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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Eagle-Strategies
Data Enrichment
63% identified134 identified79 unidentified
Holdings
213 positions • $575.1M total value
Manager:
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Page 4 of 11
33733B100
Shares:19.1K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$575.1M)
464288786
Shares:13.6K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$575.1M)
46138G649
Shares:8.8K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$575.1M)
Shares:10.1K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$575.1M)
464287556
Shares:12.8K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$575.1M)
464288661
Shares:13.6K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$575.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 27.2K | QoQ +3.15% (+832)YoY NEW(+27.2K) | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$575.1M) | YoY NEW(+$1.9M) | |
(cusip33733B100)✕ | 19.1K | YoY NEW(+19.1K) | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$575.1M) | YoY NEW(+$1.9M) |
| 6.2K | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$575.1M) | |||
Snowflake Inc.(SNOWcusip833445109) | 12.9K | YoY NEW(+12.9K) | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$575.1M) | YoY NEW(+$1.9M) |
(cusip464288786)✕ | 13.6K | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$575.1M) | ||
| 6.6K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$575.1M) | |||
| 1.8K | YoY NEW(+1.8K) | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$575.1M) | YoY NEW(+$1.7M) | |
Alphabet Inc.(GOOGcusip02079K107) | 10.9K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$575.1M) | ||
(cusip46138G649)✕ | 8.8K | QoQ +3.06% (-260)YoY NEW(+8.8K) | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$575.1M) | YoY NEW(+$1.7M) |
| 10.1K | YoY NEW(+10.1K) | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$575.1M) | YoY NEW(+$1.7M) | |
(cusip464287556)✕ | 12.8K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$575.1M) | ||
(cusip464288661)✕ | 13.6K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$575.1M) | ||
| 2.8K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$575.1M) | |||
| 12.6K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$575.1M) | |||
| 7.8K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$575.1M) | |||
| 4.4K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$575.1M) | |||
| 2.9K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$575.1M) | |||
Tesla, Inc.(TSLAcusip88160R101) | 5.8K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$575.1M) | ||
Alphabet Inc.(GOOGLcusip02079K305) | 9.7K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$575.1M) | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 12.3K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$575.1M) |