SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Eagle Strategies LLC

CIK 0001907666 · 51 MADISON AVE, 12TH FLOOR, NEW YORK, NY, 10010 · 888-695-3245

Reported Value
$450M
Q1 2024
Positions
265
Filings on Record
18
2019–present window
Filed
Apr 23, 2024
original filing

Summary

Eagle Strategies Llc reported $450M in U.S.-listed holdings across 265 positions for Q1 2024.

Its largest position, VOO, represents 8.9% of the portfolio.

Compared with Q4 2023, the fund opened 147 new positions and exited 72.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $257MQ4 ’21Q1 ’22: $256MQ2 ’22: $274MQ3 ’22: $191MQ3 ’22Q4 ’22: $334.6BQ1 ’23: $400MQ2 ’23: $411MQ2 ’23Q3 ’23: $406MQ4 ’23: $467MQ1 ’24: $450MQ1 ’24Q2 ’24: $523MQ3 ’24: $554MQ4 ’24: $578MQ4 ’24Q1 ’25: $575MQ2 ’25: $656MQ3 ’25: $747MQ3 ’25Q4 ’25: $783MQ1 ’26: $837Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$837M258Apr 20, 202613F-HRchanges · EDGAR ↗
Q4 2025$783M247Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$747M239Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$656M226Jul 23, 202513F-HRchanges · EDGAR ↗
Q1 2025$575M213Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$578M215Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$554M210Oct 25, 202413F-HRchanges · EDGAR ↗
Q2 2024$523M208Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$450M265Apr 23, 202413F-HRchanges · EDGAR ↗
Q4 2023$467M190Jan 26, 202413F-HRchanges · EDGAR ↗
Q3 2023$406M176Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$411M181Aug 3, 202313F-HRchanges · EDGAR ↗
Q1 2023$400M173Apr 24, 202313F-HRchanges · EDGAR ↗
Q4 2022$334.6B164Feb 6, 202313F-HRchanges · EDGAR ↗
Q3 2022$191M100Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$274M132Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$256M137May 2, 202213F-HRchanges · EDGAR ↗
Q4 2021$257M143Feb 11, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.