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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 Q2 2025 · Filed July 17, 2025 · Accession 0001951757-25-000881

Total Value
$178.8M
Positions
105
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (105)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836365,569$37.2M20.83%
2AMERICAN CENTY ETF TR025072877276,263$25.2M14.08%
3WISDOMTREE TRWT182,625$15.3M8.55%
4DIMENSIONAL ETF TRUST25434V740470,016$14.1M7.88%
5FRANKLIN TEMPLETON ETF TRFGDL192,333$10.4M5.84%
6SELECT SECTOR SPDR TR81369Y20965,968$8.9M4.97%
7AMAZON COM INCAMZN18,533$4.1M2.27%
8ISHARES TR46428841432,528$3.4M1.90%
9SPDR S&P 500 ETF TRSPY5,311$3.3M1.84%
10ELI LILLY & COLLY4,122$3.2M1.80%
11EXXON MOBIL CORPXOM29,722$3.2M1.79%
12MICROSOFT CORPMSFT6,433$3.2M1.79%
13JPMORGAN CHASE & CO.VYLD8,050$2.3M1.31%
14APPLE INCAAPL9,161$1.9M1.05%
15NVIDIA CORPORATIONNVDA11,425$1.8M1.01%
16GALLAGHER ARTHUR J & CO3635761095,500$1.8M0.98%
17FULTON FINL CORP PA36027110095,438$1.7M0.96%
18ACCENTURE PLC IRELANDACN5,443$1.6M0.91%
19CHEVRON CORP NEWCVX10,107$1.4M0.81%
20PEOPLES FINL SVCS CORP71104010528,655$1.4M0.79%
21VANGUARD INDEX FDS9229086294,043$1.1M0.63%
22ALPHABET INCGOOG4,955$879,0190.49%
23ORACLE CORPORCL-PD3,992$872,7510.49%
24BOSTON SCIENTIFIC CORPBSX7,870$845,3170.47%
25ADVANCED MICRO DEVICES INCAMD5,596$794,0720.44%
26NEXTERA ENERGY INCNEE-PW11,154$774,2840.43%
27BROADCOM INCAVGO2,768$763,1250.43%
28CARNIVAL CORPCUKPF25,967$730,1920.41%
29CAMECO CORPCCJ9,280$688,8540.39%
30PNC FINL SVCS GROUP INC6934751053,642$678,8880.38%
31AT&T INCT-PC22,843$661,0750.37%
32META PLATFORMS INCMETA873$644,2010.36%
33AIR PRODS & CHEMS INCAIIR2,216$625,0450.35%
34NORWOOD FINANCIAL CORPNWFL23,528$606,5520.34%
35VANGUARD ADMIRAL FDS INC9219328285,962$603,5800.34%
36ILLINOIS TOOL WKS INC4523081092,300$568,6750.32%
37ROCKWELL AUTOMATION INCROK1,707$567,0140.32%
38VERIZON COMMUNICATIONS INCVZ13,017$563,2610.32%
39VISA INCV1,554$551,7480.31%
40ARCH CAP GROUP LTDG0450A1056,000$546,3000.31%
41CONSTELLATION ENERGY CORPCEG1,625$524,4580.29%
42INTERNATIONAL BUSINESS MACHSINTR1,723$508,0530.28%
43NORTHROP GRUMMAN CORPNOC1,000$499,9800.28%
44CHENIERE ENERGY INCLNG2,027$493,4990.28%
45OCEANFIRST FINL CORP67523410826,581$468,0910.26%
46BLACKSTONE INCBX3,075$459,9590.26%
47MERCK & CO INCMRK5,798$458,9440.26%
48CATERPILLAR INCCAT1,167$453,0470.25%
49BANK AMERICA CORP0605051049,363$443,0750.25%
50SCHWAB CHARLES CORPSCHW-PJ4,705$429,2840.24%
51TAKE-TWO INTERACTIVE SOFTWARTTWO1,689$410,1740.23%
52AUTOZONE INCAZO110$408,3450.23%
53MARVELL TECHNOLOGY INCMRVL5,251$406,4270.23%
54DISNEY WALT CO2546871063,134$388,6360.22%
55MCDONALDS CORPMCD1,298$379,2600.21%
56PROCTER AND GAMBLE CO7427181092,363$376,5410.21%
57INTUITINTU460$362,3100.20%
58TESLA INCTSLA1,128$358,3200.20%
59COHERENT CORPCOHR3,898$347,7410.19%
60GLOBAL X FDS37954Y6737,858$342,4680.19%
61SPDR GOLD TRGLD1,123$342,3240.19%
62COCA COLA COKO4,706$332,9790.19%
63ADOBE INCADBE856$331,1690.19%
64CROWDSTRIKE HLDGS INCCRWD630$320,8650.18%
65PEPSICO INCPEP2,384$314,7620.18%
66WALMART INCWMT3,182$311,1300.17%
67UNITEDHEALTH GROUP INCUNH986$307,4840.17%
68HONEYWELL INTL INC4385161061,320$307,4020.17%
69ABBVIE INCABBV1,641$304,6790.17%
70T-MOBILE US INCTMUSZ1,257$299,4930.17%
71ROYAL CARIBBEAN GROUPV7780T103933$292,1170.16%
72SOUTHERN COSOMN3,156$289,7890.16%
73ALPHABET INCGOOG1,642$289,3700.16%
74WELLS FARGO CO NEW9497461013,599$288,3520.16%
75CSX CORPCSX8,701$283,9110.16%
76BECTON DICKINSON & COBDX1,645$283,3510.16%
77QUALCOMM INCQCOM1,749$278,6240.16%
78ARK ETF TR00214Q4011,875$276,7560.15%
79ARK ETF TR00214Q2033,026$269,7910.15%
80PUBLIC SVC ENTERPRISE GRP IN7445731063,196$269,0310.15%
81EXACT SCIENCES CORP30063P1055,000$265,7000.15%
82S&P GLOBAL INCSPGI499$263,1180.15%
83GE AEROSPACE369604301971$249,9480.14%
84JOHNSON & JOHNSONJNJ1,616$246,8630.14%
85CVS HEALTH CORPCVS3,573$246,4400.14%
86SPDR SERIES TRUST78464A8702,818$233,6950.13%
87ETF SER SOLUTIONS26922A2894,338$228,8490.13%
88RTX CORPORATIONRTX1,565$228,4530.13%
89PHILIP MORRIS INTL INC7181721091,239$225,6910.13%
90DEERE & CODE443$225,0770.13%
91PROSHARES TR74347R1072,297$224,4590.13%
92EXELON CORPEXC5,022$218,0700.12%
93DANAHER CORPORATION2358511021,099$217,0960.12%
94ARK ETF TR00214Q7084,214$211,6930.12%
95VERTEX PHARMACEUTICALS INCVRTX473$210,5800.12%
96F5 INCFFIV710$208,9670.12%
97MICRON TECHNOLOGY INCMU1,663$204,9650.11%
98COMCAST CORP NEWCCZ5,703$203,5320.11%
99BLACKROCK ENHANCED EQUITY DIBLK15,090$134,1500.08%
100FORD MTR CO34537086012,304$133,5020.07%
101GABELLI EQUITY TR INCGAB-PK18,624$108,3920.06%
102GABELLI UTIL TR36240A10118,138$105,2000.06%
103AKEBIA THERAPEUTICS INCAKBA10,000$36,4000.02%
104CERAGON NETWORKS LTDCRNT10,000$24,6000.01%
105INNOVIZ TECHNOLOGIES LTDINVZW10,797$17,7070.01%