EAGLE WEALTH STRATEGIES LLC
Top Portfolio Positions
90 positions ·
$67,747,675 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
29,750 | $5,047,385 | 7.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,763 | $3,907,770 | 5.77% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,126 | $3,794,971 | 5.60% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,050 | $3,284,217 | 4.85% | |
| NVDA |
Nvidia Corp
Technology
|
15,964 | $2,784,121 | 4.11% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
13,269 | $2,761,146 | 4.08% | |
| MSFT |
Microsoft Corp
Technology
|
6,686 | $2,474,956 | 3.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,142 | $2,395,050 | 3.54% | |
| AAPL |
Apple Inc.
Technology
|
8,991 | $2,281,825 | 3.37% | |
| CVX |
Chevron Corp
Energy
|
10,481 | $2,168,518 | 3.20% |
Portfolio Trend
10 quarters · across all stocks
Holdings in CRNT
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,600 | 10,000 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $21,000 | 10,000 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $23,300 | 10,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $24,600 | 10,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $23,500 | 10,000 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $46,700 | 10,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $27,400 | 10,000 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $25,000 | 10,000 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $32,000 | 10,000 | Shares | Sole | 2024-04-15 | |
| No 13F history on record for this holder in this stock. | ||||||