0001085146-22-000883.txt : 20220211 0001085146-22-000883.hdr.sgml : 20220211 20220211164458 ACCESSION NUMBER: 0001085146-22-000883 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Eagle Strategies LLC CENTRAL INDEX KEY: 0001907666 IRS NUMBER: 135582869 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21851 FILM NUMBER: 22621978 BUSINESS ADDRESS: STREET 1: 51 MADISON AVE STREET 2: 12TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10010 BUSINESS PHONE: 888-695-3245 MAIL ADDRESS: STREET 1: 51 MADISON AVE STREET 2: FLOOR 3B, ROOM 0304 CITY: NEW YORK STATE: NY ZIP: 10010 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001907666 XXXXXXXX 12-31-2021 12-31-2021 false Eagle Strategies LLC

51 MADISON AVE FLOOR 3B, ROOM 0304 NEW YORK NY 10010

13F HOLDINGS REPORT 028-21851 N Scott Weinstein 212-576-3831 /s/Scott Weinstein New York NY 02-09-2022 0 143 256512 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 465 2620 SH SOLE 0 0 2620 ABB LTD SPONSORED ADR 000375204 2500 65490 SH SOLE 0 0 65490 ALLSTATE CORP COM 020002101 332 2821 SH SOLE 0 0 2821 ALPHABET INC CAP STK CL A 02079K305 301 104 SH SOLE 0 0 104 ALPHABET INC CAP STK CL C 02079K107 214 74 SH SOLE 0 0 74 AMAZON COM INC COM 023135106 2537 761 SH SOLE 0 0 761 AMERICAN ELEC PWR CO INC COM 025537101 227 2555 SH SOLE 0 0 2555 APPLE INC COM 037833100 4286 24135 SH SOLE 0 0 24135 ARCHER DANIELS MIDLAND CO COM 039483102 354 5237 SH SOLE 0 0 5237 BANCO SANTANDER S.A. ADR 05964H105 108 32707 SH SOLE 0 0 32707 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 298 996 SH SOLE 0 0 996 BLOCK INC CL A 852234103 226 1400 SH SOLE 0 0 1400 BROADCOM INC COM 11135F101 265 399 SH SOLE 0 0 399 CACI INTL INC CL A 127190304 270 1002 SH SOLE 0 0 1002 CAPITAL ONE FINL CORP COM 14040H105 632 4353 SH SOLE 0 0 4353 COCA COLA CO COM 191216100 729 12306 SH SOLE 0 0 12306 CORNING INC COM 219350105 374 10035 SH SOLE 0 0 10035 DANAHER CORPORATION COM 235851102 388 1178 SH SOLE 0 0 1178 DEERE & CO COM 244199105 464 1353 SH SOLE 0 0 1353 DIGITAL RLTY TR INC COM 253868103 486 2747 SH SOLE 0 0 2747 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 1525 185253 SH SOLE 0 0 185253 EXXON MOBIL CORP COM 30231G102 377 6156 SH SOLE 0 0 6156 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 393 7414 SH SOLE 0 0 7414 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 1191 11418 SH SOLE 0 0 11418 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 818 3616 SH SOLE 0 0 3616 FIRSTENERGY CORP COM 337932107 204 4906 SH SOLE 0 0 4906 FORD MTR CO DEL COM 345370860 2348 113032 SH SOLE 0 0 113032 HONEYWELL INTL INC COM 438516106 200 957 SH SOLE 0 0 957 INTEL CORP COM 458140100 228 4424 SH SOLE 0 0 4424 INTUIT COM 461202103 402 625 SH SOLE 0 0 625 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 295 14190 SH SOLE 0 0 14190 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 285 10222 SH SOLE 0 0 10222 INVESCO EXCH TRADED FD TR II S&P MDCP 400 REV 46138G672 1959 20692 SH SOLE 0 0 20692 INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 46138G102 265 5082 SH SOLE 0 0 5082 INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT 46137V399 374 16188 SH SOLE 0 0 16188 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 349 6562 SH SOLE 0 0 6562 INVESCO QQQ TR UNIT SER 1 46090E103 7362 18505 SH SOLE 0 0 18505 ISHARES INC EM MKTS DIV ETF 464286319 505 13125 SH SOLE 0 0 13125 ISHARES TR 1 3 YR TREAS BD 464287457 377 4408 SH SOLE 0 0 4408 ISHARES TR CORE DIV GRWTH 46434V621 9596 172653 SH SOLE 0 0 172653 ISHARES TR CORE MSCI EAFE 46432F842 2601 34849 SH SOLE 0 0 34849 ISHARES TR CORE S&P MCP ETF 464287507 835 2948 SH SOLE 0 0 2948 ISHARES TR CORE S&P SCP ETF 464287804 448 3912 SH SOLE 0 0 3912 ISHARES TR CORE S&P US VLU 464287663 1784 23364 SH SOLE 0 0 23364 ISHARES TR CORE S&P500 ETF 464287200 9093 19063 SH SOLE 0 0 19063 ISHARES TR CORE US AGGBD ET 464287226 205 1800 SH SOLE 0 0 1800 ISHARES TR EAFE GRWTH ETF 464288885 402 3644 SH SOLE 0 0 3644 ISHARES TR EAFE SML CP ETF 464288273 951 13006 SH SOLE 0 0 13006 ISHARES TR EAFE VALUE ETF 464288877 222 4401 SH SOLE 0 0 4401 ISHARES TR ISHARES BIOTECH 464287556 1793 11746 SH SOLE 0 0 11746 ISHARES TR MBS ETF 464288588 209 1948 SH SOLE 0 0 1948 ISHARES TR MSCI ACWI ETF 464288257 296 2797 SH SOLE 0 0 2797 ISHARES TR MSCI ACWI EX US 464288240 381 6860 SH SOLE 0 0 6860 ISHARES TR MSCI USA ESG SLC 464288802 311 2928 SH SOLE 0 0 2928 ISHARES TR MSCI USA MIN VOL 46429B697 216 2671 SH SOLE 0 0 2671 ISHARES TR MSCI USA MMENTM 46432F396 2973 16349 SH SOLE 0 0 16349 ISHARES TR MSCI USA VALUE 46432F388 2680 24485 SH SOLE 0 0 24485 ISHARES TR RESIDENTIAL MULT 464288562 2884 29364 SH SOLE 0 0 29364 ISHARES TR RUS 1000 ETF 464287622 1154 4364 SH SOLE 0 0 4364 ISHARES TR RUS 1000 GRW ETF 464287614 2238 7322 SH SOLE 0 0 7322 ISHARES TR RUS 1000 VAL ETF 464287598 1723 10262 SH SOLE 0 0 10262 ISHARES TR RUS 2000 GRW ETF 464287648 2198 7501 SH SOLE 0 0 7501 ISHARES TR RUS 2000 VAL ETF 464287630 533 3212 SH SOLE 0 0 3212 ISHARES TR RUS MD CP GR ETF 464287481 3263 28319 SH SOLE 0 0 28319 ISHARES TR RUS MDCP VAL ETF 464287473 2501 20437 SH SOLE 0 0 20437 ISHARES TR S&P 500 GRWT ETF 464287309 1248 14912 SH SOLE 0 0 14912 ISHARES TR S&P MC 400VL ETF 464287705 366 3303 SH SOLE 0 0 3303 ISHARES TR S&P SML 600 GWT 464287887 232 1674 SH SOLE 0 0 1674 ISHARES TR SELECT DIVID ETF 464287168 629 5128 SH SOLE 0 0 5128 ISHARES TR SHORT TREAS BD 464288679 892 8078 SH SOLE 0 0 8078 ISHARES TR U.S. TECH ETF 464287721 570 4967 SH SOLE 0 0 4967 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 2325 46066 SH SOLE 0 0 46066 JOHNSON & JOHNSON COM 478160104 370 2161 SH SOLE 0 0 2161 JPMORGAN CHASE & CO COM 46625H100 792 4998 SH SOLE 0 0 4998 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 1695 56289 SH SOLE 0 0 56289 LILLY ELI & CO COM 532457108 284 1026 SH SOLE 0 0 1026 LOWES COS INC COM 548661107 374 1446 SH SOLE 0 0 1446 LULULEMON ATHLETICA INC COM 550021109 401 1025 SH SOLE 0 0 1025 MASTERCARD INCORPORATED CL A 57636Q104 2211 6154 SH SOLE 0 0 6154 MCKESSON CORP COM 58155Q103 449 1806 SH SOLE 0 0 1806 MERCK & CO INC COM 58933Y105 1284 16751 SH SOLE 0 0 16751 MICROSOFT CORP COM 594918104 5113 15202 SH SOLE 0 0 15202 MORGAN STANLEY COM NEW 617446448 239 2438 SH SOLE 0 0 2438 NEXTERA ENERGY INC COM 65339F101 614 6574 SH SOLE 0 0 6574 NIKE INC CL B 654106103 420 2520 SH SOLE 0 0 2520 NOVARTIS AG SPONSORED ADR 66987V109 221 2524 SH SOLE 0 0 2524 NVIDIA CORPORATION COM 67066G104 1508 5129 SH SOLE 0 0 5129 PACER FDS TR BNCHMRK INFRA 69374H741 629 14541 SH SOLE 0 0 14541 PAYPAL HLDGS INC COM 70450Y103 289 1532 SH SOLE 0 0 1532 PFIZER INC COM 717081103 540 9145 SH SOLE 0 0 9145 PIMCO ETF TR 1-5 US TIP IDX 72201R205 785 14223 SH SOLE 0 0 14223 PIMCO ETF TR ACTIVE BD ETF 72201R775 650 5938 SH SOLE 0 0 5938 PROCTER AND GAMBLE CO COM 742718109 541 3305 SH SOLE 0 0 3305 QUALCOMM INC COM 747525103 568 3107 SH SOLE 0 0 3107 RIO TINTO PLC SPONSORED ADR 767204100 242 3617 SH SOLE 0 0 3617 SALESFORCE COM INC COM 79466L302 717 2822 SH SOLE 0 0 2822 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3044 37661 SH SOLE 0 0 37661 SCHWAB STRATEGIC TR US TIPS ETF 808524870 274 4360 SH SOLE 0 0 4360 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1268 16446 SH SOLE 0 0 16446 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 389 2236 SH SOLE 0 0 2236 SOUTHERN CO COM 842587107 635 9264 SH SOLE 0 0 9264 SPDR GOLD TR GOLD SHS 78463V107 274 1605 SH SOLE 0 0 1605 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 1028 22034 SH SOLE 0 0 22034 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2043 56007 SH SOLE 0 0 56007 SPDR S&P 500 ETF TR TR UNIT 78462F103 5274 11105 SH SOLE 0 0 11105 SPDR SER TR BLOOMBERG CONV 78464A359 1708 20588 SH SOLE 0 0 20588 SPDR SER TR MSCI USA STRTGIC 78468R812 374 2867 SH SOLE 0 0 2867 SPDR SER TR NUVEEN BLMBRG MU 78468R721 1157 22358 SH SOLE 0 0 22358 SPDR SER TR PORTFLI TIPS ETF 78464A656 3316 105264 SH SOLE 0 0 105264 SPDR SER TR PORTFOLIO SHORT 78464A474 6385 206172 SH SOLE 0 0 206172 SPDR SER TR PRTFLO S&P500 GW 78464A409 4081 56317 SH SOLE 0 0 56317 SPDR SER TR S&P 600 SMCP GRW 78464A201 2190 23591 SH SOLE 0 0 23591 SPDR SER TR S&P DIVID ETF 78464A763 2172 16819 SH SOLE 0 0 16819 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2358 19599 SH SOLE 0 0 19599 TARGET CORP COM 87612E106 810 3500 SH SOLE 0 0 3500 TESLA INC COM 88160R101 424 401 SH SOLE 0 0 401 TJX COS INC NEW COM 872540109 1402 18469 SH SOLE 0 0 18469 UMH PPTYS INC COM 903002103 1019 37276 SH SOLE 0 0 37276 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 6210 81593 SH SOLE 0 0 81593 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 840 10388 SH SOLE 0 0 10388 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 595 10788 SH SOLE 0 0 10788 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3262 17841 SH SOLE 0 0 17841 VANGUARD INDEX FDS GROWTH ETF 922908736 19051 59366 SH SOLE 0 0 59366 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4845 19030 SH SOLE 0 0 19030 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 24819 165095 SH SOLE 0 0 165095 VANGUARD INDEX FDS MID CAP ETF 922908629 1045 4103 SH SOLE 0 0 4103 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 615 5299 SH SOLE 0 0 5299 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5073 11620 SH SOLE 0 0 11620 VANGUARD INDEX FDS SM CP VAL ETF 922908611 14951 83596 SH SOLE 0 0 83596 VANGUARD INDEX FDS SMALL CP ETF 922908751 1183 5235 SH SOLE 0 0 5235 VANGUARD INDEX FDS SML CP GRW ETF 922908595 688 2442 SH SOLE 0 0 2442 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1122 4648 SH SOLE 0 0 4648 VANGUARD INDEX FDS VALUE ETF 922908744 209 1420 SH SOLE 0 0 1420 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 264 5339 SH SOLE 0 0 5339 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2218 16554 SH SOLE 0 0 16554 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7596 44228 SH SOLE 0 0 44228 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1287 25209 SH SOLE 0 0 25209 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1948 17373 SH SOLE 0 0 17373 VANGUARD WORLD FD MEGA GRWTH IND 921910816 899 3449 SH SOLE 0 0 3449 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 487 1829 SH SOLE 0 0 1829 VANGUARD WORLD FDS INF TECH ETF 92204A702 362 790 SH SOLE 0 0 790 VERIZON COMMUNICATIONS INC COM 92343V104 783 15065 SH SOLE 0 0 15065 VICTORY PORTFOLIOS II VCSHS US SMCP HG 92647N873 934 15194 SH SOLE 0 0 15194