EAGLE WEALTH STRATEGIES LLC

CIK

2009882

Location

MULLICA HILL, NJ

Portfolio Value

Micro $67,747,675

Diversification

Diversified

Filing Date

Global Rank

#6,407 / 8,605 ▲ 116 · as of Mar 2026

Top Industry

Banks - Regional 11.3%

3Y Alpha vs SPY

-3.1%

Period ended 3 months ago

Filed Apr 10, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+44.8%

SPY

+54.1%

Annualised alpha

-3.1%

Max drawdown

−18.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

90 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.5%

+1.0 pts

Top 5

27.8%

+0.2 pts

Top 10

45.6%

+0.3 pts

HHI

280

Diversified+7

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.0%	$14,902,856	17
Financial Services	20.6%	$13,980,650	17
Energy	12.6%	$8,543,592	5
Healthcare	11.5%	$7,797,182	12
Consumer Cyclical	8.9%	$6,007,445	8
Industrials	7.2%	$4,885,659	12
Unclassified	5.6%	$3,766,572	2
Communication Services	4.7%	$3,217,228	7
Utilities	3.6%	$2,412,738	5
Consumer Defensive	2.3%	$1,588,866	4
Basic Materials	1.0%	$644,887	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+2,723	26,698	$773,975
MRK	Merck & Co., Inc.	+2,332	10,478	$1,260,398
NVDA	Nvidia Corp	+1,287	15,964	$2,784,121
KO	Coca Cola Co	+540	5,799	$441,013
VZ	Verizon Communications Inc	+489	11,575	$581,065
ORCL	Oracle Corp	+229	4,522	$665,231
BSX	Boston Scientific Corp	+122	8,448	$530,112
MSFT	Microsoft Corp	+117	6,686	$2,474,956
AMD	Advanced Micro Devices Inc	+91	5,833	$1,186,607
CVX	Chevron Corp	+68	10,481	$2,168,518
ACGL	Arch Capital Group Ltd.	+67	6,074	$583,043
CCL	Carnival Corp Ltd.	+63	26,263	$679,686
SCHW	Schwab Charles Corp	+56	4,573	$429,770
MRVL	Marvell Technology, Inc.	+44	5,341	$529,026
PEP	Pepsico Inc	+44	2,683	$416,643
META	Meta Platforms, Inc.	+35	920	$526,359
AJG	Arthur J. Gallagher & Co.	+33	5,535	$1,198,770
IBM	International Business Machines Corp	+29	1,957	$474,357
NEE	Nextera Energy Inc	+24	11,172	$1,037,655
PEG	Public Service Enterprise Group Inc	+19	3,362	$272,153
GOOGL	Alphabet Inc.	+18	1,521	$437,378
BX	Blackstone Inc.	+15	3,090	$355,319
MU	Micron Technology Inc	+13	1,685	$569,260
V	Visa Inc.	+12	1,727	$521,968
APD	Air Products & Chemicals, Inc.	+11	2,220	$644,887
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CCJ	Cameco Corp	−4,050	4,955	$538,162
FULT	Fulton Financial Corp	−2,460	86,956	$1,768,685
AMZN	Amazon Com Inc	−802	18,763	$3,907,770
BAC	Bank Of America Corp /De/	−190	8,956	$436,605
GE	General Electric Co	−163	800	$227,016
ADBE	Adobe Inc.	−158	839	$203,944
EXC	Exelon Corp	−146	5,858	$287,159
LNG	Cheniere Energy, Inc.	−130	1,902	$539,711
DIS	Walt Disney Co	−108	3,385	$326,246
LMT	Lockheed Martin Corp	−100	340	$205,492
WFC	Wells Fargo & Company/Mn	−95	3,430	$273,062
BMY	Bristol Myers Squibb Co	−88	3,953	$239,749
MCD	Mcdonalds Corp	−84	1,219	$378,853
ABBV	AbbVie Inc.	−83	1,231	$267,730
AVGO	Broadcom Inc.	−82	2,596	$803,487
JPM	Jpmorgan Chase & Co	−58	8,142	$2,395,050
RCL	Royal Caribbean Cruises Ltd	−51	761	$209,411
BDX	Becton Dickinson & Co	−39	1,733	$272,479
PG	PROCTER & GAMBLE Co	−39	2,192	$316,612
TMUS	T-Mobile US, Inc.	−38	1,186	$249,095
PNC	Pnc Financial Services Group, Inc.	−35	13,269	$2,761,146
GEV	GE Vernova Inc.	−29	313	$273,217
UNH	Unitedhealth Group Inc	−29	882	$238,660
AAPL	Apple Inc.	−26	8,991	$2,281,825
SPY	Spdr S&P 500 ETF Trust	−25	5,050	$3,284,217
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
LITE	Lumentum Holdings Inc.	428	$300,781
EOG	Eog Resources Inc	1,728	$249,816
BRK-B	Berkshire Hathaway Inc	445	$213,244
FFIV	F5, Inc.	710	$205,424
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	5,000	$507,800
INTU	Intuit Inc.	445	$294,776
SPGI	S&P Global Inc.	508	$251,159
TEL	TE Connectivity plc	912	$207,489
MMM	3M Co	1,278	$204,607
PM	Philip Morris International Inc.	1,254	$201,141
CRWD	CrowdStrike Holdings, Inc.	540	$63,282
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 positions · $67,747,675 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XOM	Exxon Mobil Corp Energy	Held	29,750	0	$5,047,385	+41.0%	7.45%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,763	-802	$3,907,770	−13.5%	5.77%
LLY	ELI LILLY & Co Healthcare	Reduced	4,126	-1	$3,794,971	−14.4%	5.60%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,050	-25	$3,284,217	−5.1%	4.85%
NVDA	Nvidia Corp Technology	Added	15,964	+1,287	$2,784,121	+1.7%	4.11%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	13,269	-35	$2,761,146	−0.6%	4.08%
MSFT	Microsoft Corp Technology	Added	6,686	+117	$2,474,956	−22.1%	3.65%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,142	-58	$2,395,050	−9.4%	3.54%
AAPL	Apple Inc. Technology	Reduced	8,991	-26	$2,281,825	−6.9%	3.37%
CVX	Chevron Corp Energy	Added	10,481	+68	$2,168,518	+36.6%	3.20%
FULT	Fulton Financial Corp Financial Services	Reduced	86,956	-2,460	$1,768,685	+2.3%	2.61%
PFIS	Peoples Financial Services Corp. Financial Services	Held	28,655	0	$1,528,171	+9.5%	2.26%
MRK	Merck & Co., Inc. Healthcare	Added	10,478	+2,332	$1,260,398	+47.0%	1.86%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	5,535	+33	$1,198,770	−15.8%	1.77%
AMD	Advanced Micro Devices Inc Technology	Added	5,833	+91	$1,186,607	−3.5%	1.75%
ACN	Accenture plc Technology	Added	5,256	+2	$1,042,212	−26.1%	1.54%
NEE	Nextera Energy Inc Utilities	Added	11,172	+24	$1,037,655	+15.9%	1.53%
CAT	Caterpillar Inc Industrials	Held	1,171	0	$829,606	+23.7%	1.22%
COHR	Coherent Corp. Technology	Held	3,395	0	$808,722	+29.1%	1.19%
AVGO	Broadcom Inc. Technology	Reduced	2,596	-82	$803,487	−13.3%	1.19%
T	At&T Inc. Communication Services	Added	26,698	+2,723	$773,975	+30.0%	1.14%
NWFL	Norwood Financial Corp Financial Services	Held	23,528	0	$692,193	+4.9%	1.02%
NOC	Northrop Grumman Corp /De/ Industrials	Held	1,001	0	$682,922	+19.6%	1.01%
CCL	Carnival Corp Ltd. Consumer Cyclical	Added	26,263	+63	$679,686	−15.1%	1.00%
ORCL	Oracle Corp Technology	Added	4,522	+229	$665,231	−20.5%	0.98%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	2,220	+11	$644,887	+18.2%	0.95%
ROK	Rockwell Automation, Inc Industrials	Held	1,707	0	$612,608	−7.8%	0.90%
ITW	Illinois Tool Works Inc Industrials	Held	2,302	0	$599,187	+5.7%	0.88%
ACGL	Arch Capital Group Ltd. Financial Services	Added	6,074	+67	$583,043	+1.2%	0.86%
VZ	Verizon Communications Inc Communication Services	Added	11,575	+489	$581,065	+28.7%	0.86%
MU	Micron Technology Inc Technology	Added	1,685	+13	$569,260	+19.3%	0.84%
LNG	Cheniere Energy, Inc. Energy	Reduced	1,902	-130	$539,711	+36.6%	0.80%
CCJ	Cameco Corp Energy	Reduced	4,955	-4,050	$538,162	−34.7%	0.79%
BSX	Boston Scientific Corp Healthcare	Added	8,448	+122	$530,112	−33.2%	0.78%
MRVL	Marvell Technology, Inc. Technology	Added	5,341	+44	$529,026	+17.5%	0.78%
META	Meta Platforms, Inc. Communication Services	Added	920	+35	$526,359	−9.9%	0.78%
V	Visa Inc. Financial Services	Added	1,727	+12	$521,968	−13.2%	0.77%
CEG	Constellation Energy Corp Utilities	Reduced	1,827	-2	$510,189	−21.0%	0.75%
JNJ	Johnson & Johnson Healthcare	Added	2,029	+9	$495,968	+18.6%	0.73%
GLD	Spdr Gold Trust	Reduced	1,121	-2	$482,355	+8.4%	0.71%
OCFC	Oceanfirst Financial Corp Financial Services	Held	26,581	0	$479,521	+0.5%	0.71%
IBM	International Business Machines Corp Technology	Added	1,957	+29	$474,357	−16.9%	0.70%
KO	Coca Cola Co Consumer Defensive	Added	5,799	+540	$441,013	+20.0%	0.65%
GOOGL	Alphabet Inc. Communication Services	Added	1,521	+18	$437,378	−7.0%	0.65%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	8,956	-190	$436,605	−13.2%	0.64%
SCHW	Schwab Charles Corp Financial Services	Added	4,573	+56	$429,770	−4.8%	0.63%
PEP	Pepsico Inc Consumer Defensive	Added	2,683	+44	$416,643	+10.0%	0.61%
WMT	Walmart Inc. Consumer Defensive	Added	3,336	+8	$414,598	+11.8%	0.61%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,099	0	$408,553	−17.3%	0.60%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,219	-84	$378,853	−4.9%	0.56%