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The Analysis of EAGLE WEALTH STRATEGIES LLC's Holdings & P&L

Currently, EAGLE WEALTH STRATEGIES LLC holds 114 types of securities in its portfolio with a total value $228.1M. In the most recent quarter, they have increased their positions in N/A (+20.6K shares, valued at $12.3M), FLQM (+19.9K shares, valued at $1.1M), VONV (+5.1K shares, valued at $476.5K); decreased their positions in AVUV (-4.1K shares, valued at $458.2K), CCJ (-4.0K shares, valued at $439.9K), AMZN (-802 shares, valued at $167.0K); initiated new positions in VONV (+5.1K shares, valued at $476.5K), VEA (+7.1K shares, valued at $456.1K), IEFA (+4.4K shares, valued at $401.4K).

1M P&L

+5.5M+3.08%

3M P&L

+2.6M+1.45%

HY P&L

+17.3M+10.40%

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/A111.4M

65.8%

2Banks - Regional7.2M

4.3%

3Oil & Gas Integrated7.2M

4.3%

Top Industries by Stock Count

1N/A26 stocks

25.5%

2Banks - Regional5 stocks

4.9%

3Drug Manufacturers - General4 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS86.5K shares31.18%2026-03-312026-04-10

AVUV AMERICAN CENTY ETF TR266.9K shares-1.53%2026-03-312026-04-10

FLQM FRANKLIN TEMPLETON ETF TR438.6K shares4.75%2026-03-312026-04-10

DGRW WISDOMTREE TR200.2K shares1.87%2026-03-312026-04-10

DFEV DIMENSIONAL ETF TRUST488.5K shares1.14%2026-03-312026-04-10

XLV SELECT SECTOR SPDR TR72.2K shares1.94%2026-03-312026-04-10

XOM EXXON MOBIL CORP29.8K shares0.00%2026-03-312026-04-10

AMZN AMAZON COM INC18.8K shares-4.10%2026-03-312026-04-10

Sponsored

LLY ELI LILLY & CO4.1K shares-0.02%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T5.0K shares-0.49%2026-03-312026-04-10

NVDA NVIDIA CORPORATION16.0K shares8.77%2026-03-312026-04-10

PNC PNC FINL SVCS GROUP INC13.3K shares-0.26%2026-03-312026-04-10

MSFT MICROSOFT CORP6.7K shares1.78%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO8.1K shares-0.71%2026-03-312026-04-10

AAPL APPLE INC9.0K shares-0.29%2026-03-312026-04-10

CVX CHEVRON CORPORATION10.5K shares0.65%2026-03-312026-04-10

Sponsored

FULT FULTON FINL CORP PA87.0K shares-2.75%2026-03-312026-04-10

PFIS PEOPLES FINL SVCS CORP28.7K shares0.00%2026-03-312026-04-10

ALPHABET INC ALPHABET INC4.9K shares-1.67%2026-03-312026-04-10

IWB ISHARES TR3.8K shares36.68%2026-03-312026-04-10

VO VANGUARD INDEX FDS4.5K shares35.31%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC10.5K shares28.63%2026-03-312026-04-10

AJG GALLAGHER ARTHUR J & CO5.5K shares0.60%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC5.8K shares1.58%2026-03-312026-04-10

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.3K shares0.04%2026-03-312026-04-10

NEE NEXTERA ENERGY INC11.2K shares0.22%2026-03-312026-04-10

CAT CATERPILLAR INC1.2K shares0.00%2026-03-312026-04-10

COHERENT CORP COHERENT CORP3.4K shares0.00%2026-03-312026-04-10

BROADCOM INC BROADCOM INC2.6K shares-3.06%2026-03-312026-04-10

T AT&T INC26.7K shares11.36%2026-03-312026-04-10

VIOO VANGUARD ADMIRAL FDS INC6.3K shares-0.21%2026-03-312026-04-10

NWFL NORWOOD FINANCIAL CORP23.5K shares0.00%2026-03-312026-04-10

Sponsored

NOC NORTHROP GRUMMAN CORP1.0K shares0.00%2026-03-312026-04-10

CCL CARNIVAL CORP26.3K shares0.24%2026-03-312026-04-10

ORCL ORACLE CORP4.5K shares5.33%2026-03-312026-04-10

APD AIR PRODUCTS AND CHEMICALS I2.2K shares0.50%2026-03-312026-04-10

ROK ROCKWELL AUTOMATION INC1.7K shares0.00%2026-03-312026-04-10

IWM ISHARES TR2.5K shares31.13%2026-03-312026-04-10

ITW ILLINOIS TOOL WKS INC2.3K shares0.00%2026-03-312026-04-10

ACGL ARCH CAP GROUP LTD6.1K shares1.12%2026-03-312026-04-10

Sponsored

VZ VERIZON COMMUNICATIONS INC11.6K shares4.41%2026-03-312026-04-10

MU MICRON TECHNOLOGY INC1.7K shares0.78%2026-03-312026-04-10

LNG CHENIERE ENERGY INC1.9K shares-6.40%2026-03-312026-04-10

CCJ CAMECO CORP5.0K shares-44.98%2026-03-312026-04-10

BSX BOSTON SCIENTIFIC CORP8.4K shares1.47%2026-03-312026-04-10

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC5.3K shares0.83%2026-03-312026-04-10

META META PLATFORMS INC920 shares3.95%2026-03-312026-04-10

V VISA INC1.7K shares0.70%2026-03-312026-04-10

Sponsored

CEG CONSTELLATION ENERGY CORP1.8K shares-0.11%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON2.0K shares0.45%2026-03-312026-04-10

GLD SPDR GOLD TR1.1K shares-0.18%2026-03-312026-04-10

OCFC OCEANFIRST FINL CORP26.6K shares0.00%2026-03-312026-04-10

VONV VANGUARD SCOTTSDALE FDS5.1K sharesnew addition2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS2.0K shares1.50%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS7.1K sharesnew addition2026-03-312026-04-10

KO COCA COLA CO5.8K shares10.27%2026-03-312026-04-10

Sponsored

ALPHABET INC ALPHABET INC1.5K shares1.20%2026-03-312026-04-10

BAC BANK AMERICA CORP9.0K shares-2.08%2026-03-312026-04-10

SCHW SCHWAB CHARLES CORP4.6K shares1.24%2026-03-312026-04-10

PEP PEPSICO INC2.7K shares1.67%2026-03-312026-04-10

WMT WALMART INC3.3K shares0.24%2026-03-312026-04-10

TSLA TESLA INC1.1K shares0.00%2026-03-312026-04-10

IEFA ISHARES TR4.4K sharesnew addition2026-03-312026-04-10

VYM VANGUARD WHITEHALL FDS2.7K shares7.94%2026-03-312026-04-10

Sponsored

PAVE GLOBAL X FDS7.7K shares-0.95%2026-03-312026-04-10

MCD MCDONALDS CORP1.2K shares-6.45%2026-03-312026-04-10

CSX CSX CORP8.8K shares0.08%2026-03-312026-04-10

BLACKSTONE INC BLACKSTONE INC3.1K shares0.49%2026-03-312026-04-10

XBI SPDR SERIES TRUST2.7K shares-6.35%2026-03-312026-04-10

DIS DISNEY WALT CO3.4K shares-3.09%2026-03-312026-04-10

AMAT APPLIED MATLS INC954 shares-1.34%2026-03-312026-04-10

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.6K shares0.06%2026-03-312026-04-10

Sponsored

HON HONEYWELL INTL INC1.4K shares0.00%2026-03-312026-04-10

PG PROCTER & GAMBLE CO2.2K shares-1.75%2026-03-312026-04-10

VONG VANGUARD SCOTTSDALE FDS2.9K sharesnew addition2026-03-312026-04-10

SO SOUTHERN CO3.2K shares0.32%2026-03-312026-04-10

LITE LUMENTUM HLDGS INC428 sharesnew addition2026-03-312026-04-10

SIXG ETF SER SOLUTIONS4.4K shares0.11%2026-03-312026-04-10

RTX RTX CORPORATION1.5K shares0.73%2026-03-312026-04-10

ARKQ ARK ETF TR2.6K shares-0.16%2026-03-312026-04-10

Sponsored

EXC EXELON CORP5.9K shares-2.43%2026-03-312026-04-10

AZO AUTOZONE INC81 shares0.00%2026-03-312026-04-10

GEV GE VERNOVA INC313 shares-8.48%2026-03-312026-04-10

WFC WELLS FARGO & CO3.4K shares-2.70%2026-03-312026-04-10

BDX BECTON DICKINSON & CO1.7K shares-2.20%2026-03-312026-04-10

PEG PUBLIC SVC ENTERPRISE GROUP3.4K shares0.57%2026-03-312026-04-10

ABBV ABBVIE INC1.2K shares-6.32%2026-03-312026-04-10

EOG EOG RES INC1.7K sharesnew addition2026-03-312026-04-10

Sponsored

TMUS T-MOBILE US INC1.2K shares-3.10%2026-03-312026-04-10

HCA HCA HEALTHCARE INC521 shares0.00%2026-03-312026-04-10

DE DEERE & CO433 shares-2.70%2026-03-312026-04-10

BMY BRISTOL-MYERS SQUIBB CO4.0K shares-2.18%2026-03-312026-04-10

UNH UNITEDHEALTH GROUP INC882 shares-3.18%2026-03-312026-04-10

SSO PROSHARES TR4.6K shares0.00%2026-03-312026-04-10

SPXC SPX TECHNOLOGIES INC1.2K shares0.34%2026-03-312026-04-10

CVS CVS HEALTH CORP3.2K shares0.03%2026-03-312026-04-10

Sponsored

ARKW ARK ETF TR1.9K shares0.00%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE800 shares-16.93%2026-03-312026-04-10

QCOM QUALCOMM INC1.7K shares-0.57%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL445 sharesnew addition2026-03-312026-04-10

RCL ROYAL CARIBBEAN GROUP761 shares-6.28%2026-03-312026-04-10

DHR DANAHER CORP DEL1.1K shares0.00%2026-03-312026-04-10

LMT LOCKHEED MARTIN CORP340 shares-22.73%2026-03-312026-04-10

FFIV F5 INC710 sharesnew addition2026-03-312026-04-10

Sponsored

ADBE ADOBE INC839 shares-15.85%2026-03-312026-04-10

VGK VANGUARD INTL EQUITY INDEX F2.4K shares0.00%2026-03-312026-04-10

F FORD MTR CO12.4K shares0.00%2026-03-312026-04-10

BDJ BLACKROCK ENHANCED EQUITY DI15.1K shares0.00%2026-03-312026-04-10

GUT GABELLI UTIL TR18.1K shares0.00%2026-03-312026-04-10

GAB GABELLI EQUITY TR INC18.6K shares0.00%2026-03-312026-04-10

CRNT CERAGON NETWORKS LTD10.0K shares0.00%2026-03-312026-04-10

AKBA AKEBIA THREAPEUTICS INC10.0K shares0.00%2026-03-312026-04-10

Sponsored

INVZ INNOVIZ TECHNOLOGIES LTD10.8K shares0.00%2026-03-312026-04-10

GABELLI EQUITY TR INC GABELLI EQUITY TR INC18.6K sharesnew addition2026-03-312026-04-10

VANGUARD INDEX FDS

31.18%

Shares86.5K

Event2026-03-31

Filed2026-04-10

AVUV

AMERICAN CENTY ETF TR

-1.53%

Shares266.9K

Event2026-03-31

Filed2026-04-10

FLQM

FRANKLIN TEMPLETON ETF TR

4.75%

Shares438.6K

Event2026-03-31

Filed2026-04-10

DGRW

WISDOMTREE TR

1.87%

Shares200.2K

Event2026-03-31

Filed2026-04-10

DFEV

DIMENSIONAL ETF TRUST

1.14%

Shares488.5K

Event2026-03-31

Filed2026-04-10

XLV

SELECT SECTOR SPDR TR

1.94%

Shares72.2K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

0.00%

Shares29.8K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-4.10%

Shares18.8K

Event2026-03-31

Filed2026-04-10

LLY

ELI LILLY & CO

-0.02%

Shares4.1K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

-0.49%

Shares5.0K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

8.77%

Shares16.0K

Event2026-03-31

Filed2026-04-10

PNC

PNC FINL SVCS GROUP INC

-0.26%

Shares13.3K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

1.78%

Shares6.7K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

-0.71%

Shares8.1K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-0.29%

Shares9.0K

Event2026-03-31

Filed2026-04-10

CVX

CHEVRON CORPORATION

0.65%

Shares10.5K

Event2026-03-31

Filed2026-04-10

FULT

FULTON FINL CORP PA

-2.75%

Shares87.0K

Event2026-03-31

Filed2026-04-10

PFIS

PEOPLES FINL SVCS CORP

0.00%

Shares28.7K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

-1.67%

Shares4.9K

Event2026-03-31

Filed2026-04-10

IWB

ISHARES TR

36.68%

Shares3.8K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

35.31%

Shares4.5K

Event2026-03-31

Filed2026-04-10

MERCK & CO INC

28.63%

Shares10.5K

Event2026-03-31

Filed2026-04-10

AJG

GALLAGHER ARTHUR J & CO

0.60%

Shares5.5K

Event2026-03-31

Filed2026-04-10

AMD

ADVANCED MICRO DEVICES INC

1.58%

Shares5.8K

Event2026-03-31

Filed2026-04-10

ACCENTURE PLC IRELAND

0.04%

Shares5.3K

Event2026-03-31

Filed2026-04-10

NEE

NEXTERA ENERGY INC

0.22%

Shares11.2K

Event2026-03-31

Filed2026-04-10

CAT

CATERPILLAR INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-10

COHERENT CORP

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

-3.06%

Shares2.6K

Event2026-03-31

Filed2026-04-10

AT&T INC

11.36%

Shares26.7K

Event2026-03-31

Filed2026-04-10

VIOO

VANGUARD ADMIRAL FDS INC

-0.21%

Shares6.3K

Event2026-03-31

Filed2026-04-10

NWFL

NORWOOD FINANCIAL CORP

0.00%

Shares23.5K

Event2026-03-31

Filed2026-04-10

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-10

CCL

CARNIVAL CORP

0.24%

Shares26.3K

Event2026-03-31

Filed2026-04-10

ORCL

ORACLE CORP

5.33%

Shares4.5K

Event2026-03-31

Filed2026-04-10

APD

AIR PRODUCTS AND CHEMICALS I

0.50%

Shares2.2K

Event2026-03-31

Filed2026-04-10

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-10

IWM

ISHARES TR

31.13%

Shares2.5K

Event2026-03-31

Filed2026-04-10

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-10

ACGL

ARCH CAP GROUP LTD

1.12%

Shares6.1K

Event2026-03-31

Filed2026-04-10

VERIZON COMMUNICATIONS INC

4.41%

Shares11.6K

Event2026-03-31

Filed2026-04-10

MICRON TECHNOLOGY INC

0.78%

Shares1.7K

Event2026-03-31

Filed2026-04-10

LNG

CHENIERE ENERGY INC

-6.40%

Shares1.9K

Event2026-03-31

Filed2026-04-10

CCJ

CAMECO CORP

-44.98%

Shares5.0K

Event2026-03-31

Filed2026-04-10

BSX

BOSTON SCIENTIFIC CORP

1.47%

Shares8.4K

Event2026-03-31

Filed2026-04-10

MARVELL TECHNOLOGY INC

0.83%

Shares5.3K

Event2026-03-31

Filed2026-04-10