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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

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Holdings Found : 13     View All Holdings Currently Viewing:  Closed 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
   (TRGP)1 Year Chart         TRGP Targa Resources Corp. 104 Closed $113.20 $0 0 0% -418,000 -4,813 0    Gas Utilities
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 97 Closed $76.90 $0 0 0% -338,000 -4,367 0    Closed - End Fund - E...
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 103 Closed $164.20 $0 0 0% -487,000 -3,040 0    Wireless Communications
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 96 Closed $110.21 $0 0 0% -359,000 -3,256 0    Closed - End Fund - E...
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 102 Closed $63.64 $0 0 0% -216,000 -3,494 0    Closed - End Fund - E...
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 95 Closed $117.44 $0 0 0% -328,000 -3,154 0    Closed - End Fund - E...
   (TEAM)1 Year Chart         TEAM Atlassian Corporation Plc 101 Closed $179.75 $0 0 0% -490,000 -2,061 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc 107 Closed $28.01 $0 0 0% -208,000 -7,216 0    Drug Manufacturers - ...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 100 Closed $71.38 $0 0 0% -273,000 -3,706 0    Closed - End Fund - E...
   (BA)1 Year Chart         BA Boeing Co 106 Closed $178.51 $0 0 0% -793,000 -3,040 0    Aerospace/Defense - M...
   (VONV)1 Year Chart         VONV Vanguard Russell 1000 Value... 99 Closed $77.65 $0 0 0% -16,671,000 -229,813 0    N/A
   (GAL)1 Year Chart         GAL Spdr Ssga Global Allocation 105 Closed $43.21 $0 0 0% -221,000 -5,322 0    N/A
   (RJF)1 Year Chart         RJF Raymond James Financial Inc 98 Closed $125.70 $0 0 0% -225,000 -2,022 0    Investment Brokerage ...
      13 Records Found
  1    
Page 1 of 1
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