EAGLE WEALTH STRATEGIES LLC
Q2 2025 13F Holdings
- Locationwest deptford, NJ
- Num holdings
105
- Value ($000)
$178,772
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $37.25M | 21 % | 65,569 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $25.17M | 14 % | 276,263 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $15.29M | 9 % | 182,625 | ||
DFEV DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 | $14.10M | 8 % | 470,016 | ||
FLQM FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | $10.45M | 6 % | 192,333 | ||
XLV SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | $8.89M | 5 % | 65,968 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.07M | 2 % | 18,533 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $3.40M | 2 % | 32,528 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.28M | 2 % | 5,311 | ||
LLY ELI LILLY & CO | COM | 532457108 | $3.21M | 2 % | 4,122 |
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