Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VOO) | 69,533 | -21,623 | $33,381 |
VOO | 69,533 | -21,623 | $33,381 |
AMERICAN CENTY ETF TR (AVUV) | 258,157 | +106,845 | $24,006 |
AVUV | 258,157 | +106,845 | $24,006 |
SELECT SECTOR SPDR TR (XLV) | 59,327 | -613 | $8,690 |
XLV | 59,327 | -613 | $8,690 |
EXXON MOBIL CORP | 30,813 | -144 | $3,605 |
XOM | 30,813 | -144 | $3,605 |
ELI LILLY & CO | 4,015 | +10 | $3,054 |
LLY | 4,015 | +10 | $3,054 |
ACCENTURE PLC IRELAND | 7,121 | -806 | $2,415 |
ACN | 7,121 | -806 | $2,415 |
SPDR S&P 500 ETF TR (SPY) | 4,413 | -321 | $2,305 |
SPY | 4,413 | -321 | $2,305 |
MICROSOFT CORP | 5,334 | -52 | $2,265 |
MSFT | 5,334 | -52 | $2,265 |
GALLAGHER ARTHUR J & CO | 8,035 | -656 | $1,986 |
AJG | 8,035 | -656 | $1,986 |
APPLE INC | 10,124 | +200 | $1,721 |
AAPL | 10,124 | +200 | $1,721 |
CHEVRON CORP NEW | 10,518 | +528 | $1,673 |
CVX | 10,518 | +528 | $1,673 |
JPMORGAN CHASE & CO | 8,329 | -93 | $1,657 |
JPM | 8,329 | -93 | $1,657 |
ADVANCED MICRO DEVICES INC | 8,760 | -254 | $1,606 |
AMD | 8,760 | -254 | $1,606 |
FULTON FINL CORP PA | 96,808 | +68 | $1,516 |
FULT | 96,808 | +68 | $1,516 |
AMAZON COM INC | 7,854 | -265 | $1,421 |
AMZN | 7,854 | -265 | $1,421 |
PEOPLES FINL SVCS CORP | 28,615 | UNCH | $1,180 |
PFIS | 28,615 | UNCH | $1,180 |
OCEANFIRST FINL CORP | 68,172 | +13,690 | $1,078 |
OCFC | 68,172 | +13,690 | $1,078 |
VERIZON COMMUNICATIONS INC | 17,934 | -285 | $758 |
VZ | 17,934 | -285 | $758 |
NEXTERA ENERGY INC | 11,426 | +11,426 | $724 |
NEE | 11,426 | +11,426 | $724 |
VANGUARD MUN BD FDS (VTEB) | 13,805 | +267 | $695 |
VTEB | 13,805 | +267 | $695 |
NORWOOD FINL CORP | 23,528 | UNCH | $671 |
NWFL | 23,528 | UNCH | $671 |
UNITEDHEALTH GROUP INC | 1,329 | -39 | $651 |
UNH | 1,329 | -39 | $651 |
CVS HEALTH CORP | 8,127 | +596 | $647 |
CVS | 8,127 | +596 | $647 |
VANGUARD ADMIRAL FDS INC (VIOO) | 6,302 | -148,285 | $633 |
VIOO | 6,302 | -148,285 | $633 |
VANGUARD INDEX FDS (VO) | 2,540 | -70,454 | $630 |
VO | 2,540 | -70,454 | $630 |
BOSTON SCIENTIFIC CORP | 9,242 | -115 | $629 |
BSX | 9,242 | -115 | $629 |
LENNAR CORP | 3,750 | -750 | $629 |
LEN | 3,750 | -750 | $629 |
ILLINOIS TOOL WKS INC | 2,300 | -6 | $610 |
ITW | 2,300 | -6 | $610 |
ARCH CAP GROUP LTD | 6,000 | UNCH | $554 |
ACGL | 6,000 | UNCH | $554 |
BROADCOM INC | 399 | -92 | $539 |
AVGO | 399 | -92 | $539 |
ALPHABET INC | 3,447 | -26 | $539 |
GOOG | 3,447 | -26 | $539 |
AIR PRODS & CHEMS INC | 2,191 | UNCH | $533 |
APD | 2,191 | UNCH | $533 |
CARNIVAL CORP | 32,450 | +32,450 | $528 |
CCL | 32,450 | +32,450 | $528 |
CAMECO CORP | 11,030 | -150 | $516 |
CCJ | 11,030 | -150 | $516 |
PIMCO ETF TR (MUNI) | 9,539 | +359 | $498 |
MUNI | 9,539 | +359 | $498 |
SPDR SER TR (XBI) | 5,231 | -32 | $491 |
XBI | 5,231 | -32 | $491 |
ROCKWELL AUTOMATION INC | 1,707 | UNCH | $484 |
ROK | 1,707 | UNCH | $484 |
PEPSICO INC | 2,742 | +2,742 | $474 |
PEP | 2,742 | +2,742 | $474 |
NORTHROP GRUMMAN CORP | 1,000 | UNCH | $471 |
NOC | 1,000 | UNCH | $471 |
GLOBAL X FDS | 11,659 | -468 | $461 |
PAVE | 11,659 | -468 | $461 |
ISHARES TR (MUB) | 4,289 | -4,895 | $459 |
MUB | 4,289 | -4,895 | $459 |
BLACKSTONE INC | 3,487 | +3 | $457 |
BX | 3,487 | +3 | $457 |
MERCK & CO INC | 3,424 | +8 | $449 |
MRK | 3,424 | +8 | $449 |
NVIDIA CORPORATION | 491 | -54 | $444 |
NVDA | 491 | -54 | $444 |
ABBVIE INC | 2,352 | -99 | $425 |
ABBV | 2,352 | -99 | $425 |
CATERPILLAR INC | 1,166 | +1 | $424 |
CAT | 1,166 | +1 | $424 |
MONDELEZ INTL INC | 6,070 | +6,070 | $423 |
MDLZ | 6,070 | +6,070 | $423 |
BECTON DICKINSON & CO | 1,666 | +24 | $407 |
BDX | 1,666 | +24 | $407 |
VERTEX PHARMACEUTICALS INC | 964 | -55 | $405 |
VRTX | 964 | -55 | $405 |
PROCTER AND GAMBLE CO | 2,510 | +10 | $403 |
PG | 2,510 | +10 | $403 |
See Full List: All Stocks Held By Eagle Wealth Strategies LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Eagle Wealth Strategies LLC
Size ($ in 1000's)
At 03/31/2024: $123,077 At 12/31/2023: $165,797 Eagle Wealth Strategies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Eagle Wealth Strategies LLC 13F filings. Link to 13F filings: SEC filings |