Portfolio (Quarterly)
Guide ↗
Eagle Wealth Advisors LLC
· CIK 0002107271| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NOW | SERVICENOW INC | Technology | 3,510 | $538K | 0.46% | SOLD |
| 2 | DHR | DANAHER CORPORATION | Healthcare | 1,752 | $401K | 0.34% | SOLD |
| 3 | PGR | PROGRESSIVE CORP | Financial Services | 1,472 | $335K | 0.29% | SOLD |
| 4 | ACN | ACCENTURE PLC IRELAND | Technology | 965 | $259K | 0.22% | SOLD |
| 5 | PH | PARKER-HANNIFIN CORP | Industrials | 294 | $258K | 0.22% | SOLD |
| 6 | URI | UNITED RENTALS INC | Industrials | 303 | $245K | 0.21% | SOLD |
| 7 | MCK | MCKESSON CORP | Healthcare | 277 | $227K | 0.19% | SOLD |
Sector Allocation
Technology
50.7%
Communication Services
14.7%
Consumer Cyclical
11.1%
Financial Services
6.8%
Healthcare
5.6%
Consumer Defensive
4.6%
Industrials
3.9%
Utilities
0.9%
Energy
0.8%
Basic Materials
0.8%