Portfolio (Quarterly)
Guide ↗
EAGLE WEALTH STRATEGIES LLC
· CIK 0002009882| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | EXACT SCIENCES CORP | — | 5,000 | $508K | 0.24% | SOLD |
| 2 | INTU | INTUIT | Technology | 445 | $295K | 0.14% | SOLD |
| 3 | SPGI | S&P GLOBAL INC | Financial Services | 508 | $265K | 0.12% | SOLD |
| 4 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 540 | $253K | 0.12% | SOLD |
| 5 | AGG | ISHARES TR | — | 2,501 | $250K | 0.12% | SOLD |
| 6 | TEL | TE CONNECTIVITY PLC | Technology | 912 | $207K | 0.10% | SOLD |
| 7 | MMM | 3M CO | Industrials | 1,278 | $205K | 0.10% | SOLD |
| 8 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,254 | $201K | 0.09% | SOLD |
| 9 | ARKF | ARK ETF TR | — | 4,217 | $201K | 0.09% | SOLD |
Sector Allocation
Financial Services
25.4%
Technology
21.6%
Energy
12.4%
Healthcare
11.3%
Consumer Cyclical
8.7%
Communication Services
6.7%
Industrials
6.7%
Utilities
3.9%
Consumer Defensive
2.3%
Basic Materials
0.9%