test

Melissa Phillips

@Eagle Wealth Strategies Llc

Latest period2024 - Q4ReportedManaged Assets$138.047MTotal holdings105
Assets growth rate0.7%Assets growth rate (2-Q avg)5.78%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Eagle Wealth Strategies Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Eagle Wealth Strategies Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 138.047M in assets, with a quarterly growth rate of 0.7% and a 2-quarter average growth rate of 5.78%. The portfolio is managed by Melissa Phillips, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJHIshares Tr
Recent Activity
New Position
0.43%
$590,013
9,469 shares@ $62.31 avg price
HRIHerc Hldgs Inc
Recent Activity
New Position
0.18%
$235,422
1,243 shares@ $189.4 avg price
RCLRoyal Caribbean Group
Recent Activity
New Position
0.16%
$214,718
931 shares@ $230.64 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
New Position
0.16%
$208,718
610 shares@ $342.17 avg price
SIXGEtf Ser Solutions
Recent Activity
New Position
0.15%
$205,920
4,322 shares@ $47.65 avg price
ARKWArk Etf Tr
Recent Activity
New Position
0.15%
$202,440
1,875 shares@ $107.97 avg price