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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 WEALTH STRATEGIES LLC

Quarter ended Q1 2025 · Filed April 14, 2025 · Accession 0001951757-25-000342

Total Value
$162.9M
Positions
97
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (97)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836365,328$33.6M20.61%
2AMERICAN CENTY ETF TR025072877271,634$23.7M14.53%
3WISDOMTREE TRWT177,336$14.2M8.69%
4DIMENSIONAL ETF TRUST25434V740471,548$12.8M7.83%
5FRANKLIN TEMPLETON ETF TRFGDL196,559$10.4M6.40%
6SELECT SECTOR SPDR TR81369Y20965,166$9.5M5.84%
7EXXON MOBIL CORPXOM29,720$3.5M2.17%
8AMAZON COM INCAMZN18,478$3.5M2.16%
9ELI LILLY & COLLY4,149$3.4M2.10%
10SPDR S&P 500 ETF TRSPY5,309$3.0M1.82%
11MICROSOFT CORPMSFT6,672$2.5M1.54%
12JPMORGAN CHASE & CO.VYLD9,180$2.3M1.38%
13APPLE INCAAPL9,203$2.0M1.25%
14GALLAGHER ARTHUR J & CO3635761095,519$1.9M1.17%
15FULTON FINL CORP PA36027110095,241$1.7M1.06%
16ACCENTURE PLC IRELANDACN5,436$1.7M1.04%
17CHEVRON CORP NEWCVX10,113$1.7M1.04%
18PEOPLES FINL SVCS CORP71104010528,655$1.3M0.78%
19NVIDIA CORPORATIONNVDA9,670$1.0M0.64%
20NEXTERA ENERGY INCNEE-PW11,005$780,1380.48%
21BOSTON SCIENTIFIC CORPBSX7,713$778,0870.48%
22ALPHABET INCGOOG4,854$758,3860.47%
23UNITEDHEALTH GROUP INCUNH1,317$690,0250.42%
24VERIZON COMMUNICATIONS INCVZ14,566$660,6940.41%
25ADVANCED MICRO DEVICES INCAMD6,416$659,1800.40%
26AIR PRODS & CHEMS INCAIIR2,217$653,8380.40%
27AT&T INCT-PC22,852$646,2550.40%
28PNC FINL SVCS GROUP INC6934751053,624$636,9900.39%
29VANGUARD INDEX FDS9229086292,424$626,9410.38%
30META PLATFORMS INCMETA1,007$580,2710.36%
31ARCH CAP GROUP LTDG0450A1056,000$577,0800.35%
32VANGUARD ADMIRAL FDS INC9219328285,962$575,4370.35%
33ILLINOIS TOOL WKS INC4523081092,300$570,4230.35%
34NORWOOD FINANCIAL CORPNWFL23,528$568,6720.35%
35ORACLE CORPORCL-PD3,992$558,1090.34%
36VISA INCV1,558$546,0170.34%
37NORTHROP GRUMMAN CORPNOC1,000$512,0100.31%
38OCEANFIRST FINL CORP67523410830,052$511,1870.31%
39MERCK & CO INCMRK5,677$509,5890.31%
40CARNIVAL CORPCUKPF25,598$499,9290.31%
41CHENIERE ENERGY INCLNG2,024$468,3920.29%
42PEPSICO INCPEP3,075$461,0010.28%
43ROCKWELL AUTOMATION INCROK1,707$441,0550.27%
44CAMECO CORPCCJ10,680$439,5890.27%
45BROADCOM INCAVGO2,585$432,8480.27%
46BLACKSTONE INCBX3,075$429,8240.26%
47INTERNATIONAL BUSINESS MACHSINTR1,716$426,5820.26%
48AUTOZONE INCAZO110$419,4060.26%
49MCDONALDS CORPMCD1,298$405,4820.25%
50PROCTER AND GAMBLE CO7427181092,325$396,2890.24%
51CATERPILLAR INCCAT1,167$384,7800.24%
52TEVA PHARMACEUTICAL INDS LTD88162420924,918$382,9900.24%
53BANK AMERICA CORP0605051049,073$378,5990.23%
54BECTON DICKINSON & COBDX1,616$370,1610.23%
55ABBVIE INCABBV1,758$368,3050.23%
56SCHWAB CHARLES CORPSCHW-PJ4,623$361,8880.22%
57TAKE-TWO INTERACTIVE SOFTWARTTWO1,739$360,4080.22%
58ADOBE INCADBE892$342,1090.21%
59T-MOBILE US INCTMUSZ1,273$339,5220.21%
60COCA COLA COKO4,703$336,8370.21%
61MARVELL TECHNOLOGY INCMRVL5,332$328,2910.20%
62CONSTELLATION ENERGY CORPCEG1,616$325,7890.20%
63SPDR GOLD TRGLD1,123$323,5810.20%
64DISNEY WALT CO2546871063,135$309,4150.19%
65GLOBAL X FDS37954Y6737,812$294,7610.18%
66HONEYWELL INTL INC4385161061,380$292,2150.18%
67SOUTHERN COSOMN3,156$290,1670.18%
68INTUITINTU462$283,6630.17%
69WALMART INCWMT3,136$275,2860.17%
70QUALCOMM INCQCOM1,789$274,7940.17%
71JOHNSON & JOHNSONJNJ1,611$267,2250.16%
72VERTEX PHARMACEUTICALS INCVRTX544$263,7420.16%
73CSX CORPCSX8,906$262,1120.16%
74PUBLIC SVC ENTERPRISE GRP IN7445731063,161$260,1330.16%
75WELLS FARGO CO NEW9497461013,619$259,8080.16%
76S&P GLOBAL INCSPGI500$254,0500.16%
77COHERENT CORPCOHR3,898$253,1360.16%
78ALPHABET INCGOOG1,602$247,7330.15%
79CVS HEALTH CORPCVS3,556$240,9320.15%
80BRISTOL-MYERS SQUIBB COCELG-RI3,912$238,5930.15%
81EXELON CORPEXC4,966$228,8550.14%
82SPDR SER TR78464A8702,781$225,5210.14%
83EXACT SCIENCES CORP30063P1055,000$216,4500.13%
84DANAHER CORPORATION2358511021,043$213,8150.13%
85CROWDSTRIKE HLDGS INCCRWD605$213,3110.13%
86PHILIP MORRIS INTL INC7181721091,339$212,5200.13%
87LENNAR CORPLEN-B1,850$212,3600.13%
88COMCAST CORP NEWCCZ5,705$210,5260.13%
89DEERE & CODE442$207,5770.13%
90RTX CORPORATIONRTX1,541$204,1140.13%
91PRUDENTIAL FINL INCPUKPF1,818$203,0800.12%
92BLACKROCK ENHANCED EQUITY DIBLK15,090$129,7740.08%
93FORD MTR CO34537086012,287$123,2400.08%
94GABELLI EQUITY TR INCGAB-PK18,624$102,6180.06%
95GABELLI UTIL TR36240A10118,138$96,8570.06%
96CERAGON NETWORKS LTDCRNT10,000$23,5000.01%
97AKEBIA THERAPEUTICS INCAKBA10,000$19,2000.01%