EAGLE WEALTH STRATEGIES LLC
Q1 2025 13F Holdings
- Locationwest deptford, NJ
- Num holdings
97
- Value ($000)
$162,923
- Date Filed04/14/2025
- Form type13F-HR
- CIK0002009882
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $33.57M | 21 % | 65,328 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $23.68M | 15 % | 271,634 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $14.16M | 9 % | 177,336 | ||
DFEV DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 | $12.76M | 8 % | 471,548 | ||
FLQM FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | $10.42M | 6 % | 196,559 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $9.51M | 6 % | 65,166 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $3.53M | 2 % | 29,720 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.52M | 2 % | 18,478 | ||
LLY ELI LILLY & CO | COM | 532457108 | $3.43M | 2 % | 4,149 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $2.97M | 2 % | 5,309 |
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