Long-term investor
Eagle Wealth Strategies LLC @eaglewealthstrategiesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009882).
Record
- Tracked since 2025-12-31 (257 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +10.2%
- Max drawdown n/a · win rate 28% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 22.9% · long · since 2025-12-31
- AVUV · 12.4% · long · since 2025-12-31
- FLQM · 10.4% · long · since 2025-12-31
- DFEV · 7.9% · long · since 2025-12-31
- DGRW · 7.3% · long · since 2025-12-31
- XLV · 4.6% · long · since 2025-12-31
- LLY · 1.9% · long · since 2025-12-31
- AMZN · 1.7% · long · since 2025-12-31
- XOM · 1.6% · long · since 2025-12-31
- SPY · 1.4% · long · since 2025-12-31
- PNC · 1.2% · long · since 2025-12-31
- NVDA · 1.2% · long · since 2025-12-31