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Portfolio (Quarterly) Guide ↗

Eagle Wealth Advisors LLC

· CIK 0002107271
13F Portfolio $108M AUM 98 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 40 Added 26 Reduced 7 Exited
Page 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLI SELECT SECTOR SPDR TR 2,400.0 $388K 0.36% $161.73 +4.3%
62 IYW ISHARES TR 2,136.0 $388K 0.36% $181.42 +29.3%
63 BKNG BOOKING HOLDINGS INC Consumer Cyclical 92.0 $387K 0.36% +14.0 +17.9% $4210.32 -96.3%
64 TXN TEXAS INSTRS INC Technology 1,988.0 $386K 0.36% NEW $194.14 +54.8%
65 VRTX VERTEX PHARMACEUTICALS INC Healthcare 812.0 $363K 0.34% +96.0 +13.4% $446.54 -2.2%
66 IVV ISHARES TR 534.0 $349K 0.32% +90.0 +20.3% $653.21 +12.9%
67 ADI ANALOG DEVICES INC Technology 1,067.0 $339K 0.31% NEW $318.14 +30.2%
68 CDNS CADENCE DESIGN SYSTEM INC Technology 1,220.0 $339K 0.31% +136.0 +12.6% $277.87 +21.7%
69 TMO THERMO FISHER SCIENTIFIC INC Healthcare 657.0 $323K 0.30% -401.0 -37.9% $492.02 -10.2%
70 CARR CARRIER GLOBAL CORPORATION Industrials 5,692.0 $321K 0.30% $56.31 +9.1%
71 APP APPLOVIN CORP Technology 778.0 $310K 0.29% +402.0 +106.9% $398.00 +19.8%
72 IBM INTERNATIONAL BUSINESS MACHS Technology 1,252.0 $303K 0.28% +35.0 +2.9% $242.39 -8.1%
73 CRWD CROWDSTRIKE HLDGS INC Technology 770.0 $301K 0.28% +123.0 +19.0% $390.41 +58.5%
74 QCOM QUALCOMM INC Technology 2,292.0 $295K 0.27% NEW $128.78 +58.1%
75 VFH VANGUARD WORLD FD 2,430.0 $294K 0.27% $120.81 +3.7%
76 ANET ARISTA NETWORKS INC Technology 2,356.0 $289K 0.27% -1K -31.4% $122.78 +15.3%
77 HON HONEYWELL INTL INC Industrials 1,248.0 $282K 0.26% NEW $226.03 -3.9%
78 ADBE ADOBE INC Technology 1,089.0 $265K 0.24% +199.0 +22.4% $243.08 +4.9%
79 UNH UNITEDHEALTH GROUP INC Healthcare 972.0 $263K 0.24% -657.0 -40.3% $270.59 +44.5%
80 VUG VANGUARD INDEX FDS 595.0 $260K 0.24% $436.79 -80.2%
Page 4 of 5  ·  98 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%