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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 Q3 2025 · Filed November 7, 2025 · Accession 0001951757-25-001331

Total Value
$201.0M
Positions
108
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (108)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836365,576$40.2M19.98%
2AMERICAN CENTY ETF TR025072877274,705$27.3M13.60%
3FRANKLIN TEMPLETON ETF TRFGDL390,301$22.0M10.96%
4WISDOMTREE TRWT200,702$17.9M8.88%
5DIMENSIONAL ETF TRUST25434V740478,568$15.3M7.59%
6SELECT SECTOR SPDR TR81369Y20967,664$9.4M4.69%
7AMAZON COM INCAMZN19,028$4.2M2.08%
8SPDR S&P 500 ETF TRSPY5,167$3.4M1.71%
9MICROSOFT CORPMSFT6,643$3.4M1.71%
10EXXON MOBIL CORPXOM29,303$3.3M1.64%
11ELI LILLY & COLLY4,114$3.1M1.56%
12JPMORGAN CHASE & CO.VYLD8,239$2.6M1.29%
13APPLE INCAAPL9,073$2.3M1.15%
14NVIDIA CORPORATIONNVDA11,666$2.2M1.08%
15FULTON FINL CORP PA36027110095,515$1.8M0.89%
16GALLAGHER ARTHUR J & CO3635761095,503$1.7M0.85%
17CHEVRON CORP NEWCVX10,242$1.6M0.79%
18PEOPLES FINL SVCS CORP71104010528,655$1.4M0.69%
19ACCENTURE PLC IRELANDACN5,254$1.3M0.64%
20ALPHABET INCGOOG5,064$1.2M0.61%
21ORACLE CORPORCL-PD4,253$1.2M0.60%
22VANGUARD INDEX FDS9229086293,345$982,4270.49%
23BROADCOM INCAVGO2,770$914,0140.45%
24ADVANCED MICRO DEVICES INCAMD5,592$904,7300.45%
25NEXTERA ENERGY INCNEE-PW11,169$843,1740.42%
26BOSTON SCIENTIFIC CORPBSX7,945$775,6700.39%
27CAMECO CORPCCJ9,205$771,9310.38%
28CARNIVAL CORPCUKPF25,538$738,3040.37%
29PNC FINL SVCS GROUP INC6934751053,612$725,6710.36%
30VANGUARD ADMIRAL FDS INC9219328286,069$670,4940.33%
31AT&T INCT-PC23,067$651,4230.32%
32META PLATFORMS INCMETA884$649,0460.32%
33NORTHROP GRUMMAN CORPNOC1,001$609,9290.30%
34AIR PRODS & CHEMS INCAIIR2,217$604,6200.30%
35CONSTELLATION ENERGY CORPCEG1,829$601,8840.30%
36ILLINOIS TOOL WKS INC4523081092,302$600,2700.30%
37NORWOOD FINANCIAL CORPNWFL23,528$598,0820.30%
38ROCKWELL AUTOMATION INCROK1,707$596,6480.30%
39VERIZON COMMUNICATIONS INCVZ13,277$583,5070.29%
40VISA INCV1,699$580,0050.29%
41CATERPILLAR INCCAT1,170$558,4040.28%
42ARCH CAP GROUP LTDG0450A1056,003$544,6520.27%
43BLACKSTONE INCBX3,082$526,5600.26%
44MERCK & CO INCMRK5,946$499,0720.25%
45INTERNATIONAL BUSINESS MACHSINTR1,741$491,2250.24%
46TESLA INCTSLA1,104$490,9710.24%
47BANK AMERICA CORP0605051049,422$486,0650.24%
48CHENIERE ENERGY INCLNG2,029$476,7520.24%
49AUTOZONE INCAZO110$471,9260.23%
50OCEANFIRST FINL CORP67523410826,581$467,0280.23%
51MARVELL TECHNOLOGY INCMRVL5,279$443,8060.22%
52SCHWAB CHARLES CORPSCHW-PJ4,512$430,7610.21%
53TAKE-TWO INTERACTIVE SOFTWARTTWO1,653$427,0690.21%
54COHERENT CORPCOHR3,898$419,8930.21%
55SPDR GOLD TRGLD1,123$399,1930.20%
56MCDONALDS CORPMCD1,306$396,9050.20%
57PROCTER AND GAMBLE CO7427181092,538$389,8980.19%
58ALPHABET INCGOOG1,602$389,4890.19%
59DISNEY WALT CO2546871063,373$386,2230.19%
60GLOBAL X FDS37954Y6737,692$366,3480.18%
61COCA COLA COKO5,219$346,1120.17%
62PEPSICO INCPEP2,373$333,2720.17%
63WALMART INCWMT3,228$332,6270.17%
64UNITEDHEALTH GROUP INCUNH958$330,6660.16%
65JOHNSON & JOHNSONJNJ1,768$327,7840.16%
66ARK ETF TR00214Q4011,875$327,3570.16%
67CSX CORPCSX9,095$322,9810.16%
68BECTON DICKINSON & COBDX1,694$317,0660.16%
69ABBVIE INCABBV1,354$313,4850.16%
70ARK ETF TR00214Q2032,751$306,8550.15%
71ADOBE INCADBE861$303,7180.15%
72INTUITINTU442$301,8460.15%
73T-MOBILE US INCTMUSZ1,255$300,4220.15%
74SOUTHERN COSOMN3,168$300,2040.15%
75WELLS FARGO CO NEW9497461013,563$298,6510.15%
76GE AEROSPACE369604301985$296,3340.15%
77QUALCOMM INCQCOM1,761$293,0420.15%
78PUBLIC SVC ENTERPRISE GRP IN7445731063,445$287,5070.14%
79SPDR SERIES TRUST78464A8702,834$283,9220.14%
80HONEYWELL INTL INC4385161061,338$281,6490.14%
81MICRON TECHNOLOGY INCMU1,676$280,4280.14%
82EXACT SCIENCES CORP30063P1055,000$273,5500.14%
83S&P GLOBAL INCSPGI561$273,0440.14%
84CVS HEALTH CORPCVS3,598$271,2310.13%
85ROYAL CARIBBEAN GROUPV7780T103835$270,3490.13%
86EXELON CORPEXC5,995$269,8440.13%
87ETF SER SOLUTIONS26922A2894,343$267,8590.13%
88CROWDSTRIKE HLDGS INCCRWD542$265,7860.13%
89PROSHARES TR74347R1072,297$257,5580.13%
90RTX CORPORATIONRTX1,536$256,9710.13%
91ARK ETF TR00214Q7084,214$239,3340.12%
92F5 INCFFIV710$229,4650.11%
93HCA HEALTHCARE INCHCA521$222,0500.11%
94SPX TECHNOLOGIES INCSPXC1,173$219,0930.11%
95DANAHER CORPORATION2358511021,103$218,6810.11%
96GE VERNOVA INCGEV350$215,1730.11%
97DEERE & CODE458$209,4200.10%
98TE CONNECTIVITY PLCTEL932$204,6020.10%
99APPLIED MATLS INC038222105995$203,7980.10%
100PHILIP MORRIS INTL INC7181721091,254$203,4670.10%
101FORD MTR CO34537086012,355$147,7630.07%
102BLACKROCK ENHANCED EQUITY DIBLK15,090$137,4700.07%
103GABELLI EQUITY TR INCGAB-PK18,624$113,4200.06%
104GABELLI UTIL TR36240A10118,138$110,0980.05%
105CASSAVA SCIENCES INC14817C10710,000$29,1000.01%
106AKEBIA THERAPEUTICS INCAKBA10,000$27,3000.01%
107CERAGON NETWORKS LTDCRNT10,000$23,3000.01%
108INNOVIZ TECHNOLOGIES LTDINVZW10,797$22,0260.01%