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

213 positions • $575.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287648

Shares:5.6K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$575.1M)

464287598

Shares:7.6K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$575.1M)

78463X202

Shares:26.4K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$575.1M)

VERIZON COMMUNICATIONS INC

Shares:31.6K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$575.1M)

464287309

Shares:15.4K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$575.1M)

922908637

Shares:5.5K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$575.1M)

921937819

Shares:18.3K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$575.1M)

921946810

Shares:16.7K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$575.1M)

25434V500

Shares:23.1K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$575.1M)

464287804

Shares:12.9K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$575.1M)

464287184

Shares:37.7K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$575.1M)

JPMORGAN CHASE & CO

Shares:5.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$575.1M)

78468R721

Shares:29.7K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$575.1M)

808524755

Shares:34.5K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$575.1M)

78463X889

Shares:33.8K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$575.1M)

464287622

Shares:3.9K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$575.1M)

Interactive Brokers Group, Inc.

Shares:6.4K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$575.1M)

808524854

Shares:42.1K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$575.1M)

78468R663

Shares:11.4K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$575.1M)

37954Y657

Shares:54.9K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$575.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWOcusip464287648)	5.6K	QoQ +6.94% (-366) YoY NEW(+5.6K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$575.1M)	QoQ -5.05% (-$76.6K) YoY NEW(+$1.4M)
(IWDcusip464287598)	7.6K	QoQ +0.14% (+11) YoY +40.39% (+2.2K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$575.1M)	QoQ +1.78% (+$25.2K) YoY +47.48% (+$463.2K)
(cusip78463X202)✕	26.4K	QoQ NEW(+26.4K) YoY NEW(+26.4K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$575.1M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	31.6K	QoQ +12.95% (+3.6K) YoY +82.08% (+14.2K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$575.1M)	QoQ +28.12% (+$314.4K) YoY +96.83% (+$704.6K)
(IVWcusip464287309)	15.4K	QoQ +2.84% (-426) YoY -73.97% (-43.7K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$575.1M)	QoQ -5.96% (-$90.6K) YoY -71.38% (-$3.6M)
(VVcusip922908637)	5.5K	QoQ +6.60% (+340) YoY +279.65% (+4.0K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$575.1M)	QoQ +1.60% (+$22.3K) YoY +306.98% (+$1.1M)
(BIVcusip921937819)	18.3K	QoQ +6.91% (+1.2K) YoY +246.14% (+13.0K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$575.1M)	QoQ +9.54% (+$122.2K) YoY +251.54% (+$1.0M)
(VIGIcusip921946810)	16.7K	QoQ -0.20% (-34) YoY NEW(+16.7K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$575.1M)	QoQ +3.47% (-$46.5K) YoY NEW(+$1.4M)
(cusip25434V500)✕	23.1K	QoQ +7.22% (-1.6K) YoY +198.24% (+15.4K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$575.1M)	QoQ -1.56% (-$21.9K) YoY +185.84% (+$898.1K)
(IJRcusip464287804)	12.9K	QoQ +20.50% (+2.2K) YoY -50.78% (-13.3K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$575.1M)	QoQ +9.35% (+$115.6K) YoY -53.43% (-$1.6M)
(cusip464287184)✕	37.7K	QoQ NEW(+37.7K) YoY NEW(+37.7K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$575.1M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.5K	QoQ +3.86% (+203) YoY -53.38% (-6.3K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$575.1M)	QoQ +6.27% (+$79.1K) YoY -42.92% (-$1.0M)
(cusip78468R721)✕	29.7K	QoQ +21.34% (+5.2K) YoY NEW(+29.7K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$575.1M)	QoQ +19.88% (+$221.9K) YoY NEW(+$1.3M)
(FNDFcusip808524755)	34.5K	QoQ -7.02% (-2.6K) YoY NEW(+34.5K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$575.1M)	QoQ +1.17% (-$14.5K) YoY NEW(+$1.2M)
(SPDWcusip78463X889)	33.8K	QoQ +1.65% (+552) YoY NEW(+33.8K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$575.1M)	QoQ +8.45% (+$96.0K) YoY NEW(+$1.2M)
(IWBcusip464287622)	3.9K	QoQ +0.28% (-11) YoY +6.31% (+229)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$575.1M)	QoQ -4.53% (-$56.2K) YoY +13.19% (+$137.9K)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$575.1M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(cusip808524854)✕	42.1K	QoQ +9.95% (+3.8K) YoY NEW(+42.1K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$575.1M)	QoQ +12.53% (+$116.7K) YoY NEW(+$1.0M)
(cusip78468R663)✕	11.4K	QoQ +10.51% (+1.1K) YoY -81.26% (-49.4K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$575.1M)	QoQ +10.88% (+$102.6K) YoY -81.27% (-$4.5M)
(cusip37954Y657)✕	54.9K	QoQ +29.49% (+12.5K) YoY NEW(+54.9K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$575.1M)	QoQ +26.37% (+$218.0K) YoY NEW(+$1.0M)