Fund HoldingsEagle Strategies LLC

Total Portfolio Value
$522.87M
Total Bought
$367.58M
Total Sold
$295.30M
Net Transaction
+$72.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SPDR SER TR
ST STR P500ETF
0665,494+665,494042,5928.15%+42,592
WISDOMTREE TR(WT)0536,261+536,261024,4484.68%+24,448
SPDR SER TR
ST STR P500GRW
0249,962+249,962020,0293.83%+20,029
VANECK ETF TRUST
MRNGSTR WDE MOAT
0182,448+182,448015,8023.02%+15,802
WISDOMTREE TR(WT)0223,398+223,398011,2392.15%+11,239
SCHWAB STRATEGIC TR0167,085+167,085011,1912.14%+11,191
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
0184,091+184,091011,6972.24%+11,697
WISDOMTREE TR(WT)0252,395+252,395010,9312.09%+10,931
SPDR SER TR
ST STR MSCI USAQ
063,746+63,74609,3991.80%+9,399
SCHWAB STRATEGIC TR0140,682+140,682010,9392.09%+10,939
VANGUARD INDEX FDS065,792+65,79209,8971.89%+9,897
ISHARES TR
CORE DIV GRWTH
0248,300+248,300014,3052.74%+14,305
NVIDIA CORPORATION(NVDA)075,144+75,14409,2831.78%+9,283
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
090,162+90,16209,2671.77%+9,267
GLOBAL X FDS
GLOBAL X URANIUM
0252,714+252,71407,3161.40%+7,316
SPDR INDEX SHS FDS
ST STR MSCI EAFE
096,264+96,26407,1951.38%+7,195
GLOBAL X FDS
US INFR DEV ETF
83,651263,362+179,7113,3309,7501.86%+6,420
VANGUARD INDEX FDS027,127+27,12706,2271.19%+6,227
ISHARES TR0109,301+109,30107,4051.42%+7,405
ISHARES TR
MSCI INTL QUALTY
0146,128+146,12805,7061.09%+5,706
ISHARES TR082,075+82,07507,9671.52%+7,967
VICTORY PORTFOLIOS II
VCSHS US SMCP HG
0102,795+102,79505,4931.05%+5,493
ALPS ETF TR
ALERIAN MLP
0114,504+114,50405,4941.05%+5,494
VANGUARD INDEX FDS034,290+34,29006,2591.20%+6,259
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
038,402+38,40204,2160.81%+4,216
VANGUARD WHITEHALL FDS061,402+61,40204,2080.80%+4,208
ISHARES TR
CORE MSCI EAFE
064,291+64,29104,6700.89%+4,670
VANGUARD INDEX FDS022,386+22,38608,3731.60%+8,373
SPDR SER TR
ST NUVE TERM ETF
083,408+83,40803,9360.75%+3,936
ISHARES TR012,345+12,34504,5000.86%+4,500
ISHARES TR
MSCI INDIA ETF
055,493+55,49303,0950.59%+3,095
TAIWAN SEMICONDUCTOR MFG LTD(TSM)017,313+17,31303,0090.58%+3,009
ISHARES TR
INTERNATIONAL SL
0101,337+101,33703,2660.62%+3,266
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
025,754+25,75402,9770.57%+2,977
FREEPORT-MCMORAN INC(FCX)055,606+55,60602,7020.52%+2,702
ISHARES TR027,817+27,81703,0700.59%+3,070
ISHARES TR026,128+26,12802,3030.44%+2,303
PALO ALTO NETWORKS INC(PANW)06,170+6,17002,0920.40%+2,092
ISHARES INC034,900+34,90001,9760.38%+1,976
AMAZON COM INC(AMZN)025,949+25,94905,0150.96%+5,015
ISHARES TR018,845+18,84502,4020.46%+2,402
ISHARES TR024,122+24,12202,2810.44%+2,281
MARATHON PETE CORP(MPC)010,592+10,59201,8380.35%+1,838
ISHARES TR019,421+19,42101,9950.38%+1,995
ISHARES TR032,218+32,21801,9860.38%+1,986
EXXON MOBIL CORP028,561+28,56103,2880.63%+3,288
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
08,266+8,26601,6290.31%+1,629
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
027,698+27,69801,6060.31%+1,606
SCHWAB STRATEGIC TR042,595+42,59501,4920.29%+1,492
GLOBAL X FDS
FINTECH ETF
057,211+57,21101,4390.28%+1,439
ISHARES TR05,436+5,43601,4270.27%+1,427
ISHARES TR84,764130,327+45,5632,7324,1120.79%+1,380
AMPLIFY ETF TR038,264+38,26401,3570.26%+1,357
ISHARES TR011,674+11,67401,6020.31%+1,602
VANGUARD WHITEHALL FDS016,615+16,61501,3500.26%+1,350
ISHARES TR
MSCI USA VALUE
017,755+17,75501,8370.35%+1,837
ISHARES GOLD TR(IAU)063,306+63,30602,7810.53%+2,781
MERCK & CO INC(MRK)016,883+16,88302,0900.40%+2,090
SCHWAB STRATEGIC TR044,552+44,55201,1830.23%+1,183
CSX CORP(CSX)035,244+35,24401,1790.23%+1,179
SPDR SER TR
ST STR NUVEE ETF
024,370+24,37001,1150.21%+1,115
SALESFORCE INC(CRM)06,533+6,53301,6800.32%+1,680
FIRST TR EXCHANGE-TRADED FD
WTR ETF
010,870+10,87001,0870.21%+1,087
SPDR INDEX SHS FDS
ST STR PO EX ETF
030,633+30,63301,0750.21%+1,075
ISHARES TR013,926+13,92601,5730.30%+1,573
ALBEMARLE CORP(ALB)010,382+10,38209920.19%+992
SCHWAB CHARLES CORP(SCHW)012,791+12,79109430.18%+943
VANGUARD INDEX FDS04,845+4,84501,2090.23%+1,209
ISHARES INC030,441+30,44108270.16%+827
ASTRAZENECA PLC(AZN)010,210+10,21007960.15%+796
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
020,960+20,96001,2590.24%+1,259
GLOBAL X FDS
US PFD ETF
037,196+37,19607320.14%+732
ISHARES TR012,732+12,73201,5370.29%+1,537
GENUINE PARTS CO(GPC)05,137+5,13707110.14%+711
GLOBAL X FDS
CYBRSCURTY ETF
020,274+20,27406000.11%+600
ISHARES TR
MSCI USA MMENTM
02,947+2,94705740.11%+574
GLOBAL X FDS
SUPERDIVIDEND
026,072+26,07205740.11%+574
ISHARES U S ETF TR
IT RT HDG HGYL
06,293+6,29305350.10%+535
SOUTHERN CO(SO)09,395+9,39507290.14%+729
LATTICE STRATEGIES TR018,945+18,94505230.10%+523
PROCTER AND GAMBLE CO(PG)05,396+5,39608900.17%+890
KROGER CO(KR)09,942+9,94204960.09%+496
GLOBAL X FDS
LITHIUM BTRY ETF
028,339+28,33901,1000.21%+1,100
COCA COLA CO(KO)013,070+13,07008320.16%+832
NEXTERA ENERGY INC(NEE)06,676+6,67604730.09%+473
VERIZON COMMUNICATIONS INC(VZ)028,925+28,92501,1930.23%+1,193
LULULEMON ATHLETICA INC(LULU)01,527+1,52704560.09%+456
AMERICAN ELEC PWR CO INC05,153+5,15304520.09%+452
SPDR S&P MIDCAP 400 ETF TR(MDY)0839+83904490.09%+449
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
04,644+4,64404440.08%+444
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
09,860+9,86004300.08%+430
HOST HOTELS & RESORTS INC(HST)023,273+23,27304180.08%+418
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
021,285+21,28504180.08%+418
DANAHER CORPORATION(DHR)01,661+1,66104150.08%+415
ISHARES TR03,646+3,64604140.08%+414
RIO TINTO PLC(RIO)06,054+6,05403990.08%+399
GLOBAL X FDS
NASDAQ 100 COVER
033,571+33,57105930.11%+593
ISHARES TR07,707+7,70701,3450.26%+1,345
ISHARES TR06,928+6,92803680.07%+368
SPDR SER TR
ST STR SP600GRWO
07,344+7,34406310.12%+631
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