EAGLE WEALTH STRATEGIES LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for EAGLE WEALTH STRATEGIES LLC with $201.0M in long positions as of Q3 2025, 69% allocated to ETF, and 73% concentrated in top 10 positions.
- Portfolio Value
- $201.0M
- Top 10 Concentration
- 73%
- Top Sector
- ETF (69%)
- US Exposure
- 99%
- Market Cap Focus
- N/A
- Countries
- 6
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
48 industries across all sectors
Filter by Sector
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Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 5.5 quarters
- Avg. Top 20
- 6.3 quarters
- Avg. All Positions
- 5.5 quarters
- Median Holding Period
- 7 quarters
- Persistence Rate
- 80.56%
- Persistent Holdings Weight
- 70.48%
- Persistent Positions
- 87
- Longest Held
Oracle CorpORCL - 7 quarters
Position Sizing & Influence
No data available
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 5.0%
- Value Traded
- $9.99M
- Positions Added
- 3
- Positions Exited
- 3
Historical (Since Q4 2023)
- Avg. Turnover Ratio
- 12.9%
- Avg. Positions Added
- 18
- Avg. Positions Exited
- 7
- Highest Turnover
- 50.0%Q4 2023
- Lowest Turnover
- 2.5%Q2 2024