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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DOMINION ENERGY, INC

D|25746U109

Shares:4.0K

Value:$222.5K

% of Portfolio:0.0% ($222.5K/$575.1M)

464288802

Shares:1.9K

Value:$220.6K

% of Portfolio:0.0% ($220.6K/$575.1M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.8K

Value:$218.4K

% of Portfolio:0.0% ($218.4K/$575.1M)

464288158

Shares:2.1K

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$575.1M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.4K

Value:$216.9K

% of Portfolio:0.0% ($216.9K/$575.1M)

464288885

EFG|464288885

Shares:2.1K

Value:$214.7K

% of Portfolio:0.0% ($214.7K/$575.1M)

78464A607

Shares:2.1K

Value:$210.1K

% of Portfolio:0.0% ($210.1K/$575.1M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:986

Value:$208.8K

% of Portfolio:0.0% ($208.8K/$575.1M)

METLIFE INC

MET|59156R108

Shares:2.6K

Value:$206.9K

% of Portfolio:0.0% ($206.9K/$575.1M)

JABIL INC

JBL|466313103

Shares:1.5K

Value:$206.9K

% of Portfolio:0.0% ($206.9K/$575.1M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:3.7K

Value:$206.2K

% of Portfolio:0.0% ($206.2K/$575.1M)

FEDEX CORP

FDX|31428X106

Shares:842

Value:$205.2K

% of Portfolio:0.0% ($205.2K/$575.1M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.1K

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$575.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DOMINION ENERGY, INC(Dcusip25746U109)	4.0K	QoQ +5.58% (+210) YoY NEW(+4.0K)	All Managers (Combined)	$222.5K	0.0% ($222.5K/$575.1M)	QoQ +9.91% (+$20.1K) YoY NEW(+$222.5K)
(cusip464288802)✕	1.9K	QoQ +4.62% (-85) YoY NEW(+1.9K)	All Managers (Combined)	$220.6K	0.0% ($220.6K/$575.1M)	QoQ -1.17% (-$2.6K) YoY NEW(+$220.6K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.8K	QoQ +3.88% (+67) YoY NEW(+1.8K)	All Managers (Combined)	$218.4K	0.0% ($218.4K/$575.1M)	QoQ +4.75% (+$9.9K) YoY NEW(+$218.4K)
(cusip464288158)✕	2.1K	QoQ -6.38% (-141) YoY -49.63% (-2.0K)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$575.1M)	QoQ -6.29% (-$14.7K) YoY -49.22% (-$211.6K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.4K	QoQ -1.05% (-15) YoY -40.47% (-960)	All Managers (Combined)	$216.9K	0.0% ($216.9K/$575.1M)	QoQ -1.04% (-$2.3K) YoY -45.98% (-$184.7K)
(EFGcusip464288885)	2.1K	QoQ -9.02% (-213) YoY -92.40% (-26.1K)	All Managers (Combined)	$214.7K	0.0% ($214.7K/$575.1M)	QoQ -6.02% (-$13.8K) YoY -92.68% (-$2.7M)
(cusip78464A607)✕	2.1K	QoQ -8.97% (-209) YoY NEW(+2.1K)	All Managers (Combined)	$210.1K	0.0% ($210.1K/$575.1M)	QoQ -8.70% (-$20.0K) YoY NEW(+$210.1K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	986	QoQ +0.30% (-3) YoY -60.12% (-1.5K)	All Managers (Combined)	$208.8K	0.0% ($208.8K/$575.1M)	QoQ -5.98% (-$13.3K) YoY -58.85% (-$298.7K)
METLIFE INC(METcusip59156R108)	2.6K	QoQ -4.76% (-129) YoY NEW(+2.6K)	All Managers (Combined)	$206.9K	0.0% ($206.9K/$575.1M)	QoQ -6.61% (-$14.7K) YoY NEW(+$206.9K)
JABIL INC(JBLcusip466313103)	1.5K	QoQ -12.83% (-224) YoY NEW(+1.5K)	All Managers (Combined)	$206.9K	0.0% ($206.9K/$575.1M)	QoQ -17.57% (-$44.1K) YoY NEW(+$206.9K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$206.2K	0.0% ($206.2K/$575.1M)	QoQ NEW(+$206.2K) YoY NEW(+$206.2K)
FEDEX CORP(FDXcusip31428X106)	842	QoQ +0.23% (-2) YoY NEW(+842)	All Managers (Combined)	$205.2K	0.0% ($205.2K/$575.1M)	QoQ -13.14% (-$31.1K) YoY NEW(+$205.2K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.1K	QoQ +0.44% (-5) YoY NEW(+1.1K)	All Managers (Combined)	$201.0K	0.0% ($201.0K/$575.1M)	QoQ -3.70% (-$7.7K) YoY NEW(+$201.0K)