Portfolio (Quarterly)
Guide ↗
EAGLE WEALTH STRATEGIES LLC
· CIK 0002009882| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CCL | CARNIVAL CORP | Consumer Cyclical | 26,263 | $680K | 0.30% | SOLD |
| 2 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,957 | $474K | 0.21% | SOLD |
| 3 | XBI | SPDR SERIES TRUST | — | 2,654 | $339K | 0.15% | SOLD |
| 4 | HON | HONEYWELL INTL INC | Industrials | 1,420 | $321K | 0.14% | SOLD |
| 5 | TMUS | T-MOBILE US INC | Communication Services | 1,186 | $249K | 0.11% | SOLD |
| 6 | LMT | LOCKHEED MARTIN CORP | Industrials | 340 | $205K | 0.09% | SOLD |
| 7 | CRNT | CERAGON NETWORKS LTD | Technology | 10,000 | $22K | 0.01% | SOLD |
| 8 | INVZ | INNOVIZ TECHNOLOGIES LTD | Consumer Cyclical | 10,797 | $7K | 0.00% | SOLD |
| 9 | — | GABELLI EQUITY TR INC | — | 18,630 | $130.0 | — | SOLD |
Sector Allocation
Technology
28.2%
Financial Services
26.0%
Healthcare
11.8%
Energy
9.4%
Consumer Cyclical
7.7%
Industrials
6.5%
Communication Services
3.9%
Utilities
3.5%
Consumer Defensive
2.2%
Basic Materials
0.8%