Eaton Financial Holdings Company, LLC Portfolio Holdings

Eaton Financial Holdings Company, LLC

  • $241 Billion
  • Q1 2025

Eaton Financial Holdings Company, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $241 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: T Rowe Price ETF Inc Us Equity with a value of $18.4B, Goldman Sachs ETF Tr with a value of $16.2B, Wisdomtree Floating Rate Treas with a value of $14.7B, J P Morgan Exchange Traded Fd with a value of $14.3B, and Spdr Portfolio S&P 500 Value E with a value of $14.2B.

Examining the 13F form we can see an decrease of $18.8B in the current position value, from $260B to 241B.

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 $241 Billion
ETFs: $158 Billion
Technology: $14.4 Billion
Financial Services: $10 Billion
Consumer Defensive: $7.03 Billion
Communication Services: $6.9 Billion
Consumer Cyclical: $5.19 Billion
Energy: $3.29 Billion
Industrials: $1.5 Billion
Other: $523 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.03B
$426 Million 0.18% of portfolio
19,000
Q1 2025 Reduced 42.92%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $241 Billion
  • Prior Value $260 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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