The Analysis of EAGLE WEALTH STRATEGIES LLC's Holdings
Currently, EAGLE WEALTH STRATEGIES LLC holds 114 types of securities in its portfolio with a total value $214.7M. In the most recent quarter, they have increased their positions in PNC (+9.7K shares, valued at $2.0M), FLQM (+28.4K shares, valued at $1.6M), IWB (+2.8K shares, valued at $1.0M); decreased their positions in AVUV (-3.7K shares, valued at $375.4K), DGRW (-4.2K shares, valued at $374.7K), FULT (-6.1K shares, valued at $117.9K); initiated new positions in IWB (+2.8K shares, valued at $1.0M), IWM (+1.9K shares, valued at $462.5K), VYM (+2.5K shares, valued at $357.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUV AMERICAN CENTY ETF TR271.0K shares-1.34%2025-12-312026-01-06
FLQM FRANKLIN TEMPLETON ETF TR418.7K shares7.29%2025-12-312026-01-06 DGRW WISDOMTREE TR196.5K shares-2.09%2025-12-312026-01-06 DFEV DIMENSIONAL ETF TRUST483.0K shares0.92%2025-12-312026-01-06 XLV SELECT SECTOR SPDR TR70.9K shares4.71%2025-12-312026-01-06 AMZN AMAZON COM INC19.6K shares2.82%2025-12-312026-01-06 LLY ELI LILLY & CO4.1K shares0.32%2025-12-312026-01-06 XOM EXXON MOBIL CORP29.8K shares1.53%2025-12-312026-01-06 SPY SPDR S&P 500 ETF TR5.1K shares-1.78%2025-12-312026-01-06 MSFT MICROSOFT CORP6.6K shares-1.11%2025-12-312026-01-06 PNC PNC FINL SVCS GROUP INC13.3K shares268.33%2025-12-312026-01-06 NVDA NVIDIA CORPORATION14.7K shares25.81%2025-12-312026-01-06 JPM JPMORGAN CHASE & CO.8.2K shares-0.47%2025-12-312026-01-06 AAPL APPLE INC9.0K shares-0.62%2025-12-312026-01-06 FULT FULTON FINL CORP PA89.4K shares-6.39%2025-12-312026-01-06 CVX CHEVRON CORP NEW10.4K shares1.67%2025-12-312026-01-06 ALPHABET INC ALPHABET INC5.0K shares-2.09%2025-12-312026-01-06 AJG GALLAGHER ARTHUR J & CO5.5K shares-0.02%2025-12-312026-01-06 PFIS PEOPLES FINL SVCS CORP28.7K shares0.00%2025-12-312026-01-06 AMD ADVANCED MICRO DEVICES INC5.7K shares2.68%2025-12-312026-01-06 IWB ISHARES TR2.8K sharesnew addition2025-12-312026-01-06 VO VANGUARD INDEX FDS3.3K shares-0.78%2025-12-312026-01-06 BROADCOM INC BROADCOM INC2.7K shares-3.32%2025-12-312026-01-06 NEE NEXTERA ENERGY INC11.1K shares-0.19%2025-12-312026-01-06 ORCL ORACLE CORP4.3K shares0.94%2025-12-312026-01-06 CCJ CAMECO CORP9.0K shares-2.17%2025-12-312026-01-06 CCL CARNIVAL CORP26.2K shares2.59%2025-12-312026-01-06 BSX BOSTON SCIENTIFIC CORP8.3K shares4.80%2025-12-312026-01-06 VIOO VANGUARD ADMIRAL FDS INC6.3K shares4.15%2025-12-312026-01-06 CAT CATERPILLAR INC1.2K shares0.09%2025-12-312026-01-06 ROK ROCKWELL AUTOMATION INC1.7K shares0.00%2025-12-312026-01-06 NWFL NORWOOD FINANCIAL CORP23.5K shares0.00%2025-12-312026-01-06 CEG CONSTELLATION ENERGY CORP1.8K shares0.00%2025-12-312026-01-06 COHERENT CORP COHERENT CORP3.4K shares-12.90%2025-12-312026-01-06 V VISA INC1.7K shares0.94%2025-12-312026-01-06 T AT&T INC24.0K shares3.94%2025-12-312026-01-06 META META PLATFORMS INC885 shares0.11%2025-12-312026-01-06 ACGL ARCH CAP GROUP LTD6.0K shares0.07%2025-12-312026-01-06 IBM INTERNATIONAL BUSINESS MACHS1.9K shares10.74%2025-12-312026-01-06 NOC NORTHROP GRUMMAN CORP1.0K shares0.00%2025-12-312026-01-06 ITW ILLINOIS TOOL WKS INC2.3K shares0.00%2025-12-312026-01-06 APD AIR PRODS & CHEMS INC2.2K shares-0.36%2025-12-312026-01-06 EXAS EXACT SCIENCES CORP5.0K shares0.00%2025-12-312026-01-06 BAC BANK AMERICA CORP9.1K shares-2.93%2025-12-312026-01-06 TSLA TESLA INC1.1K shares-0.45%2025-12-312026-01-06 MU MICRON TECHNOLOGY INC1.7K shares-0.24%2025-12-312026-01-06 OCFC OCEANFIRST FINL CORP26.6K shares0.00%2025-12-312026-01-06 ALPHABET INC ALPHABET INC1.5K shares-6.18%2025-12-312026-01-06 IWM ISHARES TR1.9K sharesnew addition2025-12-312026-01-06 VZ VERIZON COMMUNICATIONS INC11.1K shares-16.50%2025-12-312026-01-06 SCHW SCHWAB CHARLES CORP4.5K shares0.11%2025-12-312026-01-06 GLD SPDR GOLD TR1.1K shares0.00%2025-12-312026-01-06 TTWO TAKE-TWO INTERACTIVE SOFTWAR1.6K shares-1.09%2025-12-312026-01-06 JNJ JOHNSON & JOHNSON2.0K shares14.25%2025-12-312026-01-06 MCD MCDONALDS CORP1.3K shares-0.23%2025-12-312026-01-06 DIS DISNEY WALT CO3.5K shares3.56%2025-12-312026-01-06 LNG CHENIERE ENERGY INC2.0K shares0.15%2025-12-312026-01-06 PEP PEPSICO INC2.6K shares11.21%2025-12-312026-01-06 WMT WALMART INC3.3K shares3.10%2025-12-312026-01-06 PAVE GLOBAL X FDS7.7K shares0.42%2025-12-312026-01-06 KO COCA COLA CO5.3K shares0.77%2025-12-312026-01-06 VYM VANGUARD WHITEHALL FDS2.5K sharesnew addition2025-12-312026-01-06 ADBE ADOBE INC997 shares15.80%2025-12-312026-01-06 XBI SPDR SERIES TRUST2.8K shares0.00%2025-12-312026-01-06 BDX BECTON DICKINSON & CO1.8K shares4.60%2025-12-312026-01-06 WFC WELLS FARGO CO NEW3.5K shares-1.07%2025-12-312026-01-06 PG PROCTER AND GAMBLE CO2.2K shares-12.10%2025-12-312026-01-06 CSX CSX CORP8.8K shares-3.32%2025-12-312026-01-06 QCOM QUALCOMM INC1.8K shares-0.11%2025-12-312026-01-06 UNH UNITEDHEALTH GROUP INC911 shares-4.91%2025-12-312026-01-06 ABBV ABBVIE INC1.3K shares-2.95%2025-12-312026-01-06 GE AEROSPACE GE AEROSPACE963 shares-2.23%2025-12-312026-01-06 INTU INTUIT445 shares0.68%2025-12-312026-01-06 ARKQ ARK ETF TR2.6K shares-6.91%2025-12-312026-01-06 ARKW ARK ETF TR1.9K shares1.55%2025-12-312026-01-06 SIXG ETF SER SOLUTIONS4.3K shares0.16%2025-12-312026-01-06 RTX RTX CORPORATION1.5K shares-1.43%2025-12-312026-01-06 HON HONEYWELL INTL INC1.4K shares6.13%2025-12-312026-01-06 SO SOUTHERN CO3.2K shares-0.38%2025-12-312026-01-06 AZO AUTOZONE INC81 shares-26.36%2025-12-312026-01-06 PEG PUBLIC SVC ENTERPRISE GRP IN3.3K shares-2.96%2025-12-312026-01-06 SSO PROSHARES TR4.6K shares99.96%2025-12-312026-01-06 SPGI S&P GLOBAL INC508 shares-9.45%2025-12-312026-01-06 EXC EXELON CORP6.0K shares0.15%2025-12-312026-01-06 CVS CVS HEALTH CORP3.2K shares-10.95%2025-12-312026-01-06 CRWD CROWDSTRIKE HLDGS INC540 shares-0.37%2025-12-312026-01-06 AGG ISHARES TR2.5K sharesnew addition2025-12-312026-01-06 DHR DANAHER CORPORATION1.1K shares-1.27%2025-12-312026-01-06 AMAT APPLIED MATLS INC967 shares-2.81%2025-12-312026-01-06 TMUS T-MOBILE US INC1.2K shares-2.47%2025-12-312026-01-06 HCA HCA HEALTHCARE INC521 shares0.00%2025-12-312026-01-06 SPXC SPX TECHNOLOGIES INC1.2K shares0.00%2025-12-312026-01-06 RCL ROYAL CARIBBEAN GROUP812 shares-2.75%2025-12-312026-01-06 GEV GE VERNOVA INC342 shares-2.29%2025-12-312026-01-06 BMY BRISTOL-MYERS SQUIBB CO4.0K sharesnew addition2025-12-312026-01-06 LMT LOCKHEED MARTIN CORP440 sharesnew addition2025-12-312026-01-06 DE DEERE & CO445 shares-2.84%2025-12-312026-01-06 MMM 3M CO1.3K sharesnew addition2025-12-312026-01-06 VGK VANGUARD INTL EQUITY INDEX F2.4K sharesnew addition2025-12-312026-01-06 PM PHILIP MORRIS INTL INC1.3K shares0.00%2025-12-312026-01-06 ARKF ARK ETF TR4.2K shares0.07%2025-12-312026-01-06 F FORD MTR CO12.4K shares0.11%2025-12-312026-01-06 BDJ BLACKROCK ENHANCED EQUITY DI15.1K shares0.00%2025-12-312026-01-06 GAB GABELLI EQUITY TR INC18.6K shares0.00%2025-12-312026-01-06 GUT GABELLI UTIL TR18.1K shares0.00%2025-12-312026-01-06 CRNT CERAGON NETWORKS LTD10.0K shares0.00%2025-12-312026-01-06 AKBA AKEBIA THERAPEUTICS INC10.0K shares0.00%2025-12-312026-01-06 INVZ INNOVIZ TECHNOLOGIES LTD10.8K shares0.00%2025-12-312026-01-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available