EAGLE WEALTH STRATEGIES LLC
Top Portfolio Positions
89 positions ·
$67,534,431 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
29,750 | $5,047,385 | 7.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,763 | $3,907,770 | 5.79% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,126 | $3,794,971 | 5.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,050 | $3,284,217 | 4.86% | |
| NVDA |
Nvidia Corp
Technology
|
15,964 | $2,784,121 | 4.12% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
13,269 | $2,761,146 | 4.09% | |
| MSFT |
Microsoft Corp
Technology
|
6,686 | $2,474,956 | 3.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,142 | $2,395,050 | 3.55% | |
| AAPL |
Apple Inc.
Technology
|
8,991 | $2,281,825 | 3.38% | |
| CVX |
Chevron Corp
Energy
|
10,481 | $2,168,518 | 3.21% |
Portfolio Trend
Holdings in FULT
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,768,685 | 86,956 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,728,411 | 89,416 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,779,444 | 95,515 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,721,701 | 95,438 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,722,909 | 95,241 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,835,359 | 95,195 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,750,306 | 96,542 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,638,230 | 96,480 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,538,279 | 96,808 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,592,340 | 96,740 | Shares | Sole | 2024-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||