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| Happy Holidays!! thanks for using AUM13F!! |
| Eagle Wealth Strategies LLC
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| CRD # | 323814 |
| SEC # | 801-127242 |
| CIK # | 0002009882 |
| AUM | $557.6 M (2025-07-21) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 856-845-4005 |
| Address | 877 Kings Highway West Deptford, NJ 08096 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 4.1 | ||
| Lilly Eli & Co | 3.2 | ||
| Exxon Mobil Corp | 3.2 | ||
| Microsoft Corp | 3.2 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Apple Inc | 1.9 | ||
| Nvidia Corp | 1.8 | ||
| Gallagher Arthur J & Co | 1.8 | ||
| Fulton Financial Corp | 1.7 | ||
| Accenture PLC | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 498 | 159.8 |
| (b) Individuals (high net worth individuals) | 137 | 361.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 35.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,758 | 557.6 |
| By Discretionary | ||
| Discretionary | 1,551 | 472.4 |
| Non-Discretionary | 207 | 85.1 |
| Total | 1,758 | 557.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 557.6 | |
| Total | 1,758 | 557.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009882] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tradewinds LLC
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|
NC | 0.6 |
|
Sunpointe LLC
✚
|
MO | 0.6 |
|
EQ Wealth Advisors LLC
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TX | 0.6 |
|
Cerro Pacific Wealth Advisors LLC
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|
CA | 0.6 |
|
Betterwealth LLC
✚
|
CA | 0.6 |
|
Thor Investment Management Inc
✚
|
OH | 0.6 |
|
Grand Jean Capital Management Inc
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|
CA | 0.6 |
|
Redmond Asset Management LLC
✚
|
VA | 0.6 |
|
Clare Market Investments LLC
✚
|
TX | 0.6 |
|
SK Wealth Management LLC
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|
RI | 0.6 |