• 13F History

Eagle Strategies LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$578M
Signature - Title
Nabeed Zaman - Vice President and Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Eagle Strategies LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Eagle Strategies LLC reported 215 stock holdings with total value $578M as of Q4 2024. Top holdings included SPLG, IHDG, SPYG, MOAT, and DGRO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 215 $578M +$58.9M -$15.8M +$43.2M SPLG, IHDG, SPYG, MOAT, DGRO 13F-HR 2/14/2025, 04:45 PM
Q3 2024 210 $554M +$38.9M -$36.3M +$2.64M SPLG, IHDG, SPYG, MOAT, DGRO 13F-HR 10/25/2024, 01:22 PM
Q2 2024 208 $523M +$365M -$301M +$64.1M SPLG, IHDG, SPYG, MOAT, DGRO 13F-HR 8/7/2024, 07:15 PM
Q1 2024 264 $448M +$308M -$348M -$39.6M VOO, QQQ, IVV, AAPL, SPY 13F-HR 4/22/2024, 07:50 PM
Q4 2023 190 $467M +$88.1M -$66M +$22.1M SPLG, SPGP, QEFA, CSB, SPYG 13F-HR 1/26/2024, 05:25 PM
Q3 2023 188 $406M +$29M -$20.2M +$8.82M QUS, SPGP, PID, CSB, SPYG 13F-HR 11/7/2023, 08:34 PM
Q2 2023 181 $411M +$41.9M -$32.5M +$9.38M QUS, SPGP, PID, CSB, SPYG 13F-HR 8/2/2023, 06:47 PM
Q1 2023 173 $400M +$97.6M -$40.8M +$56.7M QUS, SPGP, PID, PEY, CSB 13F-HR 4/21/2023, 05:40 PM
Q4 2022 164 $335M +$146M -$14.4M +$132M VOE, QUS, CSB, JPST, SCHD 13F-HR 2/3/2023, 06:16 PM
Q3 2022 100 $191M +$24.2M -$9.34M +$14.9M VUG, JPST, CSB, DGRO, MOAT 13F-HR 11/14/2022, 03:30 PM
Q2 2022 132 $264M +$89.8M -$13.4M +$76.4M VOE, VUG, SCHD, SPYG, DGRO 13F-HR 8/10/2022, 02:30 PM
Q1 2022 137 $243M +$43.9M -$34.7M +$9.12M VOE, VUG, SCHD, QQQ, IEFA 13F-HR 5/2/2022, 11:54 AM
Q4 2021 143 $256M VOE, VUG, VBR, DGRO, IVV 13F-HR 2/11/2022, 03:44 PM