Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 3 | Q2 2024 | 28.4% |
AMERICAN CENTY ETF TR | 3 | Q2 2024 | 19.5% |
SELECT SECTOR SPDR TR | 3 | Q2 2024 | 7.1% |
VANGUARD INDEX FDS | 3 | Q2 2024 | 10.2% |
VANGUARD ADMIRAL FDS INC | 3 | Q2 2024 | 9.2% |
EXXON MOBIL CORP | 3 | Q2 2024 | 2.9% |
ELI LILLY & CO | 3 | Q2 2024 | 3.0% |
ACCENTURE PLC IRELAND | 3 | Q2 2024 | 2.0% |
SPDR S&P 500 ETF TR | 3 | Q2 2024 | 1.9% |
MICROSOFT CORP | 3 | Q2 2024 | 2.0% |
View EAGLE WEALTH STRATEGIES LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-20 |
13F-HR | 2024-07-18 |
13F-HR | 2024-04-15 |
13F-HR | 2024-02-05 |
View EAGLE WEALTH STRATEGIES LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.