Eagle-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SNOW",
  null,
  "FNDF",
  null,
  "ABBV",
  "ADBE",
  "MOG-A",
  "GOOGL",
  "T",
  "AVGO",
  null,
  "LOW",
  null,
  "DUK",
  "D",
  null,
  null,
  "FCX",
  "IBKR",
  null,
  "GILD",
  "HON",
  "HD",
  "INTU",
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  null,
  null,
  null,
  "ITW",
  "AMAT",
  "META",
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "IWS",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "MS",
  "FICO",
  null,
  null,
  "NVS",
  "IJR",
  "EFG",
  "IWD",
  "KR",
  "VHT",
  null,
  null,
  "IWF",
  null,
  "PANW",
  null,
  "VGSH",
  "IEMG",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "PG",
  "VZ",
  null,
  "FNDX",
  "IEFA",
  null,
  "NOW",
  "RIO",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SPYG",
  null,
  null,
  "SPLG",
  null,
  "IBM",
  null,
  "CI",
  "TXN",
  "TJX",
  "TFC",
  "UL",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "VOE",
  null,
  "JBL",
  "VSS",
  null,
  null,
  null,
  "VIG",
  "TSCO",
  "IWO",
  "IWN",
  "TSM",
  "GHC",
  null,
  null,
  "VYM",
  "MGC",
  null,
  "SDY",
  "IWP",
  "AEP",
  null,
  null,
  null,
  "VIGI",
  "AMZN",
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  null,
  "VYMI",
  "MGK",
  "VGLT",
  "VBK",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  "WMT",
  null,
  null,
  null,
  null,
  "IUSG",
  null,
  "SCHD",
  "DVY",
  null,
  "HST",
  "SO",
  "CRM",
  "DIA",
  null,
  null,
  null,
  "MTUM",
  "IUSV",
  "DGRO",
  null,
  null,
  "FDX",
  "LULU",
  "BRK-B",
  "CVX",
  "KO",
  "CEG",
  "CRWD",
  "DE",
  null,
  "IJT",
  null,
  "IJJ",
  "ADI",
  "IWB",
  "NEE",
  "QQQ",
  "MDY",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 213
Total Value: 575089742
Accession Number: 0001085146-25-002239
Form Type: 13F-HR
CIK: eagle-strategies
Manager Name: Eagle-Strategies

Data Enrichment

63% identified

134 identified79 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

213 positions • $575.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46138E115

Shares:7.3K

Value:$291.1K

% of Portfolio:0.1% ($291.1K/$575.1M)

336917109

Shares:6.6K

Value:$287.9K

% of Portfolio:0.1% ($287.9K/$575.1M)

NOVARTIS AG

NVS|66987V109

Shares:2.6K

Value:$286.5K

% of Portfolio:0.0% ($286.5K/$575.1M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.2K

Value:$286.0K

% of Portfolio:0.0% ($286.0K/$575.1M)

INTUIT INC.

INTU|461202103

Shares:459

Value:$281.9K

% of Portfolio:0.0% ($281.9K/$575.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:538

Value:$281.5K

% of Portfolio:0.0% ($281.5K/$575.1M)

AT&T INC.

T|00206R102

Shares:9.9K

Value:$279.2K

% of Portfolio:0.0% ($279.2K/$575.1M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.2K

Value:$278.6K

% of Portfolio:0.0% ($278.6K/$575.1M)

Mastercard Inc

MA|57636Q104

Shares:504

Value:$276.0K

% of Portfolio:0.0% ($276.0K/$575.1M)

46434VBD1

Shares:10.7K

Value:$269.6K

% of Portfolio:0.0% ($269.6K/$575.1M)

92206C847

VGLT|92206C847

Shares:4.5K

Value:$258.6K

% of Portfolio:0.0% ($258.6K/$575.1M)

MORGAN STANLEY

MS|617446448

Shares:2.2K

Value:$253.5K

% of Portfolio:0.0% ($253.5K/$575.1M)

UNILEVER PLC

UL|904767704

Shares:4.3K

Value:$253.3K

% of Portfolio:0.0% ($253.3K/$575.1M)

464288257

Shares:2.1K

Value:$248.8K

% of Portfolio:0.0% ($248.8K/$575.1M)

MOOG INC.

MOG-A|615394202

Shares:1.4K

Value:$244.1K

% of Portfolio:0.0% ($244.1K/$575.1M)

46138G508

Shares:11.6K

Value:$241.1K

% of Portfolio:0.0% ($241.1K/$575.1M)

UNITED RENTALS, INC.

URI|911363109

Shares:373

Value:$233.6K

% of Portfolio:0.0% ($233.6K/$575.1M)

37954Y855

Shares:6.0K

Value:$232.7K

% of Portfolio:0.0% ($232.7K/$575.1M)

HOME DEPOT, INC.

HD|437076102

Shares:627

Value:$229.8K

% of Portfolio:0.0% ($229.8K/$575.1M)

37954Y731

Shares:6.1K

Value:$226.4K

% of Portfolio:0.0% ($226.4K/$575.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138E115)✕	7.3K	QoQ +32.12% (+1.8K) YoY +34.40% (+1.9K)	All Managers (Combined)	$291.1K	0.1% ($291.1K/$575.1M)	QoQ +10.95% (+$28.7K) YoY +16.08% (+$40.3K)
(cusip336917109)✕	6.6K	QoQ +1.87% (+122) YoY -82.62% (-31.5K)	All Managers (Combined)	$287.9K	0.1% ($287.9K/$575.1M)	QoQ +9.92% (+$26.0K) YoY -80.38% (-$1.2M)
NOVARTIS AG(NVScusip66987V109)	2.6K	QoQ 0.00% (+0) YoY NEW(+2.6K)	All Managers (Combined)	$286.5K	0.0% ($286.5K/$575.1M)	QoQ +14.56% (+$36.4K) YoY NEW(+$286.5K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.2K	QoQ -9.99% (-128) YoY NEW(+1.2K)	All Managers (Combined)	$286.0K	0.0% ($286.0K/$575.1M)	QoQ -11.94% (-$38.8K) YoY NEW(+$286.0K)
INTUIT INC.(INTUcusip461202103)	459	QoQ 0.00% (-0) YoY NEW(+459)	All Managers (Combined)	$281.9K	0.0% ($281.9K/$575.1M)	QoQ -2.18% (-$6.3K) YoY NEW(+$281.9K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	538	QoQ +4.26% (+22) YoY -70.27% (-1.3K)	All Managers (Combined)	$281.5K	0.0% ($281.5K/$575.1M)	QoQ +7.80% (+$20.4K) YoY -68.55% (-$613.7K)
AT&T INC.(Tcusip00206R102)	9.9K	QoQ NEW(+9.9K) YoY -85.89% (-60.2K)	All Managers (Combined)	$279.2K	0.0% ($279.2K/$575.1M)	QoQ NEW(+$279.2K) YoY -77.34% (-$953.2K)
LOWES COMPANIES INC(LOWcusip548661107)	1.2K	QoQ +0.50% (-6) YoY -9.40% (-124)	All Managers (Combined)	$278.6K	0.0% ($278.6K/$575.1M)	QoQ -5.00% (-$14.7K) YoY -17.06% (-$57.3K)
Mastercard Inc(MAcusip57636Q104)	504	QoQ -5.61% (-30) YoY -65.64% (-963)	All Managers (Combined)	$276.0K	0.0% ($276.0K/$575.1M)	QoQ -1.86% (-$5.2K) YoY -60.93% (-$430.5K)
(cusip46434VBD1)✕	10.7K	QoQ +0.28% (+30) YoY NEW(+10.7K)	All Managers (Combined)	$269.6K	0.0% ($269.6K/$575.1M)	QoQ +0.67% (+$1.8K) YoY NEW(+$269.6K)
(VGLTcusip92206C847)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$258.6K	0.0% ($258.6K/$575.1M)	QoQ NEW(+$258.6K) YoY NEW(+$258.6K)
MORGAN STANLEY(MScusip617446448)	2.2K	QoQ -13.22% (-331) YoY NEW(+2.2K)	All Managers (Combined)	$253.5K	0.0% ($253.5K/$575.1M)	QoQ -19.45% (-$61.2K) YoY NEW(+$253.5K)
UNILEVER PLC(ULcusip904767704)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$253.3K	0.0% ($253.3K/$575.1M)	QoQ NEW(+$253.3K) YoY NEW(+$253.3K)
(cusip464288257)✕	2.1K	QoQ -1.11% (-24) YoY NEW(+2.1K)	All Managers (Combined)	$248.8K	0.0% ($248.8K/$575.1M)	QoQ -2.04% (-$5.2K) YoY NEW(+$248.8K)
MOOG INC.(MOG-Acusip615394202)	1.4K	QoQ 0.00% (-0) YoY NEW(+1.4K)	All Managers (Combined)	$244.1K	0.0% ($244.1K/$575.1M)	QoQ -11.93% (-$33.1K) YoY NEW(+$244.1K)
(cusip46138G508)✕	11.6K	QoQ -3.10% (-373) YoY NEW(+11.6K)	All Managers (Combined)	$241.1K	0.0% ($241.1K/$575.1M)	QoQ -4.80% (-$12.2K) YoY NEW(+$241.1K)
UNITED RENTALS, INC.(URIcusip911363109)	373	QoQ +0.26% (-1) YoY NEW(+373)	All Managers (Combined)	$233.6K	0.0% ($233.6K/$575.1M)	QoQ -10.92% (-$28.6K) YoY NEW(+$233.6K)
(cusip37954Y855)✕	6.0K	QoQ -75.42% (-18.4K) YoY -55.50% (-7.5K)	All Managers (Combined)	$232.7K	0.0% ($232.7K/$575.1M)	QoQ -76.61% (-$762.5K) YoY -61.87% (-$377.7K)
HOME DEPOT, INC.(HDcusip437076102)	627	QoQ -3.24% (-21) YoY -19.71% (-154)	All Managers (Combined)	$229.8K	0.0% ($229.8K/$575.1M)	QoQ -8.87% (-$22.4K) YoY -23.31% (-$69.9K)
(cusip37954Y731)✕	6.1K	QoQ +15.71% (+825) YoY NEW(+6.1K)	All Managers (Combined)	$226.4K	0.0% ($226.4K/$575.1M)	QoQ +10.31% (+$21.2K) YoY NEW(+$226.4K)