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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
INTUIntuit
Recent Activity
Increased 2.02%
0.21%
$286,596
456 shares@ $628.5 avg price
WMTWalmart Inc
Recent Activity
Increased 3.45%
0.21%
$282,365
3,125 shares@ $90.36 avg price
EXASExact Sciences Corp
Recent Activity
Increased 25%
0.21%
$280,950
5,000 shares@ $56.19 avg price
CSXCsx Corp
Recent Activity
Increased 0.09%
0.21%
$276,324
8,563 shares@ $32.27 avg price
QCOMQualcomm Inc
Recent Activity
Increased 0.29%
0.2%
$274,151
1,785 shares@ $153.59 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
Increased 0.58%
0.2%
$265,341
3,140 shares@ $84.51 avg price
WFCWells Fargo Co New
Recent Activity
Increased 1.61%
0.19%
$253,707
3,612 shares@ $70.25 avg price
IWMIshares Tr
Recent Activity
Increased 16.55%
0.19%
$252,215
1,141 shares@ $221.05 avg price
DHRDanaher Corporation
Recent Activity
Increased 2.4%
0.18%
$235,748
1,027 shares@ $229.56 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Increased 1.81%
0.17%
$227,526
565 shares@ $402.71 avg price