Eagle Wealth Advisors LLC
CIK: 0002107271SEC EDGAR →
Portfolio Value
$117.3M
Holdings
91
As of
Q4 2025
New Positions
91
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 70,057 | $13.1M | 11.14% |
| 2 | APPLE INC | 40,751 | $11.1M | 9.44% |
| 3 | MICROSOFT CORP | 20,590 | $10.0M | 8.49% |
| 4 | AMAZON COM INC | 24,661 | $5.7M | 4.85% |
| 5 | BROADCOM INC | 14,145 | $4.9M | 4.17% |
| 6 | ALPHABET INC | 14,790 | $4.6M | 3.95% |
| 7 | SPDR SERIES TRUST | 135,241 | $4.1M | 3.48% |
| 8 | TESLA INC | 8,491 | $3.8M | 3.25% |
| 9 | META PLATFORMS INC | 5,729 | $3.8M | 3.22% |
| 10 | ALPHABET INC | 12,006 | $3.8M | 3.21% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 23 | $48.8M | 41.6% |
| Financial Services | 29 | $28.9M | 24.6% |
| Communication Services | 6 | $14.1M | 12.0% |
| Consumer Cyclical | 6 | $11.0M | 9.4% |
| Healthcare | 9 | $5.7M | 4.9% |
| Industrials | 7 | $3.6M | 3.0% |
| Consumer Defensive | 3 | $2.1M | 1.8% |
| Unknown | 3 | $1.2M | 1.0% |
| Utilities | 2 | $810K | 0.7% |
| Energy | 2 | $522K | 0.4% |
| Basic Materials | 1 | $521K | 0.4% |