Eagle Wealth Advisors LLC Top Holdings and 13F Report (2026) About Eagle Wealth Advisors LLCInvestment ActivityEagle Wealth Advisors LLC has $108.37 million in total holdings as of March 31, 2026.Eagle Wealth Advisors LLC owns shares of 98 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 11.62% of the portfolio was purchased this quarter.About 10.97% of the portfolio was sold this quarter.This quarter, Eagle Wealth Advisors LLC has purchased 91 new stocks and bought additional shares in 45 stocks.Eagle Wealth Advisors LLC sold shares of 26 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $11,227,993Apple $9,166,895Microsoft $6,807,426Amazon.com $4,765,009iShares 0-5 Year TIPS Bond ETF $4,154,473 Largest New Holdings this Quarter 038222105 - Applied Materials $722,544 Holding458140100 - Intel $529,075 Holding031162100 - Amgen $490,127 Holding713448108 - PepsiCo $466,491 Holding375558103 - Gilead Sciences $415,601 Holding Largest Purchases this Quarter iShares 0-5 Year TIPS Bond ETF 14,198 shares (about $1.47M)iShares 5-10 Year Investment Grade Corporate Bond ETF 22,355 shares (about $1.19M)WALMART INC 7,229 shares (about $900.11K)Micron Technology 2,205 shares (about $745.27K)Applied Materials 2,114 shares (about $722.54K) Largest Sales this Quarter Apple 4,631 shares (about $1.18M)SPDR Portfolio Short Term Corporate Bond ETF 35,786 shares (about $1.08M)NVIDIA 5,680 shares (about $990.65K)Microsoft 2,200 shares (about $814.37K)Eli Lilly and Company 808 shares (about $743.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEagle Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$11,227,993$990,649 â–¼-8.1%64,37710.4%Computer and TechnologyAAPLApple$9,166,895$1,175,302 â–¼-11.4%36,1208.5%Computer and TechnologyMSFTMicrosoft$6,807,426$814,374 â–¼-10.7%18,3906.3%Computer and TechnologyAMZNAmazon.com$4,765,009$371,137 â–¼-7.2%22,8794.4%Retail/WholesaleSTIPiShares 0-5 Year TIPS Bond ETF$4,154,473$1,468,499 â–²54.7%40,1673.8%ETFGOOGLAlphabet$3,855,892$397,120 â–¼-9.3%13,4093.6%Computer and TechnologyAVGOBroadcom$3,750,023$627,996 â–¼-14.3%12,1163.5%Computer and TechnologyGOOGAlphabet$3,238,649$205,392 â–¼-6.0%11,2903.0%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$3,236,702$162,037 â–²5.3%8,8093.0%ETFMETAMeta Platforms$3,187,336$90,397 â–¼-2.8%5,5712.9%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$2,990,612$1,076,085 â–¼-26.5%99,4552.8%ETFTSLATesla$2,972,513$184,016 â–¼-5.8%7,9962.7%Auto/Tires/TrucksIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,929,495$1,189,733 â–²68.4%55,0452.7%ManufacturingNFLXNetflix$1,572,726$198,934 â–²14.5%16,3571.5%Consumer DiscretionaryCOSTCostco Wholesale$1,550,445$240,140 â–²18.3%1,5561.4%Retail/WholesaleWALMART INC$1,408,251$900,110 â–²177.1%11,3101.3%COMLLYEli Lilly and Company$1,331,827$743,174 â–¼-35.8%1,4481.2%MedicalAMDAdvanced Micro Devices$1,324,329$190,004 â–²16.8%6,5101.2%Computer and TechnologyRTXRTX$1,249,028$13,310 â–²1.1%6,4751.2%AerospacePALANTIR TECHNOLOGIES INC$1,226,850$267,107 â–²27.8%8,3871.1%CL AXLKTechnology Select Sector SPDR Fund$1,200,752$13,157 â–²1.1%9,0351.1%ETFVOOVanguard S&P 500 ETF$1,089,334$3,585 â–²0.3%1,8231.0%ETFVVisa$1,018,247$619,592 â–¼-37.8%3,3690.9%Business ServicesMUMicron Technology$1,010,252$745,268 â–²281.3%2,9890.9%Computer and TechnologyLAM RESEARCH CORP$1,008,767$225,882 â–²28.9%4,7160.9%COM NEWCSCOCisco Systems$981,126$580,063 â–²144.6%12,6450.9%Computer and TechnologyVISVanguard Industrials ETF$899,8180.0%2,8820.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$888,902$72,621 â–¼-7.6%30,5150.8%ETFSPYSPDR S&P 500 ETF Trust$864,952$3,902 â–²0.5%1,3300.8%FinanceMAMastercard$842,926$438,202 â–¼-34.2%1,6870.8%Business ServicesQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$810,5730.0%3,7530.7%ManufacturingDIASPDR Dow Jones Industrial Average ETF Trust$808,6080.0%1,7420.7%FinanceJPMJPMorgan Chase & Co.$736,282$14,120 â–²2.0%2,5030.7%FinanceLINDE PLC$726,288$119,974 â–²19.8%1,4650.7%SHSAMATApplied Materials$722,544$722,544 â–²New Holding2,1140.7%Computer and TechnologyKLACKLA$687,615$100,124 â–²17.0%4670.6%Computer and TechnologyBRK.BBerkshire Hathaway$622,481$13,418 â–²2.2%1,2990.6%FinanceGEGE Aerospace$592,512$313,282 â–¼-34.6%2,0880.5%AerospaceISRGIntuitive Surgical$570,245$77,446 â–²15.7%1,2370.5%MedicalVTIVanguard Total Stock Market ETF$529,3370.0%1,6500.5%ETFINTCIntel$529,075$529,075 â–²New Holding11,9890.5%Computer and TechnologyMGVVanguard Mega Cap Value ETF$527,7630.0%3,6410.5%ETFXLFFinancial Select Sector SPDR Fund$510,0410.0%10,3310.5%ETFPGProcter & Gamble$504,962$6,933 â–²1.4%3,4960.5%Consumer StaplesGE VERNOVA INC$499,585$234,945 â–¼-32.0%5720.5%COMAMGNAmgen$490,127$490,127 â–²New Holding1,3930.5%MedicalTMUST-Mobile US$485,169$252,876 â–²108.9%2,3100.4%Computer and TechnologyCATCaterpillar$471,834$6,376 â–²1.4%6660.4%IndustrialsPEPPepsiCo$466,491$466,491 â–²New Holding3,0040.4%Consumer StaplesORCLOracle$457,659$15,299 â–²3.5%3,1110.4%Computer and TechnologyMCDMcDonald's$454,997$12,121 â–¼-2.6%1,4640.4%Retail/WholesaleGSThe Goldman Sachs Group$450,067$5,076 â–²1.1%5320.4%FinanceXOMExxonMobil$445,358$2,206 â–²0.5%2,6250.4%EnergyINTUIntuit$445,351$51,453 â–²13.1%1,0300.4%Computer and TechnologyHDHome Depot$443,344$987 â–²0.2%1,3480.4%Retail/WholesaleCRMSalesforce$425,421$209,817 â–¼-33.0%2,2790.4%Computer and TechnologyGILDGilead Sciences$415,601$415,601 â–²New Holding2,9820.4%MedicalJNJJohnson & Johnson$408,215$8,555 â–²2.1%1,6700.4%MedicalSPMOInvesco S&P 500 Momentum ETF$396,982$67,042 â–²20.3%3,5410.4%ETFPANWPalo Alto Networks$388,776$74,388 â–²23.7%2,4250.4%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$388,1520.0%2,4000.4%ETFIYWiShares U.S. Technology ETF$387,5130.0%2,1360.4%ManufacturingBKNGBooking$387,349$58,944 â–²17.9%920.4%Retail/WholesaleTXNTexas Instruments$385,950$385,950 â–²New Holding1,9880.4%Computer and TechnologyVRTXVertex Pharmaceuticals$362,590$42,868 â–²13.4%8120.3%MedicalIVViShares Core S&P 500 ETF$348,814$58,789 â–²20.3%5340.3%ETFADIAnalog Devices$339,455$339,455 â–²New Holding1,0670.3%Computer and TechnologyCDNSCadence Design Systems$339,001$37,790 â–²12.5%1,2200.3%Computer and TechnologyTMOThermo Fisher Scientific$323,257$197,300 â–¼-37.9%6570.3%MedicalCARRCarrier Global$320,5170.0%5,6920.3%ConstructionAPPLOVIN CORP$309,644$159,996 â–²106.9%7780.3%COM CL AIBMInternational Business Machines$303,472$8,484 â–²2.9%1,2520.3%Computer and TechnologyCRWDCrowdStrike$300,616$48,020 â–²19.0%7700.3%Computer and TechnologyQCOMQualcomm$295,164$295,164 â–²New Holding2,2920.3%Computer and TechnologyVFHVanguard Financials ETF$293,5680.0%2,4300.3%ETFARISTA NETWORKS INC$289,270$132,111 â–¼-31.4%2,3560.3%COM SHSHONHoneywell International$282,085$282,085 â–²New Holding1,2480.3%Multi-Sector ConglomeratesADBEAdobe$264,714$48,373 â–²22.4%1,0890.2%Computer and TechnologyUNHUnitedHealth Group$263,013$177,777 â–¼-40.3%9720.2%MedicalVUGVanguard Growth ETF$259,8900.0%5950.2%ETFCEGConstellation Energy$255,793$49,427 â–²24.0%9160.2%EnergyCVXChevron$254,694$28,552 â–¼-10.1%1,2310.2%EnergyABBVAbbVie$252,941$2,610 â–²1.0%1,1630.2%MedicalUBERUber Technologies$249,094$176,948 â–¼-41.5%3,4630.2%Computer and TechnologySPGIS&P Global$248,824$150,996 â–¼-37.8%5850.2%FinanceFDHYFidelity High Yield Factor ETF$241,2630.0%4,9430.2%ETFDISWalt Disney$238,541$35,275 â–¼-12.9%2,4750.2%Consumer DiscretionaryMARMarriott International$236,472$236,472 â–²New Holding7230.2%Consumer DiscretionaryORLYO'Reilly Automotive$235,298$32,585 â–²16.1%2,5490.2%Retail/WholesaleBACBank of America$233,805$6,728 â–²3.0%4,7960.2%FinanceSHOPIFY INC$227,513$227,513 â–²New Holding1,9180.2%CL A SUB VTG SHSBLACKROCK INC$225,040$151,950 â–¼-40.3%2340.2%COMWFCWells Fargo & Company$218,450$478 â–²0.2%2,7440.2%FinanceVRTVertiv$215,499$215,499 â–²New Holding8600.2%Computer and TechnologyREGNRegeneron Pharmaceuticals$210,158$210,158 â–²New Holding2720.2%MedicalOTISOtis Worldwide$206,9600.0%2,6850.2%IndustrialsMSMorgan Stanley$202,421$4,773 â–²2.4%1,2300.2%FinanceMRKMerck & Co., Inc.$201,819$201,819 â–²New Holding1,6660.2%MedicalNOWServiceNow$0$537,697 â–¼-100.0%00.0%Computer and TechnologyDHRDanaher$0$401,068 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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