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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464286319

Shares:37.5K

Value:$1.0M

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

72201R205

Shares:18.8K

Value:$1.0M

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

808524862

Shares:41.2K

Value:$1.0M

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

921908844

VIG|921908844

Shares:5.2K

Value:$1.0M

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

46137V548

Shares:50.8K

Value:$968.5K

% of Portfolio:0.2% ($968.5K/$575.1M)

VISA INC.

V|92826C839

Shares:2.7K

Value:$961.2K

% of Portfolio:0.2% ($961.2K/$575.1M)

922908769

VTI|922908769

Shares:3.5K

Value:$958.1K

% of Portfolio:0.2% ($958.1K/$575.1M)

Eaton Corp plc

ETN|G29183103

Shares:3.5K

Value:$952.8K

% of Portfolio:0.2% ($952.8K/$575.1M)

ELI LILLY & Co

LLY|532457108

Shares:1.1K

Value:$888.6K

% of Portfolio:0.2% ($888.6K/$575.1M)

lululemon athletica inc.

LULU|550021109

Shares:3.1K

Value:$878.9K

% of Portfolio:0.2% ($878.9K/$575.1M)

SOUTHERN CO

SO|842587107

Shares:9.4K

Value:$864.8K

% of Portfolio:0.2% ($864.8K/$575.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:5.1K

Value:$864.7K

% of Portfolio:0.2% ($864.7K/$575.1M)

Palo Alto Networks Inc

PANW|697435105

Shares:5.0K

Value:$854.1K

% of Portfolio:0.1% ($854.1K/$575.1M)

COCA COLA CO

KO|191216100

Shares:11.4K

Value:$819.6K

% of Portfolio:0.1% ($819.6K/$575.1M)

37954Y715

Shares:28.3K

Value:$804.3K

% of Portfolio:0.1% ($804.3K/$575.1M)

ServiceNow, Inc.

NOW|81762P102

Shares:925

Value:$736.4K

% of Portfolio:0.1% ($736.4K/$575.1M)

37954Y384

Shares:22.0K

Value:$711.3K

% of Portfolio:0.1% ($711.3K/$575.1M)

DEERE & CO

DE|244199105

Shares:1.5K

Value:$707.6K

% of Portfolio:0.1% ($707.6K/$575.1M)

922908629

VO|922908629

Shares:2.7K

Value:$694.2K

% of Portfolio:0.1% ($694.2K/$575.1M)

37950E291

Shares:36.8K

Value:$693.0K

% of Portfolio:0.1% ($693.0K/$575.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464286319)✕	37.5K	QoQ +12.48% (+4.2K) YoY NEW(+37.5K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$575.1M)	QoQ +18.84% (+$162.2K) YoY NEW(+$1.0M)
(cusip72201R205)✕	18.8K	QoQ +22.18% (+3.4K) YoY +46.98% (+6.0K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$575.1M)	QoQ +26.20% (+$210.8K) YoY +54.18% (+$356.8K)
(cusip808524862)✕	41.2K	QoQ +19.29% (+6.7K) YoY +675.15% (+35.9K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$575.1M)	QoQ +20.68% (+$172.1K) YoY +291.33% (+$747.4K)
(VIGcusip921908844)	5.2K	QoQ +16.26% (+723) YoY -88.26% (-38.9K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$575.1M)	QoQ +15.16% (+$132.0K) YoY -87.52% (-$7.0M)
(cusip46137V548)✕	50.8K	QoQ -4.04% (-2.1K) YoY -56.34% (-65.6K)	All Managers (Combined)	$968.5K	0.2% ($968.5K/$575.1M)	QoQ -0.05% (-$549) YoY -55.09% (-$1.2M)
VISA INC.(Vcusip92826C839)	2.7K	QoQ +6.81% (+175) YoY +21.69% (+489)	All Managers (Combined)	$961.2K	0.2% ($961.2K/$575.1M)	QoQ +18.44% (+$149.7K) YoY +52.80% (+$332.1K)
(VTIcusip922908769)	3.5K	QoQ +3.62% (-122) YoY -79.29% (-13.3K)	All Managers (Combined)	$958.1K	0.2% ($958.1K/$575.1M)	QoQ -1.71% (-$16.7K) YoY -78.09% (-$3.4M)
Eaton Corp plc(ETNcusipG29183103)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$952.8K	0.2% ($952.8K/$575.1M)	QoQ NEW(+$952.8K) YoY NEW(+$952.8K)
ELI LILLY & Co(LLYcusip532457108)	1.1K	QoQ +0.37% (+4) YoY -11.44% (-139)	All Managers (Combined)	$888.6K	0.2% ($888.6K/$575.1M)	QoQ +7.41% (+$61.3K) YoY -5.96% (-$56.4K)
lululemon athletica inc.(LULUcusip550021109)	3.1K	QoQ +7.88% (-227) YoY NEW(+3.1K)	All Managers (Combined)	$878.9K	0.2% ($878.9K/$575.1M)	QoQ -20.14% (-$221.7K) YoY NEW(+$878.9K)
SOUTHERN CO(SOcusip842587107)	9.4K	QoQ -0.48% (-46) YoY +235.77% (+6.6K)	All Managers (Combined)	$864.8K	0.2% ($864.8K/$575.1M)	QoQ +11.15% (-$86.8K) YoY +330.31% (+$663.8K)
PROCTER & GAMBLE Co(PGcusip742718109)	5.1K	QoQ -0.47% (-24) YoY +120.80% (+2.8K)	All Managers (Combined)	$864.7K	0.2% ($864.7K/$575.1M)	QoQ +1.16% (-$10.0K) YoY +131.90% (+$491.9K)
Palo Alto Networks Inc(PANWcusip697435105)	5.0K	QoQ +5.41% (-257) YoY NEW(+5.0K)	All Managers (Combined)	$854.1K	0.1% ($854.1K/$575.1M)	QoQ -1.14% (-$9.9K) YoY NEW(+$854.1K)
COCA COLA CO(KOcusip191216100)	11.4K	QoQ -14.57% (-2.0K) YoY +103.03% (+5.8K)	All Managers (Combined)	$819.6K	0.1% ($819.6K/$575.1M)	QoQ -1.73% (-$14.4K) YoY +137.69% (+$474.8K)
(cusip37954Y715)✕	28.3K	QoQ -7.20% (-2.2K) YoY -66.57% (-56.3K)	All Managers (Combined)	$804.3K	0.1% ($804.3K/$575.1M)	QoQ -17.34% (-$168.7K) YoY -70.09% (-$1.9M)
ServiceNow, Inc.(NOWcusip81762P102)	925	QoQ +6.68% (-58) YoY NEW(+925)	All Managers (Combined)	$736.4K	0.1% ($736.4K/$575.1M)	QoQ -19.87% (-$182.7K) YoY NEW(+$736.4K)
(cusip37954Y384)✕	22.0K	QoQ +9.44% (+1.9K) YoY NEW(+22.0K)	All Managers (Combined)	$711.3K	0.1% ($711.3K/$575.1M)	QoQ +10.29% (+$66.4K) YoY NEW(+$711.3K)
DEERE & CO(DEcusip244199105)	1.5K	QoQ +0.19% (+3) YoY +102.41% (+763)	All Managers (Combined)	$707.6K	0.1% ($707.6K/$575.1M)	QoQ +10.94% (+$69.8K) YoY +131.19% (+$401.5K)
(VOcusip922908629)	2.7K	QoQ -78.47% (-9.8K) YoY -81.66% (-12.0K)	All Managers (Combined)	$694.2K	0.1% ($694.2K/$575.1M)	QoQ -78.92% (-$2.6M) YoY -81.01% (-$3.0M)
(cusip37950E291)✕	36.8K	QoQ +59.30% (+13.7K) YoY NEW(+36.8K)	All Managers (Combined)	$693.0K	0.1% ($693.0K/$575.1M)	QoQ +66.45% (+$276.7K) YoY NEW(+$693.0K)