Eagle Strategies LLC Diversified Active

CIK: 0001907666 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 24, 2023

Total Value ($000): $400,187 (100.0% shares, 0.0% debt)

Holdings (173)

QUS SPDR SER TR 8.8%
Value ($000) $35,066 Shares 302,478 Est. Cost $113.50 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 5.3%
Value ($000) $21,055 Shares 246,839 Est. Cost $84.03 Unrealized
PID INVESCO EXCHANGE TRADED FD T 4.4%
Value ($000) $17,440 Shares 978,144 Est. Cost $17.27 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 3.3%
Value ($000) $13,290 Shares 667,170 Est. Cost $20.24 Unrealized
CSB VICTORY PORTFOLIOS II 3.2%
Value ($000) $12,879 Shares 248,151 Est. Cost $56.81 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 3.1%
Value ($000) $12,567 Shares 249,745 Est. Cost $50.20 Unrealized
VOE VANGUARD INDEX FDS 3.1%
Value ($000) $12,482 Shares 93,099 Est. Cost $135.24 Unrealized
SPYG SPDR SER TR 2.9%
Value ($000) $11,442 Shares 206,691 Est. Cost $51.15 Unrealized
SCHD SCHWAB STRATEGIC TR 2.7%
Value ($000) $10,990 Shares 150,216 Est. Cost $75.45 Unrealized
MOAT VANECK ETF TRUST 2.7%
Value ($000) $10,830 Shares 146,694 Est. Cost $73.38 Unrealized
DGRO ISHARES TR 2.6%
Value ($000) $10,268 Shares 205,396 Est. Cost $53.18 Unrealized
AGG ISHARES TR 2.4%
Value ($000) $9,776 Shares 98,108 Est. Cost $98.83 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 1.9%
Value ($000) $7,489 Shares 210,964 Est. Cost $36.46 Unrealized
SPY SPDR S&P 500 ETF TR 1.8%
Value ($000) $7,357 Shares 17,971 Est. Cost $436.25 Unrealized
DEM WISDOMTREE TR 1.7%
Value ($000) $6,775 Shares 178,957 Est. Cost $36.44 Unrealized
IVV ISHARES TR 1.5%
Value ($000) $5,845 Shares 14,219 Est. Cost $442.78 Unrealized
VBR VANGUARD INDEX FDS 1.4%
Value ($000) $5,708 Shares 35,950 Est. Cost $168.89 Unrealized
VOT VANGUARD INDEX FDS 1.4%
Value ($000) $5,690 Shares 29,197 Est. Cost $209.80 Unrealized
STPZ PIMCO ETF TR 1.3%
Value ($000) $5,399 Shares 105,788 Est. Cost $53.41 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $5,357 Shares 32,488 Est. Cost $140.86 Unrealized +3.3%
FNDX SCHWAB STRATEGIC TR 1.2%
Value ($000) $4,810 Shares 87,583 Est. Cost $54.53 Unrealized
VTV VANGUARD INDEX FDS 1.2%
Value ($000) $4,731 Shares 34,252 Est. Cost $133.38 Unrealized
IQLT ISHARES TR 1.0%
Value ($000) $4,071 Shares 115,318 Est. Cost $33.80 Unrealized
IMCG ISHARES TR 1.0%
Value ($000) $3,982 Shares 69,185 Est. Cost $53.72 Unrealized
IEFA ISHARES TR 1.0%
Value ($000) $3,865 Shares 57,808 Est. Cost $69.07 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $3,680 Shares 9,786 Est. Cost $433.36 Unrealized
SPSB SPDR SER TR 0.9%
Value ($000) $3,620 Shares 122,168 Est. Cost $30.94 Unrealized
GLD SPDR GOLD TR 0.9%
Value ($000) $3,542 Shares 19,332 Est. Cost $182.05 Unrealized
SDY SPDR SER TR 0.9%
Value ($000) $3,509 Shares 28,367 Est. Cost $123.44 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $3,386 Shares 30,879 Est. Cost $96.28 Unrealized +4.1%
MSFT MICROSOFT CORP 0.8%
Value ($000) $3,382 Shares 11,731 Est. Cost $311.12 Unrealized -19.8%
SHM SPDR SER TR 0.8%
Value ($000) $3,339 Shares 70,218 Est. Cost $47.28 Unrealized
SLV ISHARES SILVER TR 0.8%
Value ($000) $3,241 Shares 146,499 Est. Cost $22.12 Unrealized
IWF ISHARES TR 0.8%
Value ($000) $3,179 Shares 13,012 Est. Cost $249.12 Unrealized
VO VANGUARD INDEX FDS 0.8%
Value ($000) $3,109 Shares 14,738 Est. Cost $235.23 Unrealized
AMLP ALPS ETF TR 0.7%
Value ($000) $2,947 Shares 76,253 Est. Cost $38.13 Unrealized
VUG VANGUARD INDEX FDS 0.7%
Value ($000) $2,942 Shares 11,796 Est. Cost $308.33 Unrealized
VHT VANGUARD WORLD FDS 0.7%
Value ($000) $2,781 Shares 11,660 Est. Cost $241.90 Unrealized
DON WISDOMTREE TR 0.7%
Value ($000) $2,778 Shares 67,788 Est. Cost $41.13 Unrealized
IWP ISHARES TR 0.6%
Value ($000) $2,511 Shares 27,577 Est. Cost $111.45 Unrealized
CQQQ INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $2,508 Shares 53,839 Est. Cost $46.59 Unrealized
VAW VANGUARD WORLD FDS 0.6%
Value ($000) $2,429 Shares 13,658 Est. Cost $170.30 Unrealized
VYM VANGUARD WHITEHALL FDS 0.6%
Value ($000) $2,422 Shares 22,952 Est. Cost $108.21 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.6%
Value ($000) $2,400 Shares 38,740 Est. Cost $53.20 Unrealized
IWS ISHARES TR 0.6%
Value ($000) $2,396 Shares 22,557 Est. Cost $114.01 Unrealized
SCZ ISHARES TR 0.6%
Value ($000) $2,351 Shares 39,503 Est. Cost $55.94 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.5%
Value ($000) $2,165 Shares 29,378 Est. Cost $68.79 Unrealized
ISCF ISHARES TR 0.5%
Value ($000) $1,990 Shares 64,011 Est. Cost $30.58 Unrealized
IUSV ISHARES TR 0.5%
Value ($000) $1,957 Shares 26,518 Est. Cost $74.78 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,926 Shares 6,934 Est. Cost $26.15 Unrealized -17.3%
VLUE ISHARES TR 0.5%
Value ($000) $1,897 Shares 20,487 Est. Cost $108.02 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $1,824 Shares 17,145 Est. Cost $70.55 Unrealized +39.9%
MGK VANGUARD WORLD FD 0.5%
Value ($000) $1,810 Shares 8,850 Est. Cost $175.24 Unrealized
DVY ISHARES TR 0.4%
Value ($000) $1,649 Shares 14,073 Est. Cost $119.46 Unrealized
CNRG SPDR SER TR 0.4%
Value ($000) $1,647 Shares 19,000 Est. Cost $78.36 Unrealized
IUSG ISHARES TR 0.4%
Value ($000) $1,617 Shares 18,212 Est. Cost $81.52 Unrealized
BIL SPDR SER TR 0.4%
Value ($000) $1,531 Shares 16,675 Est. Cost $91.51 Unrealized
FNDF SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,506 Shares 48,166 Est. Cost $28.31 Unrealized
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,490 Shares 19,947 Est. Cost $74.45 Unrealized
RS RELIANCE STEEL & ALUMINUM CO 0.4%
Value ($000) $1,432 Shares 5,577 Est. Cost $187.78 Unrealized +25.4%
IWO ISHARES TR 0.3%
Value ($000) $1,398 Shares 6,165 Est. Cost $215.04 Unrealized
IBB ISHARES TR 0.3%
Value ($000) $1,340 Shares 10,374 Est. Cost $132.81 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $1,314 Shares 6,578 Est. Cost $144.17 Unrealized +15.8%
AMZN AMAZON COM INC 0.3%
Value ($000) $1,280 Shares 12,392 Est. Cost $126.26 Unrealized -23.5%
IWD ISHARES TR 0.3%
Value ($000) $1,226 Shares 8,050 Est. Cost $166.12 Unrealized
VV VANGUARD INDEX FDS 0.3%
Value ($000) $1,224 Shares 6,550 Est. Cost $174.21 Unrealized
RWR SPDR SER TR 0.3%
Value ($000) $1,206 Shares 13,581 Est. Cost $95.08 Unrealized
IEMG ISHARES INC 0.3%
Value ($000) $1,188 Shares 24,342 Est. Cost $49.07 Unrealized
VB VANGUARD INDEX FDS 0.3%
Value ($000) $1,182 Shares 6,235 Est. Cost $207.20 Unrealized
INDA ISHARES TR 0.3%
Value ($000) $1,152 Shares 29,262 Est. Cost $39.36 Unrealized
ITA ISHARES TR 0.3%
Value ($000) $1,146 Shares 9,958 Est. Cost $111.90 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,070 Shares 27,515 Est. Cost $30.79 Unrealized +6.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $1,060 Shares 11,396 Est. Cost $104.12 Unrealized
LIT GLOBAL X FDS 0.3%
Value ($000) $1,025 Shares 16,134 Est. Cost $69.42 Unrealized
FINX GLOBAL X FDS 0.2%
Value ($000) $980 Shares 47,084 Est. Cost $20.74 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $972 Shares 3,028 Est. Cost $269.83 Unrealized
SPDW SPDR INDEX SHS FDS 0.2%
Value ($000) $966 Shares 30,075 Est. Cost $34.66 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $956 Shares 2,023 Est. Cost $467.60 Unrealized -2.2%
EWW ISHARES INC 0.2%
Value ($000) $951 Shares 15,978 Est. Cost $59.53 Unrealized
IWB ISHARES TR 0.2%
Value ($000) $937 Shares 4,158 Est. Cost $264.44 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $910 Shares 4,386 Est. Cost $241.72 Unrealized -27.8%
SCHE SCHWAB STRATEGIC TR 0.2%
Value ($000) $908 Shares 37,031 Est. Cost $23.71 Unrealized
BOTZ GLOBAL X FDS 0.2%
Value ($000) $862 Shares 33,802 Est. Cost $20.55 Unrealized
IVW ISHARES TR 0.2%
Value ($000) $849 Shares 13,288 Est. Cost $58.50 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $829 Shares 6,496 Est. Cost $109.23 Unrealized +6.6%
FCX FREEPORT-MCMORAN INC 0.2%
Value ($000) $814 Shares 19,892 Est. Cost $39.99 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $809 Shares 3,963 Est. Cost $238.16 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $790 Shares 10,332 Est. Cost $80.22 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $782 Shares 9,346 Est. Cost $83.63 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $779 Shares 5,599 Est. Cost $181.85 Unrealized
SLYG SPDR SER TR 0.2%
Value ($000) $778 Shares 10,547 Est. Cost $77.59 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $776 Shares 12,505 Est. Cost $54.92 Unrealized +0.9%
PFFD GLOBAL X FDS 0.2%
Value ($000) $711 Shares 35,819 Est. Cost $19.55 Unrealized
DVYE ISHARES INC 0.2%
Value ($000) $709 Shares 28,879 Est. Cost $24.12 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $706 Shares 5,420 Est. Cost $135.71 Unrealized -5.6%
BLOK AMPLIFY ETF TR 0.2%
Value ($000) $663 Shares 34,243 Est. Cost $32.63 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $650 Shares 4,218 Est. Cost $171.75 Unrealized
RODM LATTICE STRATEGIES TR 0.2%
Value ($000) $643 Shares 24,412 Est. Cost $29.24 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $637 Shares 2,547 Est. Cost $258.49 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $634 Shares 9,111 Est. Cost $59.62 Unrealized +1.8%
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $611 Shares 5,590 Est. Cost $132.45 Unrealized
EMB ISHARES TR 0.2%
Value ($000) $609 Shares 7,061 Est. Cost $85.32 Unrealized
IJT ISHARES TR 0.2%
Value ($000) $605 Shares 5,500 Est. Cost $114.11 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $591 Shares 13,088 Est. Cost $41.97 Unrealized
QYLD GLOBAL X FDS 0.1%
Value ($000) $578 Shares 33,679 Est. Cost $15.91 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $577 Shares 10,941 Est. Cost $52.70 Unrealized
DE DEERE & CO 0.1%
Value ($000) $572 Shares 1,386 Est. Cost $329.56 Unrealized +20.5%
SPDR SER TR 0.1%
Value ($000) $538 Shares 6,397 Est. Cost $84.04 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $537 Shares 3,919 Est. Cost $137.02 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $524 Shares 3,526 Est. Cost $133.36 Unrealized -0.1%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $506 Shares 6,566 Est. Cost $77.20 Unrealized -8.5%
SHY ISHARES TR 0.1%
Value ($000) $482 Shares 5,866 Est. Cost $83.91 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $482 Shares 6,941 Est. Cost $58.78 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $467 Shares 13,414 Est. Cost $28.14 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $467 Shares 3,009 Est. Cost $148.73 Unrealized -0.6%
IDV ISHARES TR 0.1%
Value ($000) $459 Shares 16,701 Est. Cost $27.25 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $450 Shares 5,418 Est. Cost $110.33 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $450 Shares 1,235 Est. Cost $313.51 Unrealized 0.0%
IYW ISHARES TR 0.1%
Value ($000) $450 Shares 4,843 Est. Cost $74.50 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.1%
Value ($000) $444 Shares 18,711 Est. Cost $21.70 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $422 Shares 4,028 Est. Cost $104.70 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $422 Shares 10,335 Est. Cost $40.32 Unrealized -9.3%
SDIV GLOBAL X FDS 0.1%
Value ($000) $419 Shares 18,170 Est. Cost $23.96 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $414 Shares 2,727 Est. Cost $151.76 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $413 Shares 901 Est. Cost $410.60 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $398 Shares 2,499 Est. Cost $129.05 Unrealized +7.0%
BUG GLOBAL X FDS 0.1%
Value ($000) $390 Shares 16,623 Est. Cost $20.98 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $383 Shares 1,240 Est. Cost $286.61 Unrealized +7.5%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $381 Shares 3,944 Est. Cost $90.64 Unrealized -2.7%
IJR ISHARES TR 0.1%
Value ($000) $380 Shares 3,932 Est. Cost $94.66 Unrealized
HDV ISHARES TR 0.1%
Value ($000) $378 Shares 3,721 Est. Cost $104.08 Unrealized
GOOGL ALPHABET INC 0.1%
Value ($000) $378 Shares 3,641 Est. Cost $105.18 Unrealized -9.5%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $363 Shares 3,992 Est. Cost $81.03 Unrealized +1.2%
LLY LILLY ELI & CO 0.1%
Value ($000) $363 Shares 1,057 Est. Cost $345.79 Unrealized -4.6%
NKE NIKE INC 0.1%
Value ($000) $346 Shares 2,822 Est. Cost $140.41 Unrealized -16.9%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $346 Shares 2,289 Est. Cost $153.11 Unrealized
IJJ ISHARES TR 0.1%
Value ($000) $345 Shares 3,358 Est. Cost $100.87 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value ($000) $340 Shares 6,942 Est. Cost $47.43 Unrealized
ACWX ISHARES TR 0.1%
Value ($000) $335 Shares 6,873 Est. Cost $55.35 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $334 Shares 4,998 Est. Cost $104.31 Unrealized
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $332 Shares 20,106 Est. Cost $14.51 Unrealized +0.3%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $310 Shares 1,431 Est. Cost $197.46 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $309 Shares 3,735 Est. Cost $71.94 Unrealized
MLPA GLOBAL X FDS 0.1%
Value ($000) $309 Shares 7,416 Est. Cost $41.30 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $300 Shares 1,188 Est. Cost $240.69 Unrealized -6.9%
FXZ FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $298 Shares 4,562 Est. Cost $60.60 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value ($000) $289 Shares 2,059 Est. Cost $163.29 Unrealized
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $284 Shares 4,977 Est. Cost $57.02 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $282 Shares 1,160 Est. Cost $197.85 Unrealized +10.0%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $279 Shares 838 Est. Cost $291.48 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $276 Shares 4,117 Est. Cost $64.34 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $276 Shares 6,519 Est. Cost $50.36 Unrealized
DIV GLOBAL X FDS 0.1%
Value ($000) $275 Shares 15,735 Est. Cost $18.76 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $264 Shares 1,788 Est. Cost $123.15 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $261 Shares 3,436 Est. Cost $77.98 Unrealized
WMT WALMART INC 0.1%
Value ($000) $260 Shares 1,762 Est. Cost $42.32 Unrealized +8.2%
SPHD INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $259 Shares 6,136 Est. Cost $43.83 Unrealized
IBDR ISHARES TR 0.1%
Value ($000) $258 Shares 10,853 Est. Cost $23.35 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $246 Shares 2,961 Est. Cost $70.79 Unrealized +5.5%
TFI SPDR SER TR 0.1%
Value ($000) $237 Shares 5,063 Est. Cost $51.62 Unrealized
ACWI ISHARES TR 0.1%
Value ($000) $237 Shares 2,599 Est. Cost $105.83 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $237 Shares 4,873 Est. Cost $48.54 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $236 Shares 1,443 Est. Cost $152.96 Unrealized -2.9%
RIO RIO TINTO PLC 0.1%
Value ($000) $235 Shares 3,426 Est. Cost $63.68 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $233 Shares 2,534 Est. Cost $90.76 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $231 Shares 2,634 Est. Cost $77.11 Unrealized +10.0%
MOO VANECK ETF TRUST 0.1%
Value ($000) $225 Shares 2,589 Est. Cost $85.87 Unrealized
INTU INTUIT 0.1%
Value ($000) $222 Shares 498 Est. Cost $403.22 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value ($000) $219 Shares 1,032 Est. Cost $169.12 Unrealized 0.0%
JBL JABIL INC 0.1%
Value ($000) $216 Shares 2,453 Est. Cost $79.96 Unrealized 0.0%
NFLX NETFLIX INC 0.1%
Value ($000) $201 Shares 582 Est. Cost $33.09 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $200 Shares 1,337 Est. Cost $149.64 Unrealized
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $77 Shares 20,886 Est. Cost $2.95 Unrealized