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  Name: EAGLE WEALTH STRATEGIES LLC
  City: WEST DEPTFORD
  State: NJ
  Zip: 08096
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $123,075,000
  Total Value Change : $-42,722,000
  Securities Held Change : -4
   
All Securities Held : 94
  New Positions : 9
  Closed Positions : 13
  Increased Positions : 27
  Unchanged Positions : 15
  Decreased Positions : 43

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NEE)1 Year Chart         NEE NextEra Energy 19 New $73.79 $724,000 11,426 0.59% 724,000 11,426 0.001    Electric Utilities
   (CCL)1 Year Chart         CCL Carnival Corp 33 New $14.43 $528,000 32,450 0.43% 528,000 32,450 0.005    Sporting and Park Ent...
   (PEP)1 Year Chart         PEP Pepsico Inc 38 New $179.79 $474,000 2,742 0.39% 474,000 2,742 0    Beverage Soft Drinks...
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 47 New $71.20 $423,000 6,070 0.34% 423,000 6,070 0    Food - Major Diversified
   (FB)1 Year Chart         FB Meta Platforms Inc 65 New $476.20 $319,000 650 0.26% 319,000 650 0    Internet Service Prov...
   (CEG)1 Year Chart         CEG Constellation Energy Corp 71 New $214.93 $300,000 1,613 0.24% 300,000 1,613 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 83 New $168.65 $219,000 1,408 0.18% 219,000 1,408 0    Search Engines & Info...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 85 New $61.89 $214,000 3,713 0.17% 214,000 3,713 0    Domestic Money Center...
   (CRNT)1 Year Chart         CRNT Ceragon Networks Ltd 93 New $2.83 $31,000 10,000 0.03% 31,000 10,000 0.012    Communication Equipment

      9 Records Found
  1    
Page 1 of 1
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