EAGLE WEALTH STRATEGIES LLC
115 holdingsFiling period: 2026-03-31Current AUM: $262.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 86.5K | $51.7M | $59.4M | 22.63% | +20.6K | 2026-03-31 |
| 2 | AVUV | AMERICAN CENTY ETF TR | 266.9K | $29.5M | $33.4M | 12.74% | -4,148 | 2026-03-31 |
| 3 | FLQM | FRANKLIN TEMPLETON ETF TR | 438.6K | $24.1M | $26.3M | 10.02% | +19.9K | 2026-03-31 |
| 4 | DGRW | WISDOMTREE TR | 200.2K | $17.6M | $19.3M | 7.36% | +3.7K | 2026-03-31 |
| 5 | DFEV | DIMENSIONAL ETF TRUST | 488.5K | $17.5M | $19.4M | 7.39% | +5.5K | 2026-03-31 |
| 6 | XLV | SELECT SECTOR SPDR TR | 72.2K | $10.6M | $11.7M | 4.47% | +1.4K | 2026-03-31 |
| 7 | XOM | EXXON MOBIL CORP | 29.8K | $5.0M | $4.6M | 1.76% | -- | 2026-03-31 |
| 8 | XOM | EXXON MOBIL CORP | 29.8K | $5.0M | $4.6M | 1.76% | -- | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 18.8K | $3.9M | $5.1M | 1.94% | -802 | 2026-03-31 |
| 10 | LLY | ELI LILLY & CO | 4.1K | $3.8M | $4.7M | 1.81% | -1 | 2026-03-31 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 5.0K | $3.3M | $3.8M | 1.44% | -25 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 16.0K | $2.8M | $3.2M | 1.22% | +1.3K | 2026-03-31 |
| 13 | PNC | PNC FINL SVCS GROUP INC | 13.3K | $2.8M | $3.3M | 1.26% | -35 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 6.7K | $2.5M | $3.1M | 1.18% | +117 | 2026-03-31 |
| 15 | JPM | JPMORGAN CHASE & CO | 8.1K | $2.4M | $2.9M | 1.09% | -58 | 2026-03-31 |
| 16 | AAPL | APPLE INC | 9.0K | $2.3M | $2.8M | 1.06% | -26 | 2026-03-31 |
| 17 | CVX | CHEVRON CORPORATION | 10.5K | $2.2M | $2.1M | 0.79% | +68 | 2026-03-31 |
| 18 | FULT | FULTON FINL CORP PA | 87.0K | $1.8M | $2.1M | 0.81% | -2,460 | 2026-03-31 |
| 19 | PFIS | PEOPLES FINL SVCS CORP | 28.7K | $1.5M | $2.0M | 0.77% | -- | 2026-03-31 |
| 20 | GOOG | ALPHABET INC | 4.9K | $1.4M | $1.7M | 0.66% | -83 | 2026-03-31 |
| 21 | IWB | ISHARES TR | 3.8K | $1.4M | $1.6M | 0.60% | +1.0K | 2026-03-31 |
| 22 | VO | VANGUARD INDEX FDS | 4.5K | $1.3M | $1.5M | 0.55% | +1.2K | 2026-03-31 |
| 23 | MRK | MERCK & CO INC | 10.5K | $1.3M | $1.4M | 0.52% | +2.3K | 2026-03-31 |
| 24 | AJG | GALLAGHER ARTHUR J & CO | 5.5K | $1.2M | $1.4M | 0.53% | +33 | 2026-03-31 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | 5.8K | $1.2M | $2.8M | 1.06% | +91 | 2026-03-31 |
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