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Home > Institutional Investor > Eagle Wealth Strategies Llc > Profile

Instuitional Investor - Eagle Wealth Strategies Llc

Fund Profile
Filing Period:
Fund Name: Eagle Wealth Strategies Llc
Portfolio Value $138,046,611
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 69,211 $37,291,313 27.01%
2.
American Centy Etf Tr
 267,034 $25,776,791 18.67%
3.
Sector Spdr Trust
 XLB 62,133 $8,547,588 6.19%
4.
Amazon Com Inc
 AMZN 19,836 $4,351,820 3.15%
5.
Exxon Mobil Corp
 XOM 30,126 $3,240,614 2.34%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)