Fund HoldingsEAGLE WEALTH STRATEGIES LLC

Total Portfolio Value
$137.09M
Total Bought
$12.39M
Total Sold
$4.44M
Net Transaction
+$7.95M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AMERICAN CENTY ETF TR264,684267,896+3,21223,74725,70518.75%+1,957
VANGUARD INDEX FDS70,20569,898-30735,11236,88326.90%+1,772
AMAZON COM INC(AMZN)8,14712,227+4,0801,5742,2781.66%+704
SELECT SECTOR SPDR TR
ST STR CARE ETF
60,44460,874+4308,8109,3766.84%+566
TEVA PHARMACEUTICAL INDS LTD(TEVA)024,918+24,91804490.33%+449
UNITEDHEALTH GROUP INC(UNH)1,0511,672+6215359780.71%+443
VISA INC(V)01,499+1,49904120.30%+412
ORACLE CORP(ORCL)2,1914,077+1,8863096950.51%+385
MARVELL TECHNOLOGY INC(MRVL)05,265+5,26503800.28%+380
COHERENT CORP(COHR)03,898+3,89803470.25%+347
AUTOZONE INC(AZO)0110+11003470.25%+347
MICROSOFT CORP(MSFT)5,4506,330+8802,4362,7241.99%+288
SCHWAB CHARLES CORP(SCHW)04,375+4,37502840.21%+284
GLOBAL PMTS INC(GPN)02,761+2,76102830.21%+283
DANAHER CORPORATION(DHR)01,003+1,00302790.20%+279
INTUIT(INTU)0447+44702780.20%+278
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)01,799+1,79902770.20%+277
AKAMAI TECHNOLOGIES INC(AKAM)02,735+2,73502760.20%+276
EXACT SCIENCES CORP(EXK)04,000+4,00002720.20%+272
T-MOBILE US INC(TMUS)01,298+1,29802680.20%+268
ISHARES TR
FUTU AI TECH ETF
07,792+7,79202670.19%+267
S&P GLOBAL INC(SPGI)0503+50302600.19%+260
WALMART INC(WMT)03,021+3,02102440.18%+244
PRUDENTIAL FINL INC(PFH)01,796+1,79602170.16%+217
META PLATFORMS INC(META)7201,006+2863635760.42%+212
HCA HEALTHCARE INC(HCA)0519+51902110.15%+211
ALPHABET INC(GOOG)3,4164,992+1,5766278350.61%+208
PROSHARES TR
PSHS ULT S&P 500
02,297+2,29702070.15%+207
EXELON CORP(EXC)05,106+5,10602070.15%+207
PFIZER INC(PFE)07,007+7,00702030.15%+203
BRISTOL-MYERS SQUIBB CO(BMY)03,912+3,91202020.15%+202
FORTUNE BRANDS INNOVATIONS I(FBIN)02,258+2,25802020.15%+202
ACCENTURE PLC IRELAND
SHS CLASS A
6,9976,428-5692,1232,2721.66%+149
AT&T INC(T)19,31122,755+3,4443695010.37%+132
SPDR S&P 500 ETF TR(SPY)4,3844,38402,3862,5151.83%+129
FULTON FINL CORP PA(FULT)96,48096,542+621,6381,7501.28%+112
NEXTERA ENERGY INC(NEE)11,35410,704-6508049050.66%+101
BLACKSTONE INC(BX)3,4903,478-124325330.39%+100
CONSTELLATION ENERGY CORP(CEG)1,6141,615+13234200.31%+97
NORTHROP GRUMMAN CORP(NOC)1,0001,00004365280.39%+92
AIR PRODS & CHEMS INC2,2042,219+155696610.48%+92
NVIDIA CORPORATION(NVDA)8,4519,334+8831,0441,1330.83%+89
JPMORGAN CHASE & CO.(JPM)8,9779,032+551,8161,9041.39%+89
INTERNATIONAL BUSINESS MACHS(IBM)1,7601,776+163043930.29%+88
MCDONALDS CORP(MCD)1,3651,420+553484320.32%+85
CATERPILLAR INC(CAT)1,1661,16603884560.33%+68
ARCH CAP GROUP LTD
ORD
6,0006,00006056710.49%+66
APPLE INC(AAPL)9,4558,825-6301,9912,0561.50%+65
MONDELEZ INTL INC(MDLZ)6,0756,263+1883984610.34%+64
ABBVIE INC(ABBV)1,7971,870+733083690.27%+61
PNC FINL SVCS GROUP INC(PNC)1,9981,99803113690.27%+59
ILLINOIS TOOL WKS INC(ITW)2,3002,30005456030.44%+58
VERIZON COMMUNICATIONS INC(VZ)17,93917,683-2567407940.58%+54
NORWOOD FINANCIAL CORP23,52823,52805976490.47%+52
PUBLIC SVC ENTERPRISE GRP IN(PEG)3,1423,122-202322790.20%+47
EXXON MOBIL CORP30,57030,416-1543,5193,5652.60%+46
JOHNSON & JOHNSON(JNJ)2,2312,294+633263720.27%+46
SOUTHERN CO(SO)3,3943,39402633060.22%+43
GLOBAL X FDS
US INFR DEV ETF
11,47611,347-1294254670.34%+42
CVS HEALTH CORP(CVS)8,4978,635+1385025430.40%+41
PEOPLES FINL SVCS CORP28,61528,655+401,3031,3430.98%+40
COCA COLA CO(KO)4,6934,696+32993370.25%+39
VANGUARD INDEX FDS2,5442,480-646166540.48%+38
VANGUARD ADMIRAL FDS INC6,1165,900-2166016380.47%+38
BROADCOM INC(AVGO)2732,754+2,4814384750.35%+38
LENNAR CORP(LEN)3,0002,572-4284504820.35%+33
SPDR GOLD TR(GLD)1,1231,12302412730.20%+32
PROCTER AND GAMBLE CO(PG)2,5122,494-184144320.32%+18
VANGUARD MUN BD FDS13,88013,924+446967120.52%+16
BOSTON SCIENTIFIC CORP(BSX)9,2348,662-5727117260.53%+15
ISHARES TR4,3214,353+324604730.34%+12
COMCAST CORP NEW(CCZ)6,2146,065-1492432530.18%+10
SPDR SER TR
ST NUVE HIGH ETF
11,99011,99003053150.23%+10
CSX CORP(CSX)8,5498,556+72862950.22%+9
CHENIERE ENERGY INC(LNG)1,6731,676+32933010.22%+9
PIMCO ETF TR
INTER MUN BD ACT
9,5399,53904975050.37%+9
BLACKROCK ENHANCED EQUITY DI(BDJ)15,09015,09001231310.10%+7
GABELLI EQUITY TR INC(GAB)18,62418,6240971020.07%+5
ISHARES TR1,050979-712132160.16%+3
CERAGON NETWORKS LTD10,00010,000025270.02%+2
BECTON DICKINSON & CO(BDX)1,6651,621-443893910.29%+2
AKEBIA THERAPEUTICS INC12,00010,000-2,00012130.01%+1
GABELLI UTIL TR018,140+18,140000.00%0
DISNEY WALT CO(DIS)3,0883,180+923073060.22%-1
PEPSICO INC(PEP)2,7612,660-1014554520.33%-3
VERTEX PHARMACEUTICALS INC(VRTX)557555-22612580.19%-3
ADVANCED MICRO DEVICES INC(AMD)6,0675,978-899849810.72%-3
FISERV INC(FISV)1,7441,413-3312602540.19%-6
BANK AMERICA CORP9,0538,844-2093603510.26%-9
HONEYWELL INTL INC(HON)1,3571,348-92902790.20%-11
ROCKWELL AUTOMATION INC(ROK)1,7071,70704704580.33%-12
GABELLI UTIL TR18,13818,1380107940.07%-13
CAMECO CORP(CCJ)10,83010,83005335170.38%-16
WELLS FARGO CO NEW(WFC)3,6843,555-1292192010.15%-18
ICON PLC(ICLR)751749-22352150.16%-20
FORD MTR CO(F)12,22012,235+151531290.09%-24
MERCK & CO INC(MRK)3,4303,498+684253970.29%-27
ARK ETF TR
AUTNMUS TECHNLGY
6,8665,755-1,1113783510.26%-28
CARNIVAL CORP32,83931,472-1,3676155820.42%-33
ALPHABET INC(GOOG)1,6801,633-473062710.20%-35
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