Eagle Wealth Advisors Llc Portfolio Stock Holdings
Eagle Wealth Advisors Llc disclosed 98 stock positions valued at approximately $108.4 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 98
- Portfolio Value
- $108.4M
Holdings by Sector
Eagle Wealth Advisors Llc Portfolio Holdings in Q1 2026
98 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 10.36% | 64,377 | -5,680 | -8.11% | $11,227,993 |
| APPLE INC | AAPL | Technology | 8.46% | 36,120 | -4,631 | -11.36% | $9,166,895 |
| MICROSOFT CORP | MSFT | Technology | 6.28% | 18,390 | -2,200 | -10.68% | $6,807,426 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.40% | 22,879 | -1,782 | -7.23% | $4,765,009 |
| ISHARES TR | STIP | Other | 3.83% | 40,167 | +14,198 | +54.67% | $4,154,473 |
| ALPHABET INC | GOOGL | Communication Services | 3.56% | 13,409 | -1,381 | -9.34% | $3,855,892 |
| BROADCOM INC | AVGO | Technology | 3.46% | 12,116 | -2,029 | -14.34% | $3,750,023 |
| ALPHABET INC | GOOG | Communication Services | 2.99% | 11,290 | -716 | -5.96% | $3,238,649 |
| VANGUARD WORLD FD | MGK | Other | 2.99% | 8,809 | +441 | +5.27% | $3,236,702 |
| META PLATFORMS INC | META | Communication Services | 2.94% | 5,571 | -158 | -2.76% | $3,187,336 |
| SPDR SERIES TRUST | SPSB | Other | 2.76% | 99,455 | -35,786 | -26.46% | $2,990,612 |
| TESLA INC | TSLA | Consumer Cyclical | 2.74% | 7,996 | -495 | -5.83% | $2,972,513 |
| ISHARES TR | IGIB | Other | 2.70% | 55,045 | +22,355 | +68.38% | $2,929,495 |
| NETFLIX INC | NFLX | Communication Services | 1.45% | 16,357 | +2,069 | +14.48% | $1,572,726 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 1.43% | 1,556 | +241 | +18.33% | $1,550,445 |
| WALMART INC | WMT | Consumer Defensive | 1.30% | 11,310 | +7,229 | +177.14% | $1,408,251 |
| ELI LILLY & CO | LLY | Healthcare | 1.23% | 1,448 | -808 | -35.82% | $1,331,827 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.22% | 6,510 | +934 | +16.75% | $1,324,329 |
| 5RTX CORPORATION | RTX | Industrials | 1.15% | 6,475 | +69 | +1.08% | $1,249,028 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.13% | 8,387 | +1,826 | +27.83% | $1,226,850 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.11% | 9,035 | +99 | +1.11% | $1,200,752 |
| VANGUARD INDEX FDS | VOO | Other | 1.01% | 1,823 | +6 | +0.33% | $1,089,334 |
| VISA INC | V | Financial Services | 0.94% | 3,369 | -2,050 | -37.83% | $1,018,247 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.93% | 2,989 | +2,205 | +281.25% | $1,010,252 |
| LAM RESEARCH CORP | LRCX | Other | 0.93% | 4,716 | +1,056 | +28.85% | $1,008,767 |
| CISCO SYS INC | CSCO | Technology | 0.91% | 12,645 | +7,476 | +144.63% | $981,126 |
| VANGUARD WORLD FD | VIS | Other | 0.83% | 2,882 | - | - | $899,818 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.82% | 30,515 | -2,493 | -7.55% | $888,902 |
| SPDR S&P 500 ETF TR | SPY | Other | 0.80% | 1,330 | +6 | +0.45% | $864,952 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.78% | 1,687 | -877 | -34.20% | $842,926 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 0.75% | 3,753 | - | - | $810,573 |
| SPDR DOW JONES INDL AVERAGE | DIA | Other | 0.75% | 1,742 | - | - | $808,608 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 0.68% | 2,503 | +48 | +1.96% | $736,282 |
| LINDE PLC | LIN | Other | 0.67% | 1,465 | +242 | +19.79% | $726,288 |
| APPLIED MATLS INC | AMAT | Technology | 0.67% | 2,114 | +2,114 | +100.00% | $722,544 |
| KLA CORP | KLAC | Technology | 0.63% | 467 | +68 | +17.04% | $687,615 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.57% | 1,299 | +28 | +2.20% | $622,481 |
| GE AEROSPACE | GE | Industrials | 0.55% | 2,088 | -1,104 | -34.59% | $592,512 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.53% | 1,237 | +168 | +15.72% | $570,245 |
| VANGUARD INDEX FDS | VTI | Other | 0.49% | 1,650 | - | - | $529,337 |
| INTEL CORP | INTC | Technology | 0.49% | 11,989 | +11,989 | +100.00% | $529,075 |
| VANGUARD WORLD FD | MGV | Other | 0.49% | 3,641 | - | - | $527,763 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.47% | 10,331 | - | - | $510,041 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.47% | 3,496 | +48 | +1.39% | $504,962 |
| GE VERNOVA INC | GEV | Utilities | 0.46% | 572 | -269 | -31.99% | $499,585 |
| AMGEN INC | AMGN | Healthcare | 0.45% | 1,393 | +1,393 | +100.00% | $490,127 |
| T-MOBILE US INC | TMUS | Communication Services | 0.45% | 2,310 | +1,204 | +108.86% | $485,169 |
| CATERPILLAR INC | CAT | Industrials | 0.44% | 666 | +9 | +1.37% | $471,834 |
| PEPSICO INC | PEP | Consumer Defensive | 0.43% | 3,004 | +3,004 | +100.00% | $466,491 |
| ORACLE CORP | ORCL | Technology | 0.42% | 3,111 | +104 | +3.46% | $457,659 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.42% | 1,464 | -39 | -2.59% | $454,997 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.42% | 532 | +6 | +1.14% | $450,067 |
| EXXON MOBIL CORP | XOM | Energy | 0.41% | 2,625 | +13 | +0.50% | $445,358 |
| INTUIT | INTU | Technology | 0.41% | 1,030 | +119 | +13.06% | $445,351 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.41% | 1,348 | +3 | +0.22% | $443,344 |
| SALESFORCE INC | CRM | Technology | 0.39% | 2,279 | -1,124 | -33.03% | $425,421 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.38% | 2,982 | +2,982 | +100.00% | $415,601 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.38% | 1,670 | +35 | +2.14% | $408,215 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.37% | 3,541 | +598 | +20.32% | $396,982 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.36% | 2,425 | +464 | +23.66% | $388,776 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.36% | 2,400 | - | - | $388,152 |
| ISHARES TR | IYW | Other | 0.36% | 2,136 | - | - | $387,513 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.36% | 92 | +14 | +17.95% | $387,349 |
| TEXAS INSTRS INC | TXN | Technology | 0.36% | 1,988 | +1,988 | +100.00% | $385,950 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.33% | 812 | +96 | +13.41% | $362,590 |
| ISHARES TR | IVV | Other | 0.32% | 534 | +90 | +20.27% | $348,814 |
| ANALOG DEVICES INC | ADI | Technology | 0.31% | 1,067 | +1,067 | +100.00% | $339,455 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.31% | 1,220 | +136 | +12.55% | $339,001 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.30% | 657 | -401 | -37.90% | $323,257 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.30% | 5,692 | - | - | $320,517 |
| APPLOVIN CORP | APP | Technology | 0.29% | 778 | +402 | +106.91% | $309,644 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.28% | 1,252 | +35 | +2.88% | $303,472 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.28% | 770 | +123 | +19.01% | $300,616 |
| QUALCOMM INC | QCOM | Technology | 0.27% | 2,292 | +2,292 | +100.00% | $295,164 |
| VANGUARD WORLD FD | VFH | Other | 0.27% | 2,430 | - | - | $293,568 |
| ARISTA NETWORKS INC | ANET | Other | 0.27% | 2,356 | -1,076 | -31.35% | $289,270 |
| HONEYWELL INTL INC | HON | Industrials | 0.26% | 1,248 | +1,248 | +100.00% | $282,085 |
| ADOBE INC | ADBE | Technology | 0.24% | 1,089 | +199 | +22.36% | $264,714 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.24% | 972 | -657 | -40.33% | $263,013 |
| VANGUARD INDEX FDS | VUG | Other | 0.24% | 595 | - | - | $259,890 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.24% | 916 | +177 | +23.95% | $255,793 |
| CHEVRON CORP NEW | CVX | Energy | 0.24% | 1,231 | -138 | -10.08% | $254,694 |
| ABBVIE INC | ABBV | Healthcare | 0.23% | 1,163 | +12 | +1.04% | $252,941 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.23% | 3,463 | -2,460 | -41.53% | $249,094 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.23% | 585 | -355 | -37.77% | $248,824 |
| FIDELITY COVINGTON TRUST | FDHY | Other | 0.22% | 4,943 | - | - | $241,263 |
| DISNEY WALT CO | DIS | Communication Services | 0.22% | 2,475 | -366 | -12.88% | $238,541 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.22% | 723 | +723 | +100.00% | $236,472 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.22% | 2,549 | +353 | +16.07% | $235,298 |
| BANK AMERICA CORP | BAC | Financial Services | 0.22% | 4,796 | +138 | +2.96% | $233,805 |
| SHOPIFY INC | SHOP | Technology | 0.21% | 1,918 | +1,918 | +100.00% | $227,513 |
| BLACKROCK INC | BLK | Other | 0.21% | 234 | -158 | -40.31% | $225,040 |
| WELLS FARGO CO NEW | WFC | Financial Services | 0.20% | 2,744 | +6 | +0.22% | $218,450 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.20% | 860 | +860 | +100.00% | $215,499 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.19% | 272 | +272 | +100.00% | $210,158 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 0.19% | 2,685 | - | - | $206,960 |
| MORGAN STANLEY | MS | Financial Services | 0.19% | 1,230 | +29 | +2.41% | $202,421 |
| MERCK & CO INC | MRK | Healthcare | 0.19% | 1,666 | +1,666 | +100.00% | $201,819 |