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Joseph Anthony Romano

Eagle Wealth Advisors Llc

Assets Managed
$131.061M
Holdings
100
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
20.94%(2Q avg: 6.66%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Eagle Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Eagle Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 131.061M in assets, with a quarterly growth rate of 20.94% and a 2-quarter average growth rate of 6.66%. The portfolio is managed by Joseph Anthony Romano, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -4.27%
9.41%
$12.331M
61,628 shares@ $200.1 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.27%
7.56%
$9.9M
34,213 shares@ $289.37 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.39%
5.06%
$6.627M
17,765 shares@ $373.02 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.73%
4.09%
$5.359M
22,483 shares@ $238.34 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 17.38%
3.68%
$4.817M
47,147 shares@ $102.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.94%
3.52%
$4.603M
12,880 shares@ $357.38 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -7.41%
3.24%
$4.237M
11,217 shares@ $377.76 avg price
MU
Micron Technology Inc
Recent Activity
Increased 19.78%
3.16%
$4.132M
3,580 shares@ $1154.29 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.95%
2.99%
$3.911M
11,069 shares@ $353.34 avg price
AMD
Advanced Micro Devices
Recent Activity
Increased 2.83%
2.97%
$3.889M
6,694 shares@ $580.92 avg price

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