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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Eagle Strategies LLC

Quarter ended Q1 2024 · Filed April 23, 2024 · Accession 0001085146-24-001958

Total Value
$450.1M
Positions
265
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (265)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836383,735$40.3M8.94%
2INVESCO QQQ TRIVZ45,799$20.3M4.52%
3ISHARES TR46428720029,098$15.3M3.40%
4APPLE INCAAPL70,072$12.0M2.67%
5SPDR S&P 500 ETF TRSPY19,777$10.3M2.30%
6VANGUARD BD INDEX FDS921937835134,763$9.8M2.17%
7VANGUARD WORLD FD92204A70216,472$8.6M1.92%
8MICROSOFT CORPMSFT19,233$8.1M1.80%
9VANGUARD SPECIALIZED FUNDS92190884444,023$8.0M1.79%
10VANGUARD WHITEHALL FDS92194640664,868$7.8M1.74%
11SPDR GOLD TRGLD33,459$6.9M1.53%
12BERKSHIRE HATHAWAY INC DELBRK-A16,260$6.8M1.52%
13VANGUARD TAX-MANAGED FDS921943858123,330$6.2M1.37%
14ISHARES TR46428752326,757$6.0M1.34%
15ISHARES TR464288810100,890$5.9M1.31%
16SPDR SER TR78468R66360,838$5.6M1.24%
17ISHARES TR46434V62191,746$5.3M1.18%
18SPDR SER TR78464A35970,696$5.2M1.15%
19ISHARES TR46428730959,116$5.0M1.11%
20SELECT SECTOR SPDR TR81369Y50650,582$4.8M1.06%
21ISHARES TR46432F33927,798$4.6M1.02%
22VANGUARD INDEX FDS92290874427,057$4.4M0.98%
23VANGUARD INDEX FDS92290876916,833$4.4M0.97%
24VANGUARD INDEX FDS92290873612,422$4.3M0.95%
25VANGUARD WORLD FD92204A50415,308$4.1M0.92%
26ISHARES TR46428876029,398$3.9M0.86%
27ISHARES SILVER TRSLV168,934$3.8M0.85%
28VANGUARD INDEX FDS92290862914,637$3.7M0.81%
29SCHWAB STRATEGIC TR80852477154,241$3.7M0.81%
30ALPHABET INCGOOG23,942$3.6M0.80%
31VANGUARD ADMIRAL FDS INC92193288534,185$3.5M0.78%
32ISHARES TR46428750756,591$3.4M0.76%
33GLOBAL X FDS37954Y67383,651$3.3M0.74%
34ISHARES TR46428724229,953$3.3M0.72%
35AMAZON COM INCAMZN16,964$3.1M0.68%
36ISHARES TR46428888528,281$2.9M0.65%
37ISHARES TR46428780426,248$2.9M0.64%
38ISHARES TR46428887750,889$2.8M0.62%
39INVESCO EXCH TRADED FD TR IIIVZ42,007$2.8M0.61%
40ISHARES TR46428868784,764$2.7M0.61%
41GLOBAL X FDS37954Y71584,541$2.7M0.60%
42VANGUARD WORLD FD9219108169,041$2.6M0.58%
43EMERSON ELEC COEMR22,360$2.5M0.56%
44ISHARES TR46428716820,545$2.5M0.56%
45SPDR DOW JONES INDL AVERAGE78467X1096,208$2.5M0.55%
46ISHARES TR46428722624,690$2.4M0.54%
47ISHARES TR46428745729,367$2.4M0.53%
48TESLA INCTSLA13,391$2.4M0.52%
49COSTCO WHSL CORP NEW22160K1053,208$2.4M0.52%
50JPMORGAN CHASE & COVYLD11,714$2.3M0.52%
51VANGUARD WORLD FD92204A87615,998$2.3M0.51%
52VANECK ETF TRUST92189F64324,242$2.2M0.48%
53ISHARES TR46428740811,637$2.2M0.48%
54INVESCO EXCHANGE TRADED FD TIVZ116,345$2.2M0.48%
55ABBVIE INCABBV11,504$2.1M0.47%
56ISHARES TR46428743222,101$2.1M0.46%
57SELECT SECTOR SPDR TR81369Y60548,845$2.1M0.46%
58ISHARES TR46429B66318,498$2.0M0.45%
59VANGUARD CHARLOTTE FDS92203J40741,378$2.0M0.45%
60INVESCO EXCHANGE TRADED FD TIVZ18,836$2.0M0.45%
61SPDR SER TR78464A76315,253$2.0M0.44%
62SPDR SER TR78464A87020,700$2.0M0.44%
63ADVANCED MICRO DEVICES INCAMD10,853$2.0M0.44%
64VANGUARD INDEX FDS92290865210,863$1.9M0.42%
65ALPHABET INCGOOG12,182$1.9M0.41%
66VANGUARD WORLD FD92204A2079,069$1.9M0.41%
67WISDOMTREE TRWT37,732$1.8M0.40%
68VANGUARD INDEX FDS9229086119,084$1.7M0.39%
69VANGUARD BD INDEX FDS92193782721,713$1.7M0.37%
70EXXON MOBIL CORPXOM14,052$1.6M0.36%
71SCHWAB STRATEGIC TR80852479720,215$1.6M0.36%
72NVIDIA CORPORATIONNVDA1,765$1.6M0.35%
73SPDR SER TR78468R52315,995$1.6M0.35%
74INVESCO EXCHANGE TRADED FD TIVZ9,341$1.6M0.35%
75ISHARES TR46428830722,261$1.6M0.35%
76ISHARES GOLD TRIAU37,328$1.6M0.35%
77FIRST TR MORNINGSTAR DIVID L33691710938,142$1.5M0.33%
78VANGUARD WORLD FD9219108737,711$1.4M0.32%
79DIMENSIONAL ETF TRUST25434V40125,240$1.4M0.32%
80SELECT SECTOR SPDR TR81369Y2099,670$1.4M0.32%
81ISHARES TR46429B69716,769$1.4M0.31%
82ISHARES TR46428844848,211$1.4M0.30%
83BOEING COBA-PA6,908$1.3M0.30%
84ISHARES TR46429B65526,009$1.3M0.30%
85SPDR SER TR78464A6319,329$1.3M0.29%
86ISHARES TR4642894386,613$1.3M0.29%
87SELECT SECTOR SPDR TR81369Y30816,581$1.3M0.28%
88ISHARES TR4642876143,669$1.2M0.27%
89AT&T INCT-PC70,025$1.2M0.27%
90ISHARES TR46428851314,978$1.2M0.26%
91SELECT SECTOR SPDR TR81369Y88617,043$1.1M0.25%
92VANGUARD INDEX FDS9229085954,273$1.1M0.25%
93INVESCO EXCHANGE TRADED FD TIVZ17,971$1.1M0.24%
94HCA HEALTHCARE INCHCA3,252$1.1M0.24%
95SELECT SECTOR SPDR TR81369Y4075,889$1.1M0.24%
96ISHARES TR46428756418,623$1.1M0.24%
97SPDR SER TR78464A8624,573$1.1M0.24%
98SELECT SECTOR SPDR TR81369Y8035,050$1.1M0.23%
99ISHARES TR46429B68914,777$1.0M0.23%
100ISHARES TR4642876223,628$1.0M0.23%
101INVESCO EXCH TRADED FD TR IIIVZ22,935$1.0M0.23%
102ISHARES TR4642886799,261$1.0M0.23%
103ISHARES TR4642886618,701$1.0M0.22%
104ISHARES TR4642887528,629$998,9740.22%
105CHEVRON CORP NEWCVX6,253$986,4110.22%
106ISHARES TR46428751511,507$981,2250.22%
107ISHARES TR4642875985,446$975,4710.22%
108WISDOMTREE TRWT8,959$972,0550.22%
109SCHWAB STRATEGIC TR80852480524,713$964,3090.21%
110ISHARES TR46428746511,956$954,8200.21%
111THE CIGNA GROUP1255231002,606$946,4980.21%
112ELI LILLY & COLLY1,215$944,9550.21%
113MARRIOTT INTL INC NEW5719032023,702$934,0840.21%
114ISHARES TR4642884148,473$911,7120.20%
115PHILLIPS 66PSX5,519$901,5020.20%
116UNITEDHEALTH GROUP INCUNH1,810$895,2570.20%
117MERCK & CO INCMRK6,776$894,0410.20%
118DISNEY WALT CO2546871067,305$893,7820.20%
119ISHARES TR4642871768,287$890,1380.20%
120VANGUARD INDEX FDS9229085125,599$872,9750.19%
121VANGUARD INDEX FDS9229087513,815$871,9640.19%
122EXCHANGE TRADED CONCEPTS TRU30150570714,581$855,0300.19%
123ISHARES TR4642874736,502$814,8410.18%
124VANGUARD INTL EQUITY INDEX F92204285819,108$798,1310.18%
125VANGUARD WORLD FD92204A4057,701$788,5450.18%
126META PLATFORMS INCMETA1,596$775,1050.17%
127ISHARES INC46434G10314,991$773,5180.17%
128ISHARES TR46428719210,791$759,6550.17%
129VANGUARD WORLD FD9219107338,107$755,4450.17%
130ISHARES TR4642874816,612$754,6400.17%
131VANGUARD INDEX FDS9229085538,535$738,1190.16%
132TWILIO INCTWLO11,980$732,5770.16%
133VERIZON COMMUNICATIONS INCVZ17,341$727,6450.16%
134ISHARES TR4642877215,387$727,6120.16%
135ISHARES TR46428882813,233$721,7550.16%
136PAYPAL HLDGS INCPYPL10,661$714,1800.16%
137MASTERCARD INCORPORATEDMA1,467$706,4760.16%
138PIMCO ETF TR72201R20512,786$658,4570.15%
139HILTON WORLDWIDE HLDGS INCHLT3,072$655,2880.15%
140ISHARES TR4642875807,961$652,6030.15%
141SPDR SER TR78468R40825,456$641,9910.14%
142VISA INCV2,254$629,0450.14%
143ISHARES TR4642878129,120$616,7790.14%
144GLOBAL X FDS37954Y85513,478$610,4220.14%
145ISHARES TR4642874997,221$607,2190.13%
146SALESFORCE INCCRM1,942$584,8920.13%
147DUKE ENERGY CORP NEWDUKB5,942$574,6120.13%
148ALPS ETF TR00162Q45211,968$568,0150.13%
149MCDONALDS CORPMCD2,012$567,3590.13%
150SPDR INDEX SHS FDS78463X4347,427$565,1370.13%
151ISHARES TR4642874405,967$564,8000.13%
152ISHARES TR46432F3885,209$564,1720.13%
153WELLS FARGO CO NEW9497461019,293$538,6360.12%
154SPDR SER TR78464A8548,749$538,3410.12%
155ISHARES TR4642871504,600$530,3850.12%
156ISHARES TR4642872917,028$525,7330.12%
157ISHARES TR4642887864,326$507,8670.11%
158HONEYWELL INTL INC4385161062,473$507,5550.11%
159ISHARES TR46432F8426,819$506,0740.11%
160SPDR SER TR78464A4096,801$497,5180.11%
161WISDOMTREE TRWT10,088$491,9930.11%
162FIDELITY COVINGTON TRUST31609A30516,412$484,9730.11%
163DIMENSIONAL ETF TRUST25434V5007,752$483,2740.11%
164BROADCOM INCAVGO363$481,4880.11%
165ISHARES TR4642876714,076$477,7280.11%
166INVESCO EXCHANGE TRADED FD TIVZ20,614$463,4090.10%
167BANK AMERICA CORP06050510412,065$457,4920.10%
168PEPSICO INCPEP2,610$456,8510.10%
169CENCORA INCCOR1,818$441,7720.10%
170AMGEN INCAMGN1,548$440,2420.10%
171CROWDSTRIKE HLDGS INCCRWD1,359$435,6820.10%
172SPDR SER TR78468R85310,088$434,1660.10%
173ISHARES TR4642881584,104$429,7930.10%
174INVESCO EXCHANGE TRADED FD TIVZ10,123$426,4620.09%
175SPDR SER TR78468R6224,476$426,1320.09%
176JOHNSON & JOHNSONJNJ2,694$426,0930.09%
177GENERAL MTRS CO37045V1009,277$420,7160.09%
178WISDOMTREE TRWT5,689$410,6810.09%
179TAL EDUCATION GROUPTAL36,000$408,6000.09%
180SPDR SER TR78468R7398,559$406,0600.09%
181ISHARES INC4642863922,788$403,9400.09%
182ISHARES TR4642876551,920$403,7520.09%
183QUALCOMM INCQCOM2,372$401,5950.09%
184ISHARES TR4642878873,054$399,2770.09%
185VANGUARD BD INDEX FDS9219378195,290$398,8300.09%
186ISHARES TR4642885703,922$395,3770.09%
187SCHWAB STRATEGIC TR8085242016,329$392,7710.09%
188ALTRIA GROUP INCMO8,917$388,9530.09%
189ISHARES TR46428822427,684$387,0290.09%
190VALERO ENERGY CORPVLO2,221$379,0680.08%
191INVESCO EXCH TRADED FD TR IIIVZ8,647$378,2270.08%
192PROCTER AND GAMBLE CO7427181092,298$372,8800.08%
193VANGUARD SCOTTSDALE FDS92206C8134,743$371,0560.08%
194ISHARES TR4642877883,835$366,8390.08%
195ISHARES TR4642876974,252$359,4150.08%
196ISHARES TR4642877705,410$358,6610.08%
197INTEL CORPINTC7,960$351,5770.08%
198VANGUARD INDEX FDS9229086371,445$346,4620.08%
199WISDOMTREE TRWT8,274$346,1820.08%
200COCA COLA COKO5,636$344,7880.08%
201ISHARES TR4642873417,972$342,4190.08%
202INVESCO EXCH TRADED FD TR IIIVZ10,654$341,4490.08%
203LOWES COS INC5486611071,319$335,9710.07%
204FORD MTR CO DEL34537086024,924$330,9890.07%
205VANGUARD WORLD FD92204A8011,597$326,5720.07%
206AMERICAN EXPRESS COAXP1,431$325,7710.07%
207WALMART INCWMT5,271$317,1830.07%
208ISHARES TR46435U7137,261$314,8250.07%
209DEERE & CODE745$306,0460.07%
210INVESCO EXCHANGE TRADED FD TIVZ6,951$305,5660.07%
211UNION PAC CORPUNP1,241$305,1280.07%
212PROGRESSIVE CORP7433151031,475$305,0600.07%
213BLACKSTONE INCBX2,317$304,3490.07%
214INVESCO EXCHANGE TRADED FD TIVZ8,596$302,4950.07%
215HOME DEPOT INCHD781$299,6890.07%
216GLOBAL X FDS37954Y87110,300$296,9490.07%
217DIMENSIONAL ETF TRUST25434V7247,221$295,3320.07%
218PFIZER INCPFE10,624$294,8230.07%
219ISHARES TR46435G1023,684$294,0730.07%
220INVESCO EXCH TRADED FD TR IIIVZ11,905$284,4210.06%
221ISHARES TR4642876301,783$283,1220.06%
222INVESCO DB COMMDY INDX TRCKIVZ12,291$282,3190.06%
223ALIBABA GROUP HLDG LTDBBAAY3,711$268,5280.06%
224ISHARES TR46434V2668,142$268,5160.06%
225SPDR SER TR78464A2013,039$265,0750.06%
226MARATHON OIL CORPMARA9,318$264,0600.06%
227CITIGROUP INCC-PR4,116$260,3010.06%
228ABBOTT LABSABLZF2,283$259,5390.06%
229VANGUARD WORLD FD92204A3061,964$258,6270.06%
230STARBUCKS CORPSBUX2,810$256,7670.06%
231SCHWAB STRATEGIC TR8085248625,321$256,5370.06%
232INVESCO EXCH TRADED FD TR IIIVZ5,404$250,7540.06%
233MARTIN MARIETTA MATLS INC573284106408$250,4880.06%
234ZYNEX INC98986M10320,000$247,4000.05%
235US BANCORP DELUSB-PS5,525$246,9810.05%
236ISHARES TR4642875561,791$245,7840.05%
237PALANTIR TECHNOLOGIES INCPLTR10,600$243,9060.05%
238INVESCO EXCH TRADED FD TR IIIVZ9,594$238,5990.05%
239GILEAD SCIENCES INCGILD3,199$234,3300.05%
240FIDELITY COMWLTH TR3159128083,638$234,2920.05%
241FIRST TR EXCHANGE TRADED FD33734X1432,130$233,3940.05%
242BRISTOL-MYERS SQUIBB COCELG-RI4,237$229,7730.05%
243ADOBE INCADBE441$222,5290.05%
244ISHARES TR4642898836,028$221,9890.05%
245ENERGY TRANSFER L PET-PI14,068$221,2920.05%
246MCKESSON CORPMCK408$218,9190.05%
247CONOCOPHILLIPSCOP1,698$216,0690.05%
248ISHARES TR4642882733,389$214,6310.05%
249WISDOMTREE TRWT3,013$213,0710.05%
250ISHARES TR4642886532,018$211,9880.05%
251INTERNATIONAL BUSINESS MACHSINTR1,110$211,9450.05%
252TRUIST FINL CORP89832Q1095,435$211,8620.05%
253VANGUARD INDEX FDS922908538895$211,0960.05%
254BLACKROCK INCBLK247$205,9520.05%
255VANGUARD INTL EQUITY INDEX F9220427181,732$202,4000.04%
256GLOBAL X FDS37954Y48311,253$201,5390.04%
257SOUTHERN COSOMN2,801$200,9650.04%
258COHEN & STEERS QUALITY INCOM19247L10616,093$194,4050.04%
259GLOBAL X FDS37950E33315,000$141,9000.03%
260AGNC INVT CORP00123Q10413,781$136,4350.03%
261HIMAX TECHNOLOGIES INCHIMX21,000$112,3500.02%
262IMMUTEP LTDPRRUF22,800$53,1240.01%
263TELEFONICA S ATELFY10,000$44,1000.01%
264NOKIA CORPNOKBF11,690$41,3830.01%
265CHARLES & COLVARD LTD15976510610,000$3,4100.00%