| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
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.