EAGLE WEALTH STRATEGIES LLC
RIA/Wealth
EAGLE WEALTH STRATEGIES LLC is a RIA/Wealth led by Christopher Thomas Tully, reporting $557.6M in AUM as of Q3 2025 with 69% ETF concentration, 73% concentrated in top 10 holdings, and 20% allocation to VOO.
PresidentChristopher Thomas Tully
- Portfolio Value
- $201.0M
- Positions
- 108
- Top Holding
- VOO at 19.98%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in EAGLE WEALTH STRATEGIES LLC's portfolio (72.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $40.2M | 19.98% | +$4.3K Bought | — 65.6K shares | |
ETF ETF | $27.3M | 13.60% | -$155.1K Sold | — 274.7K shares | |
ETF ETF | $22.0M | 10.96% | +$11.2M Bought | — 390.3K shares | |
ETF ETF | $17.9M | 8.88% | +$1.6M Bought | — 200.7K shares | |
ETF ETF | $15.3M | 7.59% | +$272.7K Bought | — 478.6K shares | |
ETF ETF | $9.4M | 4.69% | +$236.0K Bought | — 67.7K shares | |
Specialty Retail Consumer Cyclical | $4.2M | 2.08% | +$108.7K Bought | 0.00% 19.0K shares | |
ETF ETF | $3.4M | 1.71% | -$95.9K Sold | — 5.2K shares | |
Software - Infrastructure Technology | $3.4M | 1.71% | +$108.8K Bought | 0.00% 6.6K shares | |
Oil & Gas Integrated Energy | $3.3M | 1.64% | -$47.2K Sold | 0.00% 29.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in EAGLE WEALTH STRATEGIES LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+102.93% | |
+19.37% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-17.49% | |
-17.26% |
Analytics
Portfolio insights and performance metrics for EAGLE WEALTH STRATEGIES LLC
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