Eaton Financial Holdings Company, LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $193 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $36.8B, Wisdomtree Tr Us Quality Divid with a value of $19.3B, Ishares Core S&P U.S. Value Et with a value of $12.7B, Fidelity Covington Tr Msci Inf with a value of $9.64B, and Wisdomtree Floating Rate Treas with a value of $9.57B.

Examining the 13F form we can see an decrease of $221B in the current position value, from $413B to 193B.

Eaton Financial Holdings Company, LLC is based out at Coral Springs, FL

Below you can find more details about Eaton Financial Holdings Company, LLC portfolio as well as his latest detailed transactions.

Portfolio value $193 Billion
ETFs: $148 Billion
Technology: $13.4 Billion
Financial Services: $7.86 Billion
Communication Services: $4.93 Billion
Consumer Cyclical: $3.99 Billion
Energy: $3.9 Billion
Industrials: $3.47 Billion
Consumer Defensive: $3.13 Billion
Other: $3.52 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $193 Billion
  • Prior Value $413 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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