13
TMUS
-18.48%T-MOBILE US INC
Shares1.9K
Event2026-06-30
Filed2026-07-13
VUG
500.00%VANGUARD INDEX FDS
Shares3.6K
Event2026-06-30
Filed2026-07-13
BAC
10.70%BANK AMERICA CORP
Shares5.3K
Event2026-06-30
Filed2026-07-13
ISRG
-40.10%INTUITIVE SURGICAL INC
Shares741
Event2026-06-30
Filed2026-07-13
MAR
4.84%MARRIOTT INTL INC NEW
Shares758
Event2026-06-30
Filed2026-07-13
MS
5.61%MORGAN STANLEY
Shares1.3K
Event2026-06-30
Filed2026-07-13
VRT
-6.63%VERTIV HOLDINGS CO
Shares803
Event2026-06-30
Filed2026-07-13
UNITEDHEALTH GROUP INC
-33.54%UNITEDHEALTH GROUP INC
Shares646
Event2026-06-30
Filed2026-07-13
SHOP
17.99%SHOPIFY INC
Shares2.3K
Event2026-06-30
Filed2026-07-13
SBUX
NewSTARBUCKS CORP
Shares2.5K
Event2026-06-30
Filed2026-07-13
MRK
17.47%MERCK & CO INC
Shares2.0K
Event2026-06-30
Filed2026-07-13
WFC
7.91%WELLS FARGO CO NEW
Shares3.0K
Event2026-06-30
Filed2026-07-13
CEG
4.91%CONSTELLATION ENERGY CORP
Shares961
Event2026-06-30
Filed2026-07-13
SNPS
NewSYNOPSYS INC
Shares530
Event2026-06-30
Filed2026-07-13
ORLY
-1.77%OREILLY AUTOMOTIVE INC
Shares2.5K
Event2026-06-30
Filed2026-07-13
KO
NewCOCA COLA CO
Shares2.8K
Event2026-06-30
Filed2026-07-13
URI
NewUNITED RENTALS INC
Shares195
Event2026-06-30
Filed2026-07-13
CVX
7.15%CHEVRON CORP NEW
Shares1.3K
Event2026-06-30
Filed2026-07-13
CRM
-39.89%SALESFORCE INC
Shares1.4K
Event2026-06-30
Filed2026-07-13
DIS
-9.66%DISNEY WALT CO
Shares2.2K
Event2026-06-30
Filed2026-07-13
C
NewCITIGROUP INC
Shares1.5K
Event2026-06-30
Filed2026-07-13
TMO
-38.05%THERMO FISHER SCIENTIFIC INC
Shares407
Event2026-06-30
Filed2026-07-13
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available